Supermicro's Blackwell-Powered Servers Spark 200% Rally -- Is SMCI Still a Buy?
Oct 17 - Last month, Super Micro Computer 
SMCI rolled out high-powered AI systems featuring liquid-cooled racks built around Nvidia (NVDA) Blackwell chips, driving strong demand across data-center buyers.
The company's systems target large model training and inference workloads and helped lift investor interest after a dramatic rebound: shares climbed about 200% from 52-week lows of $18, pushing Super Micro Computer's market value higher as customers seek denser, more energy-efficient AI hardware.
Despite momentum, management flagged weaker guidance and past reporting irregularities that have tempered enthusiasm among some analysts, who say clean execution matters before calling a sustained rally. The company said it will tighten controls and focus on supply-chain delivery this quarter.
Industry observers note the broader AI hardware squeeze benefits specialized OEMs that pair advanced chips with cooling and integration expertise.For investors, the debate centers on whether Super Micro Computer can translate product demand into consistent margins and transparent reporting, making its next quarterly update a key test of the revival's durability.
Is SMCI Stock a Buy?
Based on the one year price targets offered by 17 analysts, the average target price for Super Micro Computer Inc is $46.37 with a high estimate of $60.00 and a low estimate of $15.00. The average target implies a downside of -13.87% from the current price of $53.84.
Based on GuruFocus estimates, the estimated GF Value for Super Micro Computer Inc in one year is $84.35, suggesting a upside of +56.67% from the current price of $53.84. Gf value is Gurufocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. For deeper insights, visit the forecast page.