Northland Securities Issues Positive Forecast for Super Micro Computer (NASDAQ:SMCI) Stock Price

Super Micro Computer (NASDAQ:SMCI) had its price objective raised by Northland Securities from $22.00 to $34.00 in a report published on Wednesday,MarketScreener reports.

SMCI has been the subject of several other reports. JPMorgan Chase & Co. boosted their target price on Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a report on Wednesday. CJS Securities raised Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research report on Wednesday. The Goldman Sachs Group reaffirmed a “sell” rating on shares of Super Micro Computer in a research report on Wednesday. Barclays lowered their price objective on Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Finally, Mizuho set a $30.00 price objective on Super Micro Computer in a research report on Wednesday. Four equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $38.00.

Super Micro Computer Stock Up 0.5%

Shares of Super Micro Computer stock traded up $0.16 during trading on Wednesday, hitting $34.82. 15,875,043 shares of the stock traded hands, compared to its average volume of 36,418,324. The stock has a market cap of $20.86 billion, a P/E ratio of 18.45, a PEG ratio of 0.52 and a beta of 1.69. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.01 and a current ratio of 1.70. Super Micro Computer has a twelve month low of $19.48 and a twelve month high of $62.36. The company has a fifty day moving average price of $27.65 and a two-hundred day moving average price of $32.44.

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

Institutional Trading of Super Micro Computer

Institutional investors have recently bought and sold shares of the stock. Hazlett Burt & Watson Inc. boosted its stake in Super Micro Computer by 68.6% in the 3rd quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock valued at $31,000 after buying an additional 269 shares in the last quarter. Flagship Harbor Advisors LLC acquired a new position in Super Micro Computer in the fourth quarter worth $25,000. Elyxium Wealth LLC acquired a new position in Super Micro Computer in the fourth quarter worth $26,000. Arax Advisory Partners acquired a new position in Super Micro Computer in the fourth quarter worth $28,000. Finally, SHP Wealth Management acquired a new position in Super Micro Computer in the fourth quarter worth $29,000. Institutional investors and hedge funds own 84.06% of the company’s stock.

Key Super Micro Computer News

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.