---
title: "Super Micro jumps 9% on AI optimism ahead of Nvidia earnings"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287153571.md"
description: "Super Micro's shares rose over 9% due to positive sentiment in AI hardware ahead of Nvidia's earnings. Analysts are divided on SMCI's outlook, with ratings from Sell to Strong Buy and price targets between $24 and $40. However, the company's rapid expansion into AI data center infrastructure is putting pressure on its balance sheet, leading to high inventory and negative cash flow."
datetime: "2026-05-21T03:53:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287153571.md)
  - [en](https://longbridge.com/en/news/287153571.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287153571.md)
---

# Super Micro jumps 9% on AI optimism ahead of Nvidia earnings

Market rally boost: SMCI shares surged over 9% as semiconductor stocks gained ahead of Nvidia's earnings, lifting sentiment in AI hardware plays. Analyst divide: Wall Street is split on SMCI's path, with ratings ranging from Sell to Strong Buy and price targets between $24 and $40. Growth vs. strain: Rapid expansion into AI data center infrastructure is straining SMCI's balance sheet, with high inventory and negative cash flow.

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