NASDAQ
36.70USD
+1.05 (+2.96%)
We have scored 103 news catalysts on Super Micro Computer, Inc. (SMCI) over the past 12 months. The biggest single-day move next to one of them came Mar 21, 2026, when SMCI closed −33.3%: “ALERTE AUX INVESTISSEURS : Recours collectif d'actionnaires de Goeasy Ltd.”. Coverage across the window leans negative (average ticker sentiment −0.22). Most of the impact sits in forward growth expectations and price momentum.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
23.7B
P/E
—
EPS
—
Beta
2.00
52W range
19.48-58.78
Day range
35.72–36.99
Open
35.86
Prev close
35.64
Volume
13M
Avg volume
53.3M
Dividend
0.00
IPO
2007-03-28
Analysts publish price targets on SMCI, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
10 analyst price targets from $35 to $48
as of 2026-09-11
The market is 11% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Super Micro Computer, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Super Micro Computer, Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for SMCI: .
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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 provides 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 offers workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company provides remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, 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 offers 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. was incorporated in 1993 and is headquartered in San Jose, California.
The reconstruction
The price sits 11% below the median analyst target and at the 20th percentile of published models, meaning the market has heard the bull case for massive revenue growth but actively disbelieves it, pricing in severe margin and cash flow deterioration instead.
What the disagreement turns on
Can Super Micro convert its record $60 billion order backlog into profitable, cash-generating revenue, or will component costs, working capital drains, and compliance overhangs force margins back down and consume the upside?
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
