US Stock of the Day | Kabutaro & Friends

On August 12, 2026, the most talked-about US stock online is Super Micro Computer<SMCI>.
Background: After market close on August 11, the company reported fiscal Q4 2026 earnings, with adjusted gross margin guided at 15 to 17%, well above the 8.2 to 8.4% range it had projected back in May. Robust demand for servers equipped with NVIDIA GPUs drove new AI-related orders, building a backlog reported at $60 billion. On August 12, shares surged more than 7.45% from the prior close, trading in a range of $30.92 to $35.10 on volume of 95.52 million shares, more than double the average volume of 44.13 million. Market capitalization stood at $22.51 billion. Wall Street's consensus price target sits at $37.81, implying roughly 21% further upside from current levels, and the stock had lagged peers such as Dell Technologies and HPE over the prior three months, making the earnings-driven rebound stand out further.