MCI to Neutral, maintaining a hold action as of February 12, 2025, with the stock priced at $39.68.Super Micro Computer, Inc. (NASDAQMCI) is a key player in the AI server market, alongside competitors like Dell and Hewlett Packard. The company specializes in providing high-performance computing solutions, which are crucial for AI infrastructure. Despite its significant role, the market is largely dominated by custom-made servers preferred by major tech companies.
On February 12, 2025, Wedbush updated its rating for SMCI to Neutral, maintaining a hold action. At that time, the stock was priced at $39.68. This update comes after a remarkable stock increase of over 1,336% in the past five years, driven by the AI boom and the launch of ChatGPT in 2022, which significantly boosted the server market.
Super Micro's gross margin has ranged between 15%-18% over the last three fiscal years. This is lower compared to Hewlett Packard's 33.4%-35% and Dell's 22%-24%, due to their more diversified product portfolios. Despite this, analysts remain optimistic about Super Micro's growth prospects in 2026, as highlighted by Benzinga.
Currently, SMCI is priced at $39.68, with a recent price change of $1.07, marking a 2.77% increase. The stock has fluctuated between a low of $38.86 and a high of $43.62 today. Over the past year, it has reached a high of $122.90 and a low of $17.25, reflecting its volatile nature.
Super Micro's market capitalization is approximately $23.24 billion, with a trading volume of 159.71 million shares. As emphasized by Aswath Damodaran, investing in infrastructure is crucial to achieving AI goals, which positions Super Micro well for future growth despite current challenges.
