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Super Micro Computer, Inc.
$36.71 1.53% today
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Why Super Micro Computer, Inc. (SMCI) stock moved

Updated Sep 2, 2026

Super Micro Computer, Inc. (SMCI) shares fell 1.5% to $36.71 as of September 2, 2026, a modest decline from the prior close of $37.28. BestStocks flagged the session as a major change for SMCI. The move is tied to price move up. Below, we break down what changed for SMCI, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

SMCI fell 1.5% to $36.71

SMCI fell 1.5% in its latest session, moving from $37.28 to $36.71.

Material / EarningsWeak confidence
Rel. volume
0.5×
Below Avg
Vs peers
No comparable peers
Market cap
$23.7B
NASDAQ
Analyst target
$41
+12.9% vs price
Price chart
Aug 3 – Sep 1
EVVEEEEFVF$29$34$40Aug 3Aug 10Aug 18Aug 25Sep 1
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Super Micro Computer, Inc. investors

For Super Micro Computer, Inc. investors, the recent signals add up to a bearish shift. On the constructive side: SMCI fell 0.78% intraday as two Taiwan staff were detained in a prosecutor investigation involving the company's AI servers; Super Micro issued a statement attempting to reassure customers but the market reaction suggests investor confidence remains shaken; Positive price momentum. Weighing against that: Material negative event; Negative session, down 1.5%. Wall Street's consensus price target sits at $41.44, implying +12.9% upside from $36.71. BestStocks rates the overall signal quality weak (37/100). With earnings roughly 62 days out, the next report is the most likely near-term test of the move.

SMCI price reaction

SMCI last traded at $36.71, down $0.57 (-1.53%) from the previous close of $37.28. The session traded on 0.5× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $28.64 and $39.84, and it currently sits about 72% of the way up that band.

Bullish and bearish analyst opinions on Super Micro Computer, Inc. (SMCI)

The consensus analyst price target on Super Micro Computer, Inc. (SMCI) is $41.44, 12.9% above the recent $36.71. Here is how the bullish and bearish cases on SMCI line up.

The bullish case

  • Wall Street's consensus price target of $41.44 implies +12.9% upside from $36.71.
  • The Street's most bullish target is $48.00 (+30.8%).
  • SMCI fell 0.78% intraday as two Taiwan staff were detained in a prosecutor investigation involving the company's AI servers; Super Micro issued a statement attempting to reassure customers but the market reaction suggests investor confidence remains shaken.
  • Positive price momentum.

The bearish case

  • The most bearish analyst target is $35.00 (-4.7%).
  • Material negative event.
  • Negative session, down 1.5%.
  • Super Micro Computer, Inc. (SMCI) moved -8.22% from $26.89 to $24.68 on 2026-07-16.
Bull vs bear balanceBearish Shift
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Sep 1, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $41+12.9%
CJS Securities upgraded to Market Perform · 2026-05-06
SEC filings watch
8-K2026-08-11
Material event — review for impact
high
8-K2026-08-05
Material event — review for impact
high
8-K2026-07-21
Material event — review for impact
high
8-K2026-06-15
Material event — review for impact
high
Peer context
SMCI-1.5%

Previous notable changes for SMCI

Material / Earnings2026-08-24-5.6%
Super Micro Computer, Inc. (SMCI) moved -3.62% from $36.49 to $35.17 on 2026-08-24. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found.
Material / Earnings2026-08-17-3.9%
Super Micro Computer, Inc. (SMCI) moved -2.62% from $39.31 to $38.28 on August 17, 2026. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume traded near its 5-day average, suggesting the decline occurred without notable participation.
Valuation2026-08-13+4.1%via Yahoo Finance
Super Micro Computer rose 6.04% to $39.88 following strong fiscal Q4 results and current-quarter guidance that beat Wall Street expectations. The company projected revenue of $14.5–$15.5 billion and adjusted EPS of $1.01–$1.10 for the current quarter, alongside a favorable CPI report that bolstered sentiment across AI infrastructure providers (web_catalyst). Volume reached 95.3 million shares, 2.65x the time-adjusted average, signaling elevated institutional participation.
Activity2026-08-12+19.0%
Super Micro Computer filed an 8-K material event report today alongside confirmed earnings results, driving a +13.83% intraday rally to $35.97 (from $31.60 close). The specific nature of the material event and earnings details are not yet disclosed in available sources, but the filing timing coincides with the sharp opening move.
Upcoming catalysts & outlook
Next earnings
2026-11-03 (est.)
in 62 days
Thesis shift
Bearish Shift
bearish signal
Risk level
High
from change events

Frequently asked questions about SMCI

Why did Super Micro Computer, Inc. (SMCI) stock move?

SMCI fell 1.5% to $36.71. No single company-specific catalyst was confirmed during the move window, and it looks technical.

How much did SMCI stock fall?

SMCI lost 1.53% ($0.57) versus the prior close of $37.28, last trading at $36.71 on 0.5× average volume.

When is Super Micro Computer, Inc.'s next earnings date?

SMCI's next earnings report is estimated for 2026-11-03 — about 62 days away.

What is the analyst price target for SMCI?

The consensus analyst price target for SMCI is $41.44, about 12.9% above the current $36.71. Over the past 90 days, analysts recorded 0 upgrades, 0 maintains, and 0 downgrades.

How BestStocks tracks SMCI

This page is generated automatically by BestStocks' change-detection system after price move up was detected and verified against independent data sources. It draws on 20 tracked change events for SMCI, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of September 2, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataFMP earnings & estimatesSEC EDGAR filingsAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.