Super Micro Computer (NASDAQ:SMCI) Trading 2% Higher – Should You Buy?

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI) rose 2% during trading on Friday . The stock traded as high as $37.67 and last traded at $37.24. 36,198,789 shares traded hands during trading, a decline of 20% from the average session volume of 45,434,992 shares. The stock had previously closed at $36.50.

Super Micro Computer News Roundup

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

• Positive Sentiment: Northland Securities raised its earnings forecasts. The firm lifted its FY2027 EPS estimate to $3.78 from $3.16, with increases for each quarter of fiscal 2027. It also projects $4.80 in FY2028 EPS, suggesting expectations for continued growth in AI-server demand. Northland Securities earnings estimates
• Positive Sentiment: Broader earnings revisions are supporting the stock. Zacks said estimates for Super Micro are moving higher and included SMCI on its Rank #1 “Strong Buy” value-stocks list. The company’s relatively low valuation and exposure to expanding AI infrastructure spending are key attractions. Earnings estimates moving higher for Super Micro
• Positive Sentiment: An independent investigation largely cleared senior management. Super Micro said investigators found no evidence that CEO Charles Liang or other senior executives knew about an alleged Nvidia-chip diversion scheme, or that the company directly sold export-controlled products to known restricted parties. Removing some management-related compliance risk appears to have improved investor sentiment. Supermicro investigation clears CEO
• Neutral Sentiment: AI infrastructure growth remains the central opportunity. Super Micro recently reported quarterly revenue of $11.12 billion, up 93.2% year over year, although it fell short of the $11.60 billion consensus estimate. Analysts continue to view the company’s scale and AI-server exposure favorably relative to some peers. Nebius versus Super Micro
• Negative Sentiment: Legal and profitability risks remain. A pending criminal trial involving a cofounder could create additional exposure, while Netlist has filed a U.S. International Trade Commission complaint alleging DDR5 memory-patent infringement. Analysts also caution that component costs, lower gross margins, working-capital needs and potential financing or dilution could limit the benefit of strong sales growth. Super Micro legal risks and valuation

Wall Street Analyst Weigh In

A number of research firms have issued reports on SMCI. Needham & Company LLC reiterated a “buy” rating and issued a $46.00 target price on shares of Super Micro Computer in a research report on Wednesday, August 12th. Wolfe Research began coverage on shares of Super Micro Computer in a report on Thursday, June 11th. They set a “peer perform” rating on the stock. Citigroup upped their price target on shares of Super Micro Computer from $33.00 to $39.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 12th. Stifel Nicolaus set a $42.00 price objective on Super Micro Computer in a report on Wednesday, August 12th. Finally, The Goldman Sachs Group reissued a “sell” rating and set a $34.00 price objective (up from $30.00) on shares of Super Micro Computer in a research report on Wednesday, August 12th. Four equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $42.13.

Super Micro Computer Stock Performance

The company has a quick ratio of 2.07, a current ratio of 3.87 and a debt-to-equity ratio of 0.65. The stock has a market cap of $22.40 billion, a P/E ratio of 11.64, a price-to-earnings-growth ratio of 1.09 and a beta of 1.95. The firm’s 50-day moving average is $30.25 and its two-hundred day moving average is $30.79.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings results on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, topping the consensus estimate of $0.92 by $0.78. The company had revenue of $11.12 billion for the quarter, compared to analyst estimates of $11.60 billion. Super Micro Computer had a net margin of 5.71% and a return on equity of 27.83%. Super Micro Computer’s quarterly revenue was up 93.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.31 EPS. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. As a group, research analysts expect that Super Micro Computer, Inc. will post 2.97 EPS for the current year.

Hedge Funds Weigh In On Super Micro Computer

Several institutional investors have recently bought and sold shares of SMCI. Elyxium Wealth LLC bought a new stake in shares of Super Micro Computer during the 4th quarter worth about $26,000. Arax Advisory Partners bought a new position in shares of Super Micro Computer in the 4th quarter valued at approximately $28,000. SHP Wealth Management bought a new position in shares of Super Micro Computer in the 4th quarter valued at approximately $29,000. Concord Wealth Partners lifted its holdings in Super Micro Computer by 2,564.1% in the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock worth $30,000 after purchasing an additional 1,000 shares during the last quarter. Finally, Banque Cantonale Vaudoise acquired a new stake in Super Micro Computer in the 1st quarter worth approximately $37,000. 84.06% of the stock is currently owned by institutional investors.

Super Micro Computer Company Profile

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.