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Super Micro (SMCI) Gets 13% Boost as Sales, Outlook Soar

By Angelica Ballesteros | February 05, 2026, 2:27 AM

We recently published 10 Stocks With Monster Gains. Super Micro Computer Inc. (NASDAQ:SMCI) was one of the top performers on Wednesday.

Super Micro soared by 13.14 percent on Wednesday to finish at $35.04 apiece, as investor sentiment was fueled by a strong earnings performance in the second quarter of fiscal year 2026 and a highly optimistic outlook for the third quarter, with net sales targeted to more than double year-on-year.

In an updated report, Super Micro Computer Inc. (NASDAQ:SMCI) said that net income in the quarter ending December 31 jumped by 25 percent to $400.56 million from $320.6 million in the same period a year earlier, while net sales soared by 123 percent to $12.68 billion from $5.68 billion year-on-year.

“With our leading AI server and storage technology foundation, strong customer engagements, and expanding global manufacturing footprint, we are scaling rapidly to support large AI and enterprise deployments while continuing to strengthen our operational and financial execution,” Super Micro Computer Inc. (NASDAQ:SMCI) President and CEO Charles Liang said.

Super Micro (SMCI) Gets 13% Boost as Sales, Outlook Soar
Source: Pixabay

“Our DCBBS, Data Center Building Block Solutions, enable customers to scale faster, greener, and at lower cost, Supermicro is well positioned to capture the next wave of AI and IT infrastructure demand,” he added.

Looking ahead, Super Micro Computer Inc. (NASDAQ:SMCI) is targeting to grow its net sales for the third quarter ending March 2026 by 167 percent to $12.3 billion from only $4.6 billion in the same period last year.

For the full fiscal year, Super Micro Computer Inc. (NASDAQ:SMCI) is targeting net sales to be at $40 billion, or an implied growth of 82 percent versus $21.97 billion in the full fiscal year 2025.

While we acknowledge the potential of SMCI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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