Supermicro ships Vera Rubin racks: Super Micro Computer stock sits 26.52 percent below its high
Published on 10/06/2026 at 09:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Super Micro Computer (ISIN US86800U3023) began shipping NVIDIA Vera Rubin NVL72 racks on September 23, 2026, according to Super Micro Computer. Its primary-market price of USD 43.19 on NASDAQ on October 5, 2026 stood 26.52 percent below the 52-week high of USD 58.78, while the Lang & Schwarz euro quote remained nearly unchanged on October 6.
Vera Rubin racks reach production
The company said its Data Center Building Block Solutions integrate the NVIDIA Vera Rubin NVL72 platform with a direct liquid-cooling stack. Each rack contains 72 NVIDIA Rubin GPUs and 36 NVIDIA Vera CPUs, while one scalable unit can combine 1,152 GPUs across 16 compute racks.
The deployment matters because Supermicro is selling a complete infrastructure package rather than only server components. The September 23 release describes support from site surveys and system integration through testing, delivery and ongoing deployment for installations ranging from 5 megawatts to gigawatt scale.
Orders outpace reported sales
Zacks reported that Super Micro Computer generated USD 39.1 billion of revenue in fiscal 2026, up 78.00 percent from USD 22.0 billion in fiscal 2025. The company also received more than USD 60.0 billion of fourth-quarter orders, creating a large conversion test for the next reporting periods.
For fiscal 2027, management expects revenue of USD 65.0 billion to USD 72.0 billion, while first-quarter fiscal 2027 revenue is guided to USD 14.5 billion to USD 15.5 billion. Zacks said AI solutions represented 60.00 percent of fourth-quarter fiscal 2026 revenue and could exceed 80.00 percent of revenue based on the current backlog.
Margins remain the market test
MarketBeat reported a consensus Hold rating and an average price target of USD 42.13 on October 5, 2026. The target sat below the USD 43.19 NASDAQ price cited in the same report, highlighting the gap between operating growth and near-term valuation expectations.
The profitability question is visible in the guidance. Super Micro Computer reported a non-GAAP gross margin of 17.60 percent in the fourth quarter of fiscal 2026, while management projected 10.40 percent to 10.80 percent for the first quarter of fiscal 2027 as product mix and customer deployment timing affect results.
Next report date approaches
Nasdaq lists November 3, 2026 as the estimated earnings announcement date. That report will give investors the first direct test of whether the USD 14.5 billion to USD 15.5 billion quarterly sales range is converting the record order pipeline into recognized revenue.
Super Micro Computer was trading at EUR 38.58 at Lang & Schwarz on October 6, 2026 at 9:22 a.m. CEST, plus 0.18 percent versus the prior close of EUR 38.51 on October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of Super Micro Computer stock.
Super Micro Computer stock facts
- Company: Super Micro Computer, Inc.
- ISIN: US86800U3023
- WKN: A40MRM
- Ticker: SMCI
- Primary exchange: NASDAQ
- Price Lang & Schwarz as of October 6, 2026, 9:22 a.m. CEST: EUR 38.58
- Change versus prior close: plus 0.18 percent
- Prior close Lang & Schwarz October 5, 2026: EUR 38.51
- Market capitalization: USD 27.9 billion as of October 5, 2026
- 52-week range: USD 19.48-58.78 as of October 5, 2026
- Sector / Industry: Technology / Computer Hardware
- Next earnings date: November 3, 2026, estimated
