SMCI

Super Micro Computer

SMCI

Attention (50-day avg)0.39%

Attention rank (50-day avg)#42

Bullish sentiment (50-day avg)87%

Price to earnings ratio13

Market capitalization27B

Earnings per share3.26

Dividend yield (TTM)—

Revenue (annual)39.1B

Net income (annual)2.2B

Social

What share of all stock conversation is about SMCI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.09% -0.01	0.25% +0.02	0.18% -0.32	0.21% -0.24

Sep 30

Super Micro Computer, Inc. (SMCI) has a major customer deployment with Mistral AI, and the company is hiring a dedicated Service Engineer in France for Mistral.
SMCI's stock price is expected to have a massive move to the upside in the coming two weeks after testing the previous resistance as now support.
SMCI's strong revenue of $40 billion with a market cap of $26 billion raises questions about its valuation, and some investors believe its governance, accounting, and CEO behavior need improvement to reach its full potential.

Generated by AI

Sentiment

Of the messages about SMCI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	70.98% -17.27	90.79% +5.63	80.74% -7.5	76.08% +7.55
Bearish	29.02% +17.27	9.21% -5.63	19.26% +7.5	23.92% -7.55

Bullish· Sep 29

$SMCI has been helping Cisco with their backlog since the Partnership was announced last month, and Cisco customers can place new orders for SMCI systems starting THIS WEEK, which can significantly boost margins.
The stock is expected to revisit $45 to $50 in the near term, and it's always darkest before dawn, with business on fire.
$SMCI is quietly getting interesting, with the price above the 20D, 50D, and 200D moving averages, and the stock broke above the multi-month downtrend line, making $43-$45 a key short-term level to hold.

Bearish· Sep 29

The shorts are ineffective, but have managed to hold back upward momentum and create a dump at the end of the day.
Super Micro Computer's implied move band has resolved, and the stock has fallen 3.4% in three sessions, closing at $41.78.
The company's stock has been compared unfavorably to Intel's, with some users predicting a similar fate after a golden cross.

Generated by AI

Topics

Of the messages about SMCI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	5.94%	8.17%	15%	13.79%
Technical Analysis	32.18%	22.38%	21.33%	4.44%
Macro	6.93%	21.12%	23.31%	46.19%
Announcements	34.65%	9.3%	5.84%	4.74%
Analysts	19.8%	37.84%	34.16%	28.91%
Controversies	0.5%	1.19%	0.36%	1.92%

Earnings· Sep 1

$SMCI gaps up today on $DELL earnings, with the company's AI server revenue guidance gaining credence.
$SMCI's earnings beat is expected to be followed by a massive wave of buying in the Asian technology, semiconductor, and hardware sectors.
$SMCI's guidance for 192B of revenue, with AI server revenue expected to be around 70-80B for the year, gives credence to the company's own revenue guidance.

Analysts· Aug 13

Analysts have been downgrading Super Micro Computer's price target, but the company's strong Q4 results and FY27 revenue forecast of $65-72 billion may trigger a re-rating to $100 per share (+145% above current price).
Bernstein raised Super Micro's price target to $42 from $37, but maintains a Market Perform rating, citing a "miserable track record of revenue misses" and 7 EPS misses in the last 10 quarters.
Needham, Rosenblatt, and Raymond James have upgraded Super Micro's rating to Buy, with price targets of $46, $51, and $45, respectively, citing the company's high-margin trend and low PE ratio compared to Dell's.

Announcements· Sep 29

Super Micro Computer, Inc. (SMCI) has formed a strategic AI infrastructure collaboration with NetApp (NTAP), and the companies will deliver jointly validated AI infrastructure solutions.
SMCI has been helping Cisco with their backlog since the Partnership was announced last month, and Cisco customers can place new orders for SMCI systems starting this week, potentially boosting margins.
Super Micro has partnered with NetApp, SAP, and Oracle to power AI applications of all sizes, and the collaboration involves joint efforts to deliver AI infrastructure solutions and improve data governance.

Controversies· Aug 24

Taiwan prosecutors have indicted nine people, including two employees of Super Micro Computer, over alleged smuggling of AI servers to China, with 74 servers reaching China through Hong Kong and Indonesia, and 56 intercepted by Taiwan customs.
The indictment concerns allegations against individuals, not Super Micro Computer itself, with the company stating it is cooperating with authorities in Taiwan and other jurisdictions.
The case involves high-end servers loaded with Nvidia chips, with buyers allegedly making false claims to obtain approval, and defendants representing that the equipment would remain in Taiwan and comply with U.S. export controls.

Macro· Sep 15

Super Micro Computer's Q4 revenue hit $11.12B, up 93% YoY, with gross margin nearly doubling QoQ, and FY revenue reaching $39.1B, with a FY2027 revenue guide of $65B–$72B.
The company's AI infrastructure demand is still running hot, with a strong quarter and new orders exceeding $60B.
Super Micro's R&D and sales and marketing have declined as a percentage of revenues over the past three years, raising concerns about the pace of AI evolution.

Technical Analysis· Sep 28

$SMCI is in a healthy pullback, with a 9EMA retest, and a major pivot held, indicating a strong bullish signal.
The stock has formed a volatility hole and a descending blue ribbon, confirming the recent bottom, and is expected to continue upwards, with potential targets at $50 and $61.
The stock has broken key levels and is expected to test the resistance at $51-$66, with a potential 350% gain if the next target at $190-$232 per share is reached.

Generated by AI

Community

Of the messages about SMCI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	55.69%	68.28%	72.78%	51.88%
Newcomers	44.31%	31.72%	27.22%	48.12%

Regulars· Sep 30

The regulars are closely watching Super Micro Computer, Inc. (SMCI) for a potential squeeze, with one post specifically mentioning a dream of ending the week at $46.69.
A dedicated Service Engineer is being hired by Super Micro in France for "the customer Mistral", which is seen as a major development by the regulars.
The regulars are connecting the dots between Super Micro's business and the upcoming Micron earnings, with one post highlighting the direct tie between Super Micro's servers and Micron's memory products.

Newcomers· Sep 29

New investors are looking at $SMCI as a potential 10x return stock, with the company's partnership with Cisco and its substantial inventory being major factors in its growth.
The stock's parabolic growth is being driven by SMCI's ability to help Cisco with its backlog, with enterprise sales expected to significantly boost margins.
Many newcomers are bullish on $SMCI, citing its depressed forward valuation relative to its growth in AI infrastructure, and expect the stock to reach $50 or higher in the coming months.

Generated by AI

PITTSBURGH & ABU DHABI, United Arab Emirates, September 30, 2026--VDURA, provider of high-performance data storage infrastructure for AI factories and neoclouds, today announced the general availability of the VDURA® Data Platform V12, the release that turns the platform into a multi-tenant, API-driven storage service for GPU clouds and AI factories. V12 ships as a qualified solution on Supermicro Building Block Solutions®, scaling from 8 to 100,000 GPUs on one software stack. VDURA will showcas

6h agoYahoo Finance

NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure

NetApp has announced major alliance expansions with enterprise leaders SAP, Oracle, and Supermicro to power data-intensive AI workloads and streamline hybrid cloud operations.

15h agoYahoo Finance

NetApp and Supermicro Collaborate to Power AI at Any Scale

SAN JOSE, Calif., September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced a strategic collaboration with Supermicro to deliver jointly validated AI infrastructure solutions spanning large-scale AI factories, enterprise deployments, neoclouds, and sovereign AI initiatives. By combining Supermicro's AI-optimized compute and rack-scale systems with the NetApp Platform, the companies will help customers accelerate deployment, improve GPU utilization,

17h agoYahoo Finance

Super Micro Computer (SMCI) Falls More Steeply Than Broader Market: What Investors Need to Know

In the most recent trading session, Super Micro Computer (SMCI) closed at $41.79, indicating a -3.41% shift from the previous trading day.

1d agoYahoo Finance

Super Micro Computer Inc. stock underperforms Monday when compared to competitors

1d agoMarketWatch

Rating Upgrade: Super Micro Computer Presents A Rare Value Opportunity (NASDAQ:SMCI)

Super Micro Computer trades at a depressed 5.0x forward P/E despite analyst forecasts of $67B revenue in 2027 and $65–$72B target. Read more on SMCI stock here.

1d agoSeeking Alpha

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Super Micro Computer Inc.

Technology
Computer Hardware

Super Micro Computer Inc. is a computer hardware company that designs, manufactures, and sells high-performance server and storage systems for data centers and enterprise IT environments. Its product portfolio includes rackmount servers, blade and multi-node systems, AI-optimized servers, storage platforms, networking devices, workstation systems, and modular components such as server boards, chassis, and power supplies. Super Micro Computer also provides server management software, rack-level integration services, deployment support, maintenance, and technical services that help customers build and operate complex computing infrastructure. The company serves markets including cloud computing, artificial intelligence, high-performance computing, 5G, edge computing, and IoT-enabled embedded applications. Super Micro Computer plays an important role in the broader technology infrastructure market by supplying scalable, energy-efficient systems used by enterprises, cloud providers, public sector organizations, and system integrators.

Website

Location

980 Rock Avenue

San Jose, CA, 95131

United States

Social

What share of all stock conversation is about SMCI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.09% -0.01	0.25% +0.02	0.18% -0.32	0.21% -0.24

Sep 30

Super Micro Computer, Inc. (SMCI) has a major customer deployment with Mistral AI, and the company is hiring a dedicated Service Engineer in France for Mistral.
SMCI's stock price is expected to have a massive move to the upside in the coming two weeks after testing the previous resistance as now support.
SMCI's strong revenue of $40 billion with a market cap of $26 billion raises questions about its valuation, and some investors believe its governance, accounting, and CEO behavior need improvement to reach its full potential.

Generated by AI

Sentiment

Of the messages about SMCI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	70.98% -17.27	90.79% +5.63	80.74% -7.5	76.08% +7.55
Bearish	29.02% +17.27	9.21% -5.63	19.26% +7.5	23.92% -7.55

Bullish· Sep 29

$SMCI has been helping Cisco with their backlog since the Partnership was announced last month, and Cisco customers can place new orders for SMCI systems starting THIS WEEK, which can significantly boost margins.
The stock is expected to revisit $45 to $50 in the near term, and it's always darkest before dawn, with business on fire.
$SMCI is quietly getting interesting, with the price above the 20D, 50D, and 200D moving averages, and the stock broke above the multi-month downtrend line, making $43-$45 a key short-term level to hold.

Bearish· Sep 29

The shorts are ineffective, but have managed to hold back upward momentum and create a dump at the end of the day.
Super Micro Computer's implied move band has resolved, and the stock has fallen 3.4% in three sessions, closing at $41.78.
The company's stock has been compared unfavorably to Intel's, with some users predicting a similar fate after a golden cross.

Generated by AI

Topics

Of the messages about SMCI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	5.94%	8.17%	15%	13.79%
Technical Analysis	32.18%	22.38%	21.33%	4.44%
Macro	6.93%	21.12%	23.31%	46.19%
Announcements	34.65%	9.3%	5.84%	4.74%
Analysts	19.8%	37.84%	34.16%	28.91%
Controversies	0.5%	1.19%	0.36%	1.92%

Earnings· Sep 1

$SMCI gaps up today on $DELL earnings, with the company's AI server revenue guidance gaining credence.
$SMCI's earnings beat is expected to be followed by a massive wave of buying in the Asian technology, semiconductor, and hardware sectors.
$SMCI's guidance for 192B of revenue, with AI server revenue expected to be around 70-80B for the year, gives credence to the company's own revenue guidance.

Analysts· Aug 13

Analysts have been downgrading Super Micro Computer's price target, but the company's strong Q4 results and FY27 revenue forecast of $65-72 billion may trigger a re-rating to $100 per share (+145% above current price).
Bernstein raised Super Micro's price target to $42 from $37, but maintains a Market Perform rating, citing a "miserable track record of revenue misses" and 7 EPS misses in the last 10 quarters.
Needham, Rosenblatt, and Raymond James have upgraded Super Micro's rating to Buy, with price targets of $46, $51, and $45, respectively, citing the company's high-margin trend and low PE ratio compared to Dell's.

Announcements· Sep 29

Super Micro Computer, Inc. (SMCI) has formed a strategic AI infrastructure collaboration with NetApp (NTAP), and the companies will deliver jointly validated AI infrastructure solutions.
SMCI has been helping Cisco with their backlog since the Partnership was announced last month, and Cisco customers can place new orders for SMCI systems starting this week, potentially boosting margins.
Super Micro has partnered with NetApp, SAP, and Oracle to power AI applications of all sizes, and the collaboration involves joint efforts to deliver AI infrastructure solutions and improve data governance.

Controversies· Aug 24

Taiwan prosecutors have indicted nine people, including two employees of Super Micro Computer, over alleged smuggling of AI servers to China, with 74 servers reaching China through Hong Kong and Indonesia, and 56 intercepted by Taiwan customs.
The indictment concerns allegations against individuals, not Super Micro Computer itself, with the company stating it is cooperating with authorities in Taiwan and other jurisdictions.
The case involves high-end servers loaded with Nvidia chips, with buyers allegedly making false claims to obtain approval, and defendants representing that the equipment would remain in Taiwan and comply with U.S. export controls.

Macro· Sep 15

Super Micro Computer's Q4 revenue hit $11.12B, up 93% YoY, with gross margin nearly doubling QoQ, and FY revenue reaching $39.1B, with a FY2027 revenue guide of $65B–$72B.
The company's AI infrastructure demand is still running hot, with a strong quarter and new orders exceeding $60B.
Super Micro's R&D and sales and marketing have declined as a percentage of revenues over the past three years, raising concerns about the pace of AI evolution.

Technical Analysis· Sep 28

$SMCI is in a healthy pullback, with a 9EMA retest, and a major pivot held, indicating a strong bullish signal.
The stock has formed a volatility hole and a descending blue ribbon, confirming the recent bottom, and is expected to continue upwards, with potential targets at $50 and $61.
The stock has broken key levels and is expected to test the resistance at $51-$66, with a potential 350% gain if the next target at $190-$232 per share is reached.

Generated by AI

Community

Of the messages about SMCI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	55.69%	68.28%	72.78%	51.88%
Newcomers	44.31%	31.72%	27.22%	48.12%

Regulars· Sep 30

The regulars are closely watching Super Micro Computer, Inc. (SMCI) for a potential squeeze, with one post specifically mentioning a dream of ending the week at $46.69.
A dedicated Service Engineer is being hired by Super Micro in France for "the customer Mistral", which is seen as a major development by the regulars.
The regulars are connecting the dots between Super Micro's business and the upcoming Micron earnings, with one post highlighting the direct tie between Super Micro's servers and Micron's memory products.

Newcomers· Sep 29

New investors are looking at $SMCI as a potential 10x return stock, with the company's partnership with Cisco and its substantial inventory being major factors in its growth.
The stock's parabolic growth is being driven by SMCI's ability to help Cisco with its backlog, with enterprise sales expected to significantly boost margins.
Many newcomers are bullish on $SMCI, citing its depressed forward valuation relative to its growth in AI infrastructure, and expect the stock to reach $50 or higher in the coming months.

Generated by AI

Super Micro Computer

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 29

Earnings· Sep 1

Analysts· Aug 13

Announcements· Sep 29

Controversies· Aug 24

Macro· Sep 15

Technical Analysis· Sep 28

Regulars· Sep 30

Newcomers· Sep 29

VDURA Data Platform V12 Now Generally Available, the Hyperscaler Storage Playbook to AI Factories and Neoclouds on Supermicro

NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure

NetApp and Supermicro Collaborate to Power AI at Any Scale

Super Micro Computer (SMCI) Falls More Steeply Than Broader Market: What Investors Need to Know

Super Micro Computer Inc. stock underperforms Monday when compared to competitors

Rating Upgrade: Super Micro Computer Presents A Rare Value Opportunity (NASDAQ:SMCI)

Also Discussed

Super Micro Computer Inc.

Company Information

Location

VDURA Data Platform V12 Now Generally Available, the Hyperscaler Storage Playbook to AI Factories and Neoclouds on Supermicro

NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure

NetApp and Supermicro Collaborate to Power AI at Any Scale

Super Micro Computer (SMCI) Falls More Steeply Than Broader Market: What Investors Need to Know

Super Micro Computer Inc. stock underperforms Monday when compared to competitors

Rating Upgrade: Super Micro Computer Presents A Rare Value Opportunity (NASDAQ:SMCI)

Also Discussed

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 29

Earnings· Sep 1

Analysts· Aug 13

Announcements· Sep 29

Controversies· Aug 24

Macro· Sep 15

Technical Analysis· Sep 28

Regulars· Sep 30

Newcomers· Sep 29