SMCI Stock Recent News

The stock markets in the US were a bit sluggish at the open on Friday, but it looks as if we are trying to turn things around a bit in some of the more popular companies.

BofA Securities analyst Ruplu Bhattacharya initiated coverage on Super Micro Computer SMCI with an Underperform rating and a price target of $35 on Wednesday.

Super Micro Computer stock (NASDAQ: SMCI) has experienced a remarkable performance, increasing by nearly 10x over the last three years from approximately $5 per share in June 2022 to about $47 currently, fueled by a surge in demand for server systems driven by the generative artificial intelligence movement. While the stock faced a significant selloff in 2024 – enduring a drawdown of up to 80% at one stage – due to regulatory worries and allegations from short-seller Hindenburg Research regarding accounting discrepancies, there are indications that the markets are lifting the governance-related discounts on the stock.

Super Micro Computer stock (NASDAQ:SMCI) surged nearly 10% in last week's trading and is up approximately 58% year-to-date. What is behind the recent gains?

Supermicro's BigTwin® Multi-Node Server with 5th Gen Intel® Xeon® Scalable Processors is now certified by Intel Server system design supports OCP immersion guidelines that enables industry-wide compatibility SAN JOSE, Calif. , June 30, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing an industry immersion cooling certification for Supermicro's BigTwin Server with 4th and 5th Gen Intel Xeon Scalable Processors from Intel.

The earnings season that just ended confirmed that concerns about an AI infrastructure bubble are overstated. If anything, demand for data centers and the equipment that supports them will continue to grow.

SMCI has surged 46% from its $30 base, confirming a structural setup ahead of Nvidia's Blackwell-driven H2 supercycle. Whale activity shows $2.5M in call buying near $47, while $400M in dark pool volume clusters between $43–$48. Call open interest rebounded to 1.45M contracts from 1.25M, outpacing puts at 949K, signaling renewed institutional upside positioning.

Super Micro Computer (SMCI) stock price rose on Wednesday this week as investors moved back to artificial intelligence (AI) companies. SMCI jumped to a high of $46.6, its highest point since May 16, and 70% above its lowest level this year.

Super Micro Computer Inc (NASDAQ: SMCI) lost more than 10% to start the week after the AI server giant announced plans to raise $2.0 billion through a convertible note offering due in 2030.

Shares of Super Micro Computer Inc. NASDAQ: SMCI have been subject to significant volatility in recent months, largely due to negative headlines and other developments within the technology sector. However, most (if not all) of these negative outlooks have already been proven to be fixed and overcome, leaving an opportunity for current and prospective shareholders to take advantage of the upside.