Super Micro Computer (NASDAQ:SMCI) Price Target Raised to $43.00

Super Micro Computer (NASDAQ:SMCI) had its price target raised by Mizuho from $35.00 to $43.00 in a report issued on Tuesday morning, Marketbeat reports. They currently have a neutral rating on the stock.

Other equities research analysts also recently issued research reports about the stock. Barclays set a $39.00 price target on shares of Super Micro Computer and gave the stock an “equal weight” rating in a research note on Wednesday, August 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Super Micro Computer in a report on Monday, September 21st. Wedbush lifted their target price on shares of Super Micro Computer from $34.00 to $40.00 and gave the company a “neutral” rating in a research report on Wednesday, August 12th. Sanford C. Bernstein set a $42.00 target price on shares of Super Micro Computer in a research note on Thursday, August 13th. Finally, Citigroup upped their target price on shares of Super Micro Computer from $33.00 to $39.00 and gave the company a “neutral” rating in a research note on Wednesday, August 12th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Super Micro Computer currently has a consensus rating of “Hold” and an average price target of $43.07.

Super Micro Computer Trading Down 4.8%

Shares of Super Micro Computer stock opened at $42.77 on Tuesday. Super Micro Computer has a 1 year low of $19.48 and a 1 year high of $58.78. The company’s fifty day simple moving average is $37.96 and its 200-day simple moving average is $32.87. The company has a market cap of $28.10 billion, a price-to-earnings ratio of 13.37, a PEG ratio of 0.87 and a beta of 2.02. The company has a current ratio of 3.87, a quick ratio of 2.07 and a debt-to-equity ratio of 0.65.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, beating the consensus estimate of $0.92 by $0.78. Super Micro Computer had a net margin of 5.71% and a return on equity of 27.83%. The firm had revenue of $11.12 billion during the quarter, compared to analysts’ expectations of $11.60 billion. During the same period in the prior year, the company earned $0.31 EPS. The business’s quarterly revenue was up 93.2% compared to the same quarter last year. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. As a group, sell-side analysts expect that Super Micro Computer will post 3.94 EPS for the current year.

Insider Buying and Selling at Super Micro Computer

In related news, CEO Charles Liang sold 100,000 shares of Super Micro Computer stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $37.19, for a total transaction of $3,719,000.00. Following the completion of the transaction, the chief executive officer directly owned 537,506 shares of the company’s stock, valued at $19,989,848.14. This trade represents a 15.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Chiu-Chu Liang sold 100,000 shares of the firm’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $37.19, for a total transaction of $3,719,000.00. Following the sale, the director directly owned 537,506 shares of the company’s stock, valued at approximately $19,989,848.14. The trade was a 15.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 16.10% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of SMCI. GAMMA Investing LLC grew its position in Super Micro Computer by 65.0% during the 3rd quarter. GAMMA Investing LLC now owns 17,657 shares of the company’s stock worth $725,000 after acquiring an additional 6,953 shares during the last quarter. Farther Finance Advisors LLC increased its stake in shares of Super Micro Computer by 137.8% in the third quarter. Farther Finance Advisors LLC now owns 19,357 shares of the company’s stock valued at $795,000 after buying an additional 11,217 shares in the last quarter. MassMutual Private Wealth & Trust FSB raised its holdings in shares of Super Micro Computer by 117.4% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 2,187 shares of the company’s stock valued at $90,000 after buying an additional 1,181 shares during the last quarter. Versant Capital Management Inc raised its holdings in shares of Super Micro Computer by 321.7% in the third quarter. Versant Capital Management Inc now owns 2,391 shares of the company’s stock valued at $98,000 after buying an additional 1,824 shares during the last quarter. Finally, QRG Capital Management Inc. lifted its position in Super Micro Computer by 17.6% during the 2nd quarter. QRG Capital Management Inc. now owns 90,158 shares of the company’s stock worth $2,644,000 after buying an additional 13,476 shares in the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Supermicro appointed Shesha Krishnapura, a 35-year Intel veteran, as an independent director effective October 9, while Judy Lin retires from the board. The addition of experienced technology leadership could support governance and strategic execution. Supermicro appoints Shesha Krishnapura to its board
• Positive Sentiment: Analyst commentary highlighted a reported $60 billion-plus order pipeline entering fiscal 2027, expanding AI systems demand, enterprise growth, modular infrastructure and liquid-cooling opportunities. These factors support the long-term growth outlook if Supermicro can convert orders into revenue and profits. Can Super Micro Computer sustain its AI capex momentum in 2027?
• Positive Sentiment: Zacks added SMCI to its Rank #1 “Strong Buy” lists, including its value-stock list. The stock’s discounted valuation and AI exposure are supporting bullish screening activity. New Strong Buy stocks for October 8
• Neutral Sentiment: Mizuho raised its price target to $43, a relatively modest valuation signal compared with the stock’s recent trading range. Mizuho raises target for Super Micro Computer
• Negative Sentiment: Shares pulled back as profit-taking unwound part of the prior session’s server rally, with Dell and Hewlett Packard Enterprise also weakening. Super Micro drops as profit-taking unwinds server rally
• Negative Sentiment: Jim Cramer said he preferred Dell and cited what he described as “major structural problems internally” at Supermicro, adding a negative, though subjective, sentiment signal. Jim Cramer prefers another stock over Super Micro

About Super Micro Computer

Super Micro Computer, Inc develops and sells application-optimized server and storage systems for data centers, cloud computing, enterprise IT, artificial intelligence, and other demanding computing environments. The company offers complete computing platforms as well as modular components, allowing customers to configure systems for specific performance, power, and workload requirements.

Its product portfolio includes server and storage systems, workstations, networking equipment, rack-scale solutions, GPU and AI systems, and related software and services.