Super Micro Computer’s (SMCI) “Buy” Rating Reiterated at Needham & Company LLC

Needham & Company LLC restated their buy rating on shares of Super Micro Computer (NASDAQ:SMCI) in a research note issued to investors on Wednesday morning,Benzinga reports. They currently have a $40.00 price objective on the stock.

Several other analysts have also commented on SMCI. Sanford C. Bernstein reduced their price target on shares of Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating on the stock in a research report on Wednesday, February 4th. Northland Securities reaffirmed a “market perform” rating and set a $22.00 price target on shares of Super Micro Computer in a research report on Monday, March 23rd. Raymond James Financial reduced their price target on shares of 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. Mizuho reduced their price target on shares of Super Micro Computer from $33.00 to $25.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. Finally, Wall Street Zen raised Super Micro Computer from a “sell” rating to a “hold” rating in a research report on Sunday, February 15th. Four analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $38.00.

Super Micro Computer Trading Up 5.2%

Shares of Super Micro Computer stock opened at $35.37 on Wednesday. The stock has a market cap of $21.19 billion, a P/E ratio of 18.71, a P/E/G ratio of 0.62 and a beta of 1.69. The stock’s 50 day simple moving average is $27.70 and its 200-day simple moving average is $32.31. Super Micro Computer has a 1-year low of $19.48 and a 1-year high of $62.36. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.01.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.63 by $0.21. The firm had revenue of $10.24 billion for the quarter, compared to analyst estimates of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The business’s revenue for the quarter was up 122.7% compared to the same quarter last year. During the same quarter 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. Analysts predict that Super Micro Computer will post 1.9 EPS for the current fiscal year.

Institutional Trading of Super Micro Computer

A number of large investors have recently modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of Super Micro Computer by 4.1% during the third quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock worth $3,300,610,000 after acquiring an additional 2,695,829 shares during the period. Geode Capital Management LLC grew its stake in shares of Super Micro Computer by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 13,808,499 shares of the company’s stock worth $402,627,000 after purchasing an additional 41,314 shares in the last quarter. Invesco Ltd. grew its stake in shares of Super Micro Computer by 21.2% during the fourth quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock worth $291,347,000 after purchasing an additional 1,738,749 shares in the last quarter. Disciplined Growth Investors Inc. MN grew its stake in shares of Super Micro Computer by 16.5% during the second quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock worth $476,905,000 after purchasing an additional 1,381,046 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Super Micro Computer during the fourth quarter worth $136,569,000. Hedge funds and other institutional investors own 84.06% of the company’s stock.

Super Micro Computer News Summary

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

• Positive Sentiment: Super Micro’s latest quarter showed an earnings beat and a meaningful margin recovery, helping restore confidence in the company’s ability to convert AI demand into better profitability. Super Micro Rises 5% as Margin Beat, Strong Guide Reignite Short Squeeze Debate
• Positive Sentiment: Analysts turned more constructive after earnings, with several firms raising targets or reiterating upbeat views, which is supporting the stock’s rebound. Super Micro Computer Soars on Earnings Beat. Here’s What Comes Next for SMCI Stock.
• Neutral Sentiment: Super Micro also announced expanded Arm-based server and OCP rack offerings, which adds to its AI infrastructure product lineup but is not an immediate catalyst by itself. Super Micro Computer (SMCI) Expands Arm-Based Server and OCP Rack Offerings
• Negative Sentiment: Ongoing securities class-action headlines and repeated law-firm reminders about the May 26 lead-plaintiff deadline continue to hang over the name and could limit enthusiasm. ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Super Micro Computer, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – SMCI
• Negative Sentiment: More lawsuit alerts and allegations tied to export-control disclosure issues add reputational and legal risk, even as the stock rebounds. Robbins LLP Reminds SMCI Investors of the Securities Class Action Lawsuit Against Super Micro Computer, Inc.

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.