
SMCI Stock Forecast & Price Target
SMCI Analyst Ratings
Bulls say
Super Micro Computer Inc. has raised its fiscal year 2026 revenue outlook to at least $36 billion from a previous estimate of $33 billion, indicating strong confidence driven by demand for AI data center solutions and an expansion in Data Center Building Block Solutions engagements. The company expects sequential revenue growth throughout fiscal year 2026, supported by a design award and an anticipated improvement in margins as production scales up and operating efficiencies are realized. Despite an increase in inventory to $5.7 billion, the positive adjustments in sales projections and management's optimistic outlook underscore the firm's growth potential in high-performance server technology services.
Bears say
Super Micro Computer Inc. reported a significant revenue decline of 12.8% quarter-over-quarter and 15.5% year-over-year, achieving $5.02 billion, which fell below both internal estimates and market expectations. The company anticipates further challenges with an expected decrease in gross margin by approximately 300 basis points in the upcoming quarter, attributed to elevated support costs and an initial ramp of a new mega-scale product. Additionally, the guidance for non-GAAP earnings per share of $0.50 is below consensus estimates, raising concerns about the company's ability to maintain profitability amid operational setbacks and competitive pressures.
This aggregate rating is based on analysts' research of Super Micro Computer and is not a guaranteed prediction by Public.com or investment advice.
SMCI Analyst Forecast & Price Prediction
Start investing in SMCI
Order type
Buy in
Order amount
Est. shares
0 shares