Super Micro Computer, Inc. logo SMCI - Super Micro Computer, Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 9
HOLD 14
SELL 2
STRONG
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| PRICE TARGET: $42.33 DETAILS
HIGH: $46.00
LOW: $36.00
MEDIAN: $44.50
CONSENSUS: $42.33
UPSIDE: 46.94%

Stock News

Supermicro Expands DCBBS with Precision-Engineered AI Rack Series to Accelerate Deployment and Time-to-Online

Supermicro Expands DCBBS with Precision-Engineered AI Rack Series to Accelerate Deployment and Time-to-Online

Industry-leading quality, factory pre-assembly, and modular design facilitate rapid integration of systems and liquid cooling components, shortening Time-to-Online (TTO) Ten Rack models available in 44OU, 48U, 48OU, and 52U configurations for same-day data center integration to support a wide range of deployments Certified for up to over 5500 lb./2,500 kg static load capacity to maximize compute power per rack, enabling higher compute densities and optimal space utilization SAN JOSE, Calif.

Jul 30, 2026 12:05 PM prnewswire.com
Super Micro: Governance Headwinds Persist - Backlog Conversion Meets FCF/Debt Risks

Super Micro: Governance Headwinds Persist - Backlog Conversion Meets FCF/Debt Risks

Super Micro Computer, Inc. proves its structurally robust, AI-driven growth prospects through the outsized, new orders of $60B in the preliminary FQ4 '26 results. Despite this, SMCI faces lumpy top/bottom-line performance from the customers' delayed data center buildouts and capex/FCF risks from the insatiable compute demand. SMCI stock trades at discounted P/E of 10.61x, with it reflecting the governance headwinds across the smuggling case and the financial reporting weakness.

Jul 28, 2026 11:50 AM seekingalpha.com
I Was Wrong About Super Micro Computer (Rating Upgrade)

I Was Wrong About Super Micro Computer (Rating Upgrade)

Super Micro Computer's preliminary results showed gross margins of 15%-17%, nearly double guidance, suggesting a structural shift toward higher-value AI infrastructure solutions. New orders exceeded $60 billion, indicating demand remains exceptionally strong despite revenue being constrained by deployment timing and customer readiness. Shares trade at only 11x forward non-GAAP EPS, 0.55x price-to-sales, and a 0.38 forward PEG, well below major infrastructure peers.

Jul 26, 2026 04:44 PM seekingalpha.com

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