
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 from the previous estimate of $33 billion, driven by strong demand for AI-related data center solutions and expanded engagements in the Data Center Building Block Solutions market. The company is poised for sequential revenue growth throughout FY2026, supported by increased capacity and improvements in global manufacturing efficiencies which are expected to enhance profit margins over time. Despite a recent increase in inventory levels to $5.7 billion, the overall outlook remains positive, indicating robust market demand and strengthened positioning within the high-performance server technology sector.
Bears say
Super Micro Computer Inc. experienced significant revenue declines in its F1Q26 report, posting $5.02 billion, which represented a 12.8% decrease quarter-over-quarter and a 15.5% decline year-over-year, falling short of both the company’s and market expectations. Furthermore, the company's guidance for F2Q26 indicates ongoing challenges, with a projected gross margin decrease of approximately 300 basis points and non-GAAP earnings per share (EPS) forecasted at $0.50, underperforming consensus estimates. These factors, combined with technological missteps and delays due to design upgrades, contribute to a negative outlook for the firm's financial performance 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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