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NASDAQ:SMCI 2 January 2026 - 18 January 2026

Super Micro Computer stock jumps 11% — what to watch after the MLK market shutdown

Super Micro Computer stock jumps 11% — what to watch after the MLK market shutdown

Super Micro Computer shares jumped 11% Friday to close at $32.64, with 79 million shares traded ahead of Monday’s U.S. market holiday. The move followed a rally in chip stocks after Taiwan Semiconductor’s earnings. Investors remain focused on AI data-center demand and upcoming inflation and tech earnings reports. Markets reopen Tuesday after the Martin Luther King Jr. Day closure.
Super Micro stock jumps 11% as chip rally returns — what SMCI investors watch next week

Super Micro stock jumps 11% as chip rally returns — what SMCI investors watch next week

Super Micro Computer shares jumped 11% Friday to $32.64, lifted by TSMC’s strong outlook and a rally in semiconductor stocks. About 79 million SMCI shares traded as the stock swung between $29.62 and $32.97. U.S. markets reopen Tuesday after the holiday, with attention on tech earnings and SMCI’s upcoming results. TSMC reported record quarterly profit and forecast nearly 30% revenue growth for 2026.
17 January 2026
Super Micro Computer stock jumps 11% as TSMC’s AI outlook lifts the mood — what SMCI traders watch next

Super Micro Computer stock jumps 11% as TSMC’s AI outlook lifts the mood — what SMCI traders watch next

Super Micro Computer shares surged 11% to $32.64 Friday on heavy volume after TSMC posted a strong profit and raised its 2026 spending forecast. The broader U.S. market ended flat ahead of the holiday weekend. Chip and AI-related stocks rallied, with TSMC projecting 2026 revenue growth near 30%. U.S. markets reopen Tuesday with major earnings reports expected.
Super Micro Computer (SMCI) stock price jumps 11% after-hours — chip rally and options expiry set up next week

Super Micro Computer (SMCI) stock price jumps 11% after-hours — chip rally and options expiry set up next week

Super Micro Computer shares surged 11% to $32.64 in after-hours trading Friday, with 78.8 million shares changing hands. Chip stocks rallied after Taiwan Semiconductor posted a 35% profit jump and forecast strong 2026 revenue. Super Micro remains 57% below its 52-week high. Investors await Intel’s earnings on Jan. 22.
Super Micro (SMCI) stock jumps on ‘dirt cheap’ valuation buzz even as margin fears linger

Super Micro (SMCI) stock jumps on ‘dirt cheap’ valuation buzz even as margin fears linger

Super Micro Computer shares rose about 6% in early trading Friday after bullish analyst notes, despite ongoing concerns over margins and execution. Goldman Sachs initiated coverage with a sell rating and a $26 target, while Mizuho cut its target to $31. Recent reports cite strong AI server demand but warn of margin pressures and negative free cash flow. Retail investor interest is rising, with YouTube commentary drawing tens of thousands of views.
16 January 2026
SMCI stock slides again as Goldman’s ‘sell’ call puts Super Micro margins back under the microscope

SMCI stock slides again as Goldman’s ‘sell’ call puts Super Micro margins back under the microscope

Super Micro Computer shares fell 1.7% to $28.12 by early afternoon after Goldman Sachs initiated coverage with a “Sell” rating and a $26 price target, citing margin pressure and uncertain profitability. Analyst Katherine Murphy flagged that margins have halved to 9.5% and warned of further downside. Investors are awaiting February results for signs of margin stability. Competitors and rising costs are adding pressure.
14 January 2026
Super Micro Computer stock steadies as Goldman starts SMCI at “sell,” flags margin squeeze

Super Micro Computer stock steadies as Goldman starts SMCI at “sell,” flags margin squeeze

Super Micro Computer shares traded flat near $28.60 Wednesday after Goldman Sachs initiated coverage with a “sell” rating and a $26 target, citing margin pressure and competition. The stock fell 5% Tuesday. Investors are awaiting the Feb. 2 earnings report for updates on profitability and sales outlook. The company last reported a 9.5% non-GAAP gross margin and forecast at least $36 billion in fiscal 2026 net sales.
14 January 2026
Super Micro (SMCI) stock slips premarket as Goldman warns margins may have more downside

Super Micro (SMCI) stock slips premarket as Goldman warns margins may have more downside

Super Micro Computer shares fell 0.3% premarket after dropping 5.1% Tuesday, as Goldman Sachs initiated coverage with a “sell” rating and a $26 price target. Goldman cited shrinking gross margins, now at 9.5%, and warned of further downside despite strong revenue growth. Investors are watching profit margins and delivery schedules ahead of the company’s Feb. 3 earnings report.
14 January 2026
Super Micro Computer stock slides after Goldman’s ‘Sell’ call puts margins back in the spotlight

Super Micro Computer stock slides after Goldman’s ‘Sell’ call puts margins back in the spotlight

Super Micro Computer shares fell 5% to $28.60 Tuesday after Goldman Sachs initiated coverage with a Sell rating and cut its price target to $26. The downgrade cited margin pressure and increased competition in the AI server market. Investors are watching the company’s upcoming earnings for signs it can maintain profitability. U.S. stocks broadly slipped, led by declines in financials.
14 January 2026
Super Micro Computer stock slides after Goldman Sachs starts SMCI at Sell, flags margin squeeze

Super Micro Computer stock slides after Goldman Sachs starts SMCI at Sell, flags margin squeeze

Shares of Super Micro Computer fell about 5% in after-hours trading Tuesday after Goldman Sachs initiated coverage with a “sell” rating and a $26 price target. The stock hit its lowest level since April, closing at $28.61. Goldman cited margin pressure and limited profitability visibility despite AI-driven growth. The company’s next earnings date is expected in February but remains unconfirmed.
13 January 2026
Why Super Micro Computer stock is sliding: Goldman starts SMCI at Sell with $26 target

Why Super Micro Computer stock is sliding: Goldman starts SMCI at Sell with $26 target

Super Micro Computer shares fell 6.3% to $28.22 after Goldman Sachs initiated coverage with a Sell rating and a $26 price target, citing limited profit visibility. The stock has dropped nearly 45% in three months. Goldman expects profit margins to fall to 7.5% by 2026, down from over 15% in 2022. Increased competition and higher component costs are pressuring margins.
13 January 2026
SMCI stock slides after Goldman starts Super Micro at Sell and flags margin downside

SMCI stock slides after Goldman starts Super Micro at Sell and flags margin downside

Goldman Sachs assumed coverage of Super Micro Computer with a Sell rating and a $26 price target, citing shrinking margins and cash pressures amid rising AI-server competition. SMCI shares fell about 6% to $28.31 in late morning trade. Gross margins have contracted for nine quarters, and free cash flow was negative $950 million in Q1 fiscal 2026. Inventory rose to $5.7 billion, with the cash conversion cycle lengthening to 123 days.
13 January 2026
Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Super Micro Computer shares fell 2.6% to $29.33 in early New York trading Tuesday after U.S. inflation data met forecasts and investors retreated from high-growth hardware stocks. The company is showcasing new AI-driven “intelligent store” systems at the NRF retail conference, leveraging NVIDIA technology. Peers traded mixed, with Nvidia down 0.3% and Dell up 1%. Investors await updates at a panel later Tuesday.
Super Micro (SMCI) heads into 2026 with analysts on edge — margins are the fight

Super Micro (SMCI) heads into 2026 with analysts on edge — margins are the fight

Super Micro shares rose about 6% in premarket trading Monday after forecasting at least $36 billion in fiscal 2026 net sales. Goldman Sachs kept a Sell rating and Bank of America maintained Underperform with a $34 price target, citing margin pressure and manufacturing risks. The company’s latest quarter missed earnings and revenue estimates. Analysts flagged delivery delays and a drop in gross margin guidance.

Stock Market Today

  • European Stocks Poised for Gains Amid Iran Conflict and Economic Data
    May 22, 2026, 3:06 AM EDT. European shares are set to open higher, with futures for the Stoxx 50 up 0.9%, FTSE 100 by 0.4%, DAX by 0.9%, and CAC 40 by 0.8%. The Stoxx 600 aims for a fourth straight day of gains and a 2.25% weekly rise. Market focus is on the escalating U.S.-Iran conflict, impacting oil prices above $104 per barrel. U.K. April retail sales fell 1.3%, with fuel sales dropping over 10% amid price concerns. Germany's consumer confidence and France's business sentiment reports are awaited. Meanwhile, the U.K. borrowed £24.3 billion in April, surpassing forecasts. Estée Lauder shares surged 10% after ending merger talks with Puig.

Latest articles

OpenAI Shares Hype Returns, Still No Ticker in Sight

OpenAI Shares Hype Returns, Still No Ticker in Sight

22 May 2026
OpenAI is preparing to confidentially file for a U.S. IPO, aiming to go public as early as September, sources told Reuters. The move follows a court win against Elon Musk, removing a key legal obstacle. Private-market share prices for OpenAI ranged from $658.94 to $732.38 this month, but no official public price exists. Ordinary investors still cannot buy OpenAI stock on public exchanges.
Estée Lauder Shares Gain as Rumored Deal Fails to Materialize

Estée Lauder Shares Gain as Rumored Deal Fails to Materialize

22 May 2026
Estée Lauder and Spain’s Puig ended merger talks that would have created a $40 billion beauty group. Estée Lauder shares rose about 10% in after-hours trading, closing the regular session at $78.91. The company said it will focus on its turnaround plan and continue reviewing possible acquisitions or divestitures.
WhiteFiber Stock Rips 22% on $160 Million AI Deal. The Test Comes in July

WhiteFiber Stock Rips 22% on $160 Million AI Deal. The Test Comes in July

22 May 2026
WhiteFiber shares jumped 22.2% to $29.55 after announcing a five-year AI compute contract worth over $160 million for a Paris-region deployment using NVIDIA GPU systems. Google Finance showed the stock rising further after hours. The project is backed by planned financing and 12 months of customer prepayments, but funding and execution remain pending. Service is expected to start in July, subject to equipment delivery and acceptance.
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