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Super Micro Computer

SMCI
$28.40
▼ -31%since Benson's first pick

Market price data through July 31, 2026.

Performance

Aug 2021 – Jul 2026

Benson's first pick
$0$43$85$128Aug 2021Oct 2022Jan 2024May 2025Jul 2026Benson picked · $41.27
Model signal
Sell
What Benson's model currently says about this stock.
Benson rating
3.2 / 5
Benson's overall conviction in this stock right now.
Risk
Low risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
-31%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$41
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
September 2024
The month this stock first became a Benson pick.
Tracking duration
22 months
How long Benson has been tracking this pick.

About Super Micro Computer

Super Micro Computer specializes in crafting high-performance servers and storage solutions tailored for AI applications worldwide. Their modular designs and comprehensive offerings cater to the specific needs of AI computing, along with providing networking devices and server management software.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Stellar Performance:

    SMCI's fiscal Q2 results dazzle with a whopping 32% revenue beat, powered by robust demand for its AI and IT solutions.

  • Potential for Growth:

    With capacity to support increased production and growing demand for AI chips, SMCI may revise guidance upward for future quarters.

Bear case
  • Short-Term Bet, Long-Term Uncertainties:

    While SMCI is poised to capitalize on AI server trends in the short term, the sustainability of its competitive advantage raises long-term concerns.

  • Global Competition:

    SMCI contends with rivals worldwide, from tech giants like Cisco, Dell, and Hewlett Packard to OEMs such as Inspur, and ODMs like Foxconn, Quanta Computer, and Wiwynn, posing challenges to its market position.

Other companies we track

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-07-31. Model signals, scores, and risk labels can change and may be incomplete or wrong.

Learn how to research a stockRead the research methodology

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