Super Micro Computer (NASDAQ:SMCI) Price Target Raised to $46.00

Posted by Geri Gentry on Jul 25th, 2026

Super Micro Computer (NASDAQ:SMCI – Free Report) had its target price raised by Needham & Company LLC from $40.00 to $46.00 in a report published on Wednesday morning, MarketBeat reports. Needham & Company LLC currently has a buy rating on the stock.

SMCI has been the topic of a number of other research reports. Rosenblatt Securities boosted their target price on shares of Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Citigroup reiterated a “neutral” rating and set a $33.00 price objective (up from $31.00) on shares of Super Micro Computer in a report on Monday, July 13th. Weiss Ratings restated a “hold (c)” rating on shares of Super Micro Computer in a research note on Wednesday, June 24th. JPMorgan Chase & Co. upped their price target on Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Finally, The Goldman Sachs Group reissued a “sell” rating on shares of Super Micro Computer in a research note on Wednesday, May 6th. Four investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Super Micro Computer currently has a consensus rating of “Hold” and an average price target of $39.21.

Check Out Our Latest Stock Analysis on Super Micro Computer

Super Micro Computer Stock Down 3.5%

Shares of Super Micro Computer stock opened at $30.10 on Wednesday. The stock’s 50-day moving average is $32.68 and its 200 day moving average is $30.52. Super Micro Computer has a one year low of $19.48 and a one year high of $62.36. The firm has a market cap of $18.10 billion, a price-to-earnings ratio of 15.93, a PEG ratio of 0.41 and a beta of 1.94. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last issued its quarterly earnings results 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. The firm 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 revenue was up 122.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Equities research analysts anticipate that Super Micro Computer will post 2.1 EPS for the current year.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of SMCI. Norges Bank purchased a new position in shares of Super Micro Computer during the fourth quarter valued at approximately $136,569,000. Assenagon Asset Management S.A. raised its position in Super Micro Computer by 1,770.4% in the 2nd quarter. Assenagon Asset Management S.A. now owns 2,174,863 shares of the company’s stock valued at $63,789,000 after buying an additional 2,058,588 shares during the last quarter. Invesco Ltd. raised its position in Super Micro Computer by 21.2% in the 4th 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. Amundi lifted its stake in Super Micro Computer by 188.8% during the 4th quarter. Amundi now owns 2,421,891 shares of the company’s stock valued at $70,889,000 after acquiring an additional 1,583,229 shares in the last quarter. Finally, Disciplined Growth Investors Inc. MN lifted its stake in Super Micro Computer by 16.5% during the 2nd quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock valued at $476,905,000 after acquiring an additional 1,381,046 shares in the last quarter. Institutional investors 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 preliminary fiscal Q4 update showed gross margins of 15% to 17%, far above prior guidance of 8.2% to 8.4%, suggesting a much stronger profit profile. At Last, Some Good News for Super Micro Stock
Positive Sentiment: The company said it received more than $60 billion in new orders/backlog, reinforcing demand for its AI server and data center systems. Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC CPUs
Positive Sentiment: Supermicro launched a new H15 server portfolio using 6th Gen AMD EPYC 9006 CPUs, with up to 1.7x better performance and higher memory/PCIe bandwidth, which could support future AI and enterprise sales. Supermicro introduceert een nieuw serverassortiment…
Positive Sentiment: Several analysts turned more constructive, with price-target increases and upgraded earnings estimates implying stronger expected profitability ahead. SMCI analyst coverage and estimates
Neutral Sentiment: Some analysts still trimmed near-term revenue/earnings estimates, reflecting caution that growth may not be linear even with the backlog strength.
Neutral Sentiment: Articles about unusually large options trading and broader AI-stock momentum point to elevated trading interest, but they do not change the company’s fundamentals by themselves.
Negative Sentiment: One brokerage lowered its target to $34 and kept a neutral stance, indicating some skepticism about how quickly Supermicro can convert backlog into sustained earnings.

About Super Micro Computer

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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.