SMCI — Super Micro Computer

AI server maker (GPU servers, rack-scale systems); in TRAI cluster 1 with the semis/AI hardware.

TRAI data

• Last 4 reaction gaps: −5.1% (2025-11-05), +11.1% (2026-02-04), +13.0% (2026-05-06), +10.7% (2026-08-12) (/api/events).

2026-11-02 14:00 update

• Prints Tue 11-03 AMC. Preliminary FQ1 revenue $18.5–19.5B; GM guided 10.4–10.8% vs 17.6% prior qtr; FY26 operating cash outflow $6.8B; board review tied to export-control matters; 11/19 analysts Hold, 3 Sell (24/7 Wall St., 2026-11-02).
• −6.0% at 14:06 ET, below OR30 low; DELL −4%, HPE −3% (24/7 Wall St.).
• 2026-11-02 14:00 report