Super Micro Computer, Inc. (SMCI)
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- symbol SMCI
- Rev/Share 32.0591
- Book/Share 9.9341
- PB 2.9908
- Debt/Equity 0.7321
- CurrentRatio 5.3941
- ROIC 0.0661
- MktCap 17736008410.0
- FreeCF/Share 0.3318
- PFCF 81.3903
- PE 24.6086
- Debt/Assets 0.332
- DivYield 0
- ROE 0.1246
- Rating B-
- Score 2
- Recommendation Sell
- P/E Score 2
- DCF Score 1
- P/B Score 2
- 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 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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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'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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Analyst Warns Super Micro's Margin-Dilutive Deals Are Killing Profits
Published: January 13, 2026 by: Benzinga
Sentiment: Negative
Investor scrutiny around Super Micro Computer, Inc. (NASDAQ: SMCI) is intensifying as Wall Street weighs the company's strong positioning in AI servers against mounting concerns over margins, competition, and long-term profitability.
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Super Micro Computer Stock Burdened With 'Sell' Rating
Published: January 13, 2026 by: Schaeffers Research
Sentiment: Negative
Super Micro Computer Inc (NASDAQ:SMCI) shares are down 5.6% to trade at $28.44 at last glance, after Goldman Sachs initiated coverage with a "sell" rating and $26 price target, down from $34.
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SMCI Plunges 45% in 3 Months: Time to Buy, Sell or Hold the Stock?
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Neutral
Super Micro Computer shares are down nearly 45% in three months, trading at a discounted P/E as margins compress, cash flow weakens, and AI expansion drives a Hold view.
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Digi Power X acquires $20M of Nvidia B300 GPUs from Super Micro Computer
Published: January 12, 2026 by: Proactive Investors
Sentiment: Positive
Digi Power X Inc (NASDAQ:DGXX, TSX-V:DGX) announced that it has entered into a definitive agreement to acquire approximately $20 million of next-generation NVIDIA B300 graphics processing units from Super Micro Computer, as the company expands its AI-focused digital infrastructure operations. The company said the GPU systems will be deployed within its Tier III AI data center infrastructure and offered through its NeoCloudz platform, a GPU-as-a-Service product.
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SMCI to Enter Client, Edge and Consumer AI Markets: What's Next?
Published: January 09, 2026 by: Zacks Investment Research
Sentiment: Neutral
Super Micro Computers plans to push beyond data centers with AI PCs, edge and consumer systems, targeting $36 billion in revenues by FY26 and new growth avenues.
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Is Trending Stock Super Micro Computer, Inc. (SMCI) a Buy Now?
Published: January 09, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro (SMCI) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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Defiance Daily Target 2X Short SMCI ETF (SMCZ) Trading Halt
Published: January 08, 2026 by: GlobeNewsWire
Sentiment: Neutral
MILWAUKEE, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Tidal Investments LLC (“Tidal”) announces that the Defiance Daily Target 2X Short SMCI ETF, (Ticker: SMCZ) was halted to allow Tidal to evaluate the accuracy of the SMCZ Net Asset Values per share (NAVs) published for January 7, 2026. Tidal determined the NAV for SMCZ required to be restated from $ 52.1477 per share to $ 54.1535 per share.
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Super Micro's Rubin Rally: Is the AI Server Comeback Real?
Published: January 08, 2026 by: MarketBeat
Sentiment: Positive
The stock market loves a comeback story, but it demands proof before paying for it. For investors in Super Micro Computer NASDAQ: SMCI, the last year has been a grueling test of patience, defined by regulatory fears and extreme volatility.
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AZIO AI Announces Strong Strategic Investor Support as It Advances Toward Transformational Merger and Global AI Infrastructure Expansion
Published: January 06, 2026 by: PRNewsWire
Sentiment: Neutral
Strategic Capital Momentum Accelerates as AZIO AI Advances Proposed Business Combination with Envirotech Vehicles, Inc. (NASDAQ: EVTV) LOS ANGELES, Jan. 6, 2026 /PRNewswire/ -- AZIO AI, Inc. ("AZIO AI"), a next-generation artificial intelligence infrastructure and compute platform, today announced growing support from a group of new strategic investors, including large corporate participants across the AI data-center and supply-chain ecosystem, as the Company advances toward completion of its proposed merger and related equity transactions with Envirotech Vehicles, Inc. (NASDAQ: EVTV). The proposed business combination with Envirotech Vehicles, Inc. (EVTV) is expected to provide AZIO AI with access to public-market infrastructure, enhanced …
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Supermicro Brings Enterprise-Class AI Performance to the Client, Edge, and Consumer Markets
Published: January 06, 2026 by: PRNewsWire
Sentiment: Neutral
Expands edge portfolios with NVIDIA, Intel, and AMD-powered platforms SAN JOSE, Calif. and LAS VEGAS, Jan. 6, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, will showcase its latest high-performance Super AI Station in Las Vegas, Nevada.
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TSLA, PLTR and SMCI Forecast – Tech Stocks Turning Around Early on Tuesday
Published: December 30, 2025 by: FXEmpire
Sentiment: Positive
Tech stocks are trying to recover on Tuesday, as we head toward the New Year holiday.
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Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know
Published: December 29, 2025 by: Zacks Investment Research
Sentiment: Positive
Zacks.com users have recently been watching Super Micro (SMCI) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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TSLA, PLTR and SMCI Forecast – Tech Stocks Look Soft in Premarket Monday Trading
Published: December 29, 2025 by: FXEmpire
Sentiment: Negative
Tesla has the look of a market that is about to drop quite a bit, as premarket trading has been a little bit miserable. This is the same thing I see in several other stocks.
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About Super Micro Computer, Inc. (SMCI)
- IPO Date 2007-03-29
- Website https://www.supermicro.com
- Industry Computer Hardware
- CEO Charles Liang
- Employees 5684