
SMCI Stock Forecast & Price Target
SMCI Analyst Ratings
Bulls say
Super Micro Computer Inc. has demonstrated significant revenue growth, reporting a remarkable 153% quarter-over-quarter increase to $12.7 billion, which is part of a broader consensus expectation of $36.36 billion for the fiscal year, reflecting a 65.5% year-over-year rise. The company is also on track for substantial profitability improvements, with data center building block solutions projected to escalate from 4% of profit in the first half of FY26 to a double-digit percentage contribution by year-end, bolstered by strong demand for AI platform solutions. Furthermore, management’s forecast of at least $40 billion in revenue for FY26 indicates an impressive year-over-year growth estimate of 82%, aligning with ongoing elevated build activities and diverse market support across regions.
Bears say
Super Micro Computer Inc.'s outlook is negatively impacted by a decline in gross margin, which fell approximately 310 basis points to 6.4% in the third quarter of fiscal year 2026, suggesting challenges in customer and product mix. Furthermore, management's conservative revenue guidance indicates a projected decline of around $2.3 billion quarter-over-quarter in the fourth quarter of fiscal year 2026, raising concerns about the sustainability of future earnings. The company is also vulnerable to potential declines in the average selling prices of their Total IT Solutions due to a slowdown in demand for their latest generation products, compounded by broader macroeconomic uncertainties that could adversely affect the semiconductor industry and Supermicro's revenue.
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
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