SMCI icon

Super Micro Computer

31.86 USD
-4.14
11.50%
At close Apr 30, 4:00 PM EDT
After hours
31.82
-0.04
0.13%
1 day
-11.50%
5 days
-5.32%
1 month
-6.95%
3 months
11.24%
6 months
-3.66%
Year to date
6.02%
1 year
-62.90%
5 years
1,291.27%
10 years
1,006.25%
 

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 7,425 funds
0
Analysts bullish %
of 9 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

1,106% more repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 33

5% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 232

0% less funds holding

Funds holding: 683 [Q3] → 682 (-1) [Q4]

2.8% less ownership

Funds ownership: 54.23% [Q3] → 51.44% (-2.8%) [Q4]

25% less capital invested

Capital invested by funds: $12.3B [Q3] → $9.2B (-$3.12B) [Q4]

26% less call options, than puts

Call options by funds: $3.41B | Put options by funds: $4.6B

47% less funds holding in top 10

Funds holding in top 10: 17 [Q3] → 9 (-8) [Q4]

Research analyst outlook

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

Low target
$34
7%
upside
Avg. target
$48
50%
upside
High target
$70
120%
upside

9 analyst ratings

positive
33%
neutral
67%
negative
0%
JP Morgan
Samik Chatterjee
51% 1-year accuracy
38 / 75 met price target
13%upside
$36
Neutral
Maintained
30 Apr 2025
Mizuho
Vijay Rakesh
22% 1-year accuracy
15 / 68 met price target
7%upside
$34
Neutral
Maintained
30 Apr 2025
Rosenblatt
Kevin Cassidy
20% 1-year accuracy
18 / 88 met price target
73%upside
$55
Buy
Maintained
30 Apr 2025
Citigroup
Asiya Merchant
30% 1-year accuracy
12 / 40 met price target
22%upside
$39
Neutral
Initiated
25 Apr 2025
Barclays
George Wang
53% 1-year accuracy
10 / 19 met price target
85%upside
$59
Equal-Weight
Reinstated
27 Feb 2025

Financial journalist opinion

Based on 99 articles about SMCI published over the past 30 days

Negative
Benzinga
3 hours ago
Super Micro Faces Cautious Analyst View Amid Shifting Customer Demand And Declining Margins
Super Micro Computer SMCI stock declined Wednesday after the company lowered its preliminary guidance on Tuesday.
Super Micro Faces Cautious Analyst View Amid Shifting Customer Demand And Declining Margins
Negative
Schwab Network
4 hours ago
Tuttle: SMCI 3Q Earnings "Timing Issue Over Demand," NVDA Blackwell to Aid 4Q
Matt Tuttle says he's holding his shares of Supermicro (SMCI) after the company signaled a weaker third quarter than previously expected. He expects the stock to have more downside action but believes in its long-term potential.
Tuttle: SMCI 3Q Earnings "Timing Issue Over Demand," NVDA Blackwell to Aid 4Q
Negative
The Motley Fool
5 hours ago
Why Is Super Micro Computer Stock Crashing Today?
In this video, I will talk about the recent updates regarding Super Micro Computer (SMCI -15.19%). Watch the short video to learn more, consider subscribing, and click the special offer link below.
Why Is Super Micro Computer Stock Crashing Today?
Negative
Proactive Investors
5 hours ago
Super Micro slashes Q3 revenue and profit forecasts, shares fall
Super Micro Computer Inc (NASDAQ:SMCI) shares plunged almost 16% after the high-performance server producer reported preliminary results for the fiscal third quarter below its earlier guidance. The company now expects revenue for fiscal Q3, which ended March 31, in the range of $4.5 billion to $4.6 billion, down from its earlier guidance of $5 billion to $6 billion and about $1 billion below estimates of $5.5 billion at the midpoint.
Super Micro slashes Q3 revenue and profit forecasts, shares fall
Negative
Market Watch
5 hours ago
Super Micro's big warning is taking these stocks down with it
Investors are nervous about what Super Micro's profit warning and inventory trends could mean for the entire AI infrastructure market.
Super Micro's big warning is taking these stocks down with it
Negative
Investopedia
6 hours ago
Top Stock Movers Now: Super Micro Computer, Snap, Mondelez, and More
U.S. equities dropped at midday after the Commerce Department reported first-quarter gross domestic product (GDP) declined 0.3%. The S&P 500 and Nasdaq were down about 1%, and the Dow Jones Industrial Average was lower as well.
Top Stock Movers Now: Super Micro Computer, Snap, Mondelez, and More
Negative
Investors Business Daily
6 hours ago
Supermicro Warning Takes Down AI Data Center Stocks
A negative preannouncement from Supermicro pulled down stocks tied to the buildout of AI data centers on Wednesday. SMCI stock and others fell.
Supermicro Warning Takes Down AI Data Center Stocks
Negative
The Motley Fool
6 hours ago
Why Super Micro Computer Stock Is Crashing Today
Super Micro Computer (SMCI -14.61%) has had a turbulent year. After facing accounting questions, replacing its auditor, and avoiding the de-listing of its shares, the maker of high-end, liquid-cooled artificial intelligence (AI) servers seemed to be back on track this year.
Why Super Micro Computer Stock Is Crashing Today
Negative
Seeking Alpha
6 hours ago
Super Micro: This Is The Selloff That I've Been Waiting For
Super Micro stock suffered another hammering as the market digests its disappointing FQ3 prelim release. Despite near-term challenges, including tariff uncertainties and competitive pressures, the long-term AI growth potential remains intact. Current valuation at 9.1x EBITDA is aligned with historical averages, but investors should avoid adding exposure near the $50 resistance zone.
Super Micro: This Is The Selloff That I've Been Waiting For
Negative
Seeking Alpha
6 hours ago
Super Micro Computer Results Suggest Nvidia Will Miss Q2 Outlook: Strong Sell
Nvidia Corporation is going to guide for the July quarter in late May, and we think guidance will miss Wall Street expectations. Then, it'll be time to revisit the stock below $100. Super Micro Computer, Inc.'s preliminary results confirm our belief that the July quarter outlook is in trouble, and talks of Trump revamping the AI tier-style restrictions will make things worse for Nvidia stock. Huawei is also gaining ground in China market with the Ascend 910C; Jensen's visits to Beijing tell us China is important, too important for Trump to back down.
Super Micro Computer Results Suggest Nvidia Will Miss Q2 Outlook: Strong Sell
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