---
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.

### Related Stocks

- [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [SMCZ.US](https://longbridge.com/en/quote/SMCZ.US.md)
- [SMCY.US](https://longbridge.com/en/quote/SMCY.US.md)
- [ARTY.US](https://longbridge.com/en/quote/ARTY.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [SMCL.US](https://longbridge.com/en/quote/SMCL.US.md)
- [SMYY.US](https://longbridge.com/en/quote/SMYY.US.md)
- [SMCX.US](https://longbridge.com/en/quote/SMCX.US.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Related News & Research

- [Eco Wave Power U.S. Joins NVIDIA Inception Program to Advance AI-Driven Renewable Energy Infrastructure | WAVE Stock News](https://longbridge.com/en/news/286771032.md)
- [Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down](https://longbridge.com/en/news/286680544.md)
- [Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear](https://longbridge.com/en/news/286857040.md)
- [NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”](https://longbridge.com/en/news/286825813.md)
- [Nvidia Discloses Stakes in AI Stocks CoreWeave (CRWV) and Coherent (COHR)](https://longbridge.com/en/news/286630278.md)