Super Micro Computer, Inc. (NASDAQ:SMCI) Receives $38.43 Consensus Target Price from Analysts

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI) have been given a consensus rating of “Hold” by the seventeen brokerages that are covering the company, MarketBeat.com reports. Two investment analysts have rated the stock with a sell recommendation, eleven have given a hold recommendation and four have issued a buy recommendation on the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $38.4286.

SMCI has been the topic of several recent analyst reports. Argus restated a “hold” rating on shares of Super Micro Computer in a report on Friday, March 20th. JPMorgan Chase & Co. upped their price objective on shares of Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. The Goldman Sachs Group restated a “sell” rating on shares of Super Micro Computer in a report on Wednesday, May 6th. Rosenblatt Securities upped their price objective on shares of Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Finally, Mizuho upped their price objective on shares of Super Micro Computer from $30.00 to $36.00 and gave the company a “neutral” rating in a report on Tuesday, May 12th.

Super Micro Computer Stock Performance

Shares of Super Micro Computer stock opened at $35.58 on Friday. Super Micro Computer has a one year low of $19.48 and a one year high of $62.36. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.29 and a current ratio of 2.66. The company has a market capitalization of $21.40 billion, a PE ratio of 18.83, a P/E/G ratio of 0.56 and a beta of 1.69. The company has a 50-day simple moving average of $27.89 and a two-hundred day simple moving average of $30.99.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data 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. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The firm had revenue of $10.24 billion for the quarter, compared to the consensus estimate of $12.39 billion. During the same quarter in the prior year, the company posted $0.31 earnings per share. The company’s revenue for the quarter was up 122.7% compared to the same quarter last year. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Research analysts expect that Super Micro Computer will post 2.12 EPS for the current fiscal year.

Hedge Funds Weigh In On Super Micro Computer

Several hedge funds have recently modified their holdings of SMCI. Norges Bank purchased a new stake in Super Micro Computer in the fourth quarter valued at approximately $136,569,000. Clear Street Group Inc. purchased a new stake in Super Micro Computer in the third quarter valued at approximately $147,631,000. Vanguard Group Inc. boosted its position in Super Micro Computer by 4.1% in the third quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock valued at $3,300,610,000 after buying an additional 2,695,829 shares during the last quarter. Dimensional Fund Advisors LP boosted its position in Super Micro Computer by 833.8% in the third quarter. Dimensional Fund Advisors LP now owns 2,939,536 shares of the company’s stock valued at $140,882,000 after buying an additional 2,624,746 shares during the last quarter. Finally, Invesco Ltd. boosted its position in Super Micro Computer by 21.2% in the fourth quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock valued at $291,347,000 after buying an additional 1,738,749 shares during the last quarter. Institutional investors and hedge funds own 84.06% of the company’s stock.

More Super Micro Computer News

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

• Positive Sentiment: Super Micro appointed Matthew Thauberger as Chief Revenue Officer, a move that could support sales execution across direct, channel, hyperscale, and strategic AI infrastructure business. Super Micro Computer (SMCI) Appoints Matthew Thauberger as Chief Revenue Officer
• Positive Sentiment: Unusual options activity showed strong bullish interest, with call volume well above normal, suggesting some traders are betting on continued upside.
• Positive Sentiment: Investor attention remains elevated around SMCI’s AI infrastructure exposure, including a collaboration with NANO Nuclear tied to powering next-generation data centers. EXCLUSIVE: NANO Nuclear Eyes AI Infrastructure Role With SMCI
• Neutral Sentiment: Recent commentary on Super Micro’s mixed fiscal Q3 results highlighted improving margins and earnings, but also revenue softness and negative operating cash flow, leaving the earnings picture mixed. Super Micro Computer: Back To Accounting Basics
• Negative Sentiment: Multiple law firms issued deadline reminders for a securities class action, keeping investor attention on alleged disclosure issues and potential legal liability. SUPER MICRO DEADLINE TUESDAY: Super Micro Computer, Inc. Investors Have Until May 26th…
• Negative Sentiment: Fresh scrutiny over alleged export-control violations and a Taiwan investigation into suspected smuggling of AI servers to China added to the compliance overhang. Taiwan Probe Puts Super Micro AI Server Exports in Focus
• Negative Sentiment: Coverage from CFO Dive said Super Micro’s internal-control repairs remain under scrutiny, which could prolong uncertainty around governance and accounting. Super Micro’s protracted internal control repairs draw scrutiny

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.