Super Micro Computer, Inc. (NASDAQ:SMCI – Get Free Report)’s stock price rose 1.7% during trading on Tuesday . The stock traded as high as $41.53 and last traded at $40.26. 41,927,264 shares were traded during mid-day trading, a decline of 7% from the average daily volume of 44,875,766 shares. The stock had previously closed at $39.59.
Super Micro Computer News Roundup
Here are the key news stories impacting Super Micro Computer this week:
- Positive Sentiment: SMCI is being highlighted as an undervalued AI stock with favorable earnings-estimate revisions, strong growth prospects and potential for additional upside in 2026. Buy 5 Top-Ranked Undervalued Stocks to Enhance Your Portfolio Returns
- Positive Sentiment: Analysts point to Supermicro’s AI-driven growth, record backlog, liquid-cooling technology and attractive valuation as reasons to remain bullish. Its latest quarterly results also included adjusted earnings of $1.70 per share, well above the $0.92 consensus estimate, while revenue grew sharply year over year. Buy Super Micro Computer for Handsome Returns & Attractive Valuations
- Positive Sentiment: Investors are rotating into AI-server companies, lifting SMCI along with other sector names as broader large-cap technology stocks remain relatively subdued. Super Micro Climbs, Hewlett Packard Enterprise Advances
- Positive Sentiment: A bullish long-term scenario argues that expanding AI infrastructure demand could support substantial future growth, although the projected $700 valuation is highly speculative rather than a near-term consensus target. Why SMCI Stock Is Ready to Rally
- Neutral Sentiment: SMCI has attracted unusually heavy investor attention and search activity, which may increase trading interest but does not by itself indicate a change in fundamentals. Investors Heavily Search Super Micro Computer
- Negative Sentiment: Management reportedly indicated that the recent gross-margin improvement may be temporary, raising concerns that profitability could normalize as product mix and customer programs change. Supermicro’s Margin Improvement May Be Temporary
- Negative Sentiment: Heavy short interest reflects investor concerns about margins, cash generation and the spending required to support rapid AI-infrastructure growth. Analysts also note that weak cash flow could make a move toward $50 difficult without sustained execution. Short Sellers Are Betting Against AI Infrastructure Stocks
Wall Street Analysts Forecast Growth
SMCI has been the subject of several recent analyst reports. Northland Securities set a $36.00 target price on Super Micro Computer in a report on Wednesday, July 22nd. Mizuho set a $35.00 price objective on Super Micro Computer and gave the stock a “neutral” rating in a research report on Wednesday, August 12th. Rosenblatt Securities upped their price objective on Super Micro Computer from $45.00 to $51.00 and gave the company a “buy” rating in a research note on Wednesday, August 12th. Wedbush raised their target price on Super Micro Computer from $34.00 to $40.00 and gave the company a “neutral” rating in a research report on Wednesday, August 12th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a research note on Wednesday, June 24th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $42.13.
Super Micro Computer Trading Up 1.7%
The firm has a 50 day moving average of $31.87 and a 200 day moving average of $31.30. The firm has a market cap of $26.45 billion, a PE ratio of 12.58, a P/E/G ratio of 0.75 and a beta of 2.00. The company has a quick ratio of 2.07, a current ratio of 3.87 and a debt-to-equity ratio of 0.65.
Super Micro Computer (NASDAQ:SMCI – Get Free Report) last issued its earnings results on Tuesday, August 11th. The company reported $1.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.92 by $0.78. The firm had revenue of $11.12 billion for the quarter, compared to analyst estimates of $11.60 billion. Super Micro Computer had a return on equity of 27.83% and a net margin of 5.71%.The business’s revenue was up 93.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.31 earnings per share. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. Equities analysts anticipate that Super Micro Computer, Inc. will post 4.04 earnings per share for the current year.
Hedge Funds Weigh In On Super Micro Computer
A number of large investors have recently made changes to their positions in the stock. California State Teachers Retirement System increased its position in shares of Super Micro Computer by 2,984.2% in the second quarter. California State Teachers Retirement System now owns 25,071,724 shares of the company’s stock worth $735,354,000 after purchasing an additional 24,258,827 shares during the last quarter. Norges Bank bought a new stake in shares of Super Micro Computer in the 4th quarter valued at about $136,569,000. Assenagon Asset Management S.A. raised its holdings in Super Micro Computer by 1,770.4% during 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. lifted its stake in Super Micro Computer by 21.2% in the fourth quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock worth $291,347,000 after acquiring an additional 1,738,749 shares during the period. Finally, Amundi grew its holdings in shares of Super Micro Computer by 188.8% during the 4th quarter. Amundi now owns 2,421,891 shares of the company’s stock worth $70,889,000 after acquiring an additional 1,583,229 shares during the period. 84.06% of the stock is owned by institutional investors.
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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