Brokerages Set Super Micro Computer, Inc. (NASDAQ:SMCI) PT at $38.43

Super Micro Computer, Inc. (NASDAQ:SMCI) has earned a consensus rating of “Hold” from the seventeen ratings firms that are currently covering the firm, MarketBeat reports. Two analysts have rated the stock with a sell rating, eleven have issued a hold rating and four have issued a buy rating on the company. The average 12-month price target among brokers that have updated their coverage on the stock in the last year is $38.4286.

A number of brokerages recently weighed in on SMCI. Wall Street Zen upgraded shares of Super Micro Computer from a “sell” rating to a “hold” rating in a report on Sunday, February 15th. Bank of America decreased their price target on shares of Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating for the company in a research note on Tuesday, March 24th. Barclays decreased their price target on shares of Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating for the company in a research note on Wednesday, May 6th. The Goldman Sachs Group restated a “sell” rating on shares of Super Micro Computer in a research report on Wednesday, May 6th. Finally, Sanford C. Bernstein reduced their price target on shares of Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating for the company in a research report on Wednesday, February 4th.

Hedge Funds Weigh In On Super Micro Computer

Institutional investors have recently bought and sold shares of the company. OVERSEA CHINESE BANKING Corp Ltd boosted its stake in shares of Super Micro Computer by 210.8% during the fourth quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 49,806 shares of the company’s stock valued at $1,498,000 after acquiring an additional 33,782 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of Super Micro Computer by 54.7% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 107,789 shares of the company’s stock valued at $3,155,000 after acquiring an additional 38,098 shares during the last quarter. Impact Partnership Wealth LLC acquired a new stake in shares of Super Micro Computer during the third quarter valued at $832,000. UG Investment Advisers Ltd. purchased a new position in Super Micro Computer during the third quarter worth about $1,009,000. Finally, Generali Asset Management SPA SGR lifted its position in Super Micro Computer by 235.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 70,389 shares of the company’s stock worth $2,060,000 after buying an additional 49,389 shares during the period. 84.06% of the stock is owned by institutional investors and hedge funds.

Super Micro Computer Price Performance

Shares of SMCI opened at $33.46 on Friday. Super Micro Computer has a 1-year low of $19.48 and a 1-year high of $62.36. The stock has a market cap of $20.12 billion, a PE ratio of 17.70, a P/E/G ratio of 0.51 and a beta of 1.69. The firm has a 50-day simple moving average of $27.78 and a two-hundred day simple moving average of $31.09. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29.

Super Micro Computer (NASDAQ:SMCI) last announced 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. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The business had revenue of $10.24 billion during the quarter, compared to analysts’ expectations of $12.39 billion. During the same period last year, the business earned $0.31 earnings per share. The business’s revenue for the quarter was up 122.7% on a year-over-year basis. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. As a group, analysts forecast that Super Micro Computer will post 2.12 EPS for the current year.

Key Stories Impacting Super Micro Computer

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

• Positive Sentiment: SMCI is benefiting from renewed enthusiasm for AI hardware and server stocks, with traders betting that demand for AI infrastructure remains strong ahead of NVIDIA’s earnings. What’s Going On With Super Micro Stock On Wednesday?
• Positive Sentiment: Industry coverage highlighted AI’s role in boosting the next phase of nuclear and power infrastructure buildout, reinforcing the broader theme of rising electricity demand from AI data centers that supports the AI server market. AI Provides Tailwind for the Next Phase of the Nuclear Renaissance
• Neutral Sentiment: Several law firms issued class-action notices and lead-plaintiff deadline reminders tied to alleged securities fraud and export-control-related disclosures. These headlines add legal overhang, but they are mostly procedural for now. Super Micro Computer, Inc. Investors Have Until May 26th to Contact Bragar Eagel & Squire, P.C. To Seek Lead Plaintiff Role
• Neutral Sentiment: Other notices repeated the May 26 deadline for investors to seek lead-plaintiff status in ongoing class actions, keeping legal uncertainty in focus. Super Micro Computer, Inc. Notice of May 26, 2026 Application Deadline for Class Action Lawsuits
• Negative Sentiment: New and repeated class-action filings alleging securities-law violations and concealed export-restriction issues could weigh on sentiment if investors become more concerned about regulatory risk and potential liability. SMCI 6-DAY DEADLINER ALERT: Super Micro Computer (SMCI) Investors with Substantial Losses Have Opportunity to Lead Investor Class Action – HBSS
• Negative Sentiment: Analyst and feature coverage also noted that Dell Technologies may be taking share from SMCI while SMCI deals with regulatory and reputational challenges, which could pressure the stock over time. Does Nano Nuclear Energy’s New Deal Amp the Outlook? (SMCI)

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.