Super Micro Computer Inc's stock fell by 5.03% as it hit a 5-day low, reflecting a challenging trading environment.
This decline occurs amid broader market weakness, with the Nasdaq-100 down 1.96% and the S&P 500 down 1.18%. The stock's movement suggests sector rotation as investors reassess their positions in the tech sector.
The implications of this downturn may lead to increased scrutiny of Super Micro's recent product launches and market strategies, particularly in the context of its competitive positioning in the AI infrastructure market.
SMCI
$31.7+Infinity%1D
Analyst Views on SMCI
Wall Street analysts forecast SMCI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SMCI is 46.82 USD with a low forecast of 34.00 USD and a high forecast of 63.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast SMCI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SMCI is 46.82 USD with a low forecast of 34.00 USD and a high forecast of 63.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
5 Hold
2 Sell
Hold
Current: 32.330
Low
34.00
Averages
46.82
High
63.00
Current: 32.330
Low
34.00
Averages
46.82
High
63.00
Argus
Hold
to
Buy
upgrade
2025-11-06
Reason
Argus
Price Target
2025-11-06
upgrade
Hold
to
Buy
Reason
Argus upgraded Super Micro to Buy from Hold.
Argus
Jim Kelleher
Hold -> Buy
upgrade
2025-11-06
Reason
Argus
Jim Kelleher
Price Target
2025-11-06
upgrade
Hold -> Buy
Reason
As previously reported, Argus analyst Jim Kelleher upgraded Super Micro to Buy from Hold. The company's missteps on revenue delivery and margin shortfalls are fully reflected in share prices, while the potential for strong forward momentum is being overlooked, the analyst tells investors in a research note. The stock is now also compliant with Nasdaq filing requirements and has moved beyond regulatory concerns, the firm added.
Argus
Jim Kelleher
Hold
to
Buy
upgrade
$64
2025-11-06
Reason
Argus
Jim Kelleher
Price Target
$64
2025-11-06
upgrade
Hold
to
Buy
Reason
As previously reported, Argus analyst Jim Kelleher upgraded Super Micro to Buy from Hold with a $64 price target. The company's missteps on revenue delivery and margin shortfalls are fully reflected in share prices, while the potential for strong forward momentum is being overlooked, the analyst tells investors in a research note. The stock is now also compliant with Nasdaq filing requirements and has moved beyond regulatory concerns, the firm added.
JPMorgan
Neutral
downgrade
$43 -> $40
2025-11-05
Reason
JPMorgan
Price Target
$43 -> $40
2025-11-05
downgrade
Neutral
Reason
JPMorgan lowered the firm's price target on Super Micro to $40 from $43 and keeps a Neutral rating on the shares following the fiscal Q1 report.
About SMCI
Super Micro Computer, Inc. provides application-optimized Total IT solutions. It delivers rack-scale solutions optimized for various workloads, including artificial intelligence and high-performance computing, where acceleration is critical. It produces a portfolio of server and storage solutions for enterprise data centers, cloud service providers and edge computing (5G Telco, Retail and embedded). Total IT Solutions include complete servers, storage systems, modular blade servers, workstations, full-rack scale solutions, networking devices, server sub-systems, server management and security software. It provides global support and services to help its customers install, upgrade and maintain their computing infrastructure, including liquid-cooling operations. It offers platforms in rackmount, blade, multi-node and embedded form factors, which support single, dual and multiprocessor architectures. Its key product lines include SuperBlade and MicroBlade, SuperStorage, Twin and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
