Super Micro Computer (NASDAQ:SMCI) Stock Price Up 6.2% – What’s Next?

Posted by Brenda Bartman on Nov 6th, 2026

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Get Free Report) rose 6.2% during trading on Friday. The stock traded as high as $29.47 and last traded at $28.76. 36,864,194 shares traded hands during trading, a decline of 16% from the average daily volume of 43,656,902 shares. The stock had previously closed at $27.08.

Super Micro Computer News Roundup

Here are the key news stories impacting Super Micro Computer this week:

Positive Sentiment: Supermicro introduced an AI inference storage solution with IBM and NVIDIA. The company says the KV-cache system can reduce response time and improve GPU utilization and throughput, potentially strengthening its offering for data-center customers. Supermicro launches KV cache solution with IBM and NVIDIA
Positive Sentiment: Recent quarterly results showed revenue of $19.95 billion, well above analysts’ expectations and nearly four times the year-ago level. Supermicro also raised its fiscal 2027 sales outlook, reinforcing the growth case tied to AI-server demand. Super Micro’s AI boom just got much bigger
Positive Sentiment: Bank of America raised its price target, and Rosenblatt reaffirmed a Buy rating, signaling continued analyst confidence in the company’s growth potential. BofA lifts Supermicro target despite AI margin concerns
Positive Sentiment: AI-server shares, including SMCI, rebounded as investors bought back into the sector after its post-election sell-off. AI server stocks rebound from election sell-off
Negative Sentiment: Profitability and cash generation remain key risks despite the sales surge. Coverage points to margin pressure and cash strain, while one assessment cautions that Supermicro’s history and exposure to neocloud customers make the stock risky. SMCI stock sinks after Q1 results expose cash strain
Negative Sentiment: A report says CEO Charles Liang sold shares 28 days before promoting growth in AI inference. The timing could draw investor scrutiny, although the supplied report does not specify the sale’s size or rationale. Supermicro CEO sold shares before pitching AI inference growth

Wall Street Analysts Forecast Growth

Several research firms have weighed in on SMCI. Citigroup reiterated a “neutral” rating and issued a $45.00 price objective (up from $39.00) on shares of Super Micro Computer in a research note on Thursday, October 8th. Wall Street Zen raised shares of Super Micro Computer from a “hold” rating to a “buy” rating in a research note on Saturday, October 31st. Bank of America boosted their price target on shares of Super Micro Computer from $38.00 to $39.00 and gave the company an “underperform” rating in a report on Wednesday. Rosenblatt Securities reaffirmed a “buy” rating and issued a $57.00 price target on shares of Super Micro Computer in a research note on Wednesday. Finally, Sanford C. Bernstein set a $42.00 price objective on Super Micro Computer in a report on Thursday, August 13th. Four investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Super Micro Computer currently has a consensus rating of “Hold” and an average price target of $43.08.

Check Out Our Latest Research Report on Super Micro Computer

Super Micro Computer Stock Performance

The stock has a market cap of $18.89 billion, a P/E ratio of 6.13, a price-to-earnings-growth ratio of 0.46 and a beta of 2.17. The firm’s 50-day moving average is $37.64 and its two-hundred day moving average is $32.67. The company has a quick ratio of 2.07, a current ratio of 3.02 and a debt-to-equity ratio of 0.56.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last posted its earnings results on Tuesday, November 3rd. The company reported $1.81 EPS for the quarter, topping the consensus estimate of $1.28 by $0.53. Super Micro Computer had a net margin of 6.77% and a return on equity of 38.97%. The company had revenue of $19.95 billion during the quarter, compared to the consensus estimate of $16.29 billion. During the same period in the previous year, the firm posted $0.35 earnings per share. The company’s revenue for the quarter was up 297.5% compared to the same quarter last year. As a group, research analysts expect that Super Micro Computer, Inc. will post 4.17 EPS for the current year.

Insider Activity

In other news, Director Chiu-Chu Liang sold 100,000 shares of the stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total transaction of $4,502,000.00. Following the transaction, the director owned 337,506 shares of the company’s stock, valued at approximately $15,194,520.12. This represents a 22.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Liang sold 100,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total value of $4,502,000.00. Following the completion of the sale, the chief executive officer owned 337,506 shares of the company’s stock, valued at approximately $15,194,520.12. This trade represents a 22.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 400,000 shares of company stock worth $16,442,000. Corporate insiders own 16.10% of the company’s stock.

Hedge Funds Weigh In On Super Micro Computer

Institutional investors have recently modified their holdings of the company. Dimensional Fund Advisors LP boosted its holdings in shares of Super Micro Computer by 2.8% during the 1st quarter. Dimensional Fund Advisors LP now owns 4,082,780 shares of the company’s stock worth $92,872,000 after buying an additional 111,388 shares during the period. Assenagon Asset Management S.A. grew its stake in Super Micro Computer by 1,770.4% in the 2nd quarter. Assenagon Asset Management S.A. now owns 2,174,863 shares of the company’s stock valued at $63,789,000 after buying an additional 2,058,588 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. raised its holdings in Super Micro Computer by 1.8% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,158,768 shares of the company’s stock worth $47,591,000 after acquiring an additional 19,942 shares during the period. Swiss National Bank raised its holdings in Super Micro Computer by 7.6% in the 1st quarter. Swiss National Bank now owns 1,576,800 shares of the company’s stock worth $35,904,000 after acquiring an additional 111,100 shares during the period. Finally, Principal Financial Group Inc. raised its holdings in Super Micro Computer by 1.3% in the 1st quarter. Principal Financial Group Inc. now owns 565,746 shares of the company’s stock worth $12,882,000 after acquiring an additional 7,373 shares during the period. Institutional investors own 84.06% of the company’s stock.

Super Micro Computer Company Profile

(Get Free Report)

Super Micro Computer, Inc develops and sells high-performance server and storage systems for data centers, cloud computing, enterprise IT, telecommunications, and other demanding computing environments. The company offers application-optimized servers, workstations, blade and rack systems, storage solutions, networking products, and related infrastructure.

Supermicro also provides systems designed for artificial intelligence, machine learning, accelerated computing, and other workloads that use graphics processing units and specialized processors.