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SMCISMCITechnology · Computer Hardware

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

Last close, 4 Sept 2026
$40
+4.54% on the day

The 19 Wall Street analysts covering Super Micro Computer, Inc. hold a median 12-month price target of $43 — +7.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 3 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$24.9B
Ticker Nerd rank
37 / 100
Median analyst target
$43
Analysts covering
19
Revenue$10.2B
Operating income$625.9M
Net income$483.4M
Free cash flow−$6.7B
Quarterly, 8 quarters to 31 Mar 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+6.8%
1M
+24.9%
YTD
+35.3%
1Y
−2.7%
From 52W high
−32.5%
From 52W low
+92.8%
$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 3 Sept 2026
37 / 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
96
Revisions
88
Value
73
Quality
40
Volatility
37
Momentum
27
Issuance
13
Accruals
10
Size
9

Growth (96): 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 (9): 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 +7.4% 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 4 Sept 2026, Super Micro Computer, Inc. returned −2.7% against +20.0% 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
+2.5%
Analysts raising
6
Analysts cutting
1
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
11.3×

Cheaper than 56% of US stocks

Price / sales
0.6×

Cheaper than 78% of US stocks

Price / book
2.3×

Cheaper than 42% of US stocks

EV / EBITDA
10.9×

Cheaper than 35% 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
9.9%

Higher than 10% 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 $24.9B and an enterprise value of $30.8B.

  • Revenue in the twelve months to 31 Mar 2026: $33.7B. The latest quarter grew 93.2% year on year.

  • Net income over the same four quarters: $1.2B, a 3.7% net margin.

  • Diluted earnings per share, trailing twelve months: $1.89.

  • Free cash flow in the twelve months to 31 Mar 2026: −$6.8B, after $156.4M of capital spending.

  • Shares outstanding: 601.4M.

  • Trailing P/E: 11.3×; forward P/E: 7.1× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Super Micro Computer, Inc. employs 7,000 people — $4.8M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 Mar 2026 · market figures as at 4 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.$24.9B
37
HPQHP, Inc.$29.2B
96
PEverpure, Inc.$32.4B
82
IONQIonQ, Inc.$15.5B
16
QBTSD-Wave Quantum, Inc.$6.2B
20
RGTIRigetti Computing, Inc.$5.0B
33
WDCWestern Digital Corp.$159.2B
86

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

Super Micro Surges 7% as Semiconductors Lead a Flat Tape; Hewlett Packard Enterprise Falls 3%, Dell Edges Higher

24/7 Wall Street · 4 Sept 2026positive

Super Micro Computer shares surged 7% as semiconductor stocks led a mostly flat market at midday Friday, according to 24/7 Wall Street. The three largest AI server companies—including Super Micro, Hewlett Packard Enterprise, and Dell—were separating along a new fault line, with HPE down 3% and Dell edging higher.

Why it matters — This signals a divergence among AI server vendors and suggests Super Micro was outperforming peers HPE and Dell during the trading session, which SMCI watchers would track.

Memory, Other AI-Related Stocks Lead the Market's Top Performers Friday

Investopedia · 4 Sept 2026neutral

Memory and other AI-related stocks led the market's top performers on Friday, as the AI trade bucked the broader trend. The article highlights strong performance among AI-related equities rather than focusing on any single company.

Why it matters — As an AI-related company, Super Micro Computer could be affected by broader market momentum in the AI trade.

SMCI Rises 29% Year to Date: Time to Buy, Sell or Hold the Stock?

Zacks Investment Research · 4 Sept 2026positive

Super Micro Computer has risen 29% year to date, supported by a record backlog, AI partnerships, and rising shipments. The company is also benefiting from improving margins, which add to its appeal.

Why it matters — SMCI watchers would care because the stock's year-to-date gain reflects momentum driven by AI-related demand, record backlog, and improving profitability.

Fast-paced Momentum Stock Super Micro (SMCI) Is Still Trading at a Bargain

Zacks Investment Research · 3 Sept 2026positive

Zacks Investment Research highlighted Super Micro Computer (SMCI) as one of the stocks that passed its "Fast-Paced Momentum at a Bargain" screen, which flags companies with strong recent momentum still trading at reasonable prices.

Why it matters — The mention indicates that SMCI is being recognised as a stock with strong recent momentum that may still offer a reasonable valuation, which is relevant to investors tracking the company.

Hewlett Packard Enterprise Falls 5% as Supply Constraints Overshadow Raised Guidance, Super Micro Slips, Dell Holds Steady

24/7 Wall Street · 3 Sept 2026negative

The item reports that Hewlett Packard Enterprise shares fell 5% to $27.92 in Thursday trading despite strong fiscal third-quarter results and raised fiscal 2026 and 2027 guidance, as supply constraints overshadowed the numbers. During the same session, Super Micro Computer shares slipped while Dell held steady.

Why it matters — A Super Micro watcher would care because the piece notes that Super Micro shares slipped in the same market session alongside sector peers, amid broader supply-constraint concerns.

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. 37 out of 100 across roughly 4,600 US stocks as at 3 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SMCI?

As at 3 Sept 2026, Super Micro Computer, Inc. ranks 37 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 (96 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 +7.4% from the last close, and Ticker Nerd's factor model ranks Super Micro Computer, Inc. 37 out of 100 as at 3 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 -2.7% over the 12 months to 4 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, 4 Sept 2026): "Super Micro Surges 7% as Semiconductors Lead a Flat Tape; Hewlett Packard Enterprise Falls 3%, Dell Edges Higher". Super Micro Computer shares surged 7% as semiconductor stocks led a mostly flat market at midday Friday, according to 24/7 Wall Street. The three largest AI server companies—including Super Micro, Hewlett Packard Enterprise, and Dell—were separating along a new fault line, with HPE down 3% and Dell edging higher.

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