Super Micro Stock Falls 23%: Falling Knife Or Buying Opportunity?

Super Micro Computer stock (NASDAQ:SMCI) has declined by close to 23% over the last five trading sessions, falling to about $45 per share. The sell-off follows the company's tough Q4 2025 earnings report, which missed estimates and saw margins contract. SMCI was touted as a major AI play amid surging demand for its servers, which are essential for deploying the latest AI GPU chips. SMCI built its growth story around a product roadmap tightly aligned with Nvidia's GPU cycle. The company has typically been qu ...