SMCI Stock – Super Micro Computer Inc. (NASDAQ: SMCI) has captured Wall Street’s attention as it rockets up the Fortune 500, landing at No. 292 after leaping an unprecedented 206 spots—the biggest gain of any company on the list this year. Fueled by demand for AI infrastructure, Super Micro more than doubled its revenue to $14.99 billion, posting 110% year-over-year growth and reporting $1.15 billion in profit.
The company’s rise is closely tied to the ongoing boom in artificial intelligence, cloud computing, and data centers. Under CEO Charles Liang’s leadership, Super Micro has focused on vertical integration and fast-to-market customization, ensuring its server systems work seamlessly with industry leaders like NVIDIA and Intel. That strategy has paid off, with the company recently selected by Elon Musk’s xAI project to help build a massive AI data center in Memphis.
But investors aren’t just watching Super Micro for its revenue numbers. As of May 2025, 20.9% of the company’s float is shorted, equating to over $4.4 billion in short interest—an unusually high figure for the tech sector. If SMCI shares continue their upward momentum, some analysts believe this setup could lead to a classic short squeeze, forcing bearish traders to buy back shares at higher prices, thereby driving prices up even more.
Despite strong fundamentals, SMCI isn’t free from controversy. The company has faced scrutiny in recent years, including a delisting in 2018 and renewed attention in 2024 following a Hindenburg Research report alleging accounting irregularities. Its auditor, EY, resigned soon after. In response, Super Micro says it has cleaned house—hiring new legal counsel, completing updated financial audits, and implementing leadership changes. By early 2025, the company said it was once again in full compliance with SEC reporting rules.
Looking ahead, Wall Street is cautiously optimistic. Analysts project SMCI’s earnings per share could triple to $0.94 by Q4 2025, up from $0.31, driven by continued demand for liquid-cooled data center systems and AI server infrastructure. Northland Securities analyst Nehal Chokshi has maintained a $59 price target, suggesting a potential 44% upside from current levels.
With a powerful combination of market momentum, AI relevance, and heavy short interest, SMCI stock is emerging as one of the most watched tickers in the tech sector. Whether it’s a long-term play on AI infrastructure or a short-term bet on a squeeze, Super Micro Computer is one stock investors can’t afford to ignore.
Disclaimer: This article is for informational purposes only and does not constitute financial or investment advice. Readers should consult with a licensed financial advisor before making any investment decisions.