DOJ Headlines Don't Deter SMCI's Growth Outlook
Despite a 30%+ stock drop after DoJ charges against employees, the DoJ found no charges against Super Micro; the alleged $2.5B smuggled sales amount to about 10% of FY25 revenue, while FY26 net sales guidance remains at least $40B. The company isn’t implicated, and ongoing growth and new products support a buying opportunity, though risk remains if future executive involvement emerges.