SMCI icon

Super Micro Computer

32.60 USD
At close Jan 10, 4:00 PM EST
After hours
32.55
-0.05
0.15%
1 day
0.00%
5 days
-6.72%
1 month
-19.59%
3 months
-29.85%
6 months
-63.78%
Year to date
8.49%
1 year
-4.79%
5 years
1,107.41%
10 years
853.22%
 

About: Super Micro Computer Inc provides high-performance server technology services to cloud computing, data center, Big Data, high-performance computing, and "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: 5,126

0
Funds holding %
of 6,810 funds
0
Analysts bullish %
of 3 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

19% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 235

1.85% less ownership

Funds ownership: 56.99% [Q2] → 55.14% (-1.85%) [Q3]

31% less call options, than puts

Call options by funds: $4.74B | Put options by funds: $6.88B

31% less funds holding

Funds holding: 990 [Q2] → 681 (-309) [Q3]

54% less capital invested

Capital invested by funds: $27B [Q2] → $12.5B (-$14.5B) [Q3]

55% less funds holding in top 10

Funds holding in top 10: 38 [Q2] → 17 (-21) [Q3]

71% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 419

Research analyst outlook

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

Low target
$23
29%
downside
Avg. target
$28
15%
downside
High target
$32
2%
downside

3 analyst ratings

positive
0%
neutral
67%
negative
33%
Goldman Sachs
Michael Ng
77% 1-year accuracy
17 / 22 met price target
14%downside
$28
Neutral
Maintained
6 Nov 2024
JP Morgan
Samik Chatterjee
58% 1-year accuracy
36 / 62 met price target
29%downside
$23
Underweight
Downgraded
6 Nov 2024
Wedbush
Matt Bryson
37% 1-year accuracy
16 / 43 met price target
2%downside
$32
Neutral
Maintained
4 Nov 2024

Financial journalist opinion

Based on 74 articles about SMCI published over the past 30 days

Positive
Seeking Alpha
10 hours ago
MoneyShow's Best Investment Ideas For 2025: Part 2
MoneyShow presents top investment ideas for 2025 from their contributors. This year's edition presents a broad mix of theme-based stock picks, momentum-driven high-flyers and beaten-up stocks with turnaround potential, along with some speculative plays and ETFs. Part 2 of this series includes Neo Performance Metals, Fannie Mae, Agnico Eagle, AbbVie, Morgan Stanley and Nomura Holdings, among others.
MoneyShow's Best Investment Ideas For 2025: Part 2
Negative
Zacks Investment Research
11 hours ago
Super Micro Stock Plunges 63% in Six Months: Time to Hold or Exit?
With unresolved accounting issues, the looming threat of delisting, regulatory probes and a tarnished reputation, it is prudent to exit investments in SMCI.
Super Micro Stock Plunges 63% in Six Months: Time to Hold or Exit?
Positive
Barrons
12 hours ago
Super Micro Stock Rising to End a Good Week for SMCI. What Can Drive It Higher.
The server maker is caught between its homegrown troubles and the excitement about the potential for artificial intelligence technology.
Super Micro Stock Rising to End a Good Week for SMCI. What Can Drive It Higher.
Positive
Seeking Alpha
1 day ago
Super Micro Computer: To All The Contrarians, This Is Your Chance
Super Micro Computer, Inc. is poised to benefit from the growing data center market, particularly in liquid cooling, with a 57.3% upside potential. The company's advanced liquid cooling solutions are crucial for handling the increased power densities from AI and large language models, outperforming traditional air-based systems. Despite competition from Vertiv, Super Micro's strategic partnership with Nvidia and robust product lineup position it well for future growth in the liquid cooling market.
Super Micro Computer: To All The Contrarians, This Is Your Chance
Neutral
PRNewsWire
1 day ago
Supermicro Begins Volume Shipments of Max-Performance Servers Optimized for AI, HPC, Virtualization, and Edge Workloads
Completely Upgraded Servers with the New Intel ®  Xeon ®  6900 Series Processors with P-Cores Optimized for Maximum Performance are Now Shipping in Volume, Featuring Next-Generation GPU Support, Higher-Bandwidth Memory, 400GbE Networking, E1.S and E3.S Drives, and the Industry's Leading Direct-to-Chip Liquid Cooling Solutions SAN JOSE, Calif. , Jan. 9, 2025 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI) a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge is commencing shipments of max-performance servers featuring Intel Xeon 6900 series processors with P-cores.
Supermicro Begins Volume Shipments of Max-Performance Servers Optimized for AI, HPC, Virtualization, and Edge Workloads
Positive
Barrons
2 days ago
Super Micro Stock Gains. The Volatility Isn't Going Away.
Big swings up and down have become typical for Super Micro, which is caught between the hype of artificial intelligence and concerns about the firm's finances.
Super Micro Stock Gains. The Volatility Isn't Going Away.
Negative
The Motley Fool
2 days ago
2 Popular AI Stocks to Sell Before They Fall 55% and 68% in 2025, According to Certain Wall Street Analysts
Shares of Palantir Technologies (PLTR -7.81%) advanced 1,110% during the last two years as the company benefited from strong demand for its artificial intelligence platform. But most Wall Street analysts see the stock as wildly overvalued.
2 Popular AI Stocks to Sell Before They Fall 55% and 68% in 2025, According to Certain Wall Street Analysts
Positive
Seeking Alpha
3 days ago
Super Micro Could Have Bottomed (Technical Analysis)
Super Micro Computer, Inc. faced significant challenges in 2024, but the risk/reward setup for 2025 looks favorable, with the potential for substantial gains. Key catalysts include restated financials, a new CFO, renewed AI market enthusiasm, and an ideal technical setup, suggesting a target price above $100. The worst seems to be over for SMCI, with negative sentiment peaking and positive developments likely to drive the stock higher.
Super Micro Could Have Bottomed (Technical Analysis)
Positive
Barrons
3 days ago
Super Micro Stock Rises After Big Gain. What's Reignited SMCI.
The company could be getting a boost from its association with the booming artificial intelligence industry.
Super Micro Stock Rises After Big Gain. What's Reignited SMCI.
Neutral
The Motley Fool
3 days ago
3 Premier Artificial Intelligence (AI) Stocks That Can Plunge by Up to 86% in 2025, According to Select Wall Street Analysts
In October, Wall Street celebrated its second year (and counting) in a resounding bull market. While a confluence of factors is responsible for lifting the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to multiple record-closing highs last year, none played a bigger role than the rise of artificial intelligence (AI).
3 Premier Artificial Intelligence (AI) Stocks That Can Plunge by Up to 86% in 2025, According to Select Wall Street Analysts
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