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ST. LOUIS - Super Micro Computer, Inc. (NASDAQ:SMCI) is exhibiting its latest AI Factory, high-performance computing (HPC), and liquid-cooled data center solutions at Supercomputing 2025 (SC25) in St. Louis, Missouri, according to a company press release. The company, a prominent player in the Technology Hardware, Storage & Peripherals industry, has seen its stock price pull back recently with a 9.4% decline over the past week, though it maintains an impressive 96% return over the past year according to InvestingPro data.
The company's booth features new Data Center Building Block Solutions incorporating NVIDIA GB300 NVL72 and NVIDIA HGX B300 Systems designed to improve energy efficiency and performance while reducing deployment time.
Among the highlighted products is a rack-scale solution with NVIDIA GB300 Grace Blackwell Superchips providing 72 NVIDIA Blackwell Ultra GPUs and 36 Grace CPUs per rack. The company is also showcasing various liquid cooling innovations, including Rear Door Heat Exchangers supporting cooling capacities of 50kW or 80kW and Liquid-to-Air Sidecar cooling distribution units supporting up to 200kW.
"Supermicro continues to lead the industry in delivering complete, next-generation infrastructure solutions in close collaboration with our technology partners," said Charles Liang, president and CEO of Supermicro, in the statement.
The exhibition includes several product families optimized for HPC workloads and AI infrastructure, such as the SuperBlade systems, FlexTwin architecture, BigTwin, MicroBlade, MicroCloud, Petascale Storage, and Workstation solutions.
These systems are designed to address use cases across financial services, manufacturing, climate modeling, oil and gas, and scientific research, with each product family offering specific combinations of density, performance, and efficiency.
Supermicro's booth at SC25 features demonstrations of these technologies and an in-booth theater with presentations from experts, customers, and partners. With a current market capitalization of $20.3 billion and a solid financial health score rated as "GOOD" by InvestingPro, the company appears positioned to capitalize on AI infrastructure demand despite recent stock volatility. Investors seeking deeper insights can access the comprehensive Pro Research Report available for SMCI and 1,400+ other US equities, which transforms complex financial data into actionable intelligence through expert analysis and intuitive visuals.
In other recent news, Super Micro Computer reported its September quarter revenue at $5.02 billion, which fell short of the consensus estimate of $6.09 billion but aligned with the company's earlier pre-announcement. Despite this revenue shortfall, Super Micro provided strong upside guidance for December quarter revenue. Analysts have adjusted their price targets for the company, with Rosenblatt lowering its target to $55 while maintaining a Buy rating. Needham also lowered its price target to $51, citing concerns about margin pressure, but kept a Buy rating. BofA Securities reduced its price target to $34, maintaining an Underperform rating due to concerns about declining gross margins, which are expected to drop to 6.5% in the December quarter. Raymond James set a new price target of $50 following Super Micro's fiscal first quarter 2026 earnings miss and weak second-quarter EPS guidance. Mizuho adjusted its price target to $45, maintaining a Neutral rating, after the September quarter revenue report. These developments reflect analysts' concerns about margin pressures and mixed outlooks for the company's future performance.
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