Super Micro Computer Is Up 7% Today: Is It Outperforming Other AI Server Stocks Like Dell and Hewlett Packard Enterprise?

8 hours ago 2

David Moadel

Wed, May 20, 2026 astatine 9:35 AM CDT 4 min read

Quick Read

Super Micro Computer (SMCI) shares jumped 7% aft sentiment improved pursuing delayed filings and auditor changes, with Q3 FY2026 non-GAAP EPS of $0.84 beating estimates by 35%.
Dell Technologies (DELL) has captured important hyperscale AI orders, with AI-optimized server gross of $8.95B up 342% YoY and a $43B AI backlog entering FY27.
Hewlett Packard Enterprise (HPE) posted non-GAAP EPS of $0.65 supra guidance, boosted by networking gross that surged 152% YoY to $2.71B; DELL and HPE stocks stay up of SMCI banal successful presumption of one-year gains.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Dell Technologies wasn't 1 of them. Get them present FREE.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 7% successful mid-morning trading connected Wednesday, May 20, easy outpacing the remainder of the AI server group. Dell Technologies (NYSE:DELL) banal is up 3%, portion Hewlett Packard Enterprise (NYSE:HPE) shares are up 2.5%.

In different words, Super Micro Computer banal is the standout AI infrastructure mover this morning.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Dell Technologies wasn't 1 of them. Get them present FREE.

Yet, today's leaderboard flips the infinitesimal the lens widens. Over the past year, Super Micro Computer banal is down 24%, portion Dell shares person climbed 112% and HPE shares person precocious 89%. So, is SMCI really outperforming its peers crossed the afloat cycle? For today, yes; for the year, the reply is much complicated.

The bounce comes with sentiment successful beaten-down AI infrastructure names softly improving. Reddit information for Super Micro Computer showed a wide sentiment betterment the play of May 9 to 10, with bullish scores returning to the 68 to 72 scope aft bearish dips earlier successful the month.

Side by Side: Today vs. the Past Year

Timeframe

SMCI

DELL

HPE

Today	+7%	+3%	+2.5%
One month	+7%	+20%	+23%
YTD	+4%	+88%	+37%
One year	-24%	+112%	+89%
Five years	+751%	+417%	+134%

The five-year file shows that Super Micro Computer was, astatine 1 point, the runaway AI server winner. The past twelvemonth tells a antithetic story, however.

Why Super Micro Computer Bounced, but Has Lagged

The one-year diminution reflects a agelong of company-specific challenges including delayed filings, auditor changes, and a multi-quarter rebuilding of capitalist trust. In its astir caller net report, Super Micro Computer posted Q3 FY2026 non-GAAP EPS of $0.84 versus the $0.62 estimate, portion gross of $10.24 cardinal grew 123% twelvemonth implicit twelvemonth (YoY) but missed consensus.

CEO Charles Liang stated, "Supermicro's translation into a full datacenter infrastructure supplier is accelerating. Our borderline betterment and the accelerated maturation of our DCBBS concern show that our concern remains robust." The institution besides guided full-year FY2026 gross to $38.9 cardinal to $40.4 billion, which keeps the semipermanent AI communicative intact adjacent with the near-term reset. SEC filing here.

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