Mizuho Issues Pessimistic Forecast for Super Micro Computer (NASDAQ:SMCI) Stock Price

Posted by Stanley Muller on Jul 23rd, 2026

Super Micro Computer (NASDAQ:SMCI – Get Free Report) had its price target reduced by investment analysts at Mizuho from $44.00 to $34.00 in a research note issued on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the stock. Mizuho’s price target would indicate a potential upside of 5.91% from the stock’s current price.

Several other brokerages also recently issued reports on SMCI. Needham & Company LLC upped their price target on shares of Super Micro Computer from $40.00 to $46.00 and gave the stock a “buy” rating in a research report on Wednesday. Barclays upped their target price on shares of Super Micro Computer from $34.00 to $38.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Wolfe Research started coverage on shares of Super Micro Computer in a research note on Thursday, June 11th. They set a “peer perform” rating on the stock. 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. Finally, The Goldman Sachs Group reaffirmed a “sell” rating on shares of Super Micro Computer in a report on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $39.21.

Check Out Our Latest Stock Analysis on Super Micro Computer

Super Micro Computer Price Performance

Super Micro Computer stock traded up $1.54 during trading hours on Thursday, hitting $32.10. 55,770,955 shares of the stock were exchanged, compared to its average volume of 43,831,949. The stock has a market capitalization of $19.31 billion, a P/E ratio of 17.12, a P/E/G ratio of 0.32 and a beta of 1.94. The business’s 50-day moving average is $32.74 and its two-hundred day moving average is $30.52. 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 has a 12 month low of $19.48 and a 12 month high of $62.36.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.63 by $0.21. The firm had revenue of $10.24 billion during the quarter, compared to analysts’ expectations of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The business’s revenue was up 122.7% on a year-over-year basis. During the same period last year, the firm posted $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Equities research analysts expect that Super Micro Computer will post 2.11 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in SMCI. Flagship Harbor Advisors LLC bought a new position in Super Micro Computer in the fourth quarter valued at approximately $25,000. Elyxium Wealth LLC bought a new position in shares of Super Micro Computer during the fourth quarter worth about $26,000. Arax Advisory Partners bought a new stake in Super Micro Computer in the 4th quarter valued at approximately $28,000. SHP Wealth Management bought a new stake in Super Micro Computer in the 4th quarter valued at approximately $29,000. Finally, Concord Wealth Partners boosted its position in Super Micro Computer by 2,564.1% during the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock worth $30,000 after acquiring an additional 1,000 shares during the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Super Micro Computer

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

Positive Sentiment: Super Micro’s preliminary Q4 update showed more than $60 billion in new orders, reinforcing demand for its AI server platforms and improving revenue visibility. Reuters article
Positive Sentiment: Gross margin guidance jumped to 15%–17%, a major beat that signals stronger profitability and helped fuel the stock’s rally. WSJ article
Positive Sentiment: Bullish commentary says SMCI still has substantial upside as AI infrastructure spending accelerates and valuation remains below many peers. Seeking Alpha article
Neutral Sentiment: Some analysts trimmed near-term earnings estimates and noted that revenue may land at the low end of guidance, which tempers the enthusiasm around the quarter. Analyst update
Negative Sentiment: Competitive comparison articles highlighted rivals like Dell, HPE, and Western Digital as potentially better positioned, which may keep pressure on sentiment if investors rotate within AI hardware. Yahoo Finance article

About Super Micro Computer

(Get Free Report)

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.