--- title: "Super Micro Stock (SMCI) Jumps 9% as Cisco AI Deal and Taiwan Clearance Lift Overhang" type: "News" locale: "en" url: "https://longbridge.com/en/news/296940529.md" description: "Super Micro Computer (SMCI) stock rose 9% to $38.39, driven by a Cisco partnership to integrate liquid-cooled servers into AI systems and positive legal news from Taiwan where only individual workers were charged, not the company. CEO Charles Liang projects full-year revenue between $65B-$72B, supported by an $60B order backlog. Wall Street maintains a Hold consensus with an average price target of $40.85." datetime: "2026-08-25T16:26:34.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296940529.md) - [en](https://longbridge.com/en/news/296940529.md) - [zh-HK](https://longbridge.com/zh-HK/news/296940529.md) generator: "portal-rs" --- # Super Micro Stock (SMCI) Jumps 9% as Cisco AI Deal and Taiwan Clearance Lift Overhang Super Micro Computer stock (SMCI) jumped 9% today to trade near $38.39. The rise came after Cisco (CSCO) expanded its partnership with Super Micro to build AI hardware platforms. Under the agreement, Cisco will integrate Super Micro's liquid-cooled servers into its Secure AI Factory systems alongside Nvidia (NVDA) chips. The combined systems will target major cloud customers and launch in October. Investor sentiment also got a boost from legal news in Asia. Authorities in Taiwan charged nine people over shipping high-end servers to restricted regions. Prosecutors focused entirely on individual workers, confirming Super Micro itself faces no charges or business penalties. This update removed a major legal fear for stockholders. ## **Super Micro Expands Liquid Cooling and Server Systems** Super Micro makes energy-efficient servers and liquid cooling tools for data centers. The company uses a modular building block system to build customized computer racks quickly. Its partnership with Cisco combines Super Micro's server hardware with Cisco's networking and security tools. Beyond Cisco, Super Micro continues to supply high-density server racks for Nvidia, AMD (AMD), and Intel (INTC) platforms. The firm's focus on liquid cooling helps data centers manage the extreme heat created by deep learning and AI chips. Management notes that AI-related server orders now make up more than 80% of total company sales. ## **Wall Street Expects Record Full-Year Sales Growth for Super Micro** Super Micro chief executive officer Charles Liang expects full-year revenue to top $65 billion, potentially reaching $72 billion, powered by a 70% growth surge from expanding data center sites. Wall Street supports that goal, with 5-star rated analysts Matt Bryson at Wedbush and Simon Leopold at Raymond James pointing to a record $60 billion order backlog to fuel the growth push. Investors watching SMCI stock should track new chip releases and shipping schedules. Key areas to watch include gross margin results and supply chain lines for parts. Delivery dates for new server systems are also important to follow. ## **Is SMCI a Good Stock to Buy Now?** Wall Street has a Hold consensus rating on Super Micro Computer stock, with eight Holds, three Buys, and two Sells. The average 12-month SMCI stock price target of $40.85 implies 7% upside potential. Year-to-date, SMCI stock has gained over 30%. 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