Super Micro Computer

SMCI

Market cap $26.6B

Overview Fund Activity

44.80 USD

-0.10

0.22%

At close Updated Sep 18, 9:49 AM EDT

1 day

-0.22%

5 days

-3.78%

1 month

-2.31%

3 months

0.74%

6 months

18.21%

Year to date

49.08%

1 year

2.54%

5 years

1,559.26%

10 years

1,450.17%

About: Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, high-performance computing, and the Internet of Things embedded markets. Its solutions include servers, storage systems, modular blade servers, workstations, full-rack scale solutions, networking devices, server sub-systems, and server management. These turn-key solutions are designed, developed, validated, and installed for AI datacenters. The company has one operating segment that develops and provides high-performance server solutions based upon a, 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: 6,238

Technology Computer Hardware

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 9 analysts

Fund manager confidence

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

92% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 89

63% more funds holding in top 10

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

45% more capital invested

Capital invested by funds: $10.3B [Q1] → $14.9B (+$4.63B) [Q2]

28% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 246

18% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.24B

9% more funds holding

Funds holding: 747 [Q1] → 815 (+68) [Q2]

0.41% more ownership

Funds ownership: 50.6% [Q1] → 51.01% (+0.41%) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target

$27

40% downside

Avg. target

$45

1% upside

High target

$60

34% upside

9 analyst ratings

1 positive

11%

6 neutral

67%

2 negative

22%

Bernstein Mark Newman	$46	Market Perform Initiated	16 Sep 2025
Barclays Tim Long	$45	Equal-Weight Maintained	7 Aug 2025
JP Morgan Samik Chatterjee	$45	Neutral Maintained	6 Aug 2025
Wedbush Matt Bryson	$48	Neutral Maintained	6 Aug 2025
Goldman Sachs	$27	Sell Maintained	6 Aug 2025
Needham N. Quinn Bolton	$60	Buy Maintained	6 Aug 2025
Mizuho Vijay Rakesh	$50	Hold Maintained	6 Aug 2025
Citigroup Asiya Merchant	$52	Neutral Maintained	11 Jul 2025
B of A Securities Ruplu Bhattacharya	$35	Underperform Initiated	9 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 61 articles about SMCI published over the past 30 days

Super Micro Computer Has A Problem

Super Micro Computer, Inc. faces ongoing revenue and margin pressures, missing Q4 estimates and struggling to forecast gross margin improvements. SMCI's aggressive pricing strategy to gain market share has eroded margins, with tariffs and inventory write-downs adding further headwinds. The company targets FY 2026 sales of $33 billion but lacks clarity on margin outlook, especially from its DCBBS solutions and new product ramps.

Super Micro Computer Has A Problem

24/7 Wall Street

2 Stock Split Stocks To Load Up On In September

While you must not chase a stock only because it has undergone a split, it makes sense to put your money to work if it's the stock you've been eyeing for a while.

2 Stock Split Stocks To Load Up On In September

Zacks Investment Research

Will SMCI's DCBBS Push Spark Growth in its Data Center Business?

Super Micro Computer's DCBBS plug-and-play design and liquid cooling are fueling momentum in AI and HPC data centers.

Will SMCI's DCBBS Push Spark Growth in its Data Center Business?

Super Micro Computer: The Hidden AI Factory Powering The Data Center Race

Super Micro Computer, Inc. is a key AI infrastructure enabler, trading at an attractive valuation despite rapid growth and strong Nvidia partnership. SMCI leads in delivering turnkey AI data center solutions, capitalizing on Nvidia Blackwell shipments and guiding for at least $33B in FY2026 revenue. Recent stock volatility reflects short-term concerns over financial controls and margins, but SMCI has taken steps to address governance and compliance issues.

Super Micro Computer: The Hidden AI Factory Powering The Data Center Race

Zacks Investment Research

SMCI vs. HPE: Which Stock Has an Edge in the Server Space?

Hewlett Packard Enterprise's record AI server growth, rising earnings outlook and lower valuation give it an edge over Super Micro Computer amid market volatility.

SMCI vs. HPE: Which Stock Has an Edge in the Server Space?

Zacks Investment Research

Here is What to Know Beyond Why Super Micro Computer, Inc. (SMCI) is a Trending Stock

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.

Here is What to Know Beyond Why Super Micro Computer, Inc. (SMCI) is a Trending Stock

Super Micro Computer: Accounting Concerns Create Volatility, But AI Growth Story Is Intact

Super Micro Computer, Inc. is positioned as a leading, undervalued player in the high-performance server and storage solutions market for AI workloads. SMCI's forward P/E of 16.82 and 10% market share highlight its value, despite recent volatility from accounting concerns and delayed SEC filings. The server storage market is projected to double by 2029, providing significant growth opportunities for SMCI as AI demand accelerates.

Super Micro Computer: Accounting Concerns Create Volatility, But AI Growth Story Is Intact

The Motley Fool

3 Top Artificial Intelligence Stocks to Buy in September

Many artificial intelligence (AI) stocks have taken off this year, rebounding strongly from early-year weakness. Still, there has been differentiation among AI beneficiaries.

3 Top Artificial Intelligence Stocks to Buy in September

Wall Street sets SMCI stock price target for next 12 months

Shares of Super Micro Computer (NASDAQ: SMCI) have surged in recent sessions, fueled by growing optimism over the company's recovery.

Wall Street sets SMCI stock price target for next 12 months

The Motley Fool

Supermicro Just Landed a Massive AI Opportunity

Super Micro Computer (SMCI 2.50%) is fueling the artificial intelligence (AI) revolution with cutting-edge servers and racks designed for Nvidia's (NASDAQ: NVDA) Blackwell graphics processing units (GPUs). Revenue is soaring, partnerships are multiplying, and cooling technology is driving efficiency.

Supermicro Just Landed a Massive AI Opportunity

See News Rankings

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