Ticker: SMCI

Super Micro Computer

Semiconductors Technology Computer Hardware

Price 32.69

Reco Sell Potential 41 Risk 70 Updated 2026-10-27

Official website

Forecast impact

neutral

Target +31.5% target fill 76.0%

Reaction D5 -3.02% · D10 -24.73%

Impact Potential 0 · Risk 0 valid until 2026-11-05

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Super Micro Computer, Inc. specializes in high-performance computing solutions, including servers, storage systems, and networking products. The company operates primarily in the technology sector, focusing on data center and cloud computing markets. Its core products include server systems, motherboards, and related software solutions. Major revenue sources stem from hardware sales and service contracts, catering to enterprises and cloud service providers.

Investment Profile

The investment profile of Super Micro Computer is more aligned with growth investors, given its focus on high-performance computing and evolving technology demands. The stock may appeal to those seeking potential capital appreciation rather than immediate income, as it does not currently offer dividends. The investment horizon may be medium to long-term, considering market volatility and performance trends.

Category: Semiconductors Sector: Technology Industry: Computer Hardware Investment style: Growth Horizon: Medium-term Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-10-22

EPS (TTM) — earnings per share for the last 12 months, $: 3.65
Revenue QoQ — quarter-over-quarter revenue growth: 8.6%
EPS surprise: 84.2%
20d volatility: 4.2%

AI recommendation changes

Date	Before	After	Reason
2026-10-17	Hold	Sell	Negative momentum and high risk overshadow fundamentals.
2026-10-11	Buy	Hold	Strong growth but recent momentum weakness raises concerns.
2026-09-22	Hold	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-09-20	Buy	Hold	Strong EPS surprise, but recent momentum is declining.
2026-09-18	Hold	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-09-16	Buy	Hold	Mixed performance; high risk with uncertain momentum.
2026-08-23	Hold	Buy	Strong EPS growth and positive revenue momentum.
2026-08-13	Sell	Hold	Strong recent performance, but fundamentals show weakness.
2026-08-11	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-07-31	Buy	Hold	Weak fundamentals and negative momentum raise concerns.
2026-07-23	Sell	Buy	Strong recent performance, but fundamentals show weakness.
2026-06-29	Hold	Sell	Weak fundamentals and negative momentum raise significant concerns.
2026-06-21	Sell	Hold	Weak revenue growth raises uncertainty despite positive EPS surprise.
2026-06-11	Hold	Sell	Weak fundamentals and negative momentum raise significant concerns.
2026-05-08	—	Hold	Weak fundamentals and high volatility increase risk significantly.
2026-05-08	Hold	Hold	Компания демонстрирует сильный рост выручки и положительные сюрпризы по прибыли, что указывает на высокую потенциальную доходность. Однако волатильность акций и недавние колебания цен создают определенные риски.
2026-02-08	Sell	Hold	Компания демонстрирует сильный рост за последние дни, однако долгосрочные показатели показывают негативную динамику. Рекомендуется удерживать акции до прояснения ситуации на рынке.
2026-01-30	Hold	Sell	Компания демонстрирует значительное снижение цен на акции за последние месяцы, что указывает на высокие риски. Отсутствие данных о прибыли и выручке также вызывает сомнения в финансовом состоянии компании.
2026-01-29	Sell	Hold	Компания демонстрирует значительные колебания цен за последние месяцы, что указывает на высокие риски. Однако недавний рост на 3.76% за 20 дней может свидетельствовать о некотором восстановлении.
2026-01-25	Hold	Sell	Компания демонстрирует значительное снижение цен на акции за последние 60 и 120 дней, что указывает на высокую волатильность и риски. Отсутствие данных о прибыли и дивидендах также вызывает опасения.
2026-01-23	Sell	Hold	Компания показала значительный рост за последние 5 дней, однако долгосрочные показатели указывают на высокую волатильность и снижение цен. Рекомендуется удерживать акции до получения более ясных сигналов о восстановлении

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-06	Mizuho Securities	Target Raised	35 → 43	43.19
2026-08-13	Bernstein	Target Raised	37 → 42	37.61
2026-08-12	Raymond James	Target Raised	39 → 48	35.78
2026-08-12	Stifel Nicolaus	Target Raised	— → 42	35.685
2026-08-12	Wedbush	Target Raised	34 → 40	35.82
2026-08-12	Mizuho Securities	Target Raised	— → 35	31.6
2026-08-12	Barclays	Target Raised	38 → 39	31.6
2026-07-22	Northland Securities	Target Raised	34 → 36	31.68
2026-07-22	Rosenblatt Securities	Target Raised	— → 45	25.5
2026-07-22	Needham	Target Raised	— → 46	25.5
2026-06-01	Mizuho Securities	Target Raised	36 → 44	46.09
2026-05-12	Mizuho Securities	Target Raised	30 → 36	33.52
2026-05-06	Raymond James	Target Raised	35 → 45	31.9
2026-05-06	Mizuho Securities	Target Raised	25 → 30	27.83
2026-02-04	Mizuho Securities	Target Raised	31 → 33	29.67
2026-02-04	Needham	Target Lowered	51 → 40	29.67
2026-02-04	Barclays	Target Lowered	43 → 38	29.67
2026-01-13	Goldman Sachs	Update	— → 26	30.12
2026-01-09	Mizuho Securities	Target Lowered	45 → 31	30.2202
2025-11-06	Argus Research	Rating Upgraded	— → 64	42.48
2025-11-05	Northland Securities	Target Lowered	67 → 63	43.76

News Page 1 of 2

Stocks Making Significant Moves Premarket: SpaceX Reports 161% Revenue Surge, Intuitive Surgical and Netflix Face Declines

10/21/2026, 05:37 AM business review Super Micro Computer Netflix

Premarket trading saw significant movements in various stocks, with SpaceX and Super Micro Computer showing strong gains, while Intuitive Surgical and Netflix faced declines. These shifts reflect investor reactions to earnings reports and future guidance from these companies.

Stocks Post After-Hours Movements: Intuitive Surgical Falls 10%, Super Micro Computer Rises 12%

10/20/2026, 02:37 PM business review SpaceX Capital One Super Micro Computer United Airlines Intuitive Surgical Netflix

After-hours trading saw significant movements in several major companies, with Intuitive Surgical and Netflix facing declines, while SpaceX and Super Micro Computer reported strong revenue growth, impacting investor sentiment.

Analysts Barclays downgraded Dell Technologies (DELL), Hewlett-Packard Enterprise (HPE), and NetApp (NTAP) amid concerns over enterprise AI spending

10/14/2026, 01:37 PM economy rating_drop Analysts: analysts, Barclays ai software Micron Oracle Dell Technologies Super Micro Computer NetApp Hewlett Packard Enterprise

Dell's stock fell 11% amid concerns that enterprise spending on artificial intelligence may not support the anticipated growth in AI infrastructure, leading to a broader sell-off in data center equipment stocks.

Jim Cramer Reviews August’s Stock Comeback Driven by Improving Fundamentals

08/31/2026, 04:36 PM economy review software finance Palantir Technologies Super Micro Computer Sandisk Newmont Gartner Coinbase Moderna Salesforce

August marked a significant recovery for stocks that had previously faced bearish pressures, with notable rebounds in companies like Moderna and various software firms, driven by improving fundamentals and a shift in investor sentiment.

Jim Cramer Highlights Resurgence of AI Data Center Stocks Led by Nvidia, Intel, and Super Micro Computer

08/12/2026, 03:35 PM economy review ai software Lumentum Holdings Nvidia Nebius Super Micro Computer CoreWeave Intel

Jim Cramer highlights a resurgence in AI data center stocks, driven by strong demand and positive earnings reports, suggesting a recovery in this sector after a period of decline.

Stocks Making Significant Moves Midday: Wendy’s, H&R Block, Quantinuum, and More

08/12/2026, 09:38 AM business review National Vision Velo3D H&R Block Lumentum Holdings Super Micro Computer CoreWeave AECOM Wendy's

Several companies experienced significant stock movements, with Wendy's shares rising 13% following news of a potential buyout, while National Vision's stock fell 6% due to disappointing earnings guidance. These fluctuations highlight the market's reaction to earnings reports and acquisition news, which can impact investor sentiment and stock valuations.