May 6, 2026
Analyst Bio:
Super Micro Computer (NASDAQ:SMCI) is grabbing the headlines on Wednesday, and this time it is for all the right reasons. The stock is up by 15% following the release of the AI server maker’s fiscal third quarter results.
Scanning the results, Rosenblatt’s Kevin Cassidy, an analyst ranked among the top 1% on Wall Street, notes that although revenue has increased by more than 2.5x over the past two years, gross profit has risen by only about 60%, thereby “creating a disparity between the company’s revenue growth profile and its recent stock performance.”
