Mizuho Forecasts Strong Price Appreciation for Super Micro Computer (NASDAQ:SMCI) Stock

Posted by Stanley Muller on Oct 8th, 2026

Super Micro Computer (NASDAQ:SMCI – Get Free Report) had its price target upped by equities research analysts at Mizuho from $35.00 to $43.00 in a report released on Tuesday, MarketBeat.com reports. The brokerage presently has a “neutral” rating on the stock. Mizuho’s target price would indicate a potential downside of 4.32% from the stock’s current price.

SMCI has been the topic of a number of other research reports. Northland Securities set a $36.00 target price on Super Micro Computer in a research note on Wednesday, July 22nd. Zacks Research raised Super Micro Computer from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Sanford C. Bernstein set a $42.00 price target on Super Micro Computer in a report on Thursday, August 13th. Bank of America restated an “underperform” rating on shares of Super Micro Computer in a research report on Wednesday, August 12th. Finally, Stifel Nicolaus set a $42.00 price objective on Super Micro Computer in a research report on Wednesday, August 12th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $42.67.

Get Our Latest Stock Report on Super Micro Computer

Super Micro Computer Stock Performance

NASDAQ:SMCI opened at $44.94 on Tuesday. The company has a current ratio of 3.87, a quick ratio of 2.07 and a debt-to-equity ratio of 0.65. The company has a market capitalization of $29.52 billion, a P/E ratio of 14.04, a price-to-earnings-growth ratio of 0.84 and a beta of 2.02. The firm has a 50-day moving average price of $37.66 and a two-hundred day moving average price of $32.71. Super Micro Computer has a twelve month low of $19.48 and a twelve month high of $58.78.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last announced its quarterly 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 company had revenue of $11.12 billion for the quarter, compared to the consensus estimate of $11.60 billion. Super Micro Computer had a net margin of 5.71% and a return on equity of 27.83%. The company’s revenue for the quarter was up 93.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.31 earnings per share. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. As a group, research analysts expect that Super Micro Computer will post 3.94 earnings per share for the current fiscal year.

Insider Buying and Selling at Super Micro Computer

In other news, Director Chiu-Chu Liang sold 100,000 shares of the firm’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $37.19, for a total transaction of $3,719,000.00. Following the sale, the director owned 537,506 shares in the company, valued at $19,989,848.14. This trade represents a 15.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Liang sold 100,000 shares of Super Micro Computer stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $37.19, for a total value of $3,719,000.00. Following the completion of the sale, the chief executive officer directly owned 537,506 shares of the company’s stock, valued at approximately $19,989,848.14. This represents a 15.69% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 16.10% of the stock is owned by company insiders.

Institutional Trading of Super Micro Computer

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. SHP Wealth Management purchased a new position in shares of Super Micro Computer during the 4th quarter worth about $29,000. TOP Private Wealth LLC. acquired a new position in Super Micro Computer during the second quarter worth approximately $42,000. Comprehensive Financial Planning Inc. PA acquired a new position in Super Micro Computer during the second quarter worth approximately $43,000. Banque Cantonale Vaudoise purchased a new position in Super Micro Computer during the first quarter worth approximately $37,000. Finally, Contravisory Investment Management Inc. purchased a new position in Super Micro Computer during the second quarter worth approximately $49,000. Hedge funds and other institutional investors own 84.06% of the company’s stock.

Super Micro Computer News Roundup

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

Positive Sentiment: Supermicro’s collaboration with NetApp will combine Supermicro’s AI-optimized servers and liquid-cooled rack systems with NetApp’s data-management and cyber-resilience platform. The alliance could strengthen SMCI’s position in large-scale AI factories, enterprise deployments, neoclouds and sovereign-AI projects. Supermicro NetApp AI Factory Alliance
Positive Sentiment: A Zacks analysis highlighted SMCI’s discounted price-to-sales valuation of approximately 0.41 times, continued AI infrastructure demand, modular systems and liquid-cooling technology as potential long-term growth drivers. Zacks SMCI Valuation Analysis
Positive Sentiment: One market commentary pointed to roughly $60 billion in new orders and a $72 billion revenue target, arguing that successful execution could create substantial upside through 2027. Supermicro’s Next Chapter
Neutral Sentiment: Mizuho raised its price target from $35 to $43 but retained a Neutral rating. The revised target remains below the recent trading level, signaling improved expectations but limited near-term upside in the analyst’s view. Mizuho Raises SMCI Target
Negative Sentiment: Jim Cramer said he prefers Dell over SMCI, citing what he described as major internal structural problems. The comments may weigh on sentiment, though they reflect an opinion rather than a new company announcement. Jim Cramer on Super Micro

About Super Micro Computer

(Get Free Report)

Super Micro Computer, Inc develops and sells application-optimized server and storage systems for data centers, cloud computing, enterprise IT, artificial intelligence, and other demanding computing environments. The company offers complete computing platforms as well as modular components, allowing customers to configure systems for specific performance, power, and workload requirements.

Its product portfolio includes server and storage systems, workstations, networking equipment, rack-scale solutions, GPU and AI systems, and related software and services.