Supermicro's massive $60B backlog likely requires financing: Mizuho
Seeking Alpha ·
Supermicro ( SMCI ) revealed its preliminary fourth quarter fiscal 2026 results on Tuesday, which featured revenue on the low side of guidance but a much stronger gross margin than expected. The results prompted Mizuho to reiterate its Neutral rating but reduce
DYAX Investor Sentiment
Bullish (Long) 48% · Bearish (Short) 52%
456 participants
Related News
- Traton SE Q2 GAAP EPS of €1.42, revenue of €11.76B
- Rollins forecasts at least 6% organic growth and at least 10% incremental margins for 2026 amid softer residential demand
- ‘Hyperscalers don’t generate any cash; buy the chip companies’ – Melius’s Ben Reitzes
- Q2 earnings put technology sector's most overbought stocks in focus
- AT&T 'Strong' Wireless Execution Keeps Thesis Intact, RBC Says
- First Mid Bancshares raises dividend by 4% to $0.26
