SMCITechnology · Computer HardwareThe 18 Wall Street analysts covering Super Micro Computer, Inc. hold a median 12-month price target of $43 — +20.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 42 of 100 as at 14 Oct 2026 — in the lower half.
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.
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): 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 (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.
The bullish and bearish analyst opinions on SMCI, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +20.2% from it.
Of the 20 most recent actions, 15 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Oct 2026 | Citigroup | Maintains | Neutral | $39 → $45 |
| 6 Oct 2026 | Mizuho | Maintains | Neutral | $35 → $43 |
| 12 Aug 2026 | Barclays | Maintains | Equal-Weight | $38 → $39 |
| 12 Aug 2026 | Citigroup | Maintains | Neutral | $33 → $39 |
| 12 Aug 2026 | Goldman Sachs | Maintains | Sell | $30 → $34 |
| 12 Aug 2026 | Mizuho | Maintains | Neutral | $34 → $35 |
| 12 Aug 2026 | Needham | Reiterates | Buy | $46 |
| 12 Aug 2026 | Rosenblatt | Maintains | Buy | $45 → $51 |
| 12 Aug 2026 | Wedbush | Maintains | Neutral | $34 → $40 |
| 23 July 2026 | Mizuho | Maintains | Neutral | $44 → $34 |
| 22 July 2026 | Barclays | Maintains | Equal-Weight | $34 → $38 |
| 22 July 2026 | Needham | Maintains | Buy | $40 → $46 |
| 22 July 2026 | Rosenblatt | Maintains | Buy | $40 → $45 |
| 13 July 2026 | Citigroup | Maintains | Neutral | $31 → $33 |
| 11 June 2026 | Wolfe Research | Initiates | Peer Perform | — |
| 1 June 2026 | Mizuho | Maintains | Neutral | $36 → $44 |
| 12 May 2026 | Mizuho | Maintains | Neutral | $30 → $36 |
| 7 May 2026 | Barclays | Maintains | Equal-Weight | $38 → $34 |
| 6 May 2026 | Citigroup | Maintains | Neutral | $25 → $31 |
| 6 May 2026 | CJS Securities | Upgrade | Market Perform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Super Micro Computer, Inc. returned −32.6% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 52% of US stocks
Cheaper than 77% of US stocks
Cheaper than 36% of US stocks
Cheaper than 32% of US stocks
Higher than 92% of US stocks
Higher than 95% of US stocks
Higher than 18% of US stocks
Higher than 70% of US stocks
Higher than 62% of US stocks
Higher than 82% of US stocks
Higher than 88% of US stocks
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.
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 $25.3B and an enterprise value of $32.2B.
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.
Trailing P/E: 12.0×; forward P/E: 7.3× — 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.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Super Micro Computer shares fell 8% to $35.85 this afternoon, while remaining up 22% in 2026.
Why it matters — The update highlights a sharp intraday decline against a positive year-to-date gain for SMCI.
Dell shares fell 8% to $526.86 in morning trading after Barclays cut its rating to Equal Weight from Overweight. The headline also reports declines of 5% for Hewlett Packard Enterprise and 4% for Super Micro Computer.
Why it matters — The reported 4% decline in Super Micro Computer shares is directly relevant to SMCI watchers.
Digi Power X is using Supermicro servers built around Nvidia’s latest Blackwell chips to provide AI computing capacity to enterprise customers through its NeoCloudz platform. A Supermicro case study says Digi Power X owns and operates the supporting infrastructure, including power generation, substations and Tier III data centers.
Why it matters — The case study describes Supermicro servers being used in an enterprise AI computing offering backed by Digi Power X’s owned infrastructure.
Super Micro Computer (SMCI) settled at $39.07 on the latest trading day, down 2.28% from its previous close. The headline says the decline was larger than the general market’s.
Why it matters — SMCI watchers may note the stock’s reported daily decline and its comparison with the broader market.
Super Micro Computer has recently drawn notable attention from Zacks.com users. The article says investors should be aware of facts that could affect the stock’s prospects.
Why it matters — The increased attention and factors affecting SMCI’s prospects may be relevant to those following the stock.
The 18 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.
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. 42 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Super Micro Computer, Inc. ranks 42 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).
No one can know that. What the data says: the median 12-month target from 18 analysts implies +20.2% from the last close, and Ticker Nerd's factor model ranks Super Micro Computer, Inc. 42 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
Super Micro Computer, Inc. returned -32.6% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (24/7 Wall Street, 14 Oct 2026): "Super Micro Is Up 22% in 2026 but It's Down Today: Take Profits, or Hold On for the Ride?". Super Micro Computer shares fell 8% to $35.85 this afternoon, while remaining up 22% in 2026.
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
