# Super Micro Computer Stock Looks Cheap for AI Growth

> Super Micro Computer trades below analyst targets despite strong Q4 results, with a 30% earnings jump and AI infrastructure demand driving potential upside.
- Title: Super Micro Computer Stock Looks Cheap for AI Growth
- Summary: Super Micro Computer trades below analyst targets despite strong Q4 results, with a 30% earnings jump and AI infrastructure demand driving potential upside…
- Keywords: super micro computer, ai infrastructure, nasdaq smci, fiscal 2027 revenue, data center, ai server, forward p/e, analyst targets, gross margin, cash conversion cycle, Super, Micro
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/09/21/super-micro-computer-looks-very-intriguing-right-now
- Author: Alex Sirois
- Published: 2026-09-21T15:00:40+00:00
- Read time: 1 min
- Topics: super micro computer, ai infrastructure, nasdaq smci, fiscal 2027 revenue, data center, ai server, forward p/e, analyst targets, gross margin, cash conversion cycle
## Q4 Results Blowout
Super Micro Computer posted a Q4 with revenue up 93% year over year and non-GAAP EPS of $1.70, far exceeding expectations.

> Non-GAAP EPS hit $1.70 versus $0.9575 consensus
## Earnings Estimate Jump
Analyst price targets surged 30% in a month after Super Micro Computer guided fiscal 2027 revenue to nearly double fiscal 2026 levels.

> Fiscal 2027 revenue guidance of $65 billion to $72 billion
## Stock Trades Below Targets
Super Micro Computer shares trade at $39.09, below the average analyst price target of $42.38, despite strong earnings.

> Shares currently trade at $39.09 against an average analyst price target of $42.38
## Bull Case: AI Demand
The company's AI server infrastructure is driving a potential revenue ramp from $39 billion to $72 billion by fiscal 2027.

> Bull thesis rests on a fiscal 2027 revenue ramp that would take the business from $39 billion to as much as $72 billion
## Bear Case: Margin Risks
Management flagged that 75% of the gross margin improvement came from non-recurring factors, with Q1 fiscal 2027 gross margin expected to drop to 10.4%.

> Q1 fiscal 2027 gross margin is guided to just 10.4% to 10.8%
## CEO Selling Activity
CEO Charles Liang and Director Sara Liu each sold 100,000 shares at $40.00 on September 4, 2026, signaling caution.

> CEO Charles Liang and Director Sara Liu each sold 100,000 shares at $40.00 on September 4, 2026
## Key Watch Points
Q1 fiscal 2027 results, gross margin above 11%, and board review resolution are critical for the stock's next move.

> Watch Q1 fiscal 2027 results against the $1.01 to $1.10 non-GAAP EPS guide
## Key takeaway

Super Micro Computer's stock trades at $39.09 below analyst price targets but shows strong AI infrastructure demand with a 30% earnings estimate jump.