Super Micro Computer, Inc. Common Stock
SMCISuper Micro Computer, Inc. (SMCI) is a technology company specializing in high-performance server and storage solutions, networking devices, and embedded systems. Founded in 1993, the company designs, manufactures, and sells a broad range of IT hardware components primarily targeting data centers, enterprise IT, and cloud computing markets. Known for its emphasis on energy-efficient and scalable products, Supermicro aims to deliver innovative and sustainable computing solutions.
Company News
Super Micro Computer's stock jumped 11% to $32.75 following TSMC's blockbuster earnings report and raised CapEx guidance to $52-56 billion for 2026, signaling strong AI chip demand. With 17-18% short interest and a critical $35 resistance level, the stock could trigger a short squeeze. However, gross margins have compressed to 9.3% as the company...
Super Micro Computer (SMCI) has fallen 46% from its 52-week high, with Goldman Sachs and Mizuho placing pessimistic price targets of $26 and $31 respectively. While the company expects 64% revenue growth in FY2026 driven by NVIDIA Blackwell servers, analysts are concerned about deteriorating profit margins (expected to fall to 6.5%) and weak earn...
Super Micro Computer (SMCI) surged 11% on January 16, 2026, driven by AI server demand and positive momentum from Taiwan Semiconductor's strong earnings and increased capital expenditure guidance. The stock rebounded from a 40% decline over three months as investor concerns about margin compression and AI spending slowdown eased. Trading volume r...
Super Micro Computer (SMCI) fell 5% on January 13, 2026, following a Goldman Sachs downgrade to 'sell' with a $26 price target. Analyst Katherine Murphy cited eroding margins due to increased competition, despite strong AI infrastructure demand. The company appears to be prioritizing sales volume over profitability through large deals with Fujits...
Markets traded cautiously on Tuesday despite benign inflation data (CPI at 2.7% YoY, core CPI at 2.6%) that supported Fed rate cut expectations. Silver surged 4.5% to $89/oz amid supply concerns. Major indices remained flat with the S&P 500 near record highs. Earnings results were mixed: JPMorgan fell 3% on weak investment banking fees, Delta sli...
