Super Micro Computer Inc (SMCI) saw its stock price decline by 5.06% as it crossed below the 20-day SMA, reflecting broader market weakness with the Nasdaq-100 down 1.38% and the S&P 500 down 0.74%.
The company announced a conference call for its Q2 FY2026 financial results scheduled for February 3, 2026, aimed at providing insights into its financial performance and strategic direction. This event is part of Super Micro's ongoing efforts to engage with investors and analysts, but the current market conditions and the stock's recent performance indicate a challenging environment for the company.
As Super Micro prepares for its earnings report, investors will be closely watching for any signs of recovery or growth potential, especially in light of recent analyst target adjustments and market sentiment shifts.
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: 31.210
Low
34.00
Averages
46.82
High
63.00
Current: 31.210
Low
34.00
Averages
46.82
High
63.00
Citi
Neutral -> Hold
downgrade
$48 -> $39
2026-01-20
Reason
Citi
Price Target
$48 -> $39
AI Analysis
2026-01-20
downgrade
Neutral -> Hold
Reason
Citi lowered the firm's price target on Super Micro to $39 from $48 and keeps a Neutral rating on the shares. The firm adjusted targets in the technology hardware group as part of its 2026 outlook. Citi believes hyperscaler data center spending "remains robust," which is driving demand for power, storage, connectors, and fiber.
Mizuho
Neutral
downgrade
$45 -> $31
2026-01-09
Reason
Mizuho
Price Target
$45 -> $31
2026-01-09
downgrade
Neutral
Reason
Mizuho lowered the firm's price target on Super Micro to $31 from $45 and keeps a Neutral rating on the shares. The firm adjusted targets in the semiconductors and semiconductor capital equipment group as part of its 2026 outlook. Mizuho sees continued upside for the group in 2026 due to "attractive valuations," but more modest than 2025. The analyst' top sectors in 2026 are AI accelerators and wafter fab equipment, Optical, and memory, while the firm remains cautious on electric vehicles, autos and analog as well as computers and handsets. Mizuho's top picks for 2026 are Nvidia, Lumentum and Broadcom.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for SMCI
Unlock Now
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.
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.
