NASDAQ: SMCI
Super Micro Computer, Inc. (Supermicro) is a Total IT Solution Provider specializing in application-optimized server, AI, storage, IoT, and switch systems for enterprise, cloud, AI, and 5G/Edge infrastructure. The company designs and manufactures products in-house across facilities in the United States, Taiwan, and the Netherlands, leveraging its proprietary Server Building Block Solutions and Data Center Building Block Solutions (DCBBS) architecture that allows customers to configure systems from modular, reusable components supporting a comprehensive range of form factors, processors, memory, GPUs, storage, networking, power, and cooling solutions including liquid cooling. Supermicro serves a global customer base that includes hyperscale cloud providers and increasingly enterprise customers deploying AI infrastructure. The company also provides software and support services alongside its hardware portfolio. Listed on NASDAQ under the ticker SMCI, Supermicro has rapidly scaled its operations to meet surging demand for AI infrastructure, with fiscal year 2026 revenue approaching $39 billion. Updated
A criminal conviction tied to Super Micro's supply chain lands while the company is still repairing internal control weaknesses, and it hands export-control hawks a live example of Nvidia silicon reaching China.
JUST IN: Super Micro contractor pleads guilty to diverting "AI servers" with Nvidia chips to China
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
Chips and hardware took the top five slots at Thursday's close, led by ON Semiconductor's 5.52% gain, while every big decliner but one was a cybersecurity name. Zscaler's 9.88% drop to $193.43 was the worst in the group.
Same $10,000 into the two AI-server names on January 2: Dell is worth $46,396 today, Super Micro just $13,212. A 4.6x versus 1.3x gap inside the same end market.
Tempus AI closed 14.46% higher, the biggest move in a 111-name priority list where four other gainers ran 9% or better. The downside was far tamer: DraftKings led decliners at 7.38%, and nothing else lost more than 6.4%.
Server hardware owned Friday's close: Hewlett Packard Enterprise added 12.2% and Dell 11.5%, with ON Semiconductor and Super Micro also finishing up more than 7%. NuScale Power sat at the other extreme, down 14.8% to $8.70.
Super Micro Computer closed 9.17% higher at $38.40, the biggest gain across our 111-stock priority list Monday. Hardware, nuclear and crypto names filled out the top five while software took the damage, Rubrik down 6.59%. Watch whether that split survives the open.
Two names closed up more than 19%: Super Micro Computer at $38.09 and CoreWeave at $108.09, the widest top-of-board moves in our 110-stock universe today. The downside was far tamer, with Archer Aviation's 8.2% slide the worst of it.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are down 3% to $43.63 early in the session, giving back the prior session’s gain. This slide reads as profit taking in a…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) has spent the past month convincing the market that its networking business drives its role in artificial intelligence (AI) infrastructure. Shares of Hewlett Packard…
Server stocks are climbing while the broader tech tape bleeds lower, and the way buyers are spreading across all three hardware names tells a specific story about where the money is going…
Supermicro booked $60 billion in new orders and targets $72 billion in revenue, yet Wall Street still rates it a near-sell. Here is what analysts are missing and the three conditions that…
Vandita Jadeja Dell's AI server business has exploded, its backlog dwarfs what most companies earn in a year, and the stock has already staged one of tech's most dramatic runs. The question now is…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock jumped 5% to $64.55 on Wednesday after the company secured its first order for Advanced Micro Devices (NASDAQ:AMD) Helios AI Rack systems. The…
Artificial intelligence (AI) server hardware is giving back a powerful run in one sharp reversal, and Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the retreat. Super Micro Computer stock…
SPY looks dirt cheap at a fraction of a percent, but a hidden structural quirk quietly siphons money from long-term holders in a way the fund's own fact sheet never spells out.
Super Micro just posted a quarter that sent analyst price targets soaring and earnings estimates jumping by 30% in a single month, yet the stock still trades below those targets and insiders…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the AI server names higher Monday morning, and the size of that lead is the story. Two broad technology benchmarks are firmer…
Super Micro Computer has beaten earnings three of the last four quarters, its backlog just hit a record, and one specific valuation metric now sits at a level that historically precedes a…
Vandita Jadeja Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the…
A bid that started earlier this week in memory and chip names has widened into server makers, sending U.S. AI server stocks higher on Thursday morning. Hewlett Packard Enterprise (NYSE:HPE | HPE…
Nvidia designs the chips, but Supermicro builds something around them that Nvidia simply cannot sell you, and that distinction may be exactly what the market keeps getting wrong about SMCI.
Dell Technologies (NYSE:DELL | DELL Price Prediction) shares are rising on the same morning its longtime sponsor filed to sell more of the stock, and the whole server complex is moving with…
Super Micro Computer, Inc. (Supermicro) is a Total IT Solution Provider specializing in application-optimized server, AI, storage, IoT, and switch systems for enterprise, cloud, AI, and 5G/Edge infrastructure.
24/7 Wall St.'s 12-month price target for SMCI is $48.98, rated Buy. The Wall Street consensus target is $42.27. SMCI price prediction →
