Smci stock price forecast macroeconomic factors, including U

Macroeconomic factors, including U.S. interest rate expectations, may influence the "SMCI stock price forecast". Lower rates would typically support sector valuations, potentially amplifying bullish price targets above $940. Super Micro Computer, a server systems builder, has benefited greatly for demand for such systems. End-users have been buying them hand-over-fist, as they build out the capacity for generative AI training and inference. JP Morgan reduced its price target to $45 from $46 while maintaining a Neutral rating. The bank noted capital constraints and customer specification changes that hindered fiscal Q4 execution. It forecasts fiscal 2026 revenue of $33bn, down from previous $36bn estimates, with updated earnings projections reflecting execution challenges ( AInvest , 9 August 2025). Recent institutional ownership trends bolster the "SMCI stock price forecast", with funds increasing exposure following better-than-expected Q2 results. Short interest has declined to below 4%, reducing pressure from bearish bets.