SMCI Stock Is Up 41% This Year. Hold or Take Profits?

Super Micro Computer (SMCI) stock has risen 41% year-to-date to $44 but remains 17% below its price a year ago due to past setbacks including an alleged China diversion scheme and a stock offering. Despite these challenges, the company reported strong Q4 FY26 non-GAAP EPS of $1.70, secured over $60 billion in new orders, and an independent probe cleared current senior management. TIKR's model projects SMCI could reach $90 by June 2031, suggesting a potential 105% return.