TICKERNERD
Menu
SMCISMCITechnology · Computer Hardware

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

Last close, 4 Nov 2026
$30
−5.73% on the day

The 18 Wall Street analysts covering Super Micro Computer, Inc. hold a median 12-month price target of $45 — +52.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 50 of 100 as at 3 Nov 2026 — in the upper half.

Market cap
$20.6B
Ticker Nerd rank
50/ 100
Median analyst target
$45
Analysts covering
18
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
−17.4%
1M
−32.3%
YTD
+1.1%
1Y
−37.6%
From 52W high
−41.0%
From 52W low
+44.1%
$21
$50
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 Nov 2026
50/ 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
99
Revisions
88
Value
77
Volatility
67
Quality
45
Momentum
44
Issuance
14
Accruals
11
Size
10

Growth (99): Sales and profits are climbing, and climbing faster than before.

Accruals (11): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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$60Jan 26Apr 26Jul 26Oct 26SMCIHigh $60Median $45Low $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 says18 analysts
4 Buy11 Hold3 Sell
Low $15Median $45High $60

The green dot is the last close — the median target sits +52.1% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
21 Oct 2026RosenblattMaintainsBuy$51 → $57
16 Oct 2026RosenblattMaintainsBuy$51
8 Oct 2026CitigroupMaintainsNeutral$39 → $45
8 Oct 2026CitigroupMaintainsNeutral—
6 Oct 2026MizuhoMaintainsNeutral$35 → $43
6 Oct 2026MizuhoMaintainsNeutral—
12 Aug 2026BarclaysMaintainsEqual-Weight—
12 Aug 2026BarclaysMaintainsEqual-Weight$38 → $39
12 Aug 2026CitigroupMaintainsNeutral$33 → $39
12 Aug 2026CitigroupMaintainsNeutral—
12 Aug 2026Goldman SachsMaintainsSell—
12 Aug 2026Goldman SachsMaintainsSell$30 → $34
12 Aug 2026MizuhoMaintainsNeutral$34 → $35
12 Aug 2026MizuhoMaintainsNeutral—
12 Aug 2026NeedhamReiteratesBuy$46
12 Aug 2026NeedhamReiteratesBuy—
12 Aug 2026RosenblattMaintainsBuy$45 → $51
12 Aug 2026RosenblattMaintainsBuy—
12 Aug 2026WedbushMaintainsNeutral—
12 Aug 2026WedbushMaintainsNeutral$34 → $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.

The AI build-out map

See how the model judged SMCI.

SMCI is one of 19 companies in AI networking and servers, the part the free map shows in full.

  • Every verdict in this part: Top pick, Watchlist or screened out, and the reason.
  • All 115 AI build-out companies, part by part, with what each one does.
  • Free, as a PDF. Plus the Market Radar on Mondays.

Free. Unsubscribe any time.

The AI build-out map
PDF

  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

    NVDAAVGOAMDMU

  • AI networking and serversIn full

    ANETDELLLITECRDO

  • Data centre power

    VRTCEGGEVVST

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 Nov 2026, Super Micro Computer, Inc. returned −37.6% against +12.9% for the S&P 500, dividends included.

SMCI vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120Jan 26Apr 26Jul 26Oct 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 movingThis fiscal year
EPS revision, 90 days
+41.8%
Analysts raising
0
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
9.7×

Cheaper than 59% of US stocks

Price / sales
0.5×

Cheaper than 80% of US stocks

Price / book
2.0×

Cheaper than 42% of US stocks

EV / EBITDA
9.2×

Cheaper than 40% 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 61% of US stocks

Returns & dividend
Return on equity
21.5%

Higher than 82% of US stocks

Return on assets
7.9%

Higher than 87% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

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 $20.6B and an enterprise value of $25.9B.

  • 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: 9.7×; forward P/E: 5.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of 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 4 Nov 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.$20.6B50
HPQHP, Inc.$25.9B96
IONQIonQ, Inc.$12.9B21
PEverpure, Inc.$38.9B84
QBTSD-Wave Quantum, Inc.$3.8B15
RGTIRigetti Computing, Inc.$3.7B34
WDCWestern Digital Corp.$125.2B95

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 Has More Going for It Than Meets the Eye

24/7 Wall Street · 4 Nov 2026positive

Super Micro shares have fallen sharply despite a record order backlog and preliminary quarterly results that exceeded guidance. The article notes the company’s single-digit forward multiple and faster growth than Dell, raising questions ahead of November 3.

Why it matters — SMCI watchers may weigh the contrast between the share-price decline and the reported backlog, results, valuation multiple, and growth rate.

Super Micro: Good News Doesn't Make A Difference Here

Seeking Alpha · 4 Nov 2026neutral

Super Micro reported a strong Q1 FY27, guided above expectations for Q2, and raised full-year guidance. The excerpt says AI-related sales are 71% of revenue and that recent outperformance is tied to a next-generation ramp weighted toward the first half of FY27.

Why it matters — SMCI watchers may note the contrast between strong results and guidance and the excerpt’s view that the growth driver is concentrated in the first half of FY27.

Super Micro Falls 4% Despite Blowout Quarter as Margin Worries and Data Center Backlash Weigh; Dell Sinks 8%, Hewlett Packard Enterprise Drops 6%

24/7 Wall Street · 4 Nov 2026negative

Super Micro shares fell 4% despite a strong quarter, as margin concerns and voter opposition to data centers weighed on AI server makers. Dell shares dropped 8% and Hewlett Packard Enterprise shares fell 6%.

Why it matters — The report highlights margin concerns and data-center opposition as pressures affecting Super Micro and other AI server makers.

SMCI Q1 Earnings Beat on Large AI Deployments, Outlook Raised

Zacks Investment Research · 4 Nov 2026positive

Super Micro Computer reported Q1 earnings that rose on large AI deployments, which also boosted margins. The company raised its fiscal 2027 revenue forecast.

Why it matters — The results and higher forecast reflect the impact of AI deployments on SMCI’s earnings, margins, and outlook.

SMCI Q1 Earnings Call Highlights AI Growth and Margin Pressures

Zacks Investment Research · 4 Nov 2026neutral

Super Micro Computer raised its fiscal 2027 revenue outlook to $72 billion-$82 billion, citing accelerating demand for AI infrastructure. The company also faces margin pressures and supply constraints.

Why it matters — The outlook highlights AI-driven growth while pointing to margin and supply challenges that may affect SMCI’s performance.

FAQ

Frequently asked questions about SMCI stock

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

The 18 Wall Street analysts covering Super Micro Computer, Inc. have a median 12-month price target of $45, 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 18 analysts covering Super Micro Computer, Inc., 4 rate it a Buy, 11 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Super Micro Computer, Inc. 50 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SMCI?

As at 3 Nov 2026, Super Micro Computer, Inc. ranks 50 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 (99 of 100).

Will SMCI stock go up?

No one can know that. What the data says: the median 12-month target from 18 analysts implies +52.1% from the last close, and Ticker Nerd's factor model ranks Super Micro Computer, Inc. 50 out of 100 as at 3 Nov 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 -37.6% over the 12 months to 4 Nov 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 Nov 2026): "Super Micro Has More Going for It Than Meets the Eye". Super Micro shares have fallen sharply despite a record order backlog and preliminary quarterly results that exceeded guidance. The article notes the company’s single-digit forward multiple and faster growth than Dell, raising questions ahead of November 3.

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