◆ NeutralSMCISMCIPNVDA

Does Super Micro's Big Quarter Make Nvidia Stock a Buy?

The Motley Fool·
Does Super Micro's Big Quarter Make Nvidia Stock a Buy?

Super Micro Computer exceeded its Q1 fiscal 2027 revenue forecast by ~$4 billion to $18.5-19.5 billion, driven by strong AI platform demand. This suggests robust demand for Nvidia's chips and supports confidence in Nvidia's $108 billion revenue guidance. At ~$220, Nvidia trades at 14x forward earnings, which may undervalue its continued growth trajectory.

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