Super Micro Computer Landed $60 Billion in Orders Last Quarter, but Trades at Just $30
Concerns over order quality, stock dilution, and ongoing investigations are keeping Supermicro stock under pressure.
Overview
Super Micro Computer (NASDAQ: SMCI) recently told investors something that would normally be considered great news. This producer of high-performance and high-efficiency computer servers said it booked more than $60 billion in new orders in a single quarter.
And yet the stock still trades around $30 per share. That disconnect between order book and valuation is what makes Supermicro (as it is also known) so interesting right now.
Details
In late July, Supermicro released a preliminary update for its fiscal fourth quarter (ended June 30) that focused almost entirely on demand and margins, not just headline revenue. Management said new orders during the quarter exceeded $60 billion, pushing its backlog to a record level as it closed out fiscal 2026.
Source
Originally published at www.fool.com.