Super Micro Computer Inc ($SMCI) Stock Forecast: Up 5.4% Today

What is Super Micro Computer Inc?

Super Micro Computer, Inc. (SMCI) is a technology company specializing in server solutions, with a focus on providing high-performance and energy-efficient hardware for data centers and cloud computing.

Why is Super Micro Computer Inc going up?

SMCI stock is up 5.4% on Feb 2, 2026 17:35

• The bullish movement in SMCI's stock today can be attributed to the National Pension Service increasing its stake in the company by 4.1%, signaling confidence in its long-term potential despite recent earnings misses.
• Analysts' mixed ratings and price targets for SMCI, including a "Moderate Buy" consensus and a reiterated "Buy" rating from Rosenblatt Securities with a price target of $55.00, may have also contributed to the positive market sentiment.
• The upcoming earnings announcement for Q2 2026 on Tuesday, with analysts forecasting an EPS of $0.48, could be generating anticipation and optimism among investors, driving the bullish movement in the stock.
• Despite recent challenges such as profit margin pressure and missed earnings estimates, institutional ownership standing at about 84% and the positive outlook from some analysts indicate underlying confidence in SMCI's future performance.

SMCI Price Chart

SMCI Technical Analysis

SMCI News

MSCI rates Taiwan highly

Taiwan has surpassed China for the first time in nearly two decades as the market with the highest weighting in the MSCI Emerging Markets Index, largely fueled by a rally in AI shares and the strong performance of key chipmakers like TSMC. This rise highlights the significant impact of AI-related trades and Taiwan's importance in the industry, contrasting with China's weaker economic performance. South Korea has also seen an increase in its weighting due to surging memory chip prices, while India's lack of high-end tech exposure has limited its upside in the AI-driven market.

https://www.taipeitimes.com/News/biz/archives/2026/02/03/2003851656

National Pension Service Acquires 41,606 Shares of Super Micro Computer, Inc. $SMCI

National Pension Service increased its stake in Super Micro Computer by 4.1%, acquiring an additional 41,606 shares, bringing their total to 1,068,764 shares valued at approximately $51.24 million. This comes as Super Micro Computer missed its Q3 earnings and revenue estimates and provided Q2 FY2026 guidance below analyst consensus. The stock has seen a decline in its 50-day and 200-day moving averages, reflecting recent weakness, though institutional investors still hold a significant portion of the company's stock.

https://www.marketbeat.com/instant-alerts/filing-national-pension-service-acquires-41606-shares-of-super-micro-computer-inc-smci-2026-02-02/

Super Micro Computer (SMCI) Expected to Announce Earnings on Tuesday

Super Micro Computer (SMCI) is slated to announce its Q2 2026 earnings on Tuesday, February 3rd, with analysts forecasting an EPS of $0.48, aligning with the company's guidance of $0.460-$0.540. In the previous quarter, the company missed estimates with an EPS of $0.35 against a $0.46 consensus, and revenue declined by 15.5% year-over-year. The stock opened down approximately 3.4% at $29.11, and institutional ownership stands at about 84%, with analysts holding a consensus "Hold" rating and an average price target of $46.19.

https://www.marketbeat.com/instant-alerts/super-micro-computer-smci-expected-to-announce-earnings-on-tuesday-2026-02-02/

Do Wall Street Analysts Like Super Micro Computer Stock?

Super Micro Computer, Inc. (SMCI) has underperformed the broader market and the Technology Select Sector SPDR Fund (XLK) over the past year due to profit margin pressure and limited clarity on future profitability. Despite this, analysts have a "Moderate Buy" consensus rating for SMCI, with a mean price target suggesting a significant premium to its current levels and some analysts reiterating "Buy" ratings with even higher targets. The company's earnings surprise history is mixed, and its underperformance is also attributed to timing issues with large customer orders and competitive dynamics.

https://www.palmettograin.com/news/story/37359378/do-wall-street-analysts-like-super-micro-computer-stock

Super Micro Computer (NASDAQ:SMCI) Earns "Buy" Rating from Rosenblatt Securities

Rosenblatt Securities has reiterated a "Buy" rating for Super Micro Computer (NASDAQ:SMCI) with a price target of $55.00, suggesting an 89% upside. This comes despite the company missing recent earnings estimates, reporting $0.35 EPS against an expected $0.46, and revenue of $5.02 billion versus $6.48 billion. Analyst ratings for SMCI are mixed overall, with an average "Hold" rating and a lower average price target of $46.19 across different firms.

https://www.marketbeat.com/instant-alerts/super-micro-computer-nasdaqsmci-earns-buy-rating-from-rosenblatt-securities-2026-02-02/

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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.

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.

02.01.2026 - SMCI Stock was up 5.4%

• The bullish movement in SMCI's stock today can be attributed to the National Pension Service increasing its stake in the company by 4.1%, signaling confidence in its long-term potential despite recent earnings misses.
• Analysts' mixed ratings and price targets for SMCI, including a "Moderate Buy" consensus and a reiterated "Buy" rating from Rosenblatt Securities with a price target of $55.00, may have also contributed to the positive market sentiment.
• The upcoming earnings announcement for Q2 2026 on Tuesday, with analysts forecasting an EPS of $0.48, could be generating anticipation and optimism among investors, driving the bullish movement in the stock.
• Despite recent challenges such as profit margin pressure and missed earnings estimates, institutional ownership standing at about 84% and the positive outlook from some analysts indicate underlying confidence in SMCI's future performance.