Super Micro Computer, Inc. (SMCI)
Automate Your Wheel Strategy on SMCI
With Tiblio's Option Bot, you can configure your own wheel strategy including SMCI - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.
Start Your Free Trial NowKey Metrics & Ratings
- symbol SMCI
- Rev/Share 47.0115
- Book/Share 11.7158
- PB 2.7673
- Debt/Equity 0.7022
- CurrentRatio 1.6968
- ROIC 0.0676
- MktCap 19419223380.0
- FreeCF/Share 0.7374
- PFCF 44.1259
- PE 22.1691
- Debt/Assets 0.1753
- DivYield 0
- ROE 0.1333
- Rating B-
- Score 3
- Recommendation Neutral
- P/E Score 3
- DCF Score 1
- P/B Score 3
- D/E Score 1
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Resumed | SMCI | Goldman | -- | Sell | -- | $26 | Jan. 13, 2026 |
| Upgrade | SMCI | Argus | Hold | Buy | -- | -- | Nov. 6, 2025 |
| Initiation | SMCI | Bernstein | -- | Market Perform | -- | $46 | Sept. 16, 2025 |
| Resumed | SMCI | BofA Securities | -- | Underperform | -- | $35 | July 9, 2025 |
| Initiation | SMCI | KeyBanc Capital Markets | -- | Sector Weight | -- | -- | June 26, 2025 |
| Resumed | SMCI | Needham | -- | Buy | -- | $39 | May 7, 2025 |
| Initiation | SMCI | Citigroup | -- | Neutral | -- | $39 | April 25, 2025 |
| Downgrade | SMCI | Goldman | Neutral | Sell | $40 | $32 | March 24, 2025 |
| Upgrade | SMCI | JP Morgan | Underweight | Neutral | -- | $45 | March 21, 2025 |
| Initiation | SMCI | Rosenblatt | -- | Buy | -- | $60 | March 10, 2025 |
News
Super Micro Computer, Inc. (SMCI) Is a Trending Stock: Facts to Know Before Betting on It
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive
Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.
Read More
DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.
Read More
Super Micro Computer (SMCI) Trading 35% Below Analyst Targets After 11% Weekly Drop
Published: February 17, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Super Micro Computer (Nasdaq: SMCI | SMCI Price Prediction) is trading at $30.54, down 11.2% over the past week.
Read More
Supermicro Announces Participation in Upcoming Investor Events
Published: February 13, 2026 by: Business Wire
Sentiment: Neutral
SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced its participation in the upcoming investor conferences: Morgan Stanley Technology, Media & Telecom Conference Date: March 2, 2026 1x1 meetings only Location: San Francisco, CA Keybanc Emerging Technology Summit Date: March 3, 2026 1x1 meetings only Location: San Francisco, CA Loop Capital Markets 7th Annual Investor Conferenc.
Read More
Super Micro Computer: This Stock Is Still Dead Money
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer, Inc. reported solid Q2 2026 earnings. Revenue grew significantly, and SMCI raised its FY2026 outlook. Despite these results, operating leverage continues to deteriorate.
Read More
Super Micro Computer (SMCI) Shares Pull Back After Earnings Rally: What Investors Need To Know
Published: February 09, 2026 by: Benzinga
Sentiment: Neutral
Shares of Super Micro Computer Inc (NASDAQ: SMCI) are trading slightly lower Monday morning, giving back a portion of last week's post-earnings rally as investors digested analyst rating updates and ongoing volatility in the high-flying AI server name. Here's what investors need to know.
Read More
Investors Heavily Search Super Micro Computer, Inc. (SMCI): Here is What You Need to Know
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Read More
Why Super Micro Computer (SMCI) is a Top Value Stock for the Long-Term
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Read More
SMCI Sees Earnings Surge, Analysts Remain Mixed on Outlook
Published: February 04, 2026 by: Schwab Network
Sentiment: Positive
Supermicro's (SMCI) self-described "near-term margin pressure" didn't stop investors from buying shares of the company. Marley Kayden turns to the earnings drawing Wall Street back to the beaten-down tech stock.
Read More
Super Micro Computer Q2 Earnings Beat Estimates, Revenues Rise Y/Y
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive
SMCI tops Q2 EPS and revenue estimates as sales surge 123% Y/Y, fueled by hyperscale AI demand and strong U.S. data center deployments.
Read More
Super Micro Computer shares jump on Q2 results, upbeat outlook
Published: February 04, 2026 by: Proactive Investors
Sentiment: Positive
Super Micro Computer Inc (NASDAQ:SMCI) shares surged more than 13% after the company reported fiscal second quarter earnings that exceeded analyst expectations and issued forward guidance above Wall Street estimates, reflecting continued demand for AI-focused infrastructure hardware. The San Jose, California–based company reported non-GAAP diluted EPS of $0.69 for fiscal Q2 ended December 31, 2025, surpassing the $0.49 Wall Street consensus.
Read More
Super Micro Computer Rallies After Raising Full-Year Revenue Guidance to $40 Billion From $33 Billion
Published: February 04, 2026 by: 24/7 Wall Street
Sentiment: Positive
Yesterday we were watching whether Super Micro Computer (NASDAQ: SMCI) could finally reverse its recent string of earnings disappointments, which included three misses over the past five quarters.
Read More
Super Micro: The $12B AI Illusion -- A Record Beat Is A Major Red Flag
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer, Inc. delivered record Q2 '26 revenue of $12.7B, but gross margins collapsed to 6.3%, highlighting severe profitability pressures. SMCI's business is structurally squeezed—Nvidia commands premium pricing, hyperscalers demand low prices, and SMCI is left with little bargaining power or moat. Customer concentration is acute: 63% of Q2 revenue came from a single client, amplifying financial and execution risk.
Read More
Super Micro Computer Reports After the Close, and Wall Street Expects 82% Revenue Growth
Published: February 03, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Super Micro Computer (NASDAQ: SMCI) reports Q2 fiscal 2026 earnings today, Feb.
Read More
Super Micro Computer earnings expected to reflect strong AI infrastructure momentum
Published: February 02, 2026 by: Proactive Investors
Sentiment: Positive
Super Micro Computer (NASDAQ:SMCI) is set to report fiscal second quarter 2026 earnings after the close on Tuesday, with Wedbush analysts saying the report could show meaningful upside or downside depending on margins, supply chain conditions, and guidance. Wall Street analysts expect Super Micro to report revenue of $10.44 billion, more than doubling from $5.6 billion in the year-ago quarter, and earnings per share of $0.49, down about 20% year-over-year.
Read More
Traction in AI-GPU Platform and DCBBS to Propel SMCI's Q2 Earnings
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer heads into Q2 FY26 with AI-server momentum, Blackwell/B300 platforms and DCBBS traction despite inventory and cash flow strains.
Read More
Should You Hold or Fold Super Micro Computer Stock Before Q2 Earnings?
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Negative
SMCI heads into Q2 earnings with 84% revenue growth expected, but EPS seen down, as AI server demand collides with margin and cash-cycle risks.
Read More
Super Micro Q2 Preview: What I Need To See To Change My Mind (Rating Downgrade)
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Neutral
Super Micro Computer remains rated Hold due to persistent margin pressures and unresolved accounting concerns, despite strong AI-driven revenue growth. SMCI's Q2 '26 guidance suggests robust demand, with a $13B+ backlog and potential for further expansion, but margin contraction overshadows topline momentum. Gross margin deterioration—now at 10 consecutive quarters—remains a critical risk; recovery hinges on successful adoption of higher-margin DCBBS products.
Read More
Super Micro Computer faces margin pressures despite strong AI server demand, says Bank of America
Published: January 22, 2026 by: Proactive Investors
Sentiment: Negative
Super Micro Computer Inc (NASDAQ:SMCI) could see revenue gains from strong demand for AI servers and racks, but margins are likely to remain under pressure, according to a Bank of America analyst note on Thursday. The investment bank maintained an Underperform rating on the stock, with a price target of $34, slightly above Wednesday's close of $32.24.
Read More
Super Micro Computer's AI Orders Are There - Delivery Is The Bottleneck (Downgrade)
Published: January 22, 2026 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer, Inc. is downgraded to Hold due to persistent shipment delays, volatile operations, and low profit margins despite strong AI infrastructure demand. SMCI's growth catalysts include advanced liquid cooling, rapid full-rack solutions, global expansion, and a major Nvidia partnership, but these are offset by operational risks. Q2'26 revenue guidance is supply-driven, reflecting deferred Q1 sales rather than underlying demand acceleration, raising concerns on sustainability.
Read More
Jim Cramer Thinks It's Time to Sell Super Micro Computer. Is That the Right Call?
Published: January 22, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Mad Money host Jim Cramer is a great guy to listen to when the volatility really starts picking up.
Read More
SMCI's Server and Storage Segmental Revenues Surge: What Lies Ahead?
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer's server and storage revenues jump 50.2% YoY to $21.31B in fiscal 2025, fueled by AI servers, rack-scale expansion and a $36 billion FY26 outlook.
Read More
'Super Micro Computer Is Priced For Failure': Why I Disagree
Published: January 22, 2026 by: Seeking Alpha
Sentiment: Neutral
Super Micro Computer, Inc. is positioned for long-term AI infrastructure growth despite recent market pessimism and margin pressures. SMCI's deep partnership with Nvidia and leadership in liquid-cooled AI systems provide a structural advantage as data center demand accelerates. Valuation remains attractive with a forward P/E of 18.7x and EV/Sales of 0.5x, offering upside as technical support holds near $30.
Read More
Super Micro Computer: I Think It Should Finally Explode On Earnings (Preview)
Published: January 22, 2026 by: Seeking Alpha
Sentiment: Positive
Super Micro Computer, Inc. remains a Buy ahead of Q2 earnings, despite recent underperformance and market skepticism. SMCI's record backlog tied to Nvidia's Blackwell architecture and ramping production capacity underpins strong future growth potential. Short-term margin pressure is expected due to capital-intensive expansion and aggressive market share defense, but medium-term margin recovery is likely.
Read More
SMCI vs. META: Which AI Infrastructure Stock Has an Edge Now?
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Neutral
Meta Platforms' massive AI capex, custom chips and mega clusters contrast with Super Micro Computer's cash strain, giving META a diversified edge in AI infrastructure.
Read More
Short Squeeze Season: Is Super Micro Ready to Fly?
Published: January 20, 2026 by: MarketBeat
Sentiment: Positive
In the middle of January 2026 the stock market witnessed a shift in momentum for one of its most controversial companies. Shares of Super Micro Computer NASDAQ: SMCI jumped nearly 11%, closing the session at around $32.75.
Read More
TSLA, PLTR and SMCI Forecast – Stocks Likely to Gap Lower on Tuesday
Published: January 19, 2026 by: FXEmpire
Sentiment: Negative
With the US stocks closed on Monday, but setting up for big moves.
Read More
Super Micro Computer: My Top AI Rebound Pick For 2026
Published: January 16, 2026 by: Seeking Alpha
Sentiment: Positive
Super Micro Computer is my top investment play for 2026, driven by AI-led server demand and undervalued at a 10x forward P/E. SMCI's growth is fueled by strong AI infrastructure spending, especially in liquid-cooled data centers and its partnership with NVIDIA. Despite a 15% YoY revenue decline and gross margin pressure, new high-margin B300 systems could catalyze a margin rebound in 2026.
Read More
Super Micro Computer: Improving Business Mix, Dirt Cheap Valuation
Published: January 15, 2026 by: Seeking Alpha
Sentiment: Positive
Super Micro Computer, Inc. is deeply undervalued, trading at a forward PEG of 0.48 versus the sector's 1.71, despite robust AI-driven growth prospects. SMCI's aggressive innovation, diversified partnerships with Nvidia, Intel, and AMD, and expansion into edge AI and retail AI solutions support a bullish outlook. Forward P/E and P/S ratios are significantly below sector medians, with Wall Street's $47 price target implying 67% upside.
Read More
Can SMCI's Edge AI Infrastructure Enable Its Entry in the Retail Space?
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Neutral
Super Micro Computer is entering retail with edge AI infrastructure, pairing NVIDIA GPUs and partners to power smart stores, shrink control and faster checkout.
Read More
About Super Micro Computer, Inc. (SMCI)
- IPO Date 2007-03-29
- Website https://www.supermicro.com
- Industry Computer Hardware
- CEO Charles Liang
- Employees 5684