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Ananda Prosad Baruah

Research Analyst at Loop Capital

Ananda Prosad Baruah is a Managing Director, Senior Equity Analyst at Loop Capital Markets, specializing in the computer and technology sector with coverage of 28 companies including Super Micro Computer (SMCI), Apple (AAPL), Hewlett Packard Enterprise (HPE), Western Digital (WDC), ARM Holdings, Logitech (LOGI), and MaxLinear (MXL). He has delivered strong performance with a 56-65% success rate across platforms like TipRanks (4.74 stars, +12.90% average return) and StockAnalysis (4.75 stars, +28.91% average return), highlighted by a standout Buy call on SMCI generating +631.70% return. Baruah joined Loop Capital in 2017 as Research Analyst, following roles as Senior Vice President & Senior Analyst at Brean Capital (2012-2017), Analyst at Aegis Capital Corp. and Banc of America Securities. He holds FINRA registration (CRD# 4104124) as a regulated broker at Loop Capital Markets.

Ananda Prosad Baruah's questions to Super Micro Computer (SMCI) leadership

Question · Q2 2026

Ananda Prosad Baruah inquired about Super Micro's gross margin trajectory, specifically if the December quarter represented a low watermark, and whether the company anticipates continued gross margin expansion. He also asked if the observed OpEx leverage is a structural trend.

Answer

CEO Charles Liang confirmed expectations for quarter-over-quarter gross margin improvement, citing better customer mix, reduced expedite transportation costs, improving tariff impact, and growth in DCBBS. He also affirmed that economies of scale and the proprietary DCBBS solution will drive both gross and operating margin improvements.

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Question · Q2 2026

Ananda Prosad Baruah asked about Super Micro's gross margin trajectory, specifically if the December quarter was the low watermark, and the potential for continued OpEx dollar leverage.

Answer

Charles Liang (CEO) confirmed expectations for quarter-over-quarter gross margin improvement due to better customer mix, reduced expedite costs, improving tariff impact, and the growing contribution of DCBBS. He and David Weigand (CFO) also affirmed that economies of scale and DCBBS value-add would drive OpEx leverage and operating margin improvement.

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