Key Takeaways
- Super Micro Computer introduced its MicroBlade solution featuring AMD EPYC 4005 chips, offering capacity for 320 nodes within a 48U rack configuration.
- The innovative design allows integration of various CPU node configurations in one enclosure, optimized for cloud computing, edge applications, and artificial intelligence tasks.
- Q2 FY2026 financial results showed revenue reaching $12.7 billion, representing a 153% year-over-year jump that exceeded both internal projections and Wall Street forecasts.
- Earnings per share of $0.69 surpassed analyst predictions from Goldman Sachs and FactSet, fueled by increased GB300 system manufacturing.
- Wall Street price targets span from $27 (Goldman Sachs with Sell rating) to $50 (Rosenblatt with Buy rating), while shares trade around $33.60.
Super Micro Computer (SMCI) has introduced a cutting-edge blade server solution built around AMD EPYC 4005 processors, expanding its product portfolio during a period of exceptional financial performance.
Super Micro Computer, Inc., SMCI
The innovative MicroBlade architecture accommodates up to 40 server nodes within a compact 6U enclosure. When deployed in a full 48U rack configuration, organizations can achieve 320 nodes — an exceptionally dense arrangement designed for data centers requiring maximum computational power per square foot.
Flexibility stands out as a defining characteristic of this platform. IT departments can integrate various node configurations with different processor types within a single enclosure, providing deployment versatility without requiring additional hardware investments.
Each blade operates with one AMD EPYC 4005 series chip. Memory support includes two DDR5 ECC UDIMM slots capable of 5600 MT/s speeds, alongside storage options comprising two PCIe Gen5 E1.S SSDs and one M.2 SSD.
Network connectivity comes via dual-port 25GbE utilizing Broadcom BCM57414 controllers. The enclosure incorporates two integrated 25G Ethernet switches featuring 100G uplink connections.
Security capabilities encompass TPM 2.0, cryptographically signed firmware, hardware-based root of trust, IPMI 2.0, KVM over IP functionality, and Redfish API compatibility.
“Our flexible blade architecture enables customers to mix different node types with different CPUs within a single enclosure,” said Charles Liang, president and CEO of Supermicro.
A dedicated chassis management module provides administrators with remote oversight of individual blades, power distribution units, thermal management systems, and network switches. Power capping functionality enables precise control over maximum power draw per server and allocation management across the blade infrastructure.
Target applications include cloud infrastructure and virtualization platforms, Kubernetes-based and microservices architectures, enterprise and edge computing deployments, and specialized workloads such as e-commerce platforms and cybersecurity operations.
Impressive Q2 Financial Performance Accompanies Product Release
This product announcement arrives alongside exceptional Q2 FY2026 financial results. Supermicro reported quarterly revenue of $12.7 billion, marking a 153% year-over-year increase that exceeded both company guidance and analyst consensus.
Earnings per share reached $0.69, beating projections from Goldman Sachs and FactSet. Management attributed the robust quarter to accelerated production of its GB300 system lineup.
Trailing twelve-month revenue has expanded 35% to $28.1 billion. The company carries a market capitalization of $20.1 billion, and InvestingPro data indicates the stock may be trading below its Fair Value at the current $33.60 price point.
Wall Street Divided on Stock Outlook
Analyst sentiment remains mixed across major firms. Barclays reduced its price objective to $38 while maintaining an Equalweight stance. Needham lowered its target to $40 but retained a Buy recommendation.
Goldman Sachs continues with a Sell rating and $27 price target. Rosenblatt maintains the most bullish position with a Buy rating and $50 target price.
In related developments, Supermicro announced a collaboration with VAST Data to deliver the CNode-X Solution, an integrated AI data platform combining NVIDIA open models and microservices with Supermicro’s GPU and storage servers into a comprehensive AI infrastructure offering.
Supermicro maintains design and manufacturing operations across multiple locations in the United States, Taiwan, and the Netherlands.
