Super Micro ComputerSMCI
SMCI
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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
76% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 96
47% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 201
12% more capital invested
Capital invested by funds: $9.2B [Q4 2024] → $10.3B (+$1.08B) [Q1 2025]
8% more funds holding
Funds holding: 682 [Q4 2024] → 738 (+56) [Q1 2025]
0.91% less ownership
Funds ownership: 51.49% [Q4 2024] → 50.57% (-0.91%) [Q1 2025]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 8 (-1) [Q1 2025]
21% less call options, than puts
Call options by funds: $2.95B | Put options by funds: $3.74B
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$30
28%
downside
Avg. target
$38
8%
downside
High target
$50
20%
upside
8 analyst ratings
3 positive
38%
5 neutral
63%
0 negative
0%
Mizuho Vijay Rakesh | 4%downside $40 | Neutral Maintained | 19 May 2025 |
Raymond James Simon Leopold | 1%downside $41 | Outperform Initiated | 13 May 2025 |
Wedbush Matt Bryson | 28%downside $30 | Neutral Maintained | 7 May 2025 |
Citigroup Asiya Merchant | 11%downside $37 | Neutral Maintained | 7 May 2025 |
Needham Quinn Bolton | 6%downside $39 | Buy Reinstated | 7 May 2025 |
Financial journalist opinion
Based on 52 articles about SMCI published over the past 30 days
Neutral
Zacks Investment Research
1 day ago
Why Super Micro Computer (SMCI) Dipped More Than Broader Market Today
Super Micro Computer (SMCI) closed the most recent trading day at $41.56, moving 4.15% from the previous trading session.
Positive
The Motley Fool
1 day ago
Where Will Super Micro Stock Be in 5 Years?
Super Micro Computer (SMCI -3.46%) is experiencing a massive surge in AI server demand that could fuel explosive growth, unless supply chain strains or competition cut the rally short. In this video, I dig into the drivers, the dangers, and where Super Micro stock might stand five years out.
Positive
24/7 Wall Street
1 day ago
Super Micro Computer (NASDAQ: SMCI) Stock Price Prediction and Forecast (June 2025)
Super Micro Computer Inc. (NASDAQ: SMCI) stock has its bullish supporters, some of whom feel it can withstand global trade issues and that it may be one of the best artificial intelligence (AI) stocks this year.
Negative
MarketBeat
1 day ago
Super Micro Computer Stock: Two Levels Smart Money Is Watching
Studying the chart to look at levels of entry and exit is not enough in today's market; investors need to understand the story behind each candlestick, each day, and each “pattern.” Today, more than ever, the stories behind these formations have to do with liquidity; since there are many more market participants than in recent periods, the so-called “smart money” is after one thing and one thing only, optimal liquidity levels to take a risk on (or off).
Positive
Seeking Alpha
1 day ago
Super Micro Computer Is Surprisingly Affordable
Super Micro Computer offers exceptional revenue growth and is trading at reasonable valuations compared to AI peers, making it an attractive AI stock opportunity. Profitability remains a weakness, with low gross and EBITDA margins, but future margin expansion to 30% is possible as the company matures. A new partnership with Ericsson could accelerate Edge AI deployment, expand SMCI's addressable market, and potentially boost growth and margins.
Positive
Seeking Alpha
2 days ago
Super Micro Computer: The Market Is Wrong
The market values the stock unfairly because DCF calculations suggest that unrealistically pessimistic assumptions are currently priced in. Financial health is robust with a strong cash position, positive free cash flow, and flexibility to pursue growth projects, even after heavy investment cycles. AI tailwinds are accelerating, and SMCI is well-positioned to capitalize through aggressive R&D, capacity investments, and strategic partnerships, especially with Nvidia.
Neutral
PRNewsWire
2 days ago
Supermicro Delivers Performance and Efficiency Optimized Liquid-Cooled and Air-Cooled AI Solutions with AMD Instinct™ MI350 Series GPUs and Platforms
Supermicro launches highly optimized AI solutions, based on AMD Instinct MI350 Series GPUs and AMD ROCm™ Software, delivering breakthrough inference performance and power efficiency. The new Supermicro H14 GPU solutions are powered by the newest 4th generation AMD CDNA™ architecture, delivering optimized performance and efficiency for large AI training models and high-speed inference workloads Large memory capacity with 2.304TB total HBM3e per 8-GPU server which delivers faster computation and more efficient scaling for AI, inferencing, and training SAN JOSE, Calif.
Neutral
PRNewsWire
3 days ago
Supermicro Unveils Industry's Broadest Enterprise AI Solution Portfolio for NVIDIA Blackwell Architecture to Accelerate AI Factory Deployments in European Market
Offers an industry-leading portfolio of more than 30 solutions designed for air or liquid-cooled NVIDIA HGX™ B200, liquid-cooled NVIDIA GB200 NVL72, and NVIDIA RTX PRO 6000 Blackwell Server Edition Speeds up time-to-online through NVIDIA Certified systems and NVIDIA Enterprise AI Factory Validated Designs Future-ready solution stack supports upcoming NVIDIA GB300 NVL72 and HGX B300 NVL8 for seamless technology transitions SAN JOSE, Calif. , June 11, 2025 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, is announcing an expansion of the industry's broadest portfolio of solutions designed for NVIDIA Blackwell Architecture to the European market.
Neutral
PRNewsWire
4 days ago
Ericsson and Supermicro Advance Enterprise Connectivity for Edge AI Systems
Ericsson and Supermicro explore cooperation on innovative 5G bundle for rapid time-to-deployment for multiple AI edge applications SAN JOSE, Calif. and PARIS , June 10, 2025 /PRNewswire/ -- Ericsson (NASDAQ: ERIC) and Supermicro (NASDAQ: SMCI) -- today announced an intent to engage in a strategic collaboration to accelerate Edge AI deployment.
Positive
The Motley Fool
5 days ago
Got $1,000? Super Micro Computer Stock Is a Brilliant Backdoor AI Play
There are many ways to play the AI investment trend. Hardware companies like Nvidia (NASDAQ: NVDA) are powering the training of AI models, suppliers like Taiwan Semiconductor (NYSE: TSM) are building the chips for Nvidia, and software companies like Palantir (NASDAQ: PLTR) are providing platforms to deploy AI for real-world use.
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