SMCI Stock Recent News

Don't overreact to Super Micro Computer, Inc.'s Q3 miss. It's mainly a temporary setback due to GPU rollout delays. The volatility is a chance to buy into the longer-term AI growth story. Be aware of Super Micro's reliance on Nvidia GPUs. It's a significant risk, but also know they're diversifying supply chains to reduce geopolitical exposure and make future quarters smoother. Short-term macro worries and recession talk might pressure SMCI stock in the near term, but keep perspective. Upcoming Fed rate cuts and ongoing AI expansion strongly favor holding through turbulence.

Shares of Super Micro Computer (SMCI 5.40%) are rising on Thursday. The company's stock gained 4.9% as of 2:11 p.m.

Investors are nervous about what Super Micro's profit warning and inventory trends could mean for the entire AI infrastructure market.

Super Micro Computer (SMCI -14.61%) has had a turbulent year. After facing accounting questions, replacing its auditor, and avoiding the de-listing of its shares, the maker of high-end, liquid-cooled artificial intelligence (AI) servers seemed to be back on track this year.

U.S. stock futures were mixed this morning, with the Dow futures gaining around 0.1% on Wednesday.

I reiterate a 'Buy' rating on Super Micro Computer with a one-year price target of $50 per share, despite recent guidance cuts. Super Micro Computer's revenue growth has decelerated due to factors like purchase delays by Hyperscalers and tariff uncertainties impacting supplier costs. The company continues to invest in AI server technology, launching new platforms powered by NVIDIA's Blackwell Ultra, which could boost market share.

Super Micro Computer's solid revenue growth projection and discounted valuation make the stock worth investing in.

Super Micro Computer (SMCI 9.38%) stock is rocketing higher Wednesday in response to multiple positive catalysts. The company's share price was up 10.2% as of 2:45 p.m.

Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.

Generative AI advancements, exemplified by OpenAI's O3 and O4-mini, are driving exponential demand for AI hardware, positioning Super Micro Computer at the industry's forefront. Super Micro's robust financial performance, with a 54% revenue increase in Q2 2025, underscores its effective capitalization on the AI boom. Strategic partnerships with Nvidia and innovations in AI data-center hardware, like liquid-cooling technology, provide Super Micro with a competitive edge and market credibility.