Street Calls of the Week [Yahoo! Finance]
Super Micro Computer, Inc. (SMCI)
Last super micro computer, inc. earnings: 8/3 04:05 pm
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US:NASDAQ Investor Relations:
ir.supermicro.com/investor-relations
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Source: Yahoo! Finance
InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Super Micro Computer What happened? On Monday, Goldman Sachs downgraded Super Micro Computer Inc (NASDAQ:SMCI) to Sell with a $32 price target. TLDR : SMCI faces valuation, margin, and competition risks. Market leadership threatened by rising pressures. What's the full story? SMCI's stock, up 38% year-to-date, trades at 16x F2025E P/E, with the Goldman analysts viewing risk-reward as unfavorable amid valuation, competition, and margin concerns. Intensifying competition in AI servers, driven by reduced product differentiation and rivals' R&D investments, threatens SMCI's early market leadership. Further, gross margins are expected to decline in F2025-27 due to competition, Blackwell product transitions, and pressure from concentrated customer and supplier relationships. The analysts highlight SMCI's valuation premium, currently at 12x NTM+1 P/E compared to server OEM peers l
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SMCI
News
- Top Growth Companies With Strong Insider Ownership December 2025 [Yahoo! Finance]Yahoo! Finance
- 3 Growth Stocks With Strong Insider Confidence [Yahoo! Finance]Yahoo! Finance
- Super Micro: GB300 Demand Is Real - So Is The EPS Damage (Rating Downgrade) [Seeking Alpha]Seeking Alpha
- Insider Confidence Drives Growth In December 2025 [Yahoo! Finance]Yahoo! Finance
- 3 Growth Companies With High Insider Ownership And 13% Revenue Growth [Yahoo! Finance]Yahoo! Finance
SMCI
Earnings
- 11/4/25 - Beat
SMCI
Sec Filings
- 12/1/25 - Form 4
- 12/1/25 - Form 4
- 12/1/25 - Form 4
- SMCI's page on the SEC website