Super Micro Computer

AI And NVIDIA Partnerships Will Drive Secular Server Demand

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

01 Jun 25

Updated

05 Apr 26

Views

690

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

-14.4%

7D

16.8%

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1Y

-14.4%

7D

16.8%

You can edit this narrative until Apr 6 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$56.0151.3% undervalued

AnalystHighTarget Fair Value

Shared on 05 Apr 26

Fair value Decreased 11%

SMCI: AI Partnerships And Governance Reset Will Drive Repricing Into 2026

Super Micro Computer's analyst price target has been revised lower by $6.99, with analysts citing higher required returns, a lower fair value estimate, and more conservative profit margin and P/E assumptions, despite slightly higher modeled revenue growth. Analyst Commentary Recent Street research on Super Micro has shifted toward a more cautious stance, with several firms trimming price targets and some lowering ratings following legal and governance concerns.

54 views

Shared on 07 Mar 26

SMCI: AI Data Center Partnerships Will Support Repricing Into 2026

Analysts have made a modest adjustment to their price targets on Super Micro Computer, with changes clustering in a narrow $2 to $11 range as they factor in updated views on AI related demand, valuation, and sector positioning for 2026. Analyst Commentary Recent Super Micro price target moves sit within a relatively tight band, but the tone of the research still gives you useful clues about how the Street is thinking about valuation, execution, and growth into 2026.

55 views

Shared on 21 Feb 26

Fair value Increased 5.00%

SMCI: AI Data Center Demand And Liquid Cooling Will Drive Repricing

Analysts have nudged their fair value estimate for Super Micro Computer to $63, reflecting slightly stronger assumptions for revenue growth, profit margins, and a lower future P/E, even as recent Street price target moves have been mixed. Analyst Commentary Bullish analysts on Super Micro Computer are split in their near term expectations, but a few themes still stand out when you look past the headline price target cuts.

69 views

Shared on 07 Feb 26

Fair value Decreased 26%

SMCI: AI Server Positioning And New Liquid Cooling Will Drive Repricing

Analysts have trimmed their fair value estimate for Super Micro Computer from US$80.58 to US$60.00, reflecting updated assumptions for slower revenue growth, lower profit margins, and a higher future P/E, as seen in a mix of recent price target reductions and a smaller price target increase across covering firms. Analyst Commentary Recent Street research on Super Micro Computer has been mixed, but you can still see some confidence around the company’s ability to execute and create value over time.

82 views

Shared on 24 Jan 26

Fair value Decreased 2.20%

SMCI: Large AI Orders And Margin Recovery Efforts Will Drive Future Repricing

Analysts have reduced their Super Micro Computer price targets by single-digit percentages, citing updated views on growth, profitability, and expectations for a lower future P/E. At the same time, some research notes highlight strong new orders and the possibility of margin recovery, alongside ongoing competition risks in AI servers.

154 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$56.01

51.3% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

19.01%

Historical revenue growth rate

43.23%

Tech Hardware revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.12%

Calculation

US$1.99b

Earnings '29

x

22.24x

PE Ratio '29

=

US$44.17b

Market Cap '29

US$44.17b

Market Cap '29

/

605.55m

No. shares '29

=

US$72.93

Share Price '29

US$72.93 Share Price '29

Discounted to 2026 @ 9.23% p.a.

=

US$55.96

Fair Value '26