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SMCISMCITechnology · Computer Hardware

SMCI Stock Forecast: Super Micro Computer, Inc. Price Predictions for 2026-2027

Last close, 24 Sept 2026
$42
+0.17% on the day

The 19 Wall Street analysts covering Super Micro Computer, Inc. hold a median 12-month price target of $43 — +2.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 40 of 100 as at 23 Sept 2026 — in the lower half.

Market cap
$26.8B
Ticker Nerd rank
40 / 100
Median analyst target
$43
Analysts covering
19
Revenue$11.1B+93.2% y/y
Operating income$1.5B
Net income$1.2B
Free cash flow$718.7M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.9%
1M
+18.0%
YTD
+41.8%
1Y
−10.2%
From 52W high
−29.3%
From 52W low
+102.2%
$21
$59
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SMCI stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Super Micro Computer, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 23 Sept 2026
40 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
95
Revisions
89
Value
74
Volatility
41
Quality
40
Momentum
37
Issuance
13
Accruals
10
Size
8

Growth (95): Sales and profits are climbing, and climbing faster than before.

Accruals (10): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (8): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

SMCI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SMCI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$20$30$40$50$60Oct 25Jan 26Apr 26Jul 26SMCIHigh $60Median $43Low $15

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says19 analysts
5 Buy11 Hold3 Sell
Low $15Median $43High $60

The green dot is the last close — the median target sits +2.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 14 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
12 Aug 2026BarclaysMaintainsEqual-Weight$38 → $39
12 Aug 2026CitigroupMaintainsNeutral$33 → $39
12 Aug 2026Goldman SachsMaintainsSell$30 → $34
12 Aug 2026MizuhoMaintainsNeutral$34 → $35
12 Aug 2026NeedhamReiteratesBuy$46
12 Aug 2026RosenblattMaintainsBuy$45 → $51
12 Aug 2026WedbushMaintainsNeutral$34 → $40
23 July 2026MizuhoMaintainsNeutral$44 → $34
22 July 2026BarclaysMaintainsEqual-Weight$34 → $38
22 July 2026NeedhamMaintainsBuy$40 → $46
22 July 2026RosenblattMaintainsBuy$40 → $45
13 July 2026CitigroupMaintainsNeutral$31 → $33
11 June 2026Wolfe ResearchInitiatesPeer Perform—
1 June 2026MizuhoMaintainsNeutral$36 → $44
12 May 2026MizuhoMaintainsNeutral$30 → $36
7 May 2026BarclaysMaintainsEqual-Weight$38 → $34
6 May 2026CitigroupMaintainsNeutral$25 → $31
6 May 2026CJS SecuritiesUpgradeMarket Perform—
6 May 2026JP MorganMaintainsNeutral$28 → $32
6 May 2026NeedhamReiteratesBuy$40

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SMCI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

SMCI vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 24 Sept 2026, Super Micro Computer, Inc. returned −10.2% against +17.4% for the S&P 500, dividends included.

SMCI vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120140Oct 25Jan 26Apr 26Jul 26SMCIS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

SMCI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+35.9%
Analysts raising
16
Analysts cutting
0
Fundamentals

Super Micro Computer, Inc. (SMCI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
12.8×

Cheaper than 51% of US stocks

Price / sales
0.7×

Cheaper than 77% of US stocks

Price / book
2.7×

Cheaper than 36% of US stocks

EV / EBITDA
11.7×

Cheaper than 32% of US stocks

Growth & margins
Revenue growth (YoY)
93.2%

Higher than 92% of US stocks

Earnings growth (YoY)
503.7%

Higher than 95% of US stocks

Gross margin
17.5%

Higher than 18% of US stocks

Operating margin
13.4%

Higher than 70% of US stocks

Net margin
5.7%

Higher than 62% of US stocks

Returns & dividend
Return on equity
21.5%

Higher than 82% of US stocks

Return on assets
7.9%

Higher than 88% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Super Micro Computer, Inc. (SMCI) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Super Micro Computer, Inc. has a market value of $26.8B and an enterprise value of $33.2B.

  • Revenue in the twelve months to 30 June 2026: $39.1B. The latest quarter grew 93.2% year on year.

  • Net income over the same four quarters: $2.2B, a 5.7% net margin.

  • Diluted earnings per share, trailing twelve months: $3.20.

  • Free cash flow in the twelve months to 30 June 2026: −$7.0B.

  • Shares outstanding: 656.9M.

  • Trailing P/E: 12.8×; forward P/E: 7.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Super Micro Computer, Inc. employs 7,000 people — $5.6M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 24 Sept 2026

Data provided by Twelve Data

Peers

SMCI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelComputer Hardware
CompanyMarket capTKN rank
SMCISuper Micro Computer, Inc.$26.8B
40
HPQHP, Inc.$29.4B
95
PEverpure, Inc.$36.2B
87
IONQIonQ, Inc.$16.9B
24
QBTSD-Wave Quantum, Inc.$6.1B
20
RGTIRigetti Computing, Inc.$5.3B
35
WDCWestern Digital Corp.$170.8B
88

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Super Micro Computer, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SMCI news & analysis

SPY's 9.45 Basis Points Hides $6,450 a Decade on $100,000 Versus Cheaper Peers

24/7 Wall Street · 24 Sept 2026neutral

The article examines the SPY exchange-traded fund, highlighting that while its expense ratio appears minimal at 9.45 basis points, a structural quirk can cost long-term holders roughly $6,450 per decade on a $100,000 investment compared to cheaper peer funds. The piece notes that this detail is not spelled out in the fund's fact sheet.

Why it matters — This is relevant to SMCI watchers because it underscores how structural fund costs and hidden expenses in broad market ETFs can quietly erode long-term returns, which may inform how investors weigh the vehicles they use to hold stocks like SMCI.

Intel, Marvell, Super Micro, Meta, MGM, and More Stocks That Explain Today's Market

Barrons · 24 Sept 2026negative

AI stocks, including Super Micro Computer, struggled as Wall Street worried about rising bond yields. Meta Platforms also declined as investors locked in profits after a 12% rally.

Why it matters — As an AI-focused company, Super Micro Computer's stock is affected by broader market sentiment toward AI stocks amid rising bond yields.

SMCI vs. AVT: Which AI Infrastructure Stock is a Better Buy?

Zacks Investment Research · 23 Sept 2026negative

Zacks published a comparison of Super Micro Computer and Avnet as AI infrastructure stocks. The report notes SMCI's AI-driven growth remains strong but faces margin pressure, contrasted with Avnet's broader exposure and improving operating leverage.

Why it matters — The piece highlights margin pressure as a weakness against SMCI's otherwise strong AI-driven growth, a key factor for the company's profitability outlook.

Supermicro Now Shipping NVIDIA Vera Rubin NVL72 Racks

PRNewsWire · 23 Sept 2026positive

Supermicro announced it is now shipping NVIDIA Vera Rubin NVL72 racks, integrated with its Data Center Building Block Solutions (DCBBS) and direct liquid cooling stack (DLC-2). The offering includes a full liquid-cooling stack from cold plates to cooling towers, DCBBS Blueprints spanning 5 MW to gigawatt scale, and support from site survey through ongoing deployment.

Why it matters — This marks a commercial milestone for Supermicro in bringing the NVIDIA Vera Rubin platform to market with its integrated liquid-cooling and data center infrastructure solutions.

Sandisk, Super Micro, IonQ, Six Flags, and More Stocks That Explain Today's Market

Barrons · 23 Sept 2026positive

Barrons reports that chip and memory company shares slipped as investors locked in profits, while AI server makers enjoyed a comparatively better day. Super Micro is listed among the stocks highlighted as part of this market movement.

Why it matters — As an AI server maker, Super Micro is grouped with the segment of the market that fared better on the day, offering context on how sector rotation is treating the company relative to chip and memory names.

FAQ

Frequently asked questions about SMCI stock

What is the SMCI stock price forecast for 2026-2027?

The 19 Wall Street analysts covering Super Micro Computer, Inc. have a median 12-month price target of $43, with estimates ranging from $15 to $60. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SMCI stock a buy right now?

Of the 19 analysts covering Super Micro Computer, Inc., 5 rate it a Buy, 11 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Super Micro Computer, Inc. 40 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SMCI?

As at 23 Sept 2026, Super Micro Computer, Inc. ranks 40 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (95 of 100).

Will SMCI stock go up?

No one can know that. What the data says: the median 12-month target from 19 analysts implies +2.4% from the last close, and Ticker Nerd's factor model ranks Super Micro Computer, Inc. 40 out of 100 as at 23 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SMCI stock forecast for 2030?

No analyst covering Super Micro Computer, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SMCI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $15 to $60 over the next 12 months.

How has SMCI stock performed over the past year?

Super Micro Computer, Inc. returned -10.2% over the 12 months to 24 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Super Micro Computer, Inc. do?

Super Micro Computer Inc. is a computer hardware company that designs, manufactures, and sells high-performance server and storage systems for data centers and enterprise IT environments.

What is the latest news on SMCI?

The most recent item we track (24/7 Wall Street, 24 Sept 2026): "SPY's 9.45 Basis Points Hides $6,450 a Decade on $100,000 Versus Cheaper Peers". The article examines the SPY exchange-traded fund, highlighting that while its expense ratio appears minimal at 9.45 basis points, a structural quirk can cost long-term holders roughly $6,450 per decade on a $100,000 investment compared to cheaper peer funds. The piece notes that this detail is not spelled out in the fund's fact sheet.

Company

About Super Micro Computer, Inc.

Super Micro Computer Inc. is a computer hardware company that designs, manufactures, and sells high-performance server and storage systems for data centers and enterprise IT environments. Its product portfolio includes rackmount servers, blade and multi-node systems, AI-optimized servers, storage platforms, networking devices, workstation systems, and modular components such as server boards, chassis, and power supplies. Super Micro Computer also provides server management software, rack-level integration services, deployment support, maintenance, and technical services that help customers build and operate complex computing infrastructure. The company serves markets including cloud computing, artificial intelligence, high-performance computing, 5G, edge computing, and IoT-enabled embedded applications. Super Micro Computer plays an important role in the broader technology infrastructure market by supplying scalable, energy-efficient systems used by enterprises, cloud providers, public sector organizations, and system integrators.

CEO Mr. Charles Liang · 7,000 employees · United States · https://www.supermicro.com