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Super Micro Computer price target raised on strong AI server demand and revenue forecast

Analyst Insights
13 Aug 2026
Alex Lavoie
View Source
Bullish
Super Micro Computer price target raised on strong AI server demand and revenue forecast

Super Micro Computer's price target was raised to $42 by Bernstein, reflecting an 11.67% potential upside due to strong demand for AI servers. The company projects fiscal 2027 revenue between $65 billion and $72 billion, well above Wall Street's $52.5 billion estimate, and has secured over $60 billion in new orders. Despite a slight miss in Q4 revenue estimates, the company showed a 93% year-over-year increase and improved gross margin to 17.5%. This strong outlook supports its recent $7 billion capital raise to expand AI server production.

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