Shared on 04 May 26

Fair value Decreased 32%

SMCI: AI Infrastructure Expansion Will Support Longer Term Margin Recovery

Analysts have trimmed their average price target on Super Micro Computer, with recent cuts of $12, $8, $18, $14 and $10. These changes reflect updated views on slower modeled revenue growth, lower profit margins and a slightly higher discount rate, even as some still reference prior upside in select research.

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Shared on 09 Jan 26

SMCI: AI Server Order Wins Will Support Longer Term Margin Recovery

Analysts have made a modest upward adjustment to their Super Micro Computer price targets, with changes ranging from US$3 to US$4 per share. They are weighing recent Q1 revenue timing issues against strong new AI server orders and the potential for longer term margin recovery in an increasingly competitive market.

368 views

Shared on 07 Dec 25

SMCI: AI Order Momentum Will Drive Long Term Revenue Upside

Analysts nudged their average price target on Super Micro Computer modestly higher, to about $34 from roughly $30, citing a strong rebound in orders, including a multibillion-dollar GB300 platform win, and confidence that near-term revenue timing issues will be offset by longer-term AI server demand despite ongoing profitability risks. Analyst Commentary Street research following the latest earnings update reflects a mixed but generally more constructive stance on Super Micro, with modest target changes and reiterated ratings highlighting both upside from AI server momentum and persistent execution risks.

438 views

Shared on 23 Nov 25

Fair value Decreased 4.73%

SMCI: Order Wins And Federal Expansion Will Support Revenue Recovery

Super Micro Computer's analyst price target has been adjusted downward, decreasing from $50.94 to $48.53. Analysts cite persistent profitability risks despite management's expectation of a revenue rebound and significant new order momentum.

98 views

Shared on 07 Nov 25

Fair value Increased 0.69%

SMCI: Strong Order Momentum Will Drive Revenue Upside Amid AI Competition

Analysts have modestly raised their price target for Super Micro Computer to $50.94 from $50.59, citing improving revenue growth outlook and expectations for margin recovery, even as competition in the AI server market continues. Analyst Commentary Recent research updates have highlighted a variety of factors influencing both the positive and negative outlooks on Super Micro Computer’s stock.

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Shared on 23 Oct 25

Fair value Increased 1.05%

Analysts have raised their price target for Super Micro Computer by approximately $0.53 to $50.59. They cite improved profit margins and confidence in the company's ability to achieve strong sales growth as key factors supporting the increase.

139 views

Shared on 07 Aug 25

Fair value Decreased 0.62%

With both Super Micro Computer’s future P/E and net profit margin remaining stable, analyst fair value estimates were unchanged, maintaining the consensus price target at $50.38. What's in the News Super Micro Computer issued FY2026 sales guidance of at least $33 billion and Q1 GAAP EPS of $0.30-$0.42, reflecting material stock-based compensation expense.

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Shared on 07 May 25

Fair value Decreased 3.20%

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Shared on 30 Apr 25

Fair value Decreased 2.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Decreased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

Fair value Decreased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 02 Apr 25

Fair value Increased 3.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 26 Mar 25

Fair value Increased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

4 views

Shared on 19 Mar 25

Fair value Increased 1.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 10 Mar 25

Fair value Increased 20%

AnalystConsensusTarget has decreased revenue growth from 28.9% to 24.5% and decreased future PE multiple from 17.1x to 12.2x.

5 views

Analysts Raise Super Micro Target as Profit Margins Improve and AI Demand Grows

SMCI: AI Infrastructure Expansion Will Support Longer Term Margin Recovery

SMCI: AI Server Order Wins Will Support Longer Term Margin Recovery

SMCI: AI Order Momentum Will Drive Long Term Revenue Upside

SMCI: Order Wins And Federal Expansion Will Support Revenue Recovery

SMCI: Strong Order Momentum Will Drive Revenue Upside Amid AI Competition

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