Supermicro stock forecast indicates potential upside

Supermicro stock forecast indicates potential upside, with price targets lifted to $820 by several Wall Street firms following the announcement of new NVIDIA GPU-based server solutions. Management remains optimistic about a stronger second half of fiscal 2026, expecting growth to reaccelerate as new AI platforms are deployed and demand rebounds. But in the near term, the combination of slowing growth, weak guidance, and macro uncertainty could continue to weigh on Supermicro stock. There has been growing interest from institutional investors, with firms like Signal Advisors Wealth LLC acquiring a new stake of 46,347 shares (valued at approximately $2.27 million) in Q2 2025. Surience Private Wealth LLC also bought a new stake of 51,133 shares (valued at approximately $2.51 million) in Q2 2025. Institutional ownership had a "wild ride" in early 2025; it was initially halved when EY resigned as auditor but then rose enormously as management provided reassurance and the company filed its annual report on time. Supermicro stock forecast remains bullish as analysts point to Q4 revenue growth topping 20% YoY, driven by rising AI server demand and enterprise cloud infrastructure spending. Current trading around $780 signals strong momentum.