The Feed / SMCI / #009951
TARGET · SMCI

SMCI → $100.00 by Oct 14, 2026.

M
MarthaJuliettareddit
via r/ValueInvesting
· Published Jul 16, 2026 21:42 · Valid until Oct 14, 2026 · ACTIVE
Entry
$24.19
Now
$31.40 +29.8%
Target
$100.00
Score
Not a stock I've seen talked about much lately, but I think its interesting. It has a ton of issues (margin, investigations, AI ROI fears, stock offering) but its also trading very cheaply and has booming sales this year. The bad: Margins- Low margins, tough business, high COGS Investigations- 2 countries now and I am unsure of the real risks here. Taiwan has to be more concerning but how much power do they have to cut SMCI business? I dont …
— ORIGINAL POST · SMCI Too Cheap? · r/ValueInvesting · Jul 16, 2026