SMCI icon

Super Micro Computer

56.07 USD
-3.20
5.40%
At close Feb 21, 4:00 PM EST
After hours
55.98
-0.09
0.16%
1 day
-5.40%
5 days
30.58%
1 month
72.79%
3 months
88.79%
6 months
-10.12%
Year to date
86.59%
1 year
-23.63%
5 years
1,924.19%
10 years
1,348.84%
 

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 7,139 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1,152% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 31

0% less first-time investments, than exits

New positions opened: 221 | Existing positions closed: 222

3.91% less ownership

Funds ownership: 55.15% [Q3] → 51.24% (-3.91%) [Q4]

5% less funds holding

Funds holding: 683 [Q3] → 650 (-33) [Q4]

26% less call options, than puts

Call options by funds: $3.41B | Put options by funds: $4.6B

27% less capital invested

Capital invested by funds: $12.5B [Q3] → $9.17B (-$3.37B) [Q4]

47% less funds holding in top 10

Funds holding in top 10: 17 [Q3] → 9 (-8) [Q4]

Research analyst outlook

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

Low target
$35
38%
downside
Avg. target
$46
19%
downside
High target
$57
2%
upside

4 analyst ratings

positive
50%
neutral
25%
negative
25%
Loop Capital
Ananda Baruah
68% 1-year accuracy
23 / 34 met price target
11%downside
$50
Buy
Maintained
12 Feb 2025
Wedbush
Matt Bryson
51% 1-year accuracy
21 / 41 met price target
29%downside
$40
Neutral
Maintained
12 Feb 2025
JP Morgan
Samik Chatterjee
62% 1-year accuracy
41 / 66 met price target
38%downside
$35
Underweight
Maintained
12 Feb 2025
Northland Capital Markets
Nehal Chokshi
36% 1-year accuracy
5 / 14 met price target
2%upside
$57
Outperform
Reiterated
12 Feb 2025

Financial journalist opinion

Based on 132 articles about SMCI published over the past 30 days

Negative
The Motley Fool
4 hours ago
2 Popular AI Stocks to Sell Before They Drop 62% and 74%, According to Certain Wall Street Analysts
Palantir Technologies (PLTR -4.63%) and Super Micro Computer (SMCI -5.40%) are two of the most popular artificial intelligence (AI) stocks on the market. But certain Wall Street analysts have set the companies with target prices that imply substantial downside in the next year.
2 Popular AI Stocks to Sell Before They Drop 62% and 74%, According to Certain Wall Street Analysts
Neutral
Seeking Alpha
16 hours ago
Super Micro Computer: Despite Risks, Big Upside Ahead
Despite big risks and share price volatility, Super Micro Computer, Inc. stock stands out in the AI megatrend due to its high-growth trajectory and unusually low valuation. Liquid cooling and the data center transition from Nvidia Hopper to Blackwell are key 2025 growth contributors. Obviously, SMCI shares have warts (new auditor, threat of delisting, dropped from Nasdaq 100, very high short interest), but these combine to form a powerful contrarian opportunity with growing momentum.
Super Micro Computer: Despite Risks, Big Upside Ahead
Neutral
Schwab Network
20 hours ago
Options Trades: SMCI Filing Deadline & NVDA Earnings
Nvidia (NVDA) will undoubtably grab the market's attention next week with its earnings, though Kevin Hincks urges investors to keep an eye on Supermicro (SMCI), too. Kevin highlights a pair of example options trades heading into the big week.
Options Trades: SMCI Filing Deadline & NVDA Earnings
Positive
Barrons
1 day ago
Super Micro Stock Rises. Why Next Week Will Be Key for SMCI.
The server maker surged past Palantir to become the best S&P 500 performer of 2025 this week.
Super Micro Stock Rises. Why Next Week Will Be Key for SMCI.
Negative
Barrons
2 days ago
Super Micro Stock Slips. Why the SMCI Winning Streak Could Be in Danger.
The server maker is already up 98% this year, making it the best S&P 500 performer.
Super Micro Stock Slips. Why the SMCI Winning Streak Could Be in Danger.
Neutral
Seeking Alpha
2 days ago
Super Micro Computer: The Worst Is Behind Us, But Credibility Takes Time To Rebuild (Rating Upgrade)
Super Micro Computer, Inc. stock fell 30% since my last rating before reaching the bottom, but it experienced a strong rally, particularly after the weak 2Q earnings and guidance. Management is confident that its FY2024 10-K and 1Q and 2Q FY2025 10-Q filings will be completed before the February 25 deadline, signaling that there are no major red flags. The company projected a strong FY2026 outlook, targeting $40 billion in revenue driven by NVIDIA's Blackwell, which has fueled investor optimism and helped them look past the gloomy FY2025.
Super Micro Computer: The Worst Is Behind Us, But Credibility Takes Time To Rebuild (Rating Upgrade)
Neutral
Seeking Alpha
2 days ago
Super Micro Computer Stock Got Its Mojo Back (Technical Analysis)
The technicals are undeniably strong with the chart, moving averages, and indicators converging to a consensus bullish outlook. Most recent preliminary quarterly results were mixed and guidance was overall weak as revenue growth is projected to slow and EPS growth expected to drop into negative territory. CEO Charles Liang's ambitious 2026 targets help to confirm that the AI growth story remains intact for the company over the long run.
Super Micro Computer Stock Got Its Mojo Back (Technical Analysis)
Positive
Market Watch
2 days ago
Super Micro's stock is its most overbought in a year. Here's why that's bullish.
Super Micro's stock has soared till it has become the most technically overbought in a year, but that hasn't deterred bulls in the past.
Super Micro's stock is its most overbought in a year. Here's why that's bullish.
Positive
Zacks Investment Research
2 days ago
Should You Buy, Hold, or Sell SMCI Stock Before Filing Deadline?
Super Micro Computer, Inc.'s SMCI shares have bounced back strongly this year after a weak performance last year. The recent business update has boosted momentum, with investors anticipating no hiccups in the company's highly-anticipated 10-K filing.
Should You Buy, Hold, or Sell SMCI Stock Before Filing Deadline?
Positive
The Motley Fool
2 days ago
Why Super Micro Computer Stock Rocketed Higher Again Today
Super Micro Computer (SMCI 18.75%) stock is soaring again today. Shares were up by 17.3% as of 2:25 p.m.
Why Super Micro Computer Stock Rocketed Higher Again Today
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