Super Micro Computer Inc ($SMCI) Stock Forecast: Down 5.1% Today

What is Super Micro Computer Inc?

Super Micro Computer, Inc. (SMCI) is a leading provider of high-performance server technology and green computing solutions. The company focuses on delivering energy-efficient and cost-effective server platforms for various workloads.

Why is Super Micro Computer Inc going down?

SMCI stock is down 5.1% on Feb 26, 2026 18:37

• The bearish movement in SMCI stock could be attributed to profit-taking by investors after a recent surge in the stock price.
• The introduction of Supermicro's new MicroBlade platform powered by AMD EPYC™ 4005 series processors may have raised concerns about potential competition in the server technology market.
• The news about the partnership between Supermicro, VAST Data, and NVIDIA to launch an AI Data Platform solution could have also impacted investor sentiment, leading to a shift in stock price.
• Additionally, the overall market sentiment towards technology stocks and the broader market conditions may have influenced the bearish movement in SMCI stock today.

SMCI Price Chart

SMCI Technical Analysis

SMCI News

Supermicro Introduces Industry's Highest Density AMD EPYC™ 4005 Series MicroBlade® for Cloud, Edge, and SaaS Workloads

Supermicro has launched the industry's first and highest-density blade server platform, the MicroBlade, powered by AMD EPYC™ 4005 series processors. This new 6U system can support up to 40 nodes, offering unparalleled compute density, energy efficiency, and cost-effectiveness for cloud, edge, and SaaS workloads. The platform is designed for longevity and versatility, supporting a wide range of high-density applications including virtualization, modern infrastructure, enterprise, edge, data services, and specialized compute.

https://ir.supermicro.com/news/news-details/2026/Supermicro-Introduces-Industrys-Highest-Density-AMD-EPYC-4005-Series-MicroBlade-for-Cloud-Edge-and-SaaS-Workloads/default.aspx

3 Reasons to Sell CFG and 1 Stock to Buy Instead

Citizens Financial Group (CFG) has seen a strong 24% return over the past six months, outperforming the S&P 500. However, the author recommends selling CFG due to disappointing long-term revenue growth, soft net interest income, and weak EPS growth. Instead, the article suggests considering other top software and edge computing picks, or high-quality momentum stocks from StockStory's list.

https://finviz.com/news/322876/3-reasons-to-sell-cfg-and-1-stock-to-buy-instead

RWA Wealth Partners LLC Boosts Stake in Deere & Company $DE

RWA Wealth Partners LLC significantly increased its stake in Deere & Company (NYSE:DE) by 110.2% in the third quarter, bringing its total holdings to 16,610 shares valued at approximately $7.595 million. This increase follows strong Q3 earnings from Deere, which beat analyst expectations with $2.42 EPS and $9.61 billion in revenue, and a declared quarterly dividend of $1.62 per share. Analyst sentiment for Deere is improving, with Morgan Stanley raising its price target to $730, although the industrial sector faces near-term demand headwinds.

https://www.marketbeat.com/instant-alerts/filing-rwa-wealth-partners-llc-boosts-stake-in-deere-company-de-2026-02-26/

Atlantic Union Bankshares Corp Has $235.80 Million Holdings in NVIDIA Corporation $NVDA

Atlantic Union Bankshares Corp increased its stake in NVIDIA Corporation by 18.1% in Q3, holding 1,263,805 shares valued at $235.80 million, making NVIDIA its second-largest holding. NVIDIA reported strong Q4 results with $68.13 billion revenue and $1.62 EPS, exceeding estimates, and provided an optimistic Q1 FY27 revenue forecast of around $78 billion. Despite some insider selling and competitive risks, institutional ownership remains high at 65.27%, and analysts maintain a consensus "Buy" rating with a target price of $267.73.

https://www.marketbeat.com/instant-alerts/filing-atlantic-union-bankshares-corp-has-23580-million-holdings-in-nvidia-corporation-nvda-2026-02-26/

Supermicro and VAST Data Launch New Enterprise AI Data Platform Solution with NVIDIA

Supermicro and VAST Data have partnered to launch the CNode-X Solution, an integrated AI Data Platform incorporating VAST's software, NVIDIA's technologies, and Supermicro's GPU and storage servers. This solution aims to provide enterprises with a rapidly deployable and scalable AI infrastructure, facilitating tasks like generative AI and video analytics. The CNode-X solution builds on previous collaborations and focuses on validated hardware, an integrated software stack for AI workflows, and comprehensive rack integration and management services.

https://www.hpcwire.com/bigdatawire/this-just-in/supermicro-and-vast-data-launch-new-enterprise-ai-data-platform-solution-with-nvidia/

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Super Micro Computer Inc Price History

25.01.2026 - SMCI Stock was up 7.9%

• The partnership between Supermicro, VAST Data, and NVIDIA to launch the CNode-X Solution, aimed at accelerating AI factory deployment, has likely boosted investor confidence in SMCI's growth prospects.
• The successful demonstration of SMCI's AI compute infrastructure providing rapid energy grid flexibility has showcased the company's innovative capabilities, attracting positive attention from investors.
• The increase in short interest towards SMCI may indicate some bearish sentiment in the market, but the recent positive news and strong Q2 earnings report seem to have outweighed these concerns, driving the stock higher.

06.01.2026 - SMCI Stock was up 11.6%

• BI Asset Management's increased stake in Goldman Sachs and positive Q4 earnings report have potentially impacted financial stocks positively, including SMCI.
• Federated Hermes' significant stake raise in Diodes Incorporated and varied analyst sentiment may have influenced investors to explore alternative tech investments like SMCI.
• Coherent's stock volatility after earnings and emphasis on AI data-center optics could have generated interest in innovative tech companies such as SMCI.
• BCE's optimistic revenue outlook and growth strategies focus likely aided the bullish sentiment in the tech sector, benefiting companies like SMCI.

06.01.2026 - SMCI Stock was up 8.8%

• The significant bullish movement in Super Micro Computer Inc. could be attributed to positive market sentiment and growing demand for server solutions and networking devices.
• The company's stock performance, ranking among the top gaining S&P500 stocks, indicates investor confidence in its products and services.
• Despite concerns about insider selling in other companies, Super Micro Computer's focus on technological innovations and market demand likely contributed to its positive market movement.
• Investors may have been drawn to Super Micro Computer's growth potential in the technology sector, particularly given the increasing reliance on data centers and communications infrastructure in the industry.

25.01.2026 - SMCI Stock was up 6.9%

• SMCI's shares surged following a successful demonstration of its AI compute infrastructure functioning as a "Virtual Power Plant," demonstrating its efficient management of increasing power demands.
• Despite encountering inventory challenges and competition from industry giants like Hewlett Packard Enterprise and Dell Technologies, SMCI's emphasis on AI solutions, particularly its Data Center Building Block Solutions (DCBBS), is anticipated to drive significant growth.
• The favorable market reaction to SMCI's cutting-edge AI technology and growth potential likely influenced the stock's bullish movement today.
• Conversely, reports of infrastructure delays and a securities fraud lawsuit facing CoreWeave, Inc. may have underscored SMCI's strong position in the AI market, potentially attracting more investment interest in the company's stock.

25.01.2026 - SMCI Stock was up 5.2%

• The bullish movement in SMCI's stock is linked to the company's ambitious growth plans for its DCBBS segment, aiming for significant profit contribution and revenue goals by 2026.
• Despite facing inventory challenges and competition from major players in the AI data center market, SMCI's focus on AI wave and expanding IT infrastructure demands appears to have resonated positively with investors.
• The market's reaction to SMCI's growth prospects reflects investor confidence in the company's ability to benefit from the increasing demand for AI solutions and data center technologies.
• Investor sentiment towards SMCI contrasts with the infrastructure delays and stock drops experienced by CoreWeave, underscoring the significance of execution and transparency in the tech industry.

26.01.2026 - SMCI Stock was down 5.1%

• The bearish movement in SMCI stock could be attributed to profit-taking by investors after a recent surge in the stock price.
• The introduction of Supermicro's new MicroBlade platform powered by AMD EPYC™ 4005 series processors may have raised concerns about potential competition in the server technology market.
• The news about the partnership between Supermicro, VAST Data, and NVIDIA to launch an AI Data Platform solution could have also impacted investor sentiment, leading to a shift in stock price.
• Additionally, the overall market sentiment towards technology stocks and the broader market conditions may have influenced the bearish movement in SMCI stock today.

19.01.2026 - SMCI Stock was up 5.5%

• SMCI saw a positive uptrend today following the announcement of its plans to manufacture AI servers in India. This move is seen as a strategic decision to enter a new market and potentially expand its customer base.
• Investors may have responded favorably to SMCI over Dell Technologies in the AI server market, viewing SMCI as a more promising investment due to its focused approach and rapid growth, positioning it well for future profitability.
• Despite facing short-term difficulties such as shrinking margins and negative free cash flow, SMCI's strengths in high-performance servers and strategic partnerships likely boosted investor confidence, fueling the upward movement in the stock today.

11.01.2026 - SMCI Stock was down 5.1%

• Wall Street analysts are optimistic about Teradyne (TER) and lean towards a Strong Buy recommendation for the stock. It is advised to not rely solely on average brokerage recommendations due to potential biases.
• Apple's financial performance is being compared to its competitors in the Technology Hardware, Storage & Peripherals industry. While Apple shows strong profitability and resource utilization, its revenue growth is reported to be below the industry average.
• e.l.f. Beauty (ELF) stock has experienced a significant drop, prompting discussions about a potential buying opportunity. Historical data indicates strong recovery potential for ELF stock following sharp downturns, suggesting that the recent decline may not necessarily reflect a deteriorating business.
• Despite surpassing revenue guidance in Q2 FY2026, Super Micro Computer, Inc. (SMCI) faced a bearish market movement. Analysts caution against margin compression, competitive dynamics in the AI server market, and potential disruptions from technology transitions. CEO Charles Liang remains confident in improving gross margins and the conservative nature of the revenue target.

11.01.2026 - SMCI Stock was down 5.0%

• Despite exceeding revenue guidance and posting strong earnings, caution from analysts about margin compression, competitive dynamics in the AI server market, and potential disruptions from technology transitions may have led to the bearish market movement.
• The increase in stake by Navellier & Associates Inc. may have initially boosted investor confidence but concerns raised by analysts about margin expectations and competitive pressures overshadowed this.
• While SMCI demonstrates strong growth potential and positive industry trends, today's stock decline may be a result of investors reevaluating the company's margin outlook and competitive positioning in the AI market.
• The company's strong growth setup, driven by increasing industry CapEx and demand for AI servers, may lay the groundwork for future recovery in the stock price if margin trends stabilize as suggested by analysts.

19.01.2026 - SMCI Stock was up 5.8%

• Super Micro Computer (SMCI) is a prominent player in the AI server market, recognized for its focused approach and rapid expansion despite some profitability issues. The stock experienced a significant surge in value today.
• Investor confidence in SMCI's growth potential was evident as the stock's momentum increased despite profitability challenges.
• Despite technical vulnerabilities and nearing a 52-week low, the strong fundamental performance and undervaluation of SMCI appealed to investors.
• Positive analyst projections regarding SMCI's AI capabilities and valuation likely influenced the stock's bullish movement.
• SMCI's competitive edge in high-performance servers, strategic partnerships, and expansion into new markets supported investors' decision to retain the stock despite short-term obstacles.

12.01.2026 - SMCI Stock was down 5.1%

• The bearish movement in SMCI's stock could be attributed to profit-taking or investor concerns about the broader market conditions.
• Insider selling activities in related technology companies like Digi International and Benchmark Electronics may have influenced negative sentiment towards tech stocks, including SMCI.
• Analyst optimism towards Teradyne (TER) and the comparison of Apple's financial performance against its competitors might have shifted investor focus away from SMCI, impacting its stock price negatively.
• The recent drop in e.l.f. Beauty (ELF) stock and the question of whether it presents a buying opportunity could have diverted investor attention from SMCI, contributing to its bearish movement.

05.01.2026 - SMCI Stock was down 5.7%

• SMCI stock experienced a strong bearish movement today.
• The bearish trend in SMCI stock could be attributed to profit-taking by investors after a recent rally or concerns about the company's financial performance.
• Despite the bearish movement, investors should keep an eye on any upcoming company announcements or market developments that could potentially reverse the current trend.
• It's essential for traders to conduct thorough research and analysis before making any investment decisions regarding SMCI stock.