SMCI icon

Super Micro Computer

49.24 USD
-1.12
2.22%
At close Jul 11, 4:00 PM EDT
After hours
49.24
+0.00
0.00%
1 day
-2.22%
5 days
2.09%
1 month
13.96%
3 months
48.54%
6 months
58.43%
Year to date
63.86%
1 year
-44.62%
5 years
1,716.97%
10 years
1,838.58%
 

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 7,312 funds
0
Analysts bullish %
of 9 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: 202

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] → 739 (+57) [Q1 2025]

0.9% less ownership

Funds ownership: 51.49% [Q4 2024] → 50.59% (-0.9%) [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

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

Low target
$30
39%
downside
Avg. target
$40
18%
downside
High target
$52
6%
upside

9 analyst ratings

positive
33%
neutral
56%
negative
11%
Citigroup
Asiya Merchant
6%upside
$52
Neutral
Maintained
11 Jul 2025
B of A Securities
Ruplu Bhattacharya
29%downside
$35
Underperform
Initiated
9 Jul 2025
Mizuho
Vijay Rakesh
5%downside
$47
Neutral
Maintained
3 Jul 2025
Raymond James
Simon Leopold
17%downside
$41
Outperform
Initiated
13 May 2025
Wedbush
Matt Bryson
39%downside
$30
Neutral
Maintained
7 May 2025

Financial journalist opinion

Based on 62 articles about SMCI published over the past 30 days

Positive
MarketBeat
14 hours ago
Super Micro Computer: The Hidden Winner of Soaring Copper Tariffs
The latest round of tariff implementations from the United States has landed on metals, this time centered on copper. As a reaction to a 50% tariff on copper trade with the United States, the open market price of the metal shot up by over 10% in a single day.
Super Micro Computer: The Hidden Winner of Soaring Copper Tariffs
Positive
Zacks Investment Research
15 hours ago
SMCI vs. VRT: Which Stock Has an Edge in the Liquid Cooling Space?
VRT and SMCI race to lead AI-driven liquid cooling, but diverging earnings paths may reveal the stronger play.
SMCI vs. VRT: Which Stock Has an Edge in the Liquid Cooling Space?
Neutral
FXEmpire
16 hours ago
TSLA, PLTR and SMCI Forecast – Stocks Look to Move Higher in Sluggish Start
The stock markets in the US were a bit sluggish at the open on Friday, but it looks as if we are trying to turn things around a bit in some of the more popular companies.
TSLA, PLTR and SMCI Forecast – Stocks Look to Move Higher in Sluggish Start
Positive
Seeking Alpha
18 hours ago
Super Micro: Short Squeeze Potential
Super Micro is poised for rapid sales and profit growth, fueled by surging data center demand and a $20B DataVolt deal. The stock's high short interest (18%) creates significant short squeeze potential, especially if upcoming earnings exceed expectations. Super Micro is undervalued versus AI and server peers, with a 46% upside if re-rated to a 25x forward P/E multiple.
Super Micro: Short Squeeze Potential
Positive
Finbold
21 hours ago
Wall Street sets SMCI stock price for the next 12 months
While Super Micro Computer (NASDAQ: SMCI) has experienced an impressive run this year, surging 67.59% to close at $50.36 in the last trading session, Wall Street analysts remain cautious about the company's near-term prospects.
Wall Street sets SMCI stock price for the next 12 months
Positive
Seeking Alpha
21 hours ago
Super Micro Computer: A Buy For Risk-Tolerant Investors Eyeing AI Growth
Supermicro is a buy for investors willing to speculate, as it overcomes past accounting issues and capitalizes on robust AI infrastructure demand from hyperscalers and enterprises. Despite a Q3 revenue miss due to delayed AI platform adoption, AI GPU solutions still drive over 70% of revenues, signaling strong market appeal. Upcoming quarters should benefit from Nvidia ramping up shipments of new Blackwell GPUs, supporting future topline growth.
Super Micro Computer: A Buy For Risk-Tolerant Investors Eyeing AI Growth
Negative
Benzinga
2 days ago
Super Micro Remains A 'Show-Me Story' As Analysts Weigh AI Growth Against Execution Risks
BofA Securities analyst Ruplu Bhattacharya initiated coverage on Super Micro Computer SMCI with an Underperform rating and a price target of $35 on Wednesday.
Super Micro Remains A 'Show-Me Story' As Analysts Weigh AI Growth Against Execution Risks
Negative
Finbold
2 days ago
Banking giant predicts almost 30% drop for this AI darling
BofA Securities has resumed coverage on Super Micro Computer  (NASDAQ: SMCI) with an ‘Underperform' rating and set a $35 price target, representing roughly 28.5% downside from current levels.
Banking giant predicts almost 30% drop for this AI darling
Positive
Seeking Alpha
2 days ago
Super Micro Computer Stock's Rally May Well Continue In The Future
Super Micro Computer's stock surged nearly 70% since April, fueled by AI enthusiasm and easing trade tensions, despite recent earnings misses and margin compression. Recent quarters showed strong year-over-year revenue growth but declining profit margins and EPS, mainly due to inventory issues and delayed customer orders. Upside potential remains due to AI demand, new product launches, and insider ownership, though insider selling and inventory risks warrant caution.
Super Micro Computer Stock's Rally May Well Continue In The Future
Positive
CNBC
3 days ago
Super Micro plans to ramp up manufacturing in Europe to capitalize on AI demand
Super Micro CEO Charles Liang told CNBC the company has plans to increase investment in Europe. Liang said that "demand [in] Europe is growing very fast.
Super Micro plans to ramp up manufacturing in Europe to capitalize on AI demand
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