Super Micro Computer Inc ($SMCI) Stock Forecast: Down 5.0% Today

What is Super Micro Computer Inc?

Super Micro Computer (SMCI) focuses on AI infrastructure, particularly specializing in server, storage, and cooling products. There was notable bearish movement in the company's stock today.

Why is Super Micro Computer Inc going down?

SMCI stock is down 5.0% on Jan 29, 2026 19:07

• Today's bearish movement in SMCI stock may be connected to profit-taking by investors ahead of the Q2 earnings report, despite positive long-term growth potential.
• While SMCI stock was initially lifted by the broader strength across semiconductor stocks, led by the positive results of companies like ASML Holding NV and Texas Instruments Inc., this momentum was ultimately not sustained.
• The prospect of SMCI potentially achieving a $1 trillion valuation by 2035 could be deemed overly optimistic by certain investors, resulting in a correction in the stock price today.
• The anticipated high volatility surrounding the earnings release and several operational challenges, such as working capital issues and decreasing gross margins, likely contributed to the bearish movement in SMCI stock.

SMCI Price Chart

SMCI Technical Analysis

SMCI News

Should You Hold or Fold Super Micro Computer Stock Before Q2 Earnings?

Super Micro Computer (SMCI) is poised to report its Q2 fiscal 2026 earnings on February 3, 2026, with revenue expected between $10-$11 billion and EPS around 49 cents. The company's growth is driven by its strong position in AI infrastructure, including rack-scale compute architecture and partnerships with NVIDIA and AMD, despite facing challenges like working capital issues and shrinking gross margins. Given its long-term growth potential in server, storage, and cooling products, along with its expansion into client-edge consumer AI markets, investors are advised to hold SMCI stock.

https://sg.finance.yahoo.com/news/hold-fold-super-micro-computer-161300065.html

SMCI $31.21 pre-market: Super Micro Computer (NASDAQ) Feb 3 earnings focus

Super Micro Computer (SMCI) is trading at $31.21 pre-market ahead of its February 3, 2026 earnings report, with investors focusing on guidance, margins, and AI server demand. Analysts expect an EPS of $0.48 and revenue near $10.43 billion. Meyka AI gives SMCI a B+ (Buy) rating and projects a yearly target of $57.69, indicating an 84.86% upside, though significant volatility is expected around the earnings release.

https://meyka.com/blog/smci-3121-pre-market-super-micro-computer-nasdaq-feb-3-earnings-focus-2901/

Why Are Super Micro Computer Stock Gaining Today? - Super Micro Computer ( NASDAQ:SMCI )

Super Micro Computer Inc. ( NASDAQ:SMCI ) shares traded higher on Wednesday, lifted by broader strength across semiconductor stocks following encouraging quarterly results from ASML Holding NV ( NASDAQ:ASML ) and an upbeat outlook from Texas Instruments Inc. ( NASDAQ:TXN ) .

https://www.benzinga.com/markets/tech/26/01/50191536/why-are-super-micro-computer-stock-gaining-today

Inside AlphaTON’s $46M push to power Telegram’s Cocoon AI for 1B users

AlphaTON Capital announced it has raised $44 million and is generating revenue from AI inference, supporting Telegram's Cocoon AI network. The company plans a $46 million investment for 576 NVIDIA B300 chips, projecting a 27% IRR and 282% ROI. Additionally, AlphaTON has secured a 2.2 MW colocation deal in Sweden and established strategic partnerships to expand its AI infrastructure and revenue streams.

https://www.stocktitan.net/news/ATON/alpha-ton-capital-advances-strategic-roadmap-with-revenue-generation-vn0cnq7b2r7a.html

Prediction: Super Micro Could Join the $1 Trillion Club by 2035

This article suggests that despite current slowing growth, Super Micro Computer (NASDAQ: SMCI) has the potential to reach a $1 trillion valuation by 2035 due to its expanding role in AI infrastructure and edge computing, new partnerships, and favorable analyst targets. The Motley Fool's Stock Advisor team, however, did not include SMCI in their current top 10 stock recommendations.

https://www.theglobeandmail.com/investing/markets/stocks/NFLX/pressreleases/37257927/prediction-super-micro-could-join-the-1-trillion-club-by-2035/

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Super Micro Computer Inc Price History

13.00.2026 - SMCI Stock was down 5.7%

• SMCI stock experienced a strong bearish movement, dropping 45% in the last three months, which can be attributed to various factors:
• Increased competition from companies like Dell and HPE, putting pressure on margins.
• Challenges such as contracting gross margins and negative free cash flow due to rapid expansion and customer concentration.
• Despite these challenges, the company is strategically positioning itself in the AI market with high-performance servers and new product lines, suggesting a potential turnaround in the future.
• The acquisition of $20 million worth of NVIDIA B300 GPUs by Digi Power X from SMCI indicates continued interest and investment in AI-focused digital infrastructure, which could positively impact SMCI's future prospects.

13.00.2026 - SMCI Stock was down 6.1%

• Comments by Pfizer's CEO on the obesity market and upcoming trials.
• Goldman Sachs reaffirmed a "Sell" rating on SMCI with a $26 price target.
• Positive long-term stock price prediction for SMCI.
• Apple choosing Google's Gemini for AI technology over OpenAI's ChatGPT.

15.00.2026 - SMCI Stock was up 5.4%

• Recent activity by Senator John Boozman involving shares of other technology companies might have impacted market sentiment towards technology stocks, potentially including SMCI.
• SMCI's partnership with technology collaborators to create AI-powered intelligent in-store retail solutions likely spurred investor confidence in the company's future growth prospects.
• The general positive sentiment towards high-growth stocks could have played a role in generating increased interest and investment in SMCI today, leading to its bullish performance.

05.00.2026 - SMCI Stock was down 5.4%

• Despite strategic collaborations and continuous innovation in the hardware segment, Super Micro Computer (SMCI) may have faced bearish pressure due to concerns about competition from other semiconductor companies.
• The potential undervaluation of SMCI could have contributed to profit-taking and selling pressure, leading to the bearish movement.
• Investors might be shifting focus towards other companies showing strong revenue growth in the AI and semiconductor sectors, diverting attention and investment away from SMCI.
• The lack of significant positive news or catalysts specific to Super Micro Computer (SMCI) in today's headlines may have also played a role in the bearish market movement for the stock.

21.00.2026 - SMCI Stock was up 5.2%

• A significant selling of shares by QRG Capital Management Inc. after SMCI's recent earnings miss may have impacted market sentiment negatively.
• Analysts downgrading SMCI and reducing its price target, such as Citigroup lowering it to $39 from $48, could have further pressured the stock price.
• Despite these challenges, Code Waechter LLC's increased stake in NVIDIA and optimistic outlooks on Intuit and Western Digital by analysts may have boosted tech sector sentiment, potentially aiding in SMCI's recovery and upward movement in the market.

22.00.2026 - SMCI Stock was up 5.1%

• Allstate Corp has acquired a new stake in SMCI, and there is notable institutional ownership, suggesting increased investor interest in the company.
• While the recent earnings fell below expectations and analysts have mixed opinions primarily due to margin concerns, the company's AI-related backlog could lead to potential growth.
• Jim Cramer advised selling SMCI in favor of other AI stocks such as NVIDIA, reflecting a cautious outlook on the company's future.
• The positive market sentiment towards SMCI, coupled with the broader market recovery following President Trump's decision to cancel tariffs on European allies, contributed to today's bullish movement in the stock.

28.00.2026 - SMCI Stock was up 5.7%

• The company is predicted to potentially reach a $1 trillion market capitalization by 2035, driven by its expanding role in AI infrastructure and edge computing, new partnerships, and bullish analyst targets.
• Despite persistent margin pressures and unresolved accounting concerns, the company's Q2 '26 guidance indicates robust demand and a large backlog, with potential for a substantial pullback.
• Super Micro Computer has secured a new credit facility to strengthen its financial position ahead of its Q2 fiscal 2026 earnings report, amidst divided analyst opinions and the challenge of translating strong revenue growth into robust profitability.
• The bullish movement could be attributed to the positive outlook on the company's future growth potential, strategic financing efforts, and the anticipation of strong demand in the upcoming quarters.

16.00.2026 - SMCI Stock was up 8.2%

• SMCI experienced a strong bullish movement today, likely driven by the increasing demand for AI infrastructure players in the market.
• The highlighting of the potential growth of AI infrastructure companies like Super Micro Computer could have positively influenced investor sentiment towards SMCI.
• As investors seek out essential infrastructure players in the AI sector, SMCI's position as a provider of server solutions and data center storage may have contributed to its bullish market movement.
• Unlike a company facing a securities class action over data center delays, SMCI's focus on meeting the growing demand for AI infrastructure solutions could have positioned it favorably in today's market movement.

16.00.2026 - SMCI Stock was up 7.3%

• SMCI experienced a strong bullish movement today, potentially influenced by the overall positive sentiment in the AI infrastructure market.
• The growth potential of AI infrastructure players like Super Micro Computer and their key role in supporting AI data centers may have increased investor confidence in SMCI.
• Investors may have been attracted to companies like Super Micro Computer that focus on providing underlying infrastructure for AI, leading to the bullish movement in SMCI's stock.
• The positive industry outlook for AI-related companies and the recognition of SMCI's contributions to the AI infrastructure market likely contributed to the stock's bullish performance today.

16.00.2026 - SMCI Stock was up 5.5%

• SMCI's bullish movement could be attributed to the announcement of collaborations with technology partners, indicating potential growth opportunities and market expansion.
• The positive sentiment surrounding AI infrastructure giants like Hewlett Packard Enterprise and Schneider Electric could have indirectly boosted investor confidence in tech-related stocks, including SMCI.
• Analysts maintaining a Buy rating on a software company stock, citing undervaluation, may have also contributed to a positive market sentiment towards tech companies, benefiting SMCI's stock price.
• Senator John Boozman's purchase of shares from a network company and sale of shares from a medical device company might have influenced investor sentiment in the tech sector, indirectly impacting SMCI's stock performance positively.

29.00.2026 - SMCI Stock was down 7.1%

• SMCI stock experienced a bearish movement despite positive analyst expectations for its earnings report, with investors potentially reacting to broader market trends.
• The stock's decline could be influenced by profit-taking after recent gains, as well as concerns about the company's ability to meet revenue and margin targets.
• Despite the bearish movement, the long-term potential for SMCI remains optimistic, with predictions of reaching a $1 trillion market capitalization by 2035 driven by its AI infrastructure expansion and strategic partnerships.

29.00.2026 - SMCI Stock was down 5.0%

• Today's bearish movement in SMCI stock may be connected to profit-taking by investors ahead of the Q2 earnings report, despite positive long-term growth potential.
• While SMCI stock was initially lifted by the broader strength across semiconductor stocks, led by the positive results of companies like ASML Holding NV and Texas Instruments Inc., this momentum was ultimately not sustained.
• The prospect of SMCI potentially achieving a $1 trillion valuation by 2035 could be deemed overly optimistic by certain investors, resulting in a correction in the stock price today.
• The anticipated high volatility surrounding the earnings release and several operational challenges, such as working capital issues and decreasing gross margins, likely contributed to the bearish movement in SMCI stock.