markets
SMCIUSserverpublic

Super Micro Computer Inc.

share

spillover graph 6

NVDAAMDNVDADELLDELLHPESMCI
customer 2partner 1competitor 3

relationship list

  • NVDAcustomer0.90
  • NVDApartner0.90
  • DELLcompetitor0.80
  • DELLcompetitor0.80
  • HPEcompetitor0.70
  • AMDcustomer0.50

recent signals

2026-08-12·SMCI·guidance change
partly pricedmedup

SMCI's FQ4 FY26 report beat EPS and its FY27 revenue outlook far exceeded consensus, reflecting accelerating AI-server...

SMCI's FQ4 FY26 report beat EPS and its FY27 revenue outlook far exceeded consensus, reflecting accelerating AI-server demand.

spilloverNVDATSMDELLHPECRWV
window 30devidence 12SMCI $39.16 / 45d n/a
2026-07-22·SMCI·demand surge
partly pricedhighup

Super Micro Computer (SMCI) announced record orders of approximately US$60 billion, tied to SpaceX infrastructure, and...

Super Micro Computer (SMCI) announced record orders of approximately US$60 billion, tied to SpaceX infrastructure, and disclosed that gross margins unexpectedly doubled.

spilloverNVDADELLHPEAMDTSM
window 30devidence 8SMCI $39.16 / 45d n/a
2026-05-24·SMCI·analyst revision
not priced inlowneutral

On May 23, 2026, Super Micro Computer (SMCI) was reported to have a consensus target price of $38.43 from analysts,...

On May 23, 2026, Super Micro Computer (SMCI) was reported to have a consensus target price of $38.43 from analysts, according to a TickerReport article aggregating analyst estimates (source).

window 15devidence 3SMCI $39.16 / 45d n/a
2026-04-14·SMCI·new product launch
partly pricedhighup

Supermicro (SMCI) has announced new enterprise server solutions and industry-first CMX storage servers at Nvidia GTC,...

Supermicro (SMCI) has announced new enterprise server solutions and industry-first CMX storage servers at Nvidia GTC, as reported by multiple sources (insidermonkey.com, yahoo finance).

spilloverNVDA
window 60devidence 21SMCI $39.16 / 45d n/a
2026-03-17·SMCI·design win
partly pricedhighup

Supermicro (SMCI) has announced the launch of seven AI data platform solutions incorporating NVIDIA's latest Vera CPU...

Supermicro (SMCI) has announced the launch of seven AI data platform solutions incorporating NVIDIA's latest Vera CPU and related systems, designed to accelerate enterprise AI innovation and reduce customer time-to-market.

spilloverNVDA
window 75devidence 46SMCI $39.16 / 45d n/a
2026-03-17·SMCI·new product launch
partly pricedhighup

Supermicro has launched seven AI data platform solutions in collaboration with NVIDIA and other ecosystem partners to...

Supermicro has launched seven AI data platform solutions in collaboration with NVIDIA and other ecosystem partners to accelerate enterprise AI innovation, as reported by multiple sources including The Hindu BusinessLine and PR Newswire.

spilloverNVDA
window 60devidence 46SMCI $39.16 / 45d n/a
2026-03-03·SMCI·partnership
partly pricedmedup

SuperMicro Computer Inc. (SMCI) announced a series of product and partnership initiatives that signal a positive...

SuperMicro Computer Inc. (SMCI) announced a series of product and partnership initiatives that signal a positive momentum for its AI infrastructure business.

spilloverNVDAAMD
window 10devidence 23SMCI $39.16 / 45d n/a
Super Micro Computer Inc. (SMCI) — signals and market context — High Signal