Super Micro Computer (NASDAQ:SMCI) Price Target Cut to $34.00 by Analysts at Barclays

Super Micro Computer (NASDAQ:SMCI) had its price objective lowered by equities researchers at Barclays from $38.00 to $34.00 in a note issued to investors on Wednesday,MarketScreener reports. The brokerage presently has an “equal weight” rating on the stock. Barclays‘s target price would suggest a potential downside of 0.69% from the stock’s current price.

Other research analysts have also issued reports about the stock. Argus reiterated a “hold” rating on shares of Super Micro Computer in a research note on Friday, March 20th. Mizuho set a $30.00 target price on Super Micro Computer in a research report on Wednesday. Sanford C. Bernstein reduced their price target on Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating for the company in a research report on Wednesday, February 4th. The Goldman Sachs Group reiterated a “sell” rating on shares of Super Micro Computer in a research note on Wednesday. Finally, Wedbush dropped their price objective on Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating on the stock in a report on Wednesday. Four analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $38.00.

Super Micro Computer Stock Performance

NASDAQ SMCI traded down $0.42 during trading on Wednesday, hitting $34.24. 8,053,196 shares of the company’s stock traded hands, compared to its average volume of 36,372,430. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.01 and a current ratio of 1.70. The stock has a market capitalization of $20.51 billion, a price-to-earnings ratio of 18.06, a PEG ratio of 0.52 and a beta of 1.69. Super Micro Computer has a 12-month low of $19.48 and a 12-month high of $62.36. The business has a 50 day moving average of $27.65 and a 200-day moving average of $32.44.

Super Micro Computer (NASDAQ:SMCI) last posted its earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.63 by $0.21. Super Micro Computer had a net margin of 3.70% and a return on equity of 18.13%. The firm had revenue of $10.24 billion during the quarter, compared to the consensus estimate of $12.39 billion. During the same quarter last year, the company earned $0.31 earnings per share. The company’s revenue was up 122.7% on a year-over-year basis. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. As a group, equities research analysts anticipate that Super Micro Computer will post 1.9 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Super Micro Computer

Several hedge funds and other institutional investors have recently added to or reduced their stakes in SMCI. Hazlett Burt & Watson Inc. grew its position in Super Micro Computer by 68.6% during the third quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock worth $31,000 after buying an additional 269 shares in the last quarter. Flagship Harbor Advisors LLC purchased a new stake in shares of Super Micro Computer in the 4th quarter valued at about $25,000. Elyxium Wealth LLC purchased a new position in shares of Super Micro Computer during the fourth quarter worth about $26,000. Arax Advisory Partners purchased a new position in shares of Super Micro Computer during the fourth quarter worth about $28,000. Finally, SHP Wealth Management purchased a new position in shares of Super Micro Computer during the fourth quarter worth about $29,000. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

Super Micro Computer News Summary

Here are the key news stories impacting Super Micro Computer this week:

• Positive Sentiment: Q3 earnings beat and margin rebound — SMCI posted EPS of $0.84 (vs. ~$0.63 consensus) and non?GAAP gross margin roughly 10%, driven by a larger AI GPU product mix; net income improved materially. Supermicro Announces Third Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Upbeat forward guidance — Management guided Q4 revenue to $11.0–$12.5B and non?GAAP EPS to $0.65–$0.79, above Wall Street midpoints, signaling continued AI/datacenter demand and supporting the rally. Super Micro stock jumps 19% on guidance beat as revenue more than doubles
• Positive Sentiment: Analyst support and target upgrades — Several firms moved to a more positive stance or raised targets after the print (Needham, Rosenblatt raised targets / buy calls; others issued mixed but constructive notes), amplifying buying interest. Super Micro Computer (NASDAQ:SMCI) Price Target Raised to $40.00 at Rosenblatt Securities
• Neutral Sentiment: Revenue missed estimates — Q3 sales came in around $10.24B versus higher Street forecasts, so part of the move reflects investors re?weighting growth vs. margin recovery. That revenue shortfall keeps some analysts cautious. Super Micro Computer Q3 earnings and call transcript
• Neutral Sentiment: Heavy options and speculative flows — Unusually large call buying and elevated option volume point to momentum trading that can amplify intraday moves but also increase volatility. This AI stock was left for dead. Now traders are betting big on a comeback
• Negative Sentiment: Multiple class?action / shareholder alerts — Several law firms have filed or announced investigations and reminders for lead?plaintiff deadlines (May 26), flagging potential litigation exposure related to prior disclosures. SUPER MICRO COMPUTER, INC. (SMCI) SHAREHOLDER ALERT
• Negative Sentiment: Regulatory / governance overhang persists — Earlier federal charges tied to alleged export?control violations and related governance concerns continue to attract negative headlines and investor scrutiny despite the company severing ties with a named co?founder. SMCI Investor Alert: Securities Fraud Lawsuit Notice

About Super Micro Computer

Super Micro Computer, Inc (Supermicro) is a technology company that designs, develops and manufactures high-performance server, storage and networking solutions for enterprise, cloud, data center, high performance computing (HPC) and edge computing customers. The company’s product portfolio includes rackmount and blade servers, storage subsystems, motherboards, chassis, power supplies and networking components, with an emphasis on high-density, energy-efficient configurations and platforms optimized for GPU-accelerated workloads and artificial intelligence applications.

Headquartered in San Jose, California, Supermicro combines in-house engineering with a global manufacturing and distribution footprint to deliver configurable, application-specific systems.