Broadcom Limited (AVGO) Stock Price Today — Live Chart and Analysis

Analysis

SMCI Q3 FY2026 (ended March 31, 2026): net sales of $10.2 billion, up from $4.6 billion in Q3 of the prior year - more than doubling year-over-year. Gross margin recovered to 9.9% from 6.3% in Q2'26, and net income reached $483 million. Q4 FY2026 guidance: $11.0–$12.5 billion in revenue, non-GAAP EPS of $0.65–$0.79. Full-year FY2026 guidance raised to at least $40 billion. The company is expanding US manufacturing with new Silicon Valley facilities, reducing supply chain dependence and positioning itself for US government AI infrastructure contracts. The accounting overhang is the primary investor concern - Supermicro's history of financial reporting issues means institutional investors apply a valuation discount relative to peers. The stock trades at 10–15x forward earnings, a significant discount to Dell or HPE on comparable revenue bases. The operating leverage is dramatic: at these revenue levels, small margin improvements translate to large EPS swings. SMCI is particularly popular among retail traders in Hong Kong, Singapore, and the Philippines who track AI infrastructure plays. Support around $30–$35; resistance at $55–$65.