Super Micro Computer, Inc. (NASDAQ:SMCI – Get Free Report) has earned a consensus rating of “Hold” from the eighteen brokerages that are presently covering the stock, MarketBeat Ratings reports. Two investment analysts have rated the stock with a sell rating, twelve have assigned a hold rating and four have issued a buy rating on the company. The average 1 year target price among analysts that have updated their coverage on the stock in the last year is $38.5714.
A number of equities analysts have weighed in on SMCI shares. Wedbush decreased their target price on Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 6th. Barclays reduced 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, May 6th. Raymond James Financial reduced their price objective on Super Micro Computer from $45.00 to $39.00 in a research report on Friday. Citigroup reiterated a “neutral” rating and set a $31.00 price objective (up from $25.00) on shares of Super Micro Computer in a research report on Wednesday, May 6th. Finally, Wall Street Zen upgraded Super Micro Computer from a “sell” rating to a “hold” rating in a research report on Sunday, February 15th.
Check Out Our Latest Stock Report on SMCI
Super Micro Computer News Summary
- Positive Sentiment: Super Micro’s software strategy and integrated infrastructure push may strengthen AI data center deployments by expanding software revenue and making its platform more compelling to customers. Can SMCI’s Software Strategy Strengthen Data Center Deployments?
- Positive Sentiment: Recent commentary suggests strong AI server demand and a reported $39 billion order pipeline could support long-term growth if Super Micro can convert orders into profitable sales. Super Micro Computer: $7 Billion Financing Plan Overshadows $39 Billion AI Order
- Neutral Sentiment: Raymond James lowered its price target to $39 from $45, which still implies upside from the current share price, but reflects a more cautious stance on near-term execution. MarketScreener report on Raymond James target cut
- Neutral Sentiment: Wolfe Research initiated coverage with a “Peer Perform” rating, signaling that AI demand is attractive but offset by margin, legal, and regulatory risks. Super Micro initiated at Neutral as AI boom offset by margin, legal risk
- Negative Sentiment: The biggest drag on the stock is the newly priced equity and equity-linked financing package, which raised concerns about dilution and pressured the shares. Supermicro Announces Pricing of Equity and Equity-Linked Financing Transactions To Fund AI Orders
- Negative Sentiment: Several articles highlighted that the $7 billion capital raise is being viewed as a red flag, with investors worried the company is selling shares to fund growth and that the financing could overshadow otherwise strong AI order momentum. Why Is Super Micro Stock Crashing, and is it a Buying Opportunity?
- Negative Sentiment: Technical commentary says SMCI remains under pressure after breaking key support levels, suggesting traders are waiting for the stock to reclaim resistance before a sustained rebound can develop. Super Micro Computer (SMCI) Price Forecast: Can Bulls Reclaim Critical Resistance?
Hedge Funds Weigh In On Super Micro Computer
Several institutional investors have recently modified their holdings of SMCI. Flagship Harbor Advisors LLC bought a new position in shares of Super Micro Computer during the 4th quarter valued at about $25,000. Elyxium Wealth LLC bought a new position in shares of Super Micro Computer during the 4th quarter valued at about $26,000. Arax Advisory Partners bought a new position in shares of Super Micro Computer during the 4th quarter valued at about $28,000. SHP Wealth Management bought a new position in shares of Super Micro Computer during the 4th quarter valued at about $29,000. Finally, Concord Wealth Partners increased its position in shares of Super Micro Computer by 2,564.1% during the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock valued at $30,000 after purchasing an additional 1,000 shares during the last quarter. 84.06% of the stock is currently owned by institutional investors.
Super Micro Computer Price Performance
Shares of NASDAQ SMCI opened at $30.46 on Wednesday. The firm has a market capitalization of $18.32 billion, a P/E ratio of 16.12, a P/E/G ratio of 0.51 and a beta of 1.86. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. The stock’s 50-day simple moving average is $32.34 and its two-hundred day simple moving average is $31.20. Super Micro Computer has a twelve month low of $19.48 and a twelve month high of $62.36.
Super Micro Computer (NASDAQ:SMCI – Get Free Report) last announced its 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 business had revenue of $10.24 billion for the quarter, compared to analyst estimates of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The company’s quarterly revenue was up 122.7% compared to the same quarter last year. During the same period in the prior year, the company earned $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. As a group, equities analysts anticipate that Super Micro Computer will post 2.12 EPS for the current fiscal year.
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.
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