
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, an increase from the prior estimate of at least $33 billion, driven by strong demand for AI server solutions and data center engagements. Despite a rise in inventory to $5.7 billion, management remains optimistic about sequential growth throughout FY2026 and anticipates margin improvements as operational efficiencies and favorable product mix develop. The company attributes this positive trajectory to recent design awards and increasing requirements in both cloud and enterprise sectors, suggesting robust long-term demand for its high-performance server technologies.
Bears say
Super Micro Computer Inc. reported a significant decline in revenue for the first quarter of fiscal 2026, with a quarterly drop of 12.8% and a year-over-year decrease of 15.5%, highlighting challenges in meeting previous guidance and market expectations. The company's forecast for the second quarter indicates an expected gross margin decline of approximately 300 basis points, attributed to the ramp-up of new product offerings and increased operational costs. Additionally, the projected earnings per share for the second quarter fell below consensus estimates, reflecting ongoing concerns about potential technological missteps and the overall profitability outlook.
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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