$SMCI

Generating a unique summary for SMCI…

AI-generated for information only — not investment advice.

Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company offers liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also provides workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company offers remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, SuperCloud Director, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it provides rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. has a strategic alliance with NetApp, Inc. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.

Institutions hold 69.35% · insiders 12.66% · 1,133 institutions

Consensus score 2.94 (1 = strong buy, 5 = sell) · mean target 43.27

• RosenblattBuymain2026-10-21
• RosenblattBuymain2026-10-16
• CitigroupNeutralmain2026-10-08
• MizuhoNeutralmain2026-10-06
• CitigroupNeutralmain2026-08-12
• Goldman SachsSellmain2026-08-12
• MizuhoNeutralmain2026-08-12
• WedbushNeutralmain2026-08-12
• NeedhamBuyreit2026-08-12
• BarclaysEqual-Weightmain2026-08-12

Next report: 2026-11-03

• 8-KCorporate Changes & Voting Matters2026-10-20Open
• 8-KCorporate Changes & Voting Matters2026-10-15Open
• 8-KCorporate Changes & Voting Matters2026-10-08Open
• 10-KPeriodic Financial Reports2026-08-31Open
• 8-KCorporate Changes & Voting Matters2026-08-11Open
• 8-KCorporate Changes & Voting Matters2026-08-05Open
• 8-KCorporate Changes & Voting Matters2026-07-21Open
• 8-A12BTrading Registrations2026-06-15Open
• 8-KCorporate Changes & Voting Matters2026-06-12Open
• S-3ASROffering Registrations2026-06-09Open

• Supermicro (SMCI) Stock Looks Cheap Even With Fresh Caution

  Super Micro Computer has delivered very large 5 year gains for long term holders, yet its recent swings and busy news flow now put a spotlight on a simple question: whether today’s share price lines up with the earnings that support it. Over 5 years the stock has returned about 830.8%, which puts a lot of accumulated optimism on the line when you ask how solid the underlying profit base really is. Management has outlined sharply higher expected revenue and slightly stronger gross margins,...

  Fri, 23 Oct 2026 23:13:28 +0000

• What Is Super Micro Computer (SMCI) Telling The Market With Its New AI Rack?

  Super Micro Computer (NasdaqGS:SMCI) introduced its NVIDIA Vera CPU rack, a dense liquid-cooled agentic AI platform for large-scale reinforcement learning. The company launched a Nokia partnership to pair Vera-based gear with AI-RAN edge solutions for telecom operators deploying AI at the network edge. Supermicro also announced a Nutanix collaboration to create integrated rack-scale private AI inference stacks aimed at simplifying enterprise AI deployments. The NVIDIA Vera CPU rack launch...

  Fri, 23 Oct 2026 22:13:57 +0000

• Credo Soars 7% as Super Micro’s $4 Billion Forecast Hike Signals “Increased Demand for AI Platforms”

  Key TakeawaysCredo shares rose 7% this morning, with Lumentum, Coherent, Semtech and Astera Labs also higher, after Super Micro raised its fiscal first-quarter revenue estimate by about $4 billion. Super Micro’s beat is strong evidence that AI server builds are speeding up, and more AI racks mean more demand for Credo’s cables.

  Fri, 23 Oct 2026 17:30:44 +0000

• Hewlett Packard Enterprise Climbs 4% While AI Server Peers Lag; Dell Rises 2%, Super Micro Unchanged

  Hewlett Packard Enterprise is pulling away from its AI server rivals on a day when the broader market stumbled, and the reasons behind that gap stretch from industrial factory floors all the way to the surface of the Moon.

  Fri, 23 Oct 2026 17:09:16 +0000

• Will Super Micro (SMCI) Beat Estimates Again in Its Next Earnings Report?

  Super Micro (SMCI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

  Fri, 23 Oct 2026 15:10:02 +0000

• A $4 Billion Reason to Take Another Look at Supermicro Stock

  Super Micro Computer stock gets a fresh bullish catalyst as a roughly $4 billion increase in fiscal Q1 revenue guidance underscores booming AI infrastructure demand.

  Fri, 23 Oct 2026 14:18:34 +0000

• Super Micro Has Lost 60.86% Since It Was Tapped for the S&P 500. Index Funds Like VOO Had to Buy It Anyway

  When Super Micro Computer joined the S&P 500, index funds had no choice but to buy in at the peak of the hype. What happened next reveals a hidden cost that never appears on any fee disclosure.

  Fri, 23 Oct 2026 00:03:19 +0000

• Supermicro Could Be at the Center of the Next AI Spending Wave

  Supermicro just booked a record order backlog while its stock sits near 52-week lows, trading at a fraction of what rivals Dell and Arista command. Whether that gap represents a rare opportunity or a value trap depends on one critical question the next earnings report will answer.

  Thu, 22 Oct 2026 11:15:32 +0000