ATLAS News · Technology

Super Micro ships AMD EPYC 9006 servers as Vertiv draws analyst views

Published November 11, 2026 · 6 sources

Super Micro began shipping H15 servers with AMD EPYC 9006 chips, while Vertiv drew analyst targets and an Infineon supply deal, outlets report.

What happened

BigGo Finance reports that Super Micro Computer has started shipping its H15 server line, which uses AMD's sixth-generation EPYC 9006 processors. TradingView reports that the company's shares rose 11% on the AMD server shipments and on CoreWeave.

BigGo Finance says the H15 line includes more than 20 systems, and its headline refers to a fiscal 2027 revenue outlook of $82B. The sources provide no further detail on the outlook.

Vertiv was also in the news. TIKR.com says the stock fell after the midterms despite strong results, and that Bernstein sees 82% upside. Finchannel reports that JPMorgan set a cautious $240 target, and Simply Wall St reports that Vertiv signed a supply deal with Infineon.

Context

Super Micro and Vertiv both serve the data center market, the first with servers and the second with infrastructure for power and cooling.

Why it matters

The coverage shows how investors and analysts are weighing demand tied to data center buildouts for both companies.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Super Micro ComputerSMCI

+9.50%

Technology · NASDAQ

Live price

$26.71▲ +9.50%

live price · USD

Close on November 11: $30.43+9.50% vs. previous close ($27.79)
Chance of a rise in 1 month: 45%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $22.18 and $30.36; 9 in 10, between $16.79 and $40.10.

See the full ATLAS analysis of Super Micro Computer →

VertivVRT

+6.33%

Industrials · NYSE

Live price

$201.00▲ +6.33%

live price · USD

Close on November 11: $206.51+6.33% vs. previous close ($194.22)
Fair value (ATLAS): $150.28Fair range: $119.16 to $186.68The price ($201.00) is 33.8% above that figure.
Chance of a rise in 1 month: 45%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $166.02 and $228.97; 9 in 10, between $124.86 and $304.46.

See the full ATLAS analysis of Vertiv →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Super Micro Starts Shipping AMD EPYC 9006 Servers, Lifts Fiscal 2027 Revenue Outlook to $82B · BigGo Finance · November 11, 2026
Vertiv Beat Big, Then Got Crushed by the Midterms: Why Bernstein Sees 82% Upside · TIKR.com · November 11, 2026
Super Micro stock jumps 11% as AMD server shipments and CoreWeave lift shares · TradingView · November 11, 2026
Vertiv's Data Center Growth Fuels Revenue: Can It Beat APH and SMCI? · TradingView · November 11, 2026
Vertiv stock rallies as JPMorgan sets a cautious $240 target · finchannel · November 11, 2026
Vertiv Holdings Co (VRT) Signs Infineon Supply Deal, Is A 54% Discount Real? · Simply Wall St · November 12, 2026

Latest market news · Markets today on ATLAS · Super Micro Computer · Vertiv

What you get with ATLAS

Create my ATLAS account →

Fair value, probabilities and earnings for every stock. Free account, no card. Information, not advice.

Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer