Is Super Micro Computer (SMCI) Stock Worth Buying After the Pullback?
TLDR
- SMCI fell around 3% Tuesday, pulling back after a nearly 60% surge over the past month
- Q4 FY26 EPS beat at $1.70 vs. 62-cent estimate, but revenue of $11.12B missed the $12.33B target
- Barclays and Mizuho both raised price targets but kept Hold ratings
- Gross margin expanded to 17.6% in Q4, but is expected to drop sharply to 10.6% in Q1 FY27
- Wall Street consensus is Hold, with an average price target of $40.85
Super Micro Computer (SMCI) slid around 3% on Tuesday, giving back some of its recent gains after a sharp run-up and mixed analyst reactions to its latest quarterly results.
Super Micro Computer, Inc., SMCI
The stock was trading at $37.13 at the time of writing, down 3.03% on the day. SMCI is still up 28% year-to-date.
Tuesdayโs drop followed a nearly 60% rally over the past month. That kind of move tends to attract sellers, and today was no different.
Broader market pressure added fuel to the pullback. News that President Trump ruled out extending the 60-day ceasefire framework with Iran reignited geopolitical tensions, pushed oil prices higher, and weighed on equities broadly.
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