
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 previous estimate of $33 billion, indicating strong market confidence driven by growing demand for AI-enabled server solutions. Despite a rise in inventory levels to $5.7 billion, which reflects short-term challenges, management anticipates sequential revenue growth throughout FY26 as operational efficiencies and demand for their data center solutions are expected to boost margins. The company’s optimistic outlook is supported by significant engagements in its Data Center Building Block Solutions (DCBBS) and the positive impact of design awards, positioning it well to capitalize on the expanding market for cloud computing and AI technologies.
Bears say
Super Micro Computer Inc. reported a revenue decline for F1Q26, posting $5.02 billion, which represents a decrease of 12.8% quarter-over-quarter and 15.5% year-over-year, falling short of previous guidance and expectations from the market. Additionally, the company's forward guidance for F2Q26 indicates a significant drop in gross margins, projected to decline approximately 300 basis points quarter-over-quarter, as challenges related to design upgrades and a new rack program put pressure on profitability. Moreover, the non-GAAP earnings per share forecast of $0.50 at the midpoint is below consensus estimates, further underscoring concerns regarding Super Micro's financial stability and future growth potential.
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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