Key Stats for Super Micro Computer Stock
- Price Change: +10.9%
- Current Price: $33
- Advanced Model Price Target: $100
Want to know how much upside SMCI could have in 2026? Run the numbers yourself on TIKR (It’s free) →
What Happened?
Shares of Super Micro Computer (SMCI) surged nearly 11% on Friday, triggering a massive “Buy the Dip” signal after a volatile week.
Buyers flooded back into the stock, snapping up shares at a valuation that many now consider “dirt cheap” relative to its AI growth potential.
The rally comes just days after Mizuho Securities cut its price target, a move that initially weighed on sentiment earlier in the month.
However, investors are refocusing on the company’s confirmed guidance for $36 billion in revenue for fiscal ’26, which remains unchanged despite the noise.
Consequently, SMCI is rebounding aggressively as the market bets that the recent sell-off was a temporary overreaction.
Is SMCI Undervalued Today?
The market is waking up to the disconnect between the stock price and the company’s backlog visibility.
Speaking at the recent Barclays Global Technology Conference, Senior Executive Michael Staiger emphasized that the demand environment is “cooking right now” and reaffirmed the company’s massive growth outlook
According to TIKR’s Advanced Valuation Model, this volatility has created a massive entry opportunity.
- Implied Fair Value: $100
- Current Price: $33
- Potential Upside: +206.6%
The model assumes Super Micro can maintain a 32.2% revenue CAGR as it scales its liquid-cooled rack solutions for hyperscalers.
If the company hits its mid-case targets, the stock could triple from current levels, validating the “retail favorite” status it currently holds.
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How Much Upside Does Super Micro Computer Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
