Super Micro Computer
SMCI
Market cap $17.5B

29.51 USD

-2.00

6.35%

At close Apr 21, 4:00 PM EDT

After hours

29.55

+0.04

0.14%

1 day

-6.35%

5 days

-15.76%

1 month

-29.99%

3 months

-9.06%

6 months

-38.26%

Year to date

-1.80%

1 year

-58.84%

5 years

1,305.24%

10 years

747.99%

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

Technology Computer Hardware

0

Funds holding %

of 7,419 funds

0

Analysts bullish %

of 7 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

4% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 232

0% less funds holding

Funds holding: 683 [Q3] → 681 (-2) [Q4]

2.84% less ownership

Funds ownership: 54.23% [Q3] → 51.4% (-2.84%) [Q4]

25% less capital invested

Capital invested by funds: $12.3B [Q3] → $9.19B (-$3.13B) [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]

See Fund Rankings

Research analyst outlook

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

Low target

$39

32%

upside

Avg. target

$52

77%

upside

High target

$70

137%

upside

7 analyst ratings

3 positive

43%

4 neutral

57%

0 negative

0%

JP Morgan Samik Chatterjee 28% 1-year accuracy 21 / 74 met price target	32%upside $39	Neutral Maintained	17 Apr 2025
Rosenblatt Kevin Cassidy 7% 1-year accuracy 6 / 81 met price target	103%upside $60	Buy Reinstated	10 Mar 2025
Barclays George Wang 33% 1-year accuracy 6 / 18 met price target	100%upside $59	Equal-Weight Reinstated	27 Feb 2025
Goldman Sachs Michael Ng 32% 1-year accuracy 11 / 34 met price target	36%upside $40	Neutral Maintained	26 Feb 2025
Loop Capital Ananda Baruah 14% 1-year accuracy 5 / 37 met price target	137%upside $70	Buy Maintained	26 Feb 2025

See Analyst Rankings

Financial journalist opinion

Based on 80 articles about SMCI published over the past 30 days

Super Micro Computer's AI Gamble Is Likely To Pay Off

Generative AI advancements, exemplified by OpenAI's O3 and O4-mini, are driving exponential demand for AI hardware, positioning Super Micro Computer at the industry's forefront. Super Micro's robust financial performance, with a 54% revenue increase in Q2 2025, underscores its effective capitalization on the AI boom. Strategic partnerships with Nvidia and innovations in AI data-center hardware, like liquid-cooling technology, provide Super Micro with a competitive edge and market credibility.

Super Micro Computer's AI Gamble Is Likely To Pay Off

Zacks Investment Research

Buy 2 AI-Driven Storage Devices Stocks at Lucrative Multiples and Price

Industry players like SMCI and WDC are well-positioned for growth owing to a rapid increase in data, the complexity of data formats, and the need to scale resources at regular intervals.

Buy 2 AI-Driven Storage Devices Stocks at Lucrative Multiples and Price

U.S. politician makes huge semiconductor stock bet

Semiconductor stocks have taken a beating in the past couple of weeks. However, that does not seem to have deterred one U.S. politician.

U.S. politician makes huge semiconductor stock bet

The Motley Fool

Prediction: Super Micro Computer Could Surge by 150% in the Next Year

Sometimes, when a stock falls on hard times, investors sell and forget about it. But in the case of AI server specialist Super Micro Computer (SMCI -1.19%), these naysayers could be missing out on a big resurgence.

Prediction: Super Micro Computer Could Surge by 150% in the Next Year

The Motley Fool

Can Super Micro Outperform the Market?

In today's video, I discuss Super Micro Computer (SMCI -1.19%), the company that designs and manufactures AI servers powering the tech AI revolution. You'll learn about its business, growth, risk, and my prediction of whether it will beat the market.

Can Super Micro Outperform the Market?

The Motley Fool

Is Super Micro Computer Stock a Buy Right Now?

Super Micro Computer (SMCI -1.19%) was once an untouchable stock. Last year, the price rose too far, too fast, then proceeded to sell off throughout the year.

Is Super Micro Computer Stock a Buy Right Now?

Zacks Investment Research

Super Micro Computer (SMCI) Stock Upgraded to a Zacks Rank #1 (Strong Buy)

The risk-to-reward is starting to look favorable to invest in Super Micro Computer's (SMCI) stock again thanks to the company's continued expansion in the AI realm.

Super Micro Computer (SMCI) Stock Upgraded to a Zacks Rank #1 (Strong Buy)

Zacks Investment Research

Super Micro Computer (SMCI) Stock Declines While Market Improves: Some Information for Investors

In the most recent trading session, Super Micro Computer (SMCI) closed at $31.51, indicating a -1.21% shift from the previous trading day.

Super Micro Computer (SMCI) Stock Declines While Market Improves: Some Information for Investors

Super Micro Computer's Crowded Short Bet Could Signal Broader Sector Rotation in New Hazeltree Report

NEW YORK & LONDON--(BUSINESS WIRE)--Amid rising U.S. tariff concerns and tech sector volatility heading into April, Super Micro Computer, Inc. emerged as the most crowded shorted large-cap security in March, according to Hazeltree's latest Shortside Crowdedness Report. The report also highlighted a notable rotation out of tech, as the number of names among the top 10 most crowded shorted large-cap securities fell from eight in February to five in March. Hazeltree, a leader in active treasury an.

Super Micro Computer's Crowded Short Bet Could Signal Broader Sector Rotation in New Hazeltree Report

Super Micro Computer: A Structural Play On The Demand Surge For AI Infrastructure

SMCI dominates AI infrastructure with cutting-edge tech (Blackwell GPUs, liquid cooling) and rapid deployment solutions, capturing surging demand as AI spending skyrockets. The company's revenue tripled in a year, with net income doubling, yet margins face pressure as scaling intensifies. Super Micro Computer is trading at a sector-defying discount (P/S 0.9 vs. 2.5 median) despite 58% forward growth, signaling a rare undervalued growth play.

Super Micro Computer: A Structural Play On The Demand Surge For AI Infrastructure

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