Super Micro Computer (NASDAQ:SMCI) Trading 11.6% Higher – Should You Buy?

Super Micro Computer, Inc. (NASDAQ:SMCI)’s stock price shot up 11.6% on Friday . The stock traded as high as $48.34 and last traded at $46.09. 92,874,554 shares traded hands during trading, an increase of 147% from the average session volume of 37,549,773 shares. The stock had previously closed at $41.30.

Super Micro Computer News Summary

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

• Positive Sentiment: Dell’s strong AI-server demand and raised outlook lifted the entire AI hardware group, with traders betting Super Micro can benefit from the same data-center spending trend. Super Micro Computer Rallies on Dell AI Demand Signal, Compliance Update
• Positive Sentiment: Super Micro said it worked with Taiwanese authorities to stop an illegal shipment of 50 servers, which investors viewed as a compliance win and a sign the company is tightening controls. Supermicro Collaborates with Taiwanese Authorities to Prevent Illicit Diversion of Server Technology
• Positive Sentiment: Recent coverage highlighted SMCI’s sharp revenue growth and CEO commentary that the company’s transformation into a full data-center infrastructure provider is accelerating, reinforcing the bullish AI growth narrative. Dell, Rocket Lab, Palantir, and More Stocks That Explain the Market Today
• Neutral Sentiment: Some reports focused on SMCI nearing a “golden cross” technically, suggesting momentum traders may be adding to the stock, but this is more of a chart-driven signal than a fundamental catalyst. Here’s why the SMCI stock price is nearing a golden cross
• Negative Sentiment: Compliance scrutiny is still a risk: Nvidia has pushed Super Micro to strengthen controls after the Taiwan export case, keeping regulatory issues in focus even as the stock rallies. Nvidia Pressure Puts Super Micro Compliance And AI Server Future In Focus

Analysts Set New Price Targets

Several brokerages have recently weighed in on SMCI. Barclays reduced their price objective on shares of Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating for the company in a research report on Wednesday, May 6th. Wedbush reduced their price objective on shares of Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. CJS Securities upgraded shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research report on Wednesday, May 6th. The Goldman Sachs Group restated a “sell” rating on shares of Super Micro Computer in a research report on Wednesday, May 6th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $38.43.

Super Micro Computer Stock Performance

The firm’s 50-day moving average is $28.43 and its 200 day moving average is $30.73. The stock has a market cap of $27.72 billion, a PE ratio of 24.39, a P/E/G ratio of 0.64 and a beta of 1.69. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.29 and a current ratio of 2.66.

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. 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 during the quarter, compared to the consensus estimate of $12.39 billion. During the same quarter in the prior year, the firm earned $0.31 EPS. Super Micro Computer’s revenue for the quarter was up 122.7% on a year-over-year basis. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. As a group, research analysts anticipate that Super Micro Computer, Inc. will post 2.12 EPS for the current year.

Hedge Funds Weigh In On Super Micro Computer

A number of large investors have recently bought and sold shares of SMCI. Norges Bank purchased a new position in Super Micro Computer during the 4th quarter worth $136,569,000. Clear Street Group Inc. purchased a new position in Super Micro Computer during the 3rd quarter worth $147,631,000. Vanguard Group Inc. raised its position in Super Micro Computer by 4.1% during the 3rd quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock worth $3,300,610,000 after buying an additional 2,695,829 shares during the last quarter. Dimensional Fund Advisors LP raised its position in Super Micro Computer by 833.8% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,939,536 shares of the company’s stock worth $140,882,000 after buying an additional 2,624,746 shares during the last quarter. Finally, Invesco Ltd. raised its position in Super Micro Computer by 21.2% during the 4th quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock worth $291,347,000 after buying an additional 1,738,749 shares during the last quarter. Hedge funds and other institutional investors own 84.06% of the company’s stock.

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.