Super Micro Computer, Inc. (NASDAQ:SMCI) Receives Consensus Recommendation of “Hold” from Analysts

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI) have received a consensus recommendation of “Hold” from the seventeen research firms that are presently covering the firm, Marketbeat.com reports. Three investment analysts have rated the stock with a sell rating, ten have assigned a hold rating and four have issued a buy rating on the company. The average 1-year price objective among brokers that have issued a report on the stock in the last year is $37.0714.

Several research firms recently weighed in on SMCI. Wall Street Zen raised Super Micro Computer from a “sell” rating to a “hold” rating in a research report on Sunday, February 15th. Sanford C. Bernstein lowered their target price on Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating on the stock in a report on Wednesday, February 4th. Raymond James Financial dropped their price target on Super Micro Computer from $50.00 to $35.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. Needham & Company LLC cut their price target on Super Micro Computer from $51.00 to $40.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Finally, Rosenblatt Securities reduced their price objective on Super Micro Computer from $50.00 to $32.00 and set a “buy” rating for the company in a research report on Wednesday, March 25th.

Hedge Funds Weigh In On Super Micro Computer

Large investors have recently bought and sold shares of the stock. Tokio Marine Asset Management Co. Ltd. grew its position in Super Micro Computer by 1.4% in the 3rd quarter. Tokio Marine Asset Management Co. Ltd. now owns 19,374 shares of the company’s stock worth $929,000 after purchasing an additional 266 shares during the last quarter. Hazlett Burt & Watson Inc. raised its position in shares of Super Micro Computer by 68.6% during the third quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock valued at $31,000 after buying an additional 269 shares during the last quarter. Fairscale Capital LLC lifted its stake in shares of Super Micro Computer by 12.5% in the third quarter. Fairscale Capital LLC now owns 2,693 shares of the company’s stock valued at $129,000 after buying an additional 300 shares during the period. MassMutual Private Wealth & Trust FSB lifted its stake in shares of Super Micro Computer by 14.2% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 2,459 shares of the company’s stock valued at $118,000 after buying an additional 305 shares during the period. Finally, WealthPlan Investment Management LLC grew its position in Super Micro Computer by 4.6% during the third quarter. WealthPlan Investment Management LLC now owns 6,891 shares of the company’s stock worth $330,000 after buying an additional 305 shares in the last quarter. 84.06% of the stock is currently owned by institutional investors and hedge funds.

More Super Micro Computer News

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

• Positive Sentiment: Investors are looking past the litigation risk because of recent bullish takes that highlight SMCI’s strong fundamentals, large AI GPU exposure and growth outlook. Super Micro Computer Rises 5%: 3 Reasons Bulls Are Looking Past the Lawsuits
• Positive Sentiment: Analysts and coverage note that GPU platforms now drive roughly 90% of SMCI’s revenue, giving the company direct exposure to booming AI infrastructure demand — a key upside driver. AI GPU Platforms Drive 90% of SMCI’s Revenues: More Upside Ahead?
• Neutral Sentiment: SMCI is attracting high attention from retail and institutional investors, increasing liquidity and volatility — attention can amplify moves in either direction. Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Commentary is weighing operational risk against broader market rotations and geopolitical noise; some pieces explore contagion questions (e.g., potential links to Nvidia exposure) but conclusions remain speculative. Could Super Micro Computer’s Troubles Sink Nvidia’s?
• Negative Sentiment: Multiple class action suits and investor?alert filings were announced today and in the last two days (plaintiffs allege disclosure failures and seek lead?plaintiff status), increasing legal and reputational risk for SMCI. INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Super Micro Computer, Inc. Of Class Action Lawsuit and Upcoming Deadlines – SMCI
• Negative Sentiment: Several national law firms (Robbins Geller, Schall, Glancy, Bernstein, Rosen, Faruqi & Faruqi, etc.) have posted alerts or filings and are soliciting lead?plaintiff motions ahead of May deadlines — a sign this will be a multi?firm litigation effort. INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Super Micro Computer Inc. (SMCI) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
• Negative Sentiment: Allegations include that senior individuals enabled illegal exports of Nvidia chips to China; such export?control and potential criminal exposure materially raise regulatory and operational risk. SMCI Investor Alert: Super Micro Computer Securities Fraud Lawsuit – Investors With Losses May Seek to Lead the Class Action After Senior Executives Allegedly Enabled Illegal Exports
• Negative Sentiment: Broker commentary and analyst actions (including recent warnings and target cuts) flag reputational and concentration risks; analysts may trim ratings until legal and export issues clarify. Super Micro Computer Inc. (SMCI) Reputation and Operations on the Line: Barclays Warns

Super Micro Computer Stock Performance

NASDAQ:SMCI opened at $22.73 on Friday. The firm has a market capitalization of $13.61 billion, a PE ratio of 16.96, a PEG ratio of 0.41 and a beta of 1.52. Super Micro Computer has a 1 year low of $19.48 and a 1 year high of $62.36. The company has a current ratio of 1.70, a quick ratio of 1.01 and a debt-to-equity ratio of 0.67. The firm’s fifty day simple moving average is $29.98 and its 200 day simple moving average is $36.44.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share for the quarter, topping analysts’ consensus estimates of $0.49 by $0.20. The firm had revenue of $12.68 billion during the quarter, compared to analyst estimates of $10.34 billion. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.22%. The business’s revenue was up 123.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.59 EPS. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. On average, sell-side analysts anticipate that Super Micro Computer will post 1.86 EPS for the current year.

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.