Super Micro Computer
SMCI
Market cap $26.3B

44.07 USD

+0.19

0.43%

At close Aug 25, 4:00 PM EDT

Pre-market

44.13

+0.06

0.14%

1 day

0.43%

5 days

-3.88%

1 month

-19.09%

3 months

6.01%

6 months

-3.23%

Year to date

46.66%

1 year

-21.65%

5 years

1,550.56%

10 years

1,691.46%

About: Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.

Employees: 5,684

Technology Computer Hardware

0

Funds holding %

of 7,429 funds

0

Analysts bullish %

of 8 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

93% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 89

63% more funds holding in top 10

Funds holding in top 10: 8 [Q1] → 13 (+5) [Q2]

44% more capital invested

Capital invested by funds: $10.3B [Q1] → $14.8B (+$4.54B) [Q2]

29% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 242

14% more call options, than puts

Call options by funds: $4.2B | Put options by funds: $3.67B

8% more funds holding

Funds holding: 745 [Q1] → 807 (+62) [Q2]

0.12% more ownership

Funds ownership: 50.59% [Q1] → 50.7% (+0.12%) [Q2]

See Fund Rankings

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$27

39%

downside

Avg. target

$45

3%

upside

High target

$60

36%

upside

8 analyst ratings

1 positive

13%

5 neutral

63%

2 negative

25%

Barclays Tim Long	2%upside $45	Equal-Weight Maintained	7 Aug 2025
JP Morgan Samik Chatterjee	2%upside $45	Neutral Maintained	6 Aug 2025
Wedbush Matthew Bryson	9%upside $48	Neutral Maintained	6 Aug 2025
Goldman Sachs	39%downside $27	Sell Maintained	6 Aug 2025
Needham N. Quinn Bolton	36%upside $60	Buy Maintained	6 Aug 2025

See Analyst Rankings

Financial journalist opinion

Based on 103 articles about SMCI published over the past 30 days

Super Micro Computer Stock Hasn't Priced in Growth Yet

Speculation and news headlines aside, there is a pretty simple way for investors to know whether a stock has priced in its future growth yet or not, creating a reliable manner to measure whether they should stay invested in a company through the hard times or whether it is time to liquidate and go hunting for the next best deal. This can all be done with a single ratio.

Super Micro Computer Stock Hasn't Priced in Growth Yet

Lambda Builds AI Factories with Supermicro NVIDIA Blackwell GPU Server Clusters to Deliver Production-ready Next-Gen AI Infrastructure at Scale

Expanded AI infrastructure with faster results with Supermicro's GPU-optimized servers Large-scale AI factories for training and inference deployed in record time Supermicro's advanced liquid-cooling reduces power and cooling costs, enabling energy efficiency and sustainability SAN JOSE, Calif. , Aug. 25, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, announced today that Lambda, the Superintelligence Cloud, has deployed a broad portfolio of Supermicro GPU-optimized servers including NVIDIA Blackwell based systems to expand its AI infrastructure and deliver high-performance systems to its customers.

Lambda Builds AI Factories with Supermicro NVIDIA Blackwell GPU Server Clusters to Deliver Production-ready Next-Gen AI Infrastructure at Scale

Zacks Investment Research

Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know

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.

Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know

The Motley Fool

3 Reasons Why I Wouldn't Buy the Dip on Super Micro Computer Stock Yet

On Aug. 5, 2025, Super Micro Computer (SMCI 0.12%) released results for the company's fiscal fourth quarter, ending June 30, 2025. The artificial intelligence (AI) server maker's shares fell by over 20% on disappointing results and guidance.

3 Reasons Why I Wouldn't Buy the Dip on Super Micro Computer Stock Yet

PLTR, TSLA and SMCI Forecast – Tech Stocks Wait for Powell

The three tech stocks in this market analysis look forward to the speech by Jerome Powell, to get an idea of what the Federal Reserve is going to do with its monetary policy. This area of the stock market is very sensitive to this, so it makes sense that we

PLTR, TSLA and SMCI Forecast – Tech Stocks Wait for Powell

The Motley Fool

Billionaire Philippe Laffont Sold Coatue's Entire Stake in Super Micro Computer and Piled Into This Artificial Intelligence (AI) Goliath for the First Time in 9 Quarters

In case you missed it, last week marked one of the most important data dumps of the entire quarter. August 14 was the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission.

Billionaire Philippe Laffont Sold Coatue's Entire Stake in Super Micro Computer and Piled Into This Artificial Intelligence (AI) Goliath for the First Time in 9 Quarters

Zacks Investment Research

SMCI Plunges 25.6% Post Q4 Earnings: Should You Hold or Fold the Stock?

Super Micro Computer slides 25.6% after a Q4 earnings miss, but its AI-driven server strength suggests long-term growth potential despite near-term challenges.

SMCI Plunges 25.6% Post Q4 Earnings: Should You Hold or Fold the Stock?

PLTR, COIN and SMCI Forecast – Popular Tech Stocks Struggling a Bit in Premarket

The three stocks in this analysis are generally loved by traders, but they are in differing situations. At this point, the markets are trying to also deal with a bit of rotation, as traders are leaving some of the highflyers to get into other names in different indices.

PLTR, COIN and SMCI Forecast – Popular Tech Stocks Struggling a Bit in Premarket

Super Micro Computer: Low Valuation But Margins Have To Improve

Revenue and EPS in the recent quarter missed estimates, as EPS guidance also dissapointed, but revenue was above consensus. With DCBBS and increased number of major customers, margin expansion alongside its already high revenue growth could lead to a stock turnaround. With a lower P/E and P/S valuation compared to its relative sector, alongside high revenue growth, I believe SMCI presents a great opportunity.

Super Micro Computer: Low Valuation But Margins Have To Improve

Super Micro Computer: The Hidden Winner In The AI Factory Race

SMCI's recent sell-off overlooks its strong AI infrastructure positioning, robust balance sheet, and leadership in liquid-cooled, rack-scale systems for Blackwell-class AI factories. Despite near-term margin concerns, SMCI's speed, thermal innovation, and global scale make it the right choice for rapid AI data center buildouts. The company is undervalued, trading at less than 1.0x forward EV/sales, with significant upside potential as AI infrastructure spending accelerates.

Super Micro Computer: The Hidden Winner In The AI Factory Race

See News Rankings

Charts implemented using Lightweight Charts™