Super Micro Computer (SMCI) News Today

Super Micro Computer, Inc. (NASDAQ: SMCI) shares opened relatively flat after tumbling more than 18% on Wednesday following mixed quarterly results and guidance. Investor focus today centers on analyst reactions, buy‐signal commentary from industry blogs, and the company’s inclusion in various AI and 5G watch lists.

• Positive Sentiment: Needham & Company upgraded SMCI to “Buy” and raised its price target from $39.00 to $60.00, signaling confidence in Supermicro’s AI‐driven growth and cash‐flow strength. Price Target Raised to $60.00 at Needham & Company LLC
• Positive Sentiment: Seeking Alpha upgraded SMCI to “Buy” in the “Expectations Reset” note, highlighting de‐risked valuation after a messy quarter and upside if execution meets management’s ambitious $33 billion revenue target. Expectations Reset, Upside If Execution Follows (Upgrade)
• Positive Sentiment: A Seeking Alpha contributor called the 18% post‐earnings drop “unjustified,” framing heightened volatility as a buying opportunity given 50% top‐line growth guidance for FY 2026 and strong operating cash flow. I Have Been Waiting For A Drop Like This
• Positive Sentiment: MarketBeat argues that recent sell‐off overstates near‐term noise, noting Supermicro’s solid cash flow turnaround and growth in its liquid‐cooling data‐center segment as catalysts for recovery. Don't Mix the Signal for Noise in Super Micro Computer's Earnings
• Positive Sentiment: Barclays raised its SMCI target from $29.00 to $45.00 and maintained an “Equal Weight” rating, reflecting improved medium‐term prospects despite cautious near‐term guidance. Barclays Forecasts Strong Price Appreciation
• Neutral Sentiment: SMCI is featured among MarketBeat’s “Top Artificial Intelligence Stocks To Watch Today,” highlighting its role in AI infrastructure but not immediately moving the needle on valuation. Top Artificial Intelligence Stocks To Watch Today
• Neutral Sentiment: MarketBeat also lists SMCI in its “Best 5G Stocks To Research,” reflecting interest in its data‐center solutions for telecom but offering no fresh catalyst. Best 5G Stocks To Research
• Neutral Sentiment: JPMorgan lowered its price objective from $46.00 to $45.00 and kept a “Neutral” rating, signaling tempered expectations but no outright bearish call. Given New $45.00 Price Target at JPMorgan Chase & Co.
• Neutral Sentiment: Goldman Sachs raised its target from $24.00 to $27.00 but retained a “Sell” rating, underlining the disconnect between SMCI’s valuation and its near‐term margin pressures. The Goldman Sachs Group Forecasts Strong Price Appreciation
• Negative Sentiment: Supermicro’s fiscal Q4 results missed EPS estimates and showed sequential margin contraction, triggering a near‐20% stock plunge as investors reacted to tariff headwinds and cautious guidance. Super Micro stock sinks 20% after earnings, outlook disappoint
• Negative Sentiment: InsiderMonkey reported an 18.29% drop on “dismal income performance,” highlighting investor concern over a weaker product mix and lower revenue outlook. Super Micro (SMCI) Falls 18% on Dismal Income Performance
• Negative Sentiment: Reuters noted that SMCI shares slid alongside AMD after data-center results disappointed AI growth expectations, underscoring broader sector headwinds. AMD, Super Micro shares slide as AI bets falter on data center results miss