Super Micro Computer (NASDAQ:SMCI – Get Free Report) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research note issued on Thursday,Zacks.com reports.
SMCI has been the subject of several other reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a report on Wednesday, June 24th. Bank of America restated an “underperform” rating on shares of Super Micro Computer in a research note on Wednesday, August 12th. Raymond James Financial reaffirmed an “outperform” rating and issued a $48.00 target price on shares of Super Micro Computer in a research report on Wednesday, August 12th. Sanford C. Bernstein set a $42.00 target price on Super Micro Computer in a research note on Thursday, August 13th. Finally, CJS Securities upgraded Super Micro Computer from a “market underperform” rating to a “market perform” rating in a report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $42.13.
View Our Latest Analysis on Super Micro Computer
Super Micro Computer Price Performance
Super Micro Computer (NASDAQ:SMCI – Get Free Report) last released its quarterly earnings data on Tuesday, August 11th. The company reported $1.70 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company had revenue of $11.12 billion during the quarter, compared to analyst estimates of $11.60 billion. During the same quarter in the prior year, the business earned $0.31 earnings per share. The business’s quarterly revenue was up 93.2% compared to the same quarter last year. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. On average, analysts expect that Super Micro Computer will post 4.04 earnings per share for the current year.
Hedge Funds Weigh In On Super Micro Computer
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. MCF Advisors LLC increased its position in shares of Super Micro Computer by 9.6% during the fourth quarter. MCF Advisors LLC now owns 3,696 shares of the company’s stock worth $108,000 after acquiring an additional 325 shares during the last quarter. CIBC Private Wealth Group LLC boosted its holdings in Super Micro Computer by 11.8% in the third quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company’s stock valued at $154,000 after purchasing an additional 339 shares during the last quarter. World Equity Group Inc. boosted its holdings in Super Micro Computer by 3.8% in the first quarter. World Equity Group Inc. now owns 9,877 shares of the company’s stock valued at $225,000 after purchasing an additional 362 shares during the last quarter. Sunbelt Securities Inc. grew its stake in Super Micro Computer by 26.4% during the 3rd quarter. Sunbelt Securities Inc. now owns 1,870 shares of the company’s stock valued at $90,000 after purchasing an additional 390 shares in the last quarter. Finally, Gulf International Bank UK Ltd grew its stake in Super Micro Computer by 1.7% during the 4th quarter. Gulf International Bank UK Ltd now owns 26,748 shares of the company’s stock valued at $783,000 after purchasing an additional 455 shares in the last quarter. 84.06% of the stock is owned by hedge funds and other institutional investors.
Super Micro Computer News Roundup
Here are the key news stories impacting Super Micro Computer this week:
- Positive Sentiment: Northland Securities raised its earnings forecasts. The firm lifted its FY2027 EPS estimate to $3.78 from $3.16, with increases for each quarter of fiscal 2027. It also projects $4.80 in FY2028 EPS, suggesting expectations for continued growth in AI-server demand. Northland Securities earnings estimates
- Positive Sentiment: Broader earnings revisions are supporting the stock. Zacks said estimates for Super Micro are moving higher and included SMCI on its Rank #1 “Strong Buy” value-stocks list. The company’s relatively low valuation and exposure to expanding AI infrastructure spending are key attractions. Earnings estimates moving higher for Super Micro
- Positive Sentiment: An independent investigation largely cleared senior management. Super Micro said investigators found no evidence that CEO Charles Liang or other senior executives knew about an alleged Nvidia-chip diversion scheme, or that the company directly sold export-controlled products to known restricted parties. Removing some management-related compliance risk appears to have improved investor sentiment. Supermicro investigation clears CEO
- Neutral Sentiment: AI infrastructure growth remains the central opportunity. Super Micro recently reported quarterly revenue of $11.12 billion, up 93.2% year over year, although it fell short of the $11.60 billion consensus estimate. Analysts continue to view the company’s scale and AI-server exposure favorably relative to some peers. Nebius versus Super Micro
- Negative Sentiment: Legal and profitability risks remain. A pending criminal trial involving a cofounder could create additional exposure, while Netlist has filed a U.S. International Trade Commission complaint alleging DDR5 memory-patent infringement. Analysts also caution that component costs, lower gross margins, working-capital needs and potential financing or dilution could limit the benefit of strong sales growth. Super Micro legal risks and valuation
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.
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