Super Micro Computer Inc ($SMCI) Stock Forecast: Up 5.2% Today

What is Super Micro Computer Inc?

Super Micro Computer, Inc. (SMCI) is a technology company listed on the NASDAQ, specializing in server solutions and storage products. Today, SMCI experienced a strong bullish movement in the market.

Why is Super Micro Computer Inc going up?

SMCI stock is up 5.2% on Jan 21, 2026 15:00

• 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.

SMCI Price Chart

SMCI Technical Analysis

SMCI News

QRG Capital Management Inc. Sells 37,855 Shares of Super Micro Computer, Inc. $SMCI

QRG Capital Management Inc. reduced its stake in Super Micro Computer, Inc. (NASDAQ:SMCI) by 57.1%, selling 37,855 shares and retaining 28,392 shares valued at $1.36 million. This divestment follows Super Micro's recent earnings miss, with the company reporting $0.35 EPS against an expected $0.46 and revenue of $5.02 billion versus an anticipated $6.48 billion. Market sentiment for SMCI is mixed, influenced by high institutional ownership, divided analyst ratings, and conflicting narratives regarding AI demand and margin concerns.

https://www.marketbeat.com/instant-alerts/filing-qrg-capital-management-inc-sells-37855-shares-of-super-micro-computer-inc-smci-2026-01-21/

Analysts Offer Insights on Technology Companies: Intuit (INTU) and Western Digital (WDC)

Analysts from Citi and TD Cowen have issued bullish sentiments for Intuit (INTU), maintaining Buy ratings and setting price targets significantly above its current trading price. Similarly, Citi and Mizuho Securities reiterated Buy ratings for Western Digital (WDC), with Citi setting a price target of $280.00, despite the average analyst target suggesting a slight downside from current levels. Both companies are rated with a 'Strong Buy' consensus among analysts.

https://www.theglobeandmail.com/investing/markets/stocks/WDC/pressreleases/37145445/analysts-offer-insights-on-technology-companies-intuit-intu-and-western-digital-wdc/

NVIDIA Corporation $NVDA Shares Acquired by Code Waechter LLC

Code Waechter LLC significantly increased its stake in NVIDIA (NVDA) by 59.0% in Q3 2025, now holding 7,853 shares valued at approximately $1.414 million. This makes NVIDIA its 20th-largest holding. Despite general positive sentiment from Wall Street analysts with an average "Moderate Buy" rating, the company faces near-term challenges such as China export uncertainties and notable insider selling.

https://www.marketbeat.com/instant-alerts/filing-nvidia-corporation-nvda-shares-acquired-by-code-waechter-llc-2026-01-21/

Super Micro Computer (NASDAQ:SMCI) Trading Down 6.9% Following Analyst Downgrade

Super Micro Computer (SMCI) shares fell 6.9% after Citigroup downgraded its price target from $48 to $39 while maintaining a neutral rating. The stock traded at approximately $30.38, well below its average daily volume. Analyst sentiment remains mixed, with a consensus "Hold" rating and a target price of $46.19, following recent missed earnings expectations and a lowered revenue outlook for Q2 FY2026.

https://www.marketbeat.com/instant-alerts/super-micro-computer-nasdaqsmci-trading-down-69-following-analyst-downgrade-2026-01-20/

Citigroup Lowers Super Micro Computer (NASDAQ:SMCI) Price Target to $39.00

Citigroup has reduced its price target for Super Micro Computer (NASDAQ:SMCI) from $48.00 to $39.00, maintaining a "neutral" rating. This adjustment comes amidst varied analyst opinions, with the stock currently holding an average "Hold" rating and a consensus price target of $46.19 from MarketBeat.com data. The company recently missed earnings estimates for the latest quarter, reporting $0.35 EPS against an expected $0.46.

https://www.marketbeat.com/instant-alerts/citigroup-lowers-super-micro-computer-nasdaqsmci-price-target-to-3900-2026-01-20/

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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%

• SMCI stock experienced a strong bearish movement today.
• The bearish trend could be attributed to the comparison of its Q3 earnings performance against its peers, where despite the sector delivering strong revenues, SMCI and some other companies faced stock price declines post-earnings.
• Highlighting potential undervaluation of SMCI based on cash flow analysis might have raised concerns among investors about the company's growth prospects.
• The negative market sentiment towards SMCI could have been further exacerbated by the overall caution among investors in the hardware and infrastructure sector, as indicated by the performance of other companies like IonQ and HP.

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.

19.11.2025 - SMCI Stock was up 5.2%

• Voya Investment Management LLC increased its stake in Cadence Design Systems, Inc. after the company reported strong Q3 earnings, beating analyst estimates, and received multiple analyst price target increases. This positive news likely boosted investor sentiment in the tech industry, benefiting companies like SMCI.
• Johnson Controls International plc saw a decrease in shares held by Voya Investment Management LLC despite reporting strong quarterly earnings. This shift in investment focus away from Johnson Controls International could have redirected funds towards companies like SMCI.
• Waste Management, Inc. received a new investment from Whalen Wealth Management Inc. despite narrowly missing Q3 earnings estimates. This diversification of investments could have led to increased interest in other tech companies like SMCI.
• Grant Private Wealth Management Inc. significantly reduced its stake in Alphabet Inc., potentially reallocating funds to other tech stocks like SMCI, contributing to the bullish movement in SMCI's stock today.

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.

17.11.2025 - SMCI Stock was down 5.3%

• SMCI's bearish movement could be attributed to profit-taking by investors after a recent price surge.
• The decrease in stake in Quanta Services and insider selling activities may have created a negative sentiment in the market, affecting SMCI's stock price.
• Tilly's negative Q4 guidance despite beating Q3 earnings expectations could have led to cautious investor behavior, impacting SMCI's stock performance.
• The strong earnings report from Microsoft and increased stake in Danaher may have diverted investor attention away from SMCI, contributing to its bearish movement.

19.10.2025 - SMCI Stock was down 5.3%

• SMCI stock declined by 18% in the past 6 months due to investor concerns about margin pressure and cash flow strains.
• The rapid expansion of the company has raised fresh concerns among investors, contributing to the bearish movement.
• In contrast, Vertiv (VRT) experienced gains driven by the growing demand for AI and data center services, indicating a potential upside for the company.
• The contrasting performance of SMCI and VRT reflects the diverging trends in the technology sector, with companies like VRT capitalizing on industry growth while others face challenges like SMCI.