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Super Micro Computer Stock Explodes After Bullish Forecast

SMCI is headed for its best single-day performance in nearly a year

Assistant Editor
May 6, 2026 at 11:08 AM
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    Super Micro Computer (NASDAQ:SMCI) stock is soaring Wednesday, last seen up 16.1% to trade at $32.32 after the computer hardware name issued a stronger-than-expected fourth-quarter revenue forecast. The company also reported adjusted third-quarter earnings of $0.84 per share, topping estimates, though revenue missed Wall Street expectations due to delayed cloud deployment infrastructure, and announced an exploratory partnership with NANO Nuclear Energy (NNE).

    No fewer than five analysts have raised their price targets, with J.P. Morgan Securities hiking its target to $30 from $28. With 14 of 19 analysts carrying a "hold" or worse rating, and the 12-month consensus price target of $35.75 at a 9.1% discount to current levels, there is plenty of room for further bull notes.

    Today's surge as SMCI breaking above resistance at the 100-day moving average. SMCI has now added 22% this week alone and is on track for it best single-session gain in nearly a year.

    Over in the options pits, 285,000 calls and 60,000 puts have been exchanged so far -- quadruple the overall options volume typically seen at this point. The weekly 5/8 35-strike call is the most popular, with new positions being opened there. 

    SMCI's Schaeffer's Volatility Scorecard (SVS) sits at a relatively high 81 out of 100, indicating that the stock has tended to exceed option traders' volatility expectations during the past year.

     

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