Super Micro ComputerSMCI
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
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
9 analyst ratings
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









