Super Micro Shares jumps like Revenue Projects Rocket to $ 40B for 2026

11 February – Super Micro Computer Inc. (SMCI, Financial) Shares Skip 3% today After that the semiconductor company reveals one Robust revenue forecast. The chip producer predicts $ 40 billion in revenue for 2026, exceeding analysts’ expectations by a wide margin. Super Micro Computer Inc. predicts that sales will increase by 60% from its expected revenue of $ 23.5-25 billion this year. CEO Charles Liang defines the predicted goal as “very conservative”, but analysts still doubt its feasibility.

Wedbush analyst Matt Bryson remains questionable about supermicro revenue reaching $ 35 billion because he fears the company could fight to get a sufficient delivery of NVIDIA (NVDA, Financial) Blackwell GPUs that act as core components for its activities. Samik Chatterjee from JPMorgan observes escalating competition within AI servers along with lasting supply chain challenges, while Quinn Bolton of Needham expects equivalent revenue numbers supported by 1112% gross marginal arrangement. The increased market demand for AI -hardware -large tech companies Meta (Meta, Financial) and Microsoft (MSFT, Financial) Together with financial data, continues to invest heavily in AI research, which creates additional challenges for the market.

This article first appeared Gurufocus.