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Super Micro and CoreWeave face heavy short interest as AI demand grows
MarketBeat Ratings notes Super Micro has about 18% of its floated shares sold short, while analysts expect gross margin below 11% despite near-term sales growth estimates.
AI infrastructure companies are drawing strong bullish demand and equally strong skepticism from short sellers, according to MarketBeat Ratings, which highlights Super Micro Computer and CoreWeave as among the most-shorted names in the space.
For Super Micro Computer, investors have sold short about 18% of its floated shares, signaling pessimism despite rapid momentum in the stock. The outlet points to a profitability concern, saying analysts expect revenue to rise by nearly 200% year over year next quarter to almost $15 billion, but forecast a gross margin below 11%, which it says limits how much sales can turn into earnings.
MarketBeat Ratings also points to a potential path for improving margins over time, focusing on Super Micro’s data center building blocks solution, described as a turnkey ecosystem that helps customers build AI data centers in quarters rather than years. The outlet says investors should monitor how much revenue comes from that offering and whether it generates additional deal signings, adding that the company says the platform will soon contribute significant net income.
The report similarly describes CoreWeave as another AI stock with very high short interest, framing the overall setup as fast growth versus concerns about profitability and cash flow in the AI infrastructure buildout.