Super Micro Computer (SMCI) Stock: New Blade Server Platform Targets Cloud and Edge

TLDR

• Supermicro launched a new MicroBlade platform using AMD EPYC 4005 processors, supporting up to 320 nodes in a 48U rack.
• The system supports mixed CPU node types within a single enclosure, targeting cloud, edge, and AI workloads.
• Supermicro posted Q2 FY2026 revenue of $12.7 billion, a 153% year-over-year increase, beating guidance and analyst estimates.
• EPS of $0.69 beat estimates from Goldman Sachs and FactSet, driven by GB300 system production ramp-up.
• Analyst price targets range from $27 (Goldman Sachs Sell) to $50 (Rosenblatt Buy), with the stock currently trading at $33.60.

Super Micro Computer (SMCI) has launched a new blade server platform powered by AMD EPYC 4005 processors, adding fresh hardware to its lineup just as the company rides a wave of strong financial results.

Super Micro Computer, Inc., SMCI

The new MicroBlade platform fits up to 40 server nodes in a 6U enclosure. Scale that up to a 48U rack and you get 320 nodes — a dense setup aimed at data centers that need to pack in serious compute.

One of the platform’s key features is flexibility. Organizations can mix different node types with different CPUs inside the same enclosure, which gives IT teams more options without needing separate hardware.

Each node runs a single AMD EPYC 4005 series processor. It supports two DDR5 ECC UDIMM slots running at up to 5600 MT/s, two PCIe Gen5 E1.S SSDs, and one M.2 SSD.

Networking is handled by dual-port 25GbE via Broadcom BCM57414. The enclosure also includes two integrated 25G Ethernet switches with 100G uplinks.

Security features include TPM 2.0, signed firmware, hardware root of trust, IPMI 2.0, KVM over IP, and Redfish API support.

A chassis management module gives admins remote control over individual blades, power supplies, cooling fans, and networking switches. Power capping lets administrators control maximum consumption per server and manage allocation across blades.

The platform targets cloud and virtualization workloads, Kubernetes and microservices environments, enterprise and edge deployments, and specialized compute applications like e-commerce and cybersecurity.

Strong Q2 Results Back the Launch

The hardware news follows a standout Q2 FY2026 earnings report. Supermicro posted revenue of $12.7 billion for the quarter, up 153% year-over-year, beating both its own guidance and analyst expectations.

EPS came in at $0.69, topping estimates from Goldman Sachs and FactSet. The company credited the strong quarter to the ramp-up of its GB300 system production.

Over the last twelve months, revenue has grown 35% to $28.1 billion. The company is currently valued at $20.1 billion, and InvestingPro analysis suggests the stock is undervalued relative to its Fair Value at the current price of $33.60.

Analysts Split on the Stock

Analyst opinion is divided. Barclays cut its price target to $38 but kept an Equalweight rating. Needham trimmed its target to $40 while holding a Buy rating.

Goldman Sachs kept a Sell rating with a $27 price target. Rosenblatt sits at the more optimistic end with a Buy rating and a $50 price target.

Separately, Supermicro teamed up with VAST Data to launch the CNode-X Solution, an AI data platform that combines NVIDIA open models and microservices with Supermicro GPU and storage servers into a fully integrated AI infrastructure stack.

Supermicro designs and manufactures its products across facilities in the United States, Taiwan, and the Netherlands.

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