Super Micro Computer Option Alert: Jan, 2027 $85 Calls Sweep (36) near the Bid: 654 vs 2539 OI; Earnings 8/5 After Close [est] 

Super Micro Computer Option Alert: Jan, 2027 $85 Calls Sweep (36) near the Bid: 654 @ $11.101 vs 2539 OI; Earnings 8/5 After Close [est] Ref=$52.715

Super Micro Computer Option Alert: Nov 21 $48 Puts at the Bid: 3000 vs 1609 OI; Earnings 8/5 After Close [est] 

Super Micro Computer Option Alert: Nov 21 $48 Puts at the Bid: 3000 @ $5.94 vs 1609 OI; Earnings 8/5 After Close [est] Ref=$52.77

Super Micro Computer Option Alert: Jan 16 $52 Puts at the Bid: 1400 vs 1281 OI; Earnings 8/5 After Close [est] 

Super Micro Computer Option Alert: Jan 16 $52 Puts at the Bid: 1400 @ $9.35 vs 1281 OI; Earnings 8/5 After Close [est] Ref=$52.5334

Super Micro Computer Option Alert: Nov 21 $44 Puts at the Ask: 1900 vs 1005 OI; Earnings 8/5 After Close [est] 

Super Micro Computer Option Alert: Nov 21 $44 Puts at the Ask: 1900 @ $5.59 vs 1005 OI; Earnings 8/5 After Close [est] Ref=$49.447

Super Micro Computer Option Alert: Jan 16 $50 Puts at the Bid: 500 vs 6798 OI; Earnings 8/5 After Close [est] 

Super Micro Computer Option Alert: Jan 16 $50 Puts at the Bid: 500 @ $10.17 vs 6798 OI; Earnings 8/5 After Close [est] Ref=$48.7397

Super Micro Computer Option Alert: Jun, 2026 $47 Puts at the Bid: 1100 vs 979 OI; Earnings 8/5 After Close [est] 

Super Micro Computer Option Alert: Jun, 2026 $47 Puts at the Bid: 1100 @ $11.37 vs 979 OI; Earnings 8/5 After Close [est] Ref=$49.0802

Super Micro Computer Azioni (NASDAQ: SMCI)

Super Micro Computer (NASDAQ:SMCI) Azioni

SUPER MICRO COMPUTER INC

Super Micro Computer

Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.

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Super Micro Computer, Inc. - Common Stock

Super Micro Computer Inc

Super Micro Computer Now Shipping Advanced 4-Socket Servers For Large-Scale Database And Enterprise Applications

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock saw a significant gain on Tuesday, mirroring a broader positive trend in the semiconductor sector. This surge was primarily driven by two key developments: reports indicating the Trump administration&#8217;s plans for<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks" rel="noreferrer noopener"> substantial AI and energy investments</a> in Pennsylvania, and the U.S. government&#8217;s decision to ease certain chip export restrictions to China.
President Donald Trump is set to announce a $70 billion initiative near Pittsburgh on Tuesday. This comprehensive plan focuses on investments in AI data centers, expanded power generation, grid upgrades, and new training programs, all aimed at bolstering U.S. leadership in AI.
The initiative seeks to achieve this by encouraging private investment, streamlining regulations, and accelerating project permits. Complementing this, Blackstone President Jon Gray is also expected to unveil a $25 billion push specifically for data center and energy infrastructure.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46326271/nvidia-breaks-4-trillion-barrier-benzinga-poll-predicted-it-first">Nvidia Breaks $4 Trillion Barrier—Benzinga Poll Predicted It First</a>
Simultaneously, chip stocks, including Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), experienced a boost after the U.S. government relaxed export restrictions on certain chips to China.
Supermicro&#8217;s stock is currently trading above its 50-day moving average of $42.58. The company itself is <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46314112/super-micro-accelerates-european-footprint-to-meet-exploding-ai-needs" rel="noreferrer noopener">actively expanding </a>to meet the surging demand for AI infrastructure. It plans to increase investment in Europe, exploring new sites beyond its existing Netherlands facility.
Domestically, Supermicro is scaling up server production in Mississippi and Texas, a move designed to support U.S.-based AI data center growth, which is being fueled by major tech firms and the Trump administration&#8217;s emphasis on domestic manufacturing.
Year-to-date, Supermicro stock has surged over 75%, significantly outperforming the S&amp;P 500 Index&#8217;s over 6% gain. However, a cautious note was struck on July 9 by Bank of America Securities analyst Ruplu Bhattacharya.
He warned that <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/initiation/25/07/46325914/super-micro-remains-a-show-me-story-as-analysts-weigh-ai-growth-against-execution-risks" rel="noreferrer noopener">intensifying competition</a> in the AI server market could put pressure on margins, and limited access to critical components like GPUs and liquid cooling might cap revenue growth.
Bhattacharya suggested that rivals such as Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) and Hewlett-Packard Enterprise Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) possess an advantage in the enterprise sector. He further predicted that liquid cooling could eventually become commoditized, potentially eroding Supermicro&#8217;s current competitive edge.
While acknowledging the company&#8217;s strong AI-driven growth, the analyst characterized it as a &#8220;show-me story&#8221; due to concerns about stock volatility, litigation risks, and execution challenges.
Despite its recent gains, the stock remains down over 39% in the last 12 months. This decline is largely attributable to <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46314112/super-micro-accelerates-european-footprint-to-meet-exploding-ai-needs" rel="noreferrer noopener">increased regulatory scrutiny</a> of Supermicro&#8217;s internal financing controls following the resignation of its independent auditor last October, which caused delays in financial filings.
Additionally, ongoing tariff uncertainties forced the company to postpone orders and subsequently lower its fiscal year revenue forecast to between $21.8 billion and $22.6 billion, down from the previous range of $23.5 billion to $25 billion.
Price Action: SMCI shares were trading higher by 7.23% to $53.31 at last check Tuesday.
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Tech

Supermicro Stock Surges On Trump's AI Push, Eased China Chip Curbs

Citigroup analyst Asiya Merchant maintains Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Neutral and raises the price target from $37 to $52.

Price Target

Analyst Ratings

Citigroup Maintains Neutral on Super Micro Computer, Raises Price Target to $52

Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Amazon Web Services (AWS) announced on Wednesday that they have designed <a href="https://www.benzinga.com/topic/artificial-intelligence" target="_blank" rel="noreferrer noopener">the P6e-GB200 UltraServers</a> to meet the skyrocketing compute demands driven by the latest advancements in generative AI, including trillion-parameter foundation models, reasoning systems, and agentic AI.
AWS has engineered custom hardware to cool next-generation Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GPUs used <a target="_blank" href="https://aws.amazon.com/blogs/machine-learning/aws-ai-infrastructure-with-nvidia-blackwell-two-powerful-compute-solutions-for-the-next-frontier-of-ai/" rel="noreferrer noopener">in AI workloads</a>.
Recognizing the high energy demands of Nvidia&#8217;s latest chips, AWS decided not to wait and build new liquid-cooled data centers.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/05/45702458/amazon-expands-global-data-centers-boosts-access-to-nvidia-ai-chips-for-cloud-customers" rel="noreferrer noopener">Amazon Expands Global Data Centers, Boosts Access To Nvidia AI Chips For Cloud Customers</a>
Instead, its engineers developed the In-Row Heat Exchanger (IRHX)—a solution that integrates with existing and new data centers to manage heat from dense GPU configurations, CNBC <a href="https://www.cnbc.com/2025/07/09/amazon-web-services-builds-heat-exchanger-to-cool-nvidia-gpus-for-ai.html" target="_blank" rel="noreferrer noopener">reported</a> Wednesday.
These UltraServers feature up to 72 Nvidia Blackwell GPUs, all interconnected using fifth-generation Nvidia NVLink, allowing the GPUs to operate as a single, unified compute system.
Dave Brown, AWS VP of Compute and Machine Learning Services explained that off-the-shelf cooling options couldn&#8217;t meet the demands of Nvidia&#8217;s GB200 NVL72 systems, which pack 72 Blackwell GPUs into a single rack. Traditional air cooling was sufficient for previous GPU generations, but AWS had to innovate to keep pace with the increased compute intensity of today&#8217;s systems.
AWS now offers this infrastructure through its P6e instances, providing customers with the performance required to train and deploy large-scale AI models with advanced thermal support.
Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) have previously offered computing clusters built on Nvidia&#8217;s GB200 NVL72 architecture.
In March, Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a target="_blank" href="https://www.benzinga.com/25/03/44532855/intels-superfluid-cooling-tech-possibly-suitable-for-nvidias-gb300-chips-says-expert-amid-intcs-efforts-to-secure-commitments-for-foundry-services" rel="noreferrer noopener">positioned its SuperFluid cooling</a> technology as a strong contender for managing the heat generated by Nvidia&#8217;s high-powered GB300 AI chips.
Launched in 2023, SuperFluid has reportedly passed verification tests showing it can handle thermal loads up to 1,500 watts, surpassing the 1,400-watt consumption expected from Nvidia&#8217;s Blackwell Ultra GB300 chips.
In June, AI server company Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) expanded its <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45881923/supermicro-teams-up-with-nvidia-to-supercharge-europes-ai-factories-with-powerful-server-solutions" rel="noreferrer noopener">liquid-cooled AI server solutions</a> for Nvidia&#8217;s Blackwell architecture into the European market.
The company introduced over 30 solution stacks for Nvidia HGX B200, GB200 NVL72 and RTX PRO 6000 Blackwell deployments, helping enterprises speed up AI factory rollouts.
Supermicro is scaling its portfolio with new liquid-cooled systems, including a 4U front I/O HGX B200 server powered by its DLC-2 technology. These systems enable customers to run high-density AI workloads while maintaining thermally efficient systems.
By working closely with Nvidia, Supermicro is also preparing to support next-generation Blackwell Ultra chips, such as the GB300 NVL72 and HGX B300, later this year.
Price Action: AMZN stock was down 0.34% at $221.79 premarket as of the last check on Thursday. NVDA is up 0.85%.
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Photo: Shutterstock

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Amazon Unveils Powerful New AI Servers To Support Nvidia's Most Advanced Chips

BofA Securities analyst Ruplu Bhattacharya <a href="https://www.benzinga.com/quote/SMCI/analyst-ratings" target="_blank" rel="noreferrer noopener">initiated coverage on</a> Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with an Underperform rating and a price target of&nbsp;$35 on Wednesday.
Bhattacharya resumed coverage of Super Micro with an Underperform rating and a price objective of $35 (~29% potential downside). The analyst cited rising competition in the AI server and rack market as a reason for margins staying under pressure.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46314112/super-micro-accelerates-european-footprint-to-meet-exploding-ai-needs" target="_blank" rel="noreferrer noopener">Super Micro Accelerates European Footprint To Meet Exploding AI Needs</a>
He also noted that limited access to key components like GPUs and liquid cooling systems could restrict revenue growth.
Bhattacharya pointed out that rivals Dell Technologies and Hewlett-Packard Enterprise hold an edge with enterprise clients. He added that over time, liquid cooling could become commoditized, narrowing Super Micro&#8217;s current manufacturing advantage. As per the analyst, a slowdown in AI spending may also weigh on revenue.
Bhattacharya flagged risks tied to the stock&#8217;s volatility, headline sensitivity, customer concentration in accounts receivable, ongoing litigation and investigations, and the potential need for new capital that could dilute shareholders. He also emphasized the importance of management addressing material weaknesses in financial reporting controls.
Bhattacharya&#8217;s $35 price target for Super Micro was based on 13x his estimated 2026 EPS of $2.67. Given his projection of 13% compound annual net income growth from fiscal 2024 to 2027, he considered this multiple reasonable. While the 13x multiple exceeded Super Micro&#8217;s long-term median of 10x, the analyst justified the premium due to the company&#8217;s AI-driven growth.
Despite recognizing Super Micro&#8217;s strong AI server revenue growth — comparable to Dell and Hewlett Packard — Bhattacharya sees the company as a &#8220;show-me&#8221; story, pointing to past volatility and execution risks. He applies a 13x multiple, higher than the 9x median for OEM peers. 
Super Micro is growing faster and doesn&#8217;t operate lower-margin segments like PCs, which weigh on companies like Dell and Lenovo, Bhattacharya noted. However, the analyst views the current trading premium as excessive and adjusts his multiple closer to peer levels.
Bhattacharya modeled Super Micro&#8217;s operating margins slightly below those of North American EMS and Asian ODM peers but expects this gap to widen as AI server competition intensifies. He views EMS firms as more defensive during downturns due to their diversified exposure to stable, high-margin sectors such as healthcare, industrials, and automotive. The analyst noted that EMS companies generally trade at a median 18x multiple, while ODMs trade around 12x. His 13x estimate places Super Micro above ODMs but below EMS peers.
For the upcoming fourth quarter, Bhattacharya forecasted revenue of $5.94 billion and adjusted EPS of 73 cents.
Price Action:&nbsp;SMCI shares were trading lower by 0.31% to $48.96 at last check on Wednesday.
Read Next:
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Photo: CryptoFX / Shutterstock

Initiation

Super Micro Remains A 'Show-Me Story' As Analysts Weigh AI Growth Against Execution Risks

B of A Securities analyst Ruplu Bhattacharya initiates coverage on Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Underperform rating and announces Price Target of $35.

B of A Securities Initiates Coverage On Super Micro Computer with Underperform Rating, Announces Price Target of $35

Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), a leading AI server manufacturer, plans to <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">increase its investment</a> in Europe to meet surging demand for AI infrastructure.
<h2 class="wp-block-heading">European Expansion Driven By Soaring AI Demand</h2>
The company, which already operates manufacturing facilities in the Netherlands, is exploring additional European locations for expansion, CNBC reported on Wednesday, <a target="_blank" href="https://www.cnbc.com/2025/07/09/super-micro-to-ramp-up-investment-in-europe-to-capitalize-on-ai-demand.html" rel="noreferrer noopener">citing</a> Super Micro&#8217;s chief, Charles Liang.
Liang attributes this accelerated investment to the rapid growth of European demand for AI solutions, a trend he expects to persist globally for many years.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/financing/25/06/46074323/supermicro-raises-2-billion-via-private-convertible-debt-with-35-conversion-premium" rel="noreferrer noopener">Supermicro Raises $2 Billion Via Private Convertible Debt With 35% Conversion Premium</a>
This move follows Super Micro&#8217;s June 11 expansion of Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45881923/supermicro-teams-up-with-nvidia-to-supercharge-europes-ai-factories-with-powerful-server-solutions" rel="noreferrer noopener">AI server solutions</a> into the European market, offering over 30 stack options for swift enterprise deployment.
<h2 class="wp-block-heading">Domestic Production Also Scaling Up</h2>
While focusing on Europe, Super Micro is also <a target="_blank" href="https://www.benzinga.com/media/25/05/45541908/supermicro-eyes-texas-mississippi-for-ai-server-growth-as-microsoft-amazon-increase-spending" rel="noreferrer noopener">expanding its server production capacity</a> in U.S. states like Mississippi and Texas. This domestic expansion is driven by the substantial investments from tech giants such as Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) in building data centers for AI model deployment and training.
The company also credited President Trump&#8217;s localization initiative as a key factor driving its domestic expansion efforts. However, at that time, Liang also pointed to production difficulties in the U.S., citing elevated costs and the absence of a domestic semiconductor manufacturing ecosystem for over 30 years. He said the long gap left American infrastructure and labor unfamiliar with the demands of manufacturing roles.
<h2 class="wp-block-heading">Stock Performance And Financial Headwinds</h2>
Despite its strong performance year-to-date, with the stock up over 61% and significantly outperforming the S&amp;P 500&#8217;s 6% gain amidst the AI frenzy, Super Micro has faced recent headwinds. The stock plunged over 45% in the last 12 months, lagging the S&amp;P 500&#8217;s 11% gains. This decline was largely due to increased scrutiny over the company&#8217;s internal financing controls, including the resignation of its independent auditor last October, which led to delayed financial filings.
Ongoing tariff uncertainties have also impacted the company, resulting in postponed orders and a downward revision of its fiscal year revenue guidance. Super Micro now forecasts fiscal year revenue between $21.8 billion and $22.6 billion, a reduction from its earlier projection of $23.5 billion to $25 billion.
<h2 class="wp-block-heading">Strong Growth Trajectory Maintained</h2>
Nevertheless, Liang reiterated to CNBC on Wednesday that Super Micro maintains a robust growth trajectory by advancing its core technologies and broadening its business footprint.
<h2 class="wp-block-heading">Analyst Outlook</h2>
Analysts have set a <a target="_blank" href="https://www.benzinga.com/quote/SMCI/analyst-ratings" rel="noreferrer noopener">consensus price forecast</a> of $276.50 for Super Micro, based on ratings from 21 firms. Rosenblatt issued the highest forecast of $1,300 on August 7, 2024, while Wedbush set the lowest at $30 on May 7, 2025. Recent ratings average out to a price forecast of $42.67, suggesting a potential downside of 13.56% from the current level based on those forecasts.
In May, Raymond James <a target="_blank" href="https://www.benzinga.com/markets/25/05/45399438/smci-rated-outperform-by-raymond-james-amid-dominance-in-branded-ai-server-market" rel="noreferrer noopener">initiated coverage on</a> Super Micro with an Outperform rating, highlighting its rapid revenue growth and leadership in AI-optimized infrastructure. The firm noted that AI platforms generate roughly 70% of Supermicro&#8217;s revenue, establishing the company as a leading force among branded server vendors.
Raymond James forecasted fiscal 2026 revenue of $29.8 billion and EPS of $3.03, emphasizing Supermicro&#8217;s strategic position between traditional IT giants like Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) and Hewlett-Packard Enterprise Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and contract manufacturers such as Quanta.
Price Action: SMCI shares were trading higher by 0.53% to $49.37 premarket at last check Wednesday.
Read Next:
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Image via Shutterstock

Super Micro Accelerates European Footprint To Meet Exploding AI Needs

Super Micro Computer's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NYSE">SMCI</a>) short percent of float has fallen 8.12% since its last report. The company recently reported that it has 88.73 million shares sold short, which is 24.09% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.89 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Super Micro Computer Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751990431_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Super Micro Computer has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Super Micro Computer's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Super Micro Computer's peer group average for short interest as a percentage of float is 10.15%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is the Market Bullish or Bearish on Super Micro Computer?

Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) shares are trading lower Monday amid possible trade tensions. It was reported that the U.S. is planning to restrict shipments of AI chips to Malaysia and Thailand over China concerns.
What To Know: According to the&nbsp;<a href="https://www.latimes.com/business/story/2025-07-05/u-s-plans-ai-chip-curbs-on-malaysia-thailand-over-china-concerns?utm_source=chatgpt.com">Los Angeles Times</a>, President Donald Trump&#8217;s administration is preparing new export controls that would limit the shipment of advanced AI chips to Malaysia and Thailand. The move aims to prevent sensitive technology from reaching China through intermediary countries.
The updated rules would require U.S. companies to obtain export licenses before shipping high-performance semiconductors to those countries, which have seen increased chip-related activity and investment. The restrictions are expected to be proposed as early as August.
The new rules are expected to include temporary exemptions, allowing companies based in the U.S. and select allied countries to continue shipping AI chips to Malaysia and Thailand for a limited time without a license. Additional carve-outs are also planned to minimize supply chain disruptions, according to people familiar with the matter.
Officials plan to pair the new restrictions on Malaysia and Thailand with a rollback of the broader AI diffusion rule. That rule had drawn criticism from U.S. allies and tech firms, including Nvidia.
Existing chip curbs targeting China and over 40 other countries will remain in place to address smuggling risks and monitor sensitive markets.
Related Link: <a href="https://www.benzinga.com/news/space/25/07/46276648/space-stock-watch-rocket-lab-joins-russell-1000-nasa-and-netflix-announce-streaming-deal">Space Stock Watch: Rocket Lab Joins Russell 1000, NASA And Netflix Announce Streaming Deal</a>
SMCI Price Action: At the time of writing, Super Micro shares are trading 3.35% lower at $46.95, according to data from <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Image via Shutterstock

Super Micro Shares Are Trading Lower Monday: What's Going On?

WIIM

MRVL

QCOM

Shares of semiconductor and chip stocks are trading lower amid possible trade tensions. It was reported the US is planning to restrict shipments of AI chips to Malaysia and Thailand over China concerns. Additionally, President Trump announced tariffs on Japan and Korea imports.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$160.00</td>
<td>$25.2K</td>
<td>88.6K</td>
<td>115.8K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$160.00</td>
<td>$51.2K</td>
<td>3.7K</td>
<td>10.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$235.00</td>
<td>$104.8K</td>
<td>19.7K</td>
<td>7.1K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$250.00</td>
<td>$110.0K</td>
<td>3.9K</td>
<td>5.3K</td>
</tr>
<tr>
<td>MARA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$17.00</td>
<td>$52.6K</td>
<td>2.9K</td>
<td>3.7K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$400.00</td>
<td>$57.7K</td>
<td>15.5K</td>
<td>3.3K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$275.00</td>
<td>$90.1K</td>
<td>2.1K</td>
<td>2.8K</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$20.00</td>
<td>$40.9K</td>
<td>3.6K</td>
<td>2.2K</td>
</tr>
<tr>
<td>SEDG</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$25.00</td>
<td>$44.0K</td>
<td>1.6K</td>
<td>1.5K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$55.00</td>
<td>$29.7K</td>
<td>9.8K</td>
<td>1.4K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 7 day(s) on July 11, 2025. This event was a transfer of 100 contract(s) at a $160.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $252.0 per contract. There were 88681 open contracts at this strike prior to today, and today 115803 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on July 3, 2025. Parties traded 150 contract(s) at a $160.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $51.2K, with a price of $345.0 per contract. There were 3751 open contracts at this strike prior to today, and today 10708 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option trade with bullish sentiment. It expires in 42 day(s) on August 15, 2025. Parties traded 699 contract(s) at a $235.00 strike. The total cost received by the writing party (or parties) was $104.8K, with a price of $150.0 per contract. There were 19715 open contracts at this strike prior to today, and today 7135 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bearish, expiring in 14 day(s) on July 18, 2025. This event was a transfer of 500 contract(s) at a $250.00 strike. This particular call needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $110.0K, with a price of $220.0 per contract. There were 3907 open contracts at this strike prior to today, and today 5310 contract(s) were bought and sold. 
• Regarding MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we observe a put option sweep with bearish sentiment. It expires in 7 day(s) on July 11, 2025. Parties traded 1548 contract(s) at a $17.00 strike. This particular put needed to be split into 46 different trades to become filled. The total cost received by the writing party (or parties) was $52.6K, with a price of $34.0 per contract. There were 2904 open contracts at this strike prior to today, and today 3793 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bearish sentiment. It expires in 7 day(s) on July 11, 2025. Parties traded 50 contract(s) at a $400.00 strike. The total cost received by the writing party (or parties) was $57.7K, with a price of $1155.0 per contract. There were 15522 open contracts at this strike prior to today, and today 3348 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option trade with bullish sentiment. It expires in 7 day(s) on July 11, 2025. Parties traded 175 contract(s) at a $275.00 strike. The total cost received by the writing party (or parties) was $90.1K, with a price of $515.0 per contract. There were 2101 open contracts at this strike prior to today, and today 2883 contract(s) were bought and sold. 
• Regarding QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on July 3, 2025. Parties traded 372 contract(s) at a $20.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $40.9K, with a price of $110.0 per contract. There were 3648 open contracts at this strike prior to today, and today 2240 contract(s) were bought and sold. 
• Regarding SEDG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>), we observe a put option trade with bullish sentiment. It expires in 196 day(s) on January 16, 2026. Parties traded 78 contract(s) at a $25.00 strike. The total cost received by the writing party (or parties) was $44.0K, with a price of $565.0 per contract. There were 1671 open contracts at this strike prior to today, and today 1500 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option trade with bullish sentiment. It expires in 42 day(s) on August 15, 2025. Parties traded 100 contract(s) at a $55.00 strike. The total cost received by the writing party (or parties) was $29.7K, with a price of $297.0 per contract. There were 9817 open contracts at this strike prior to today, and today 1490 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

AVGO

MARA

MSTR

ORCL

QUBT

SEDG

10 Information Technology Stocks Whale Activity In Today's Session

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$160.00</td>
<td>$25.2K</td>
<td>88.6K</td>
<td>115.8K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$160.00</td>
<td>$51.2K</td>
<td>3.7K</td>
<td>10.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$235.00</td>
<td>$104.8K</td>
<td>19.7K</td>
<td>7.1K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$250.00</td>
<td>$110.0K</td>
<td>3.9K</td>
<td>5.3K</td>
</tr>
<tr>
<td>MARA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$17.00</td>
<td>$52.6K</td>
<td>2.9K</td>
<td>3.7K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$400.00</td>
<td>$57.7K</td>
<td>15.5K</td>
<td>3.3K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$275.00</td>
<td>$90.1K</td>
<td>2.1K</td>
<td>2.8K</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$20.00</td>
<td>$40.9K</td>
<td>3.6K</td>
<td>2.2K</td>
</tr>
<tr>
<td>SEDG</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$25.00</td>
<td>$44.0K</td>
<td>1.6K</td>
<td>1.5K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$55.00</td>
<td>$29.7K</td>
<td>9.8K</td>
<td>1.4K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 8 day(s) on July 11, 2025. This event was a transfer of 100 contract(s) at a $160.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $252.0 per contract. There were 88681 open contracts at this strike prior to today, and today 115803 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 150 contract(s) at a $160.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $51.2K, with a price of $345.0 per contract. There were 3751 open contracts at this strike prior to today, and today 10708 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be bullish, expiring in 43 day(s) on August 15, 2025. This event was a transfer of 699 contract(s) at a $235.00 strike. The total cost received by the writing party (or parties) was $104.8K, with a price of $150.0 per contract. There were 19715 open contracts at this strike prior to today, and today 7135 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bearish, expiring in 15 day(s) on July 18, 2025. This event was a transfer of 500 contract(s) at a $250.00 strike. This particular call needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $110.0K, with a price of $220.0 per contract. There were 3907 open contracts at this strike prior to today, and today 5310 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a put option sweep that happens to be bearish, expiring in 8 day(s) on July 11, 2025. This event was a transfer of 1548 contract(s) at a $17.00 strike. This particular put needed to be split into 46 different trades to become filled. The total cost received by the writing party (or parties) was $52.6K, with a price of $34.0 per contract. There were 2904 open contracts at this strike prior to today, and today 3793 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bearish, expiring in 8 day(s) on July 11, 2025. This event was a transfer of 50 contract(s) at a $400.00 strike. The total cost received by the writing party (or parties) was $57.7K, with a price of $1155.0 per contract. There were 15522 open contracts at this strike prior to today, and today 3348 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option trade that happens to be bullish, expiring in 8 day(s) on July 11, 2025. This event was a transfer of 175 contract(s) at a $275.00 strike. The total cost received by the writing party (or parties) was $90.1K, with a price of $515.0 per contract. There were 2101 open contracts at this strike prior to today, and today 2883 contract(s) were bought and sold. 
• For QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 372 contract(s) at a $20.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $40.9K, with a price of $110.0 per contract. There were 3648 open contracts at this strike prior to today, and today 2240 contract(s) were bought and sold. 
• Regarding SEDG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>), we observe a put option trade with bullish sentiment. It expires in 197 day(s) on January 16, 2026. Parties traded 78 contract(s) at a $25.00 strike. The total cost received by the writing party (or parties) was $44.0K, with a price of $565.0 per contract. There were 1671 open contracts at this strike prior to today, and today 1500 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option trade that happens to be bullish, expiring in 43 day(s) on August 15, 2025. This event was a transfer of 100 contract(s) at a $55.00 strike. The total cost received by the writing party (or parties) was $29.7K, with a price of $297.0 per contract. There were 9817 open contracts at this strike prior to today, and today 1490 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) has outperformed the market over the past 15 years by 14.23% on an annualized basis producing an average annual return of 26.65%. Currently, Super Micro Computer has a market capitalization of $29.41 billion. 
Buying $1000 In SMCI: If an investor had bought $1000 of SMCI stock 15 years ago, it would be worth $36,599.93 today based on a price of $49.27 for SMCI at the time of writing.
<h3>Super Micro Computer's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751553957_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 15 Years Ago, You Would Have This Much Today

Mizuho analyst Vijay Rakesh maintains Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Neutral and raises the price target from $40 to $47.

Mizuho Maintains Neutral on Super Micro Computer, Raises Price Target to $47

Super Micro Computer Inc&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) has seen its price target raised by&nbsp;Mizuho&nbsp;from $40 to $47, despite&nbsp;maintaining a Neutral rating on&nbsp;the stock.
What Happened:&nbsp;Mizuho has kept its&nbsp;revenue and earnings per share&nbsp;(EPS) estimates for the June quarter unchanged at $6.00 billion and $0.45, respectively. These figures are in line with the consensus&nbsp;estimates of $6.00 billion and&nbsp;$0.44, as per Investing.com. 
SMCI stock closed the Wednesday session at $48.74, according to data from <a href="http://pro.benzinga.com">Benzinga Pro.</a>
Mizuho also lowered its fiscal 2026 projections, cutting revenue estimates from $31.4 billion to $30.0 billion and EPS from $3.19 to $2.89. For fiscal 2027, the firm revised its outlook from $38.6 billion in revenue and $4.42 EPS to $36.2 billion and $3.68 EPS.
The updated price target reflects a higher fiscal 2026 estimated P/E multiple of 15.7x, raised from the previous 12.5x. The firm attributed the revision to sustained AI server demand through 2026, solid order activity from Tier 2 cloud service providers and strong sovereign demand linked to Datavolt during President Donald Trump's Middle East visit.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/macro-economic-events/25/07/46213919/elon-musk-is-100-correct-says-balaji-srinivasan-america-is-broke-and-there-is-no-fi" target="_blank" rel="noreferrer noopener">Elon Musk Is 100% Correct, Says Balaji Srinivasan: America Is &#8216;Broke&#8217; And There Is &#8216;No Fix&#8217; But Is It A Win-Win For Bitcoin?</a>
Why It Matters: Earlier in June,&nbsp;Super Micro Computer <a href="https://www.benzinga.com/news/financing/25/06/46074323/supermicro-raises-2-billion-via-private-convertible-debt-with-35-conversion-premium">raised $2 billion</a>&nbsp;through private convertible debt with a 35% conversion premium. The company announced that a part of the proceeds from this offering would be used for capped call transactions, effectively limiting the number of new shares issued.
Following this,&nbsp;the company&#8217;s <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46182090/super-micro-computer-smci-stock-is-rallying-without-news-whats-going-on">stock rallied</a>, after a 9.7% fall, suggesting that investor confidence remained high due to these strategic announcements. The raised price target by Mizuho further underscores the company&#8217;s strong position in the AI server market and robust demand from&nbsp;Tier 2 cloud service providers.
Benzinga Edge Stock Rankings shows that SMCI had a strong price trend over the short, medium and long term. Its momentum ranking was moderate at the 54th percentile, whereas its growth ranking was strong at the 87th percentile; the details of other metrics are available <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a>.
On a year-to-date basis, SMCI stock surged 62.20%.
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</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

SMCI Stock Gets Price Target Bump — But It's Still Below Current Share Price

Each trading day features hundreds of headlines and press releases on Benzinga Pro, a source for traders to see the latest news on the overall market<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0702" target="_blank" rel="noreferrer noopener">&nbsp;and individual tickers.</a>
The 2025 year is half over with July now here, which is likely hard for many to believe. Here is a look at the most searched stocks on Benzinga Pro for the first half of 2025. Current prices and year-to-date performance are based on June 30 market close prices and do not include dividends.
1. SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)
<ul class="wp-block-list">
<li>Current Price: $617.85</li>
<li>52-Week Range: $481.81 to $619.22</li>
<li>Year-to-Date Return: +5.7%</li>
<li><a href="https://www.benzinga.com/trading-ideas/25/01/42802731/exclusive-top-20-most-searched-tickers-on-benzinga-pro-in-2024-where-do-tesla-nvidia-gamestop-trump-media-stocks-rank">2024 Benzinga Pro Search Rank</a>: 3rd</li>
<li><a href="https://www.benzinga.com/trading-ideas/25/05/45171636/exclusive-aprils-20-most-searched-tickers-on-benzinga-pro-where-do-tesla-apple-palantir-nvidia-stocks-rank">April</a>/<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45750724/exclusive-mays-20-most-searched-tickers-on-benzinga-pro-where-do-apple-palantir-coreweave-nvidia-rank">May</a>/<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46205646/exclusive-june-20-most-searched-tickers-on-benzinga-pro-where-do-coreweave-nvidia-apple-stock-rank">June </a>2025 Search Rank: 1st/1st/1st</li>
</ul>
2. Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
<ul class="wp-block-list">
<li>Current Price: $317.66</li>
<li>52-Week Range: $182 to $488.54</li>
<li>Year-to-Date Return: -16.3%</li>
<li>2024 Benzinga Pro Search Rank: 2nd &nbsp;</li>
<li>April/May/June 2025 Search Rank: 3rd/4th/2nd</li>
</ul>
3. NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)
<ul class="wp-block-list">
<li>Current Price: $157.99</li>
<li>52-Week Range: $86.63 to $158.71</li>
<li>Year-to-Date Return: +14.2%</li>
<li>2024 Benzinga Pro Search Rank: 1st</li>
<li>April/May/June 2025 Search Rank: 2nd/2nd/3rd</li>
</ul>
4. Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)
<ul class="wp-block-list">
<li>Current Price: $136.32</li>
<li>52-Week Range: $21.23 to $148.22</li>
<li>Year-to-Date Return: +81.3%</li>
<li>2024 Benzinga Pro Search Rank: 7th</li>
<li>April/May/June 2025 Search Rank: 7th/3rd/4th</li>
</ul>
5. Hims &amp; Hers Health Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>)
<ul class="wp-block-list">
<li>Current Price: $49.85</li>
<li>52-Week Range: $13.47 to $72.98</li>
<li>Year-to-Date Return: +97.8%</li>
<li>2024 Benzinga Pro Search Rank: Not in Top 20</li>
<li>April/May/June 2025 Search Rank: 8th/9th/8th</li>
</ul>
6. UnitedHealth Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>)
<ul class="wp-block-list">
<li>Current Price: $311.97</li>
<li>52-Week Range: 248.88 to $630.73</li>
<li>Year-to-Date Return: -38.2%</li>
<li>2024 Benzinga Pro Search Rank: Not in Top 20</li>
<li>April/May/June 2025 Search Rank: Not in Top 20/5th/Not in Top 20</li>
</ul>
7. CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>)
<ul class="wp-block-list">
<li>Current Price: $163.06</li>
<li>52-Week Range: $33.52 to $187</li>
<li>Year-to-Date Return: +307.8%</li>
<li>2024 Benzinga Pro Search Rank: Not Public</li>
<li>April/May/June 2025 Search Rank: Not in Top 20/11th/6th</li>
</ul>
8. Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)
<ul class="wp-block-list">
<li>Current Price: $49.01</li>
<li>52-Week Range: $17.25 to $96.33</li>
<li>Year-to-Date Return: +63.1%</li>
<li>2024 Benzinga Pro Search Rank: 4th</li>
<li>April/May/June 2025 Search Rank: 9th/Not in Top 20/Not in Top 20</li>
</ul>
9. Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)
<ul class="wp-block-list">
<li>Current Price: $141.90</li>
<li>52-Week Range: $76.48 to $187.28</li>
<li>Year-to-Date Return: +17.6%</li>
<li>2024 Benzinga Pro Search Rank: 6th</li>
<li>April/May/June 2025 Search Rank: 18th/14th/9th</li>
</ul>
10. Oklo Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>)
<ul class="wp-block-list">
<li>Current Price: $55.99</li>
<li>52-Week Range: $5.35 to $73.55</li>
<li>Year-to-Date Return: +156.3%</li>
<li>2024 Benzinga Pro Search Rank: Not in Top 20</li>
<li>April/May/June 2025 Search Rank: Not in Top 20/12th/10th</li>
</ul>
Read Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46198021/nvidia-vs-microsoft-vs-apple-which-stock-reaches-4-trillion-first">Nvidia Vs. Microsoft Vs. Apple: Which Stock Reaches $4 Trillion First?</a>
Honorable Mentions:&nbsp;The following stocks were the 11th&nbsp;to 20th&nbsp;most-searched tickers on&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent030425&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;for the first six months of 2025.
11. Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)
12. Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)
13. Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)
14. Coinbase Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)
15. Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)
16. SharpLink Gaming (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>)
17. D-Wave Quantum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>)
18. Asset Entities (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASST#NASDAQ">ASST</a>)
19. Circle Internet Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>)
20. Pony AI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>)
Why It's Important: The top 10 list for the first six months of 2025 looked similar to the month of June, with eight of the companies the same.
UnitedHealth Group, which has appeared in only one top 20 over the past three months, ranked sixth thanks to the strong interest in the ticker at the start of the year.
Super Micro Computer similarly ranked eighth for the first half of 2025 despite only a ninth place rank in April and not being in the top 20 in May or June. The stock was particularly popular during the first three months of the year.
If the top 10 holds steady for the rest of the year, the top three stocks would match the 2024 year, but in a different order. In 2024, it was Nvidia ranked first, followed by Tesla and the SPDR S&amp;P 500 ETF Trust. The three stocks now rank in opposite order through the first six months of the year.
Outside of the top 10 there weren't many huge surprises with themes such as cryptocurrency, AI and quantum computing being strong in the first six months of 2025.
Apple ended the first half of the year ranked 12th, despite previously ranking in the top 10 in several months to start the year. Other Mag 7 stocks such as Amazon and Meta also ranked in the 11 to 20. Alphabet ranked just outside of the top 20 for the first half of the year at 22nd place. Nowhere to be found in the top 25 was Microsoft, a member of the Mag 7 and the second most valuable company in the world.
Stay tuned <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0702" target="_blank" rel="noreferrer noopener">to Benzinga Pro </a>for more market-moving news and to track the top tickers.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/large-cap/25/07/46200141/dow-jones-2025-first-half-scoreboard-top-10-winners-losers-where-do-nvidia-apple-stock-rank">Dow Jones 2025 First Half Scoreboard: Top 10 Winners, Losers — Where Do Nvidia, Apple Stock Rank?</a></li>
</ul>

Exclusives

ASST

COIN

CRCL

Hims & Hers Health, Inc. Class A Common Stock

HIMS

OKLO

PLTR

PONY

QBTS

SBET

EXCLUSIVE: 2025's First Half Most-Searched Tickers On Benzinga Pro — Where Do Nvidia, Tesla, Apple Stock Rank?

Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) shares jumped on Monday, continuing a recent upward trend despite a lack of specific company news to fuel the gains. The move suggests investor confidence remains buoyed by a series of significant strategic announcements made throughout June.
What To Know: Last week, the artificial intelligence server manufacturer successfully navigated a potential stock dilution concern. After an initial dip, shares recovered as the company detailed that a portion of the proceeds from its <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46099726/super-micro-computer-smci-stock-is-surging-today-whats-going-on">$2 billion convertible senior notes</a> offering would be used for capped call transactions. This measure is designed to effectively limit the number of new shares that will be issued.
Earlier in the month, Super Micro generated positive momentum by <a href="https://www.benzinga.com/markets/tech/25/06/45881923/supermicro-teams-up-with-nvidia-to-supercharge-europes-ai-factories-with-powerful-server-solutions">expanding</a> its AI server solutions for Nvidia&#8217;s Blackwell architecture in Europe and announcing a key collaboration with Ericsson to integrate 5G and edge AI technologies. 
These developments have reinforced investor optimism about Super Micro&#8217;s strong position within the booming AI infrastructure market. Shares of SMCI are higher by some 40% in the second quarter amid overall, marked <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/45750739/qqq-etf-just-saw-its-second-best-month-of-inflows-ever-heres-why">tech sector strength</a>.
The continued rise in its stock price indicates that investors are still factoring in the long-term growth potential stemming from these recent strategic moves, which are currently overshadowing the absence of immediate news.
Price Action: According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, SMCI shares closed Monday higher by 3.01% to $49.07. The stock has a 52-week high of $96.33 and a 52-week low of $17.25.
Analyst Coverage:&nbsp;Based on recent analyst ratings, Wall Street has shown a mixed but&nbsp;<a href="https://www.benzinga.com/quote/SMCI/analyst-ratings" target="_blank" rel="noreferrer noopener">recently more positive outlook</a>&nbsp;on Super Micro. On May 19, Mizuho maintained its Neutral rating on the stock while increasing its price target from $32 to $40.
Earlier in the month, on May 13, Raymond James initiated coverage with an Outperform rating and a price target of $41. This followed a series of updates on May 7, where analysts expressed varied opinions. Notably, Rosenblatt maintained a Buy rating while lowering its price target from $55 to $50.
On the same day, Wedbush and Citigroup both maintained Neutral ratings with price target adjustments, while Needham reinstated its coverage with a Buy rating and a $29 price target.
Read Also: <a href="https://www.benzinga.com/news/financing/25/06/46074323/supermicro-raises-2-billion-via-private-convertible-debt-with-35-conversion-premium">Supermicro Raises $2 Billion Via Private Convertible Debt With 35% Conversion Premium</a>
<h1 class="wp-block-heading">How To Buy SMCI Stock</h1>
By now, you're likely curious about how to participate in the market for Super Micro Computer, be it to purchase shares, or even attempt to bet against the company.
Buying shares is typically done through a brokerage account. You can find a list of <a href="https://www.benzinga.com/money/best-stock-trading-platforms">possible trading platforms here.</a> Many will allow you to buy &#8220;fractional shares,&#8221; which allows you to own portions of stock without buying an entire share.
If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform or a broker who will allow you to &#8220;go short&#8221; a share of stock by lending you the shares to sell. The process of shorting a <a href="https://www.benzinga.com/money/how-to-short-a-stock">stock can be found at this resource.</a> Otherwise, if your broker allows you to trade options, you can either buy a put option or sell a call option at a strike price above where shares are currently trading; either way, it allows you to profit from the share price decline.
Image: Shutterstock

Super Micro Computer (SMCI) Stock Is Rallying Without News: What's Going On?

Super Micro Computer Announces Intel Certification For BigTwin Multi-Node Server With 5th Gen Intel Xeon Scalable Processors

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$155.00</td>
<td>$38.5K</td>
<td>63.3K</td>
<td>34.8K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$200.00</td>
<td>$37.0K</td>
<td>11.6K</td>
<td>30.1K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$23.00</td>
<td>$29.5K</td>
<td>22.0K</td>
<td>10.6K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$200.00</td>
<td>$25.2K</td>
<td>80</td>
<td>4.6K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$55.00</td>
<td>$34.4K</td>
<td>7.6K</td>
<td>4.5K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$220.00</td>
<td>$79.3K</td>
<td>9.1K</td>
<td>3.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$420.00</td>
<td>$196.0K</td>
<td>2.0K</td>
<td>2.8K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$275.00</td>
<td>$44.8K</td>
<td>112</td>
<td>2.5K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$150.00</td>
<td>$202.5K</td>
<td>17.7K</td>
<td>2.3K</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$20.00</td>
<td>$42.0K</td>
<td>3.1K</td>
<td>1.8K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 3 day(s) on July 3, 2025. This event was a transfer of 100 contract(s) at a $155.00 strike. The total cost received by the writing party (or parties) was $38.5K, with a price of $385.0 per contract. There were 63355 open contracts at this strike prior to today, and today 34889 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bearish sentiment. It expires in 3 day(s) on July 3, 2025. Parties traded 179 contract(s) at a $200.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $37.0K, with a price of $207.0 per contract. There were 11691 open contracts at this strike prior to today, and today 30132 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option trade with bearish sentiment. It expires in 3 day(s) on July 3, 2025. Parties traded 1969 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $29.5K, with a price of $15.0 per contract. There were 22075 open contracts at this strike prior to today, and today 10658 contract(s) were bought and sold. 
• For FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we notice a call option trade that happens to be bearish, expiring in 3 day(s) on July 3, 2025. This event was a transfer of 2800 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $9.0 per contract. There were 80 open contracts at this strike prior to today, and today 4611 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option trade that happens to be bearish, expiring in 18 day(s) on July 18, 2025. This event was a transfer of 292 contract(s) at a $55.00 strike. The total cost received by the writing party (or parties) was $34.4K, with a price of $118.0 per contract. There were 7682 open contracts at this strike prior to today, and today 4503 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bearish, expiring in 46 day(s) on August 15, 2025. This event was a transfer of 77 contract(s) at a $220.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $79.3K, with a price of $1030.0 per contract. There were 9141 open contracts at this strike prior to today, and today 3272 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 18 day(s) on July 18, 2025. This event was a transfer of 200 contract(s) at a $420.00 strike. The total cost received by the writing party (or parties) was $196.0K, with a price of $980.0 per contract. There were 2032 open contracts at this strike prior to today, and today 2809 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bearish sentiment. It expires in 3 day(s) on July 3, 2025. Parties traded 108 contract(s) at a $275.00 strike. This particular put needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $44.8K, with a price of $415.0 per contract. There were 112 open contracts at this strike prior to today, and today 2515 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 46 day(s) on August 15, 2025. This event was a transfer of 300 contract(s) at a $150.00 strike. This particular call needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $202.5K, with a price of $675.0 per contract. There were 17773 open contracts at this strike prior to today, and today 2337 contract(s) were bought and sold. 
• Regarding QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we observe a call option trade with bearish sentiment. It expires in 46 day(s) on August 15, 2025. Parties traded 200 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $42.0K, with a price of $210.0 per contract. There were 3117 open contracts at this strike prior to today, and today 1881 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) underwent analysis by 13 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">9</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $39.15, a high estimate of $55.00, and a low estimate of $30.00. A negative shift in sentiment is evident as analysts have decreased the average price target by 13.0%. 
<img src="https://www.benzinga.com/files/images/story/2025/1750968071_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The standing of Super Micro Computer among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Vijay Rakesh</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Neutral</td>
<td>$40.00</td>
<td>$32.00</td>
</tr>
<tr>
<td>Simon Leopold</td>
<td>Raymond James</td>
<td>Announces</td>
<td>Outperform</td>
<td>$41.00</td>
<td>-</td>
</tr>
<tr>
<td>Matt Bryson</td>
<td>Wedbush</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$30.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>Asiya Merchant</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$37.00</td>
<td>$39.00</td>
</tr>
<tr>
<td>Quinn Bolton</td>
<td>Needham</td>
<td>Announces</td>
<td>Buy</td>
<td>$39.00</td>
<td>-</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$35.00</td>
<td>$36.00</td>
</tr>
<tr>
<td>Kevin Cassidy</td>
<td>Rosenblatt</td>
<td>Lowers</td>
<td>Buy</td>
<td>$50.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>George Wang</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$34.00</td>
<td>$59.00</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$36.00</td>
<td>$39.00</td>
</tr>
<tr>
<td>Vijay Rakesh</td>
<td>Mizuho</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$34.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Kevin Cassidy</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$55.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Asiya Merchant</td>
<td>Citigroup</td>
<td>Announces</td>
<td>Neutral</td>
<td>$39.00</td>
<td>-</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$39.00</td>
<td>$45.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Super Micro Computer. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Super Micro Computer compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Super Micro Computer's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Super Micro Computer's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/SMCI/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Super Micro Computer analyst ratings.</a>
<h2>Unveiling the Story Behind Super Micro Computer</h2>
Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.
<h3>Unraveling the Financial Story of Super Micro Computer</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: Over the 3M period, Super Micro Computer showcased positive performance, achieving a revenue growth rate of 19.48% as of 31 March, 2025. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 2.36%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Super Micro Computer's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 1.72%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Super Micro Computer's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 1.06%, the company showcases efficient use of assets and strong financial health.
Debt Management: Super Micro Computer's debt-to-equity ratio is below the industry average at 0.39, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

13 Analysts Assess Super Micro Computer: What You Need To Know

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Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
11:06 AMJul 16, 2025	CALL	$85.00	Jan 15, 2027	547	295	654	12	2539	SWEEP	BEARISH
10:44 AMJul 16, 2025	PUT	$48.00	Nov 21, 2025	127	3074	3000	191	1609	TRADE	BULLISH
10:25 AMJul 15, 2025	PUT	$52.00	Jan 16, 2026	183	1401	1400	109	1281	TRADE	BULLISH
02:50 PMJul 09, 2025	PUT	$44.00	Nov 21, 2025	127	1929	1900	192	1005	TRADE	BEARISH
10:17 AMJul 09, 2025	PUT	$50.00	Jan 16, 2026	183	523	500	8	6798	TRADE	BEARISH
10:03 AMJul 09, 2025	PUT	$47.00	Jun 18, 2026	336	1100	1100	112	979	TRADE	BULLISH