Super Micro Computer, Inc. (NASDAQ:SMCI) Stock Has Average Target Price of $43.07

Posted by Stanley Muller on Oct 16th, 2026

Super Micro Computer, Inc. (NASDAQ:SMCI – Get Free Report) has earned a consensus recommendation of “Hold” from the eighteen research firms that are covering the company, MarketBeat.com reports. Two equities research analysts have rated the stock with a sell rating, twelve have given a hold rating and four have given a buy rating to the company. The average 1 year price objective among brokerages that have covered the stock in the last year is $43.07.

SMCI has been the topic of a number of recent research reports. Rosenblatt Securities raised their price objective on Super Micro Computer from $45.00 to $51.00 and gave the company a “buy” rating in a research report on Wednesday, August 12th. Wedbush increased their price target on Super Micro Computer from $34.00 to $40.00 and gave the company a “neutral” rating in a research note on Wednesday, August 12th. Stifel Nicolaus set a $42.00 price objective on shares of Super Micro Computer in a research report on Wednesday, August 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Super Micro Computer in a report on Monday, September 21st. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $46.00 price objective on shares of Super Micro Computer in a research note on Wednesday, August 12th.

View Our Latest Research Report on SMCI

Super Micro Computer Trading Down 1.9%

SMCI opened at $35.09 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 stock has a 50-day moving average of $38.83 and a 200 day moving average of $33.43. The firm has a market cap of $23.05 billion, a P/E ratio of 10.97, a P/E/G ratio of 0.69 and a beta of 2.02. Super Micro Computer has a 12 month low of $19.48 and a 12 month high of $56.60.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last posted its quarterly earnings data on Tuesday, August 11th. The company reported $1.70 earnings per share for the quarter, topping analysts’ consensus estimates of $0.92 by $0.78. The company had revenue of $11.12 billion for the quarter, compared to analyst estimates of $11.60 billion. Super Micro Computer had a net margin of 5.71% and a return on equity of 27.83%. The firm’s revenue for the quarter was up 93.2% on a year-over-year basis. During the same period in the prior year, the company posted $0.31 EPS. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. As a group, research analysts forecast that Super Micro Computer will post 3.94 EPS for the current year.

Trending Headlines about Super Micro Computer

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

Positive Sentiment: New CFO brings relevant experience. Supermicro appointed Mark Long as senior vice president and chief financial officer, effective immediately. Long is a former Western Digital finance chief, which could strengthen financial oversight as the company scales its AI-server business. Supermicro Appoints Mark Long as Chief Financial Officer
Positive Sentiment: Enterprise AI demand remains a potential growth catalyst. Digi Power X is deploying Supermicro servers equipped with Nvidia’s Blackwell chips for its NeoCloudz enterprise AI-computing platform, offering evidence of commercial demand for Supermicro’s systems. Digi Power X pairs owned power infrastructure with Supermicro GPUs
Neutral Sentiment: Low valuation could attract value investors. SMCI trades at roughly 10 times earnings, well below the S&P 500 median cited in the coverage. However, investors remain divided over whether the discount reflects an opportunity or concerns that reported profits will not translate into cash. Is SMCI Stock A Real Bargain?
Negative Sentiment: CFO transition is creating uncertainty. Multiple reports highlighted the appointment of Mark Long and described the shares as falling sharply, suggesting investors may be concerned about the abrupt change, execution risks, or the reason for the leadership transition. Super Micro appoints Mark Long as chief financial officer
Negative Sentiment: AI-hardware sector sentiment has weakened. Barclays’ downgrades of Dell and Hewlett Packard Enterprise to Hold, citing uncertainty around the timing of enterprise AI spending, pressured server makers broadly and weighed on SMCI. Barclays cuts ratings on Dell and HPE
Negative Sentiment: Downgrades and insider selling add pressure. Zacks Research lowered SMCI from Strong Buy to Hold, while separate coverage cited insider selling. These developments reinforce concerns about near-term momentum and management confidence.

Insider Activity

In related news, Director Chiu-Chu Liang sold 100,000 shares of Super Micro Computer stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total value of $4,502,000.00. Following the completion of the transaction, the director owned 337,506 shares in the company, valued at $15,194,520.12. The trade was a 22.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Liang sold 100,000 shares of the firm’s stock in a transaction that occurred on Wednesday, October 7th. The shares were sold at an average price of $45.02, for a total value of $4,502,000.00. Following the completion of the sale, the chief executive officer directly owned 337,506 shares in the company, valued at approximately $15,194,520.12. The trade was a 22.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 400,000 shares of company stock worth $16,442,000. Corporate insiders own 16.10% of the company’s stock.

Institutional Trading of Super Micro Computer

Several large investors have recently bought and sold shares of SMCI. Dimensional Fund Advisors LP lifted its position in Super Micro Computer by 2.8% during the first quarter. Dimensional Fund Advisors LP now owns 4,082,780 shares of the company’s stock worth $92,872,000 after buying an additional 111,388 shares in the last quarter. Assenagon Asset Management S.A. lifted its holdings in Super Micro Computer by 1,770.4% in the second quarter. Assenagon Asset Management S.A. now owns 2,174,863 shares of the company’s stock valued at $63,789,000 after acquiring an additional 2,058,588 shares during the last quarter. Swiss National Bank increased its position in shares of Super Micro Computer by 7.6% during the first quarter. Swiss National Bank now owns 1,576,800 shares of the company’s stock valued at $35,904,000 after acquiring an additional 111,100 shares during the last quarter. Hsbc Holdings PLC increased its stake in Super Micro Computer by 13.7% during the fourth quarter. Hsbc Holdings PLC now owns 1,134,891 shares of the company’s stock worth $33,203,000 after purchasing an additional 137,180 shares during the period. Finally, Principal Financial Group Inc. grew its stake in Super Micro Computer by 1.3% during the 1st quarter. Principal Financial Group Inc. now owns 565,746 shares of the company’s stock worth $12,882,000 after purchasing an additional 7,373 shares in the last quarter. Hedge funds and other institutional investors own 84.06% of the company’s stock.

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.