Super Micro Computer, Inc. (SMCI)
- Analysts16
- Implied upside+27.7%
- Target range$15.00 to $58.00
SEC filings
| Form | Filed | Description |
|---|---|---|
| 8-K | July 21, 2026 | 8-K |
| 4 | July 2, 2026 | FORM 4 |
| 4 | July 2, 2026 | FORM 4 |
| 4 | July 2, 2026 | FORM 4 |
| 4 | July 2, 2026 | FORM 4 |
| 4 | July 2, 2026 | FORM 4 |
| 4 | July 2, 2026 | FORM 4 |
| 4 | July 2, 2026 | FORM 4 |
Our SMCI coverage
9 articles
Tesla (TSLA) and Alphabet (GOOGL) are falling hard. The rest of the AI trade isn't (July 23, 2026)
Tesla and Alphabet kept falling through Thursday morning even as chipmakers, neoclouds and photonics stocks held up fine. Oil topped $100 a barrel after Trump threatened to bomb Iranian infrastructure over any new attack on shipping.
Super Micro's (SMCI) revenue landed at the low end of guidance. The stock is up 25% anyway (July 22, 2026)
Super Micro Computer's preliminary Q4 update showed a record $60 billion order backlog and gross margin guidance that nearly doubled, but revenue landed at the low end of its own range. The stock is up about 25% anyway.
Nasdaq-100 futures sank close to 1% Wednesday morning. Stocks clawed almost all of it back by mid-morning (July 22, 2026)
Nasdaq-100 futures fell close to 1% Wednesday morning on an Iran oil spike, new tariffs and chip-stock fear. Stocks opened lower too, but climbed steadily through the first half hour of trading and were back to nearly flat by mid-morning.
Micron (MU), SK Hynix and AMD just gave chip stocks their first back-to-back gain in two weeks (July 21, 2026)
Micron (MU) closed up about 12 percent, SK Hynix's ADR about 14 percent, and AMD 8 percent Tuesday, chip stocks' first back-to-back gain in two weeks. A Bank of America upgrade on memory demand and a new AMD-Microsoft Azure deal did the heavy lifting.
Meta said it had spare compute. Then it broke ground on a $9 billion data center in Canada (META, CRWV, NBIS)
A week after Meta's excess-compute cloud plan crushed the neoclouds, it broke ground on a C$13 billion, 1-gigawatt data center in Alberta, Canada. The demand is real.
Chips had their third worst day of 2026 and the S&P barely noticed (MU, INTC)
The S&P 500 closed within a whisker of flat on July 1 and the chip trade still had its third worst day of the year. Micron fell 10.5 percent, Intel lost 9 percent, and Meta gained almost 9 percent on the other side. Here is the damage report.
Frequently asked questions
What do analysts expect for SMCI?
16 analysts cover Super Micro Computer, Inc. (SMCI). The consensus rating is Hold and the average price target is $38.44, in a range of $15.00 to $58.00.
Are insiders buying or selling SMCI?
We have no qualifying Form 4 insider purchases or sales on record for Super Micro Computer, Inc. (SMCI). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see SMCI SEC filings?
Recent filings are listed on this page, newest first. The latest is a 8-K filed July 21, 2026.