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Super Micro Computer vs Dell: One Has Better Margins, the Other Has Better Ratings — Which Do You Buy?

By Trader Edge at 2026-07-22 18:27

Sentiment: Positive

TLDR Super Micro projected Q4 2026 gross margins of 15–17%, nearly double its previous forecast of 8.2–8.4% Super Micro reported over $60 billion in near-term orders, pushing its backlog to record levels Dell booked $24.4 billion in AI orders in fiscal Q1 2027, with $51.3 billion in AI-server backlog Dell’s AI-server revenue surpassed its PC [...] The post Super Micro Computer vs Dell: One Has Better Margins, the Other Has Better Ratings — Which Do You Buy? appeared first on CoinCentral. Continue reading...

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