
SMCI Stock Forecast & Price Target
SMCI Analyst Ratings
Bulls say
Super Micro Computer Inc. has experienced significant revenue growth, increasing from $3.6 billion in FY21 to an anticipated $30.7 billion in FY26, reflecting a projected 30% year-over-year rise from FY25. The company's strong focus on AI-related sales, which now represent nearly 70% of total revenues, underscores its competitive positioning in the high-performance computing market, contributing to over 110% year-on-year revenue growth in FY2024. Additionally, strategic operational scaling in the U.S., Taiwan, and Malaysia enhances efficiency and cost structure, supporting a positive long-term outlook for the company.
Bears say
Super Micro Computer Inc. reported a decline in its non-GAAP gross margin to 11.9%, down from 13.3% in the previous quarter, influenced by a challenging product mix and rising costs related to product delays and new research and development. The company's fiscal year 2025 revenue guidance was revised downward from a range of $26 billion to $30 billion to a new estimate of $23.5 billion to $25 billion, indicating a 13% reduction at the midpoint, with upcoming quarters projected to show only modest revenue growth relative to prior guidance. Furthermore, the firm is experiencing sales below consensus estimates, along with increasing concerns regarding technological missteps and competitive pressures that could further hinder its profitability and revenue generation.
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