Key Highlights
- Super Micro Computer unveiled a MicroBlade platform featuring AMD EPYC 4005 processors, capable of housing 320 nodes in a 48U rack configuration.
- The platform enables mixing various CPU node configurations in one enclosure, designed for cloud, edge, and artificial intelligence applications.
- Q2 FY2026 results showed revenue reaching $12.7 billion, representing a 153% year-over-year jump that exceeded guidance and consensus estimates.
- Earnings per share of $0.69 surpassed projections from Goldman Sachs and FactSet, propelled by accelerated GB300 system manufacturing.
- Wall Street price targets span from $27 (Goldman Sachs Sell rating) to $50 (Rosenblatt Buy rating), while shares trade around $33.60.
Super Micro Computer (SMCI) has introduced an innovative blade server solution built around AMD EPYC 4005 processors, expanding its product portfolio amid a period of impressive financial performance.
Super Micro Computer, Inc., SMCI
The newly unveiled MicroBlade platform accommodates up to 40 server nodes within a compact 6U enclosure. When deployed in a full 48U rack configuration, organizations can achieve a maximum density of 320 nodes — an ideal solution for space-constrained data center environments.
Flexibility stands out as a defining characteristic of this platform. IT departments can deploy various node configurations with different processor types within a single enclosure, eliminating the need for disparate hardware systems.
Each blade operates with a single AMD EPYC 4005 series chip. Memory support includes two DDR5 ECC UDIMM slots capable of 5600 MT/s speeds, alongside storage options of two PCIe Gen5 E1.S SSDs and one M.2 SSD.
Network connectivity comes via dual 25GbE ports using Broadcom BCM57414 controllers. The enclosure incorporates two built-in 25G Ethernet switches featuring 100G uplink connections.
Security capabilities encompass TPM 2.0, signed firmware verification, hardware root of trust, IPMI 2.0, KVM over IP functionality, and Redfish API integration.
“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 supplies, cooling systems, and network switches. Power capping functionality allows precise control over maximum power draw per server and intelligent allocation across blade infrastructure.
Target use cases include cloud and virtualization environments, Kubernetes and microservices deployments, enterprise and edge computing scenarios, and specialized applications spanning e-commerce to cybersecurity operations.
Impressive Q2 Performance Supports Product Expansion
This product announcement arrives on the heels of exceptional Q2 FY2026 financial results. Supermicro reported quarterly revenue of $12.7 billion, marking a 153% increase compared to the prior year period and exceeding both company guidance and Wall Street forecasts.
Earnings per share reached $0.69, beating projections from Goldman Sachs and FactSet. Management attributed the robust performance to scaling 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, with InvestingPro analysis indicating the stock trades below its Fair Value at the current $33.60 price level.
Wall Street Divided on Valuation
Analyst perspectives remain mixed. Barclays reduced its price objective to $38 while maintaining an Equalweight stance. Needham lowered its target to $40 but preserved its Buy recommendation.
Goldman Sachs maintains a Sell rating with a $27 price target. Rosenblatt represents the bullish end of the spectrum with a Buy rating and $50 price objective.
In a separate development, Supermicro partnered with VAST Data to introduce the CNode-X Solution, an integrated AI data platform merging NVIDIA open models and microservices with Supermicro GPU and storage servers into a comprehensive AI infrastructure offering.
Super Micro Computer operates manufacturing and design facilities across multiple locations in the United States, Taiwan, and the Netherlands.
