Super Micro Computer’s (SMCI) “Buy” Rating Reiterated at Needham & Company LLC

Posted by Brian Himes on Aug 15th, 2026

Needham & Company LLC reissued their buy rating on shares of Super Micro Computer (NASDAQ:SMCI – Free Report) in a report issued on Wednesday morning, Marketbeat.com reports. They currently have a $46.00 price objective on the stock.

Several other research analysts have also commented on SMCI. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Super Micro Computer in a report on Wednesday, June 24th. CJS Securities upgraded shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Mizuho cut their target price on shares of Super Micro Computer from $44.00 to $34.00 and set a “neutral” rating on the stock in a report on Thursday, July 23rd. Northland Securities set a $36.00 target price on Super Micro Computer in a research note on Wednesday, July 22nd. Finally, Wedbush lowered their target price on Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. Four equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Super Micro Computer has an average rating of “Hold” and an average price target of $42.13.

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Super Micro Computer Stock Performance

SMCI stock opened at $39.84 on Wednesday. The stock’s 50 day simple moving average is $30.20 and its 200 day simple moving average is $30.60. Super Micro Computer has a 12-month low of $19.48 and a 12-month high of $58.78. The firm has a market cap of $23.96 billion, a P/E ratio of 12.45, a P/E/G ratio of 1.17 and a beta of 1.95. The company has a current ratio of 3.87, a quick ratio of 1.29 and a debt-to-equity ratio of 0.65.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last released its quarterly earnings data on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, topping analysts’ consensus estimates of $0.92 by $0.78. Super Micro Computer had a net margin of 5.71% and a return on equity of 27.83%. The firm had revenue of $11.12 billion during the quarter, compared to the consensus estimate of $11.60 billion. During the same quarter in the previous year, the company posted $0.31 earnings per share. The firm’s revenue was up 93.2% on a year-over-year basis. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. As a group, equities research analysts predict that Super Micro Computer will post 2.97 EPS for the current year.

Hedge Funds Weigh In On Super Micro Computer

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. MCF Advisors LLC increased its position in Super Micro Computer by 9.6% in the 4th quarter. MCF Advisors LLC now owns 3,696 shares of the company’s stock valued at $108,000 after acquiring an additional 325 shares during the period. CIBC Private Wealth Group LLC boosted its position in Super Micro Computer by 11.8% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company’s stock worth $154,000 after acquiring an additional 339 shares during the period. City State Bank boosted its position in Super Micro Computer by 4.9% during the 4th quarter. City State Bank now owns 7,500 shares of the company’s stock worth $220,000 after acquiring an additional 350 shares during the period. World Equity Group Inc. grew its stake in shares of Super Micro Computer by 3.8% in the first quarter. World Equity Group Inc. now owns 9,877 shares of the company’s stock worth $225,000 after purchasing an additional 362 shares in the last quarter. Finally, Sunbelt Securities Inc. increased its holdings in shares of Super Micro Computer by 26.4% during the third quarter. Sunbelt Securities Inc. now owns 1,870 shares of the company’s stock valued at $90,000 after purchasing an additional 390 shares during the period. 84.06% of the stock is owned by institutional investors.

Key Stories Impacting Super Micro Computer

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

Positive Sentiment: Strong earnings and outlook: Super Micro reported quarterly EPS of $1.70, well above the $0.92 consensus estimate, while revenue rose 93% year over year to $11.12 billion. Management’s fiscal 2027 sales outlook of $65 billion to $72 billion was substantially above Wall Street expectations. Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%
Positive Sentiment: Record AI demand: The company disclosed more than $60 billion in orders and a record backlog entering fiscal 2027, reinforcing expectations that hyperscaler and data-center spending will support continued growth. Super Micro Stock Extends Rally After Blockbuster Earnings
Positive Sentiment: Analyst support and sector momentum: Needham assigned SMCI a “Buy” rating, while Bernstein raised its price target following the stronger guidance. Broader optimism around AI data-center infrastructure, including positive Lenovo results, is also lifting server makers. Super Micro Computer in focus as Bernstein ups price target after strong guidance
Neutral Sentiment: Technical rebound: SMCI has gained more than 60% since the start of August, prompting investors to assess whether the sharp recovery can continue. The momentum supports the stock but also increases the risk of profit-taking. Stock of the Day: Where Is the Top for Super Micro Computer?
Negative Sentiment: Margins are expected to retreat: The unusually strong quarter benefited from delayed large AI projects and a more favorable customer mix. Management expects first-quarter fiscal 2027 gross margin to fall to roughly 10.6% as high-volume, lower-margin hyperscale business returns. Super Micro’s Margin Surprise Is Already Guided Back Down
Negative Sentiment: Execution and capital risks: Quarterly revenue missed estimates despite rapid growth, while the company’s expansion requires substantial working capital. A prior equity and convertible raise increases share dilution, and investors remain concerned about order cancellations, inventory and Super Micro’s execution history.

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.