Supermicro (SMCI) Unveils High-Density Blade Servers as Revenue Surges 153%

Key Takeaways

• Supermicro introduced its latest MicroBlade server platform featuring AMD EPYC 4005 processors, delivering up to 320 nodes within a 48U rack configuration.
• The new platform allows organizations to deploy different CPU node configurations within a unified enclosure, optimized for cloud infrastructure, edge computing, and AI applications.
• The company delivered Q2 FY2026 revenue reaching $12.7 billion, representing a 153% year-over-year surge that exceeded both internal projections and Wall Street forecasts.
• Earnings per share reached $0.69, surpassing projections from Goldman Sachs and FactSet, fueled by accelerated GB300 system manufacturing.
• Wall Street price targets span from $27 (Goldman Sachs Sell rating) to $50 (Rosenblatt Buy rating), with shares currently positioned at $33.60.

Super Micro Computer (SMCI) has introduced its newest blade server solution featuring AMD EPYC 4005 processors, expanding its product portfolio during a period of exceptional financial performance.

Super Micro Computer, Inc., SMCI

The newly unveiled MicroBlade platform accommodates 40 server nodes within a compact 6U enclosure. When configured in a full 48U rack deployment, the system delivers 320 nodes — representing a high-density solution designed for data centers requiring maximum computational efficiency.

Flexibility stands as a defining characteristic of this platform. IT departments gain the capability to deploy various node configurations with different processor types within a single enclosure, eliminating the need for separate hardware investments.

Each individual node operates with one AMD EPYC 4005 series processor. Memory support includes two DDR5 ECC UDIMM slots capable of 5600 MT/s speeds, storage options consist of two PCIe Gen5 E1.S SSDs, plus one M.2 SSD.

Network connectivity features dual-port 25GbE through Broadcom BCM57414 controllers. Each enclosure incorporates two integrated 25G Ethernet switches with 100G uplink capabilities.

Security implementations include TPM 2.0, signed firmware validation, hardware root of trust, IPMI 2.0, KVM over IP functionality, and Redfish API compatibility.

A dedicated chassis management module provides administrators with remote access to control individual blades, power delivery systems, cooling infrastructure, and network switches. Power capping functionality enables administrators to set maximum consumption limits per server and distribute power resources across multiple blades.

The platform serves cloud and virtualization deployments, Kubernetes and microservices architectures, enterprise and edge infrastructure, plus specialized computing scenarios including e-commerce platforms and cybersecurity applications.

Exceptional Q2 Performance Supports Product Expansion

This hardware announcement arrives on the heels of impressive Q2 FY2026 financial results. Supermicro reported quarterly revenue of $12.7 billion, marking a 153% year-over-year increase that exceeded company guidance and analyst consensus.

Earnings per share reached $0.69, beating projections from both Goldman Sachs and FactSet. Management attributed the robust quarterly performance to accelerated production of its GB300 system lineup.

Trailing twelve-month revenue has expanded 35% to $28.1 billion. The company carries a current market capitalization of $20.1 billion, with InvestingPro analysis indicating the shares trade below Fair Value at the present $33.60 price level.

Wall Street Remains Divided on Outlook

Analyst perspectives show considerable variation. Barclays reduced its price target to $38 while maintaining an Equalweight stance. Needham lowered its target to $40 but retained a Buy recommendation.

Goldman Sachs maintains a Sell rating with a $27 price objective. Rosenblatt represents the bullish end of the spectrum with a Buy rating and $50 price target.

In a separate development, Supermicro announced a collaboration with VAST Data to introduce the CNode-X Solution, an AI data infrastructure combining NVIDIA open models and microservices with Supermicro GPU and storage servers in a comprehensive AI infrastructure package.

Supermicro conducts design and manufacturing operations across multiple facilities located in the United States, Taiwan, and the Netherlands.

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