Super Micro Computer (NASDAQ:SMCI) Price Target Raised to $40.00

Super Micro Computer (NASDAQ:SMCI) had its price objective raised by Rosenblatt Securities from $32.00 to $40.00 in a research report report published on Wednesday morning,Benzinga reports. The firm currently has a buy rating on the stock.

Other analysts have also recently issued research reports about the stock. JPMorgan Chase & Co. increased their price target on shares of Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research note on Wednesday. Bank of America decreased their price target on shares of Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating for the company in a research note on Tuesday, March 24th. Northland Securities reiterated a “market perform” rating and set a $22.00 price target on shares of Super Micro Computer in a research note on Monday, March 23rd. CJS Securities upgraded shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research note on Wednesday. Finally, Barclays set a $38.00 price target on shares of Super Micro Computer and gave the stock an “equal weight” rating in a research note on Wednesday, February 4th. Four analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Super Micro Computer has a consensus rating of “Hold” and a consensus target price of $38.00.

Super Micro Computer Stock Up 5.2%

Shares of NASDAQ:SMCI 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 firm has a fifty day moving average price of $27.70 and a 200 day moving average price of $32.31. 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 has a 1-year low of $19.48 and a 1-year high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.63 by $0.21. The firm had revenue of $10.24 billion during the quarter, compared to analysts’ expectations of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. Super Micro Computer’s quarterly revenue was up 122.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Sell-side analysts predict that Super Micro Computer will post 1.9 EPS for the current year.

Institutional Trading of Super Micro Computer

Several hedge funds have recently made changes to their positions in SMCI. OVERSEA CHINESE BANKING Corp Ltd increased its holdings in shares of Super Micro Computer by 210.8% in the 4th quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 49,806 shares of the company’s stock valued at $1,498,000 after purchasing an additional 33,782 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Super Micro Computer by 54.7% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 107,789 shares of the company’s stock valued at $3,155,000 after purchasing an additional 38,098 shares in the last quarter. Impact Partnership Wealth LLC purchased a new position in shares of Super Micro Computer in the 3rd quarter valued at about $832,000. UG Investment Advisers Ltd. purchased a new position in shares of Super Micro Computer in the 3rd quarter valued at about $1,009,000. Finally, Littlejohn Financial Services Inc. purchased a new position in shares of Super Micro Computer in the 3rd quarter valued at about $1,162,000. Institutional investors and hedge funds own 84.06% of the company’s stock.

Key Headlines Impacting Super Micro Computer

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.

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.