
SMCI Stock Forecast & Price Target
SMCI Analyst Ratings
Bulls say
Super Micro Computer Inc. has raised its FY26 revenue outlook to at least $36 billion, an increase from the previous estimate of $33 billion, driven by strong demand for AI and data center solutions. Despite total inventory increasing to $5.7 billion, the company anticipates sequential revenue growth throughout FY2026, supported by efficiencies in global manufacturing and an expanding portfolio of Data Center Building Block Solutions. Management's positive outlook reflects confidence in achieving growth due to ongoing design awards and continued strong demand from various sectors, indicating robust market conditions ahead.
Bears say
Super Micro Computer Inc. experienced a significant decline in revenue for F1Q26, with a 12.8% decrease quarter-over-quarter and a 15.5% drop year-over-year, which was below both the company’s own forecasts and market expectations. Looking ahead, despite guidance projecting a substantial revenue increase for F2Q26, issues such as delayed shipments due to design upgrades have created uncertainty, coupled with anticipated declines in gross margins of approximately 300 basis points. Additionally, the company's non-GAAP EPS forecast fell short of consensus estimates, indicating potential challenges in revenue stability and profitability moving forward.
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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