Super Micro Computer (NASDAQ:SMCI) Stock Price Up 9.5% – Time to Buy?

Super Micro Computer, Inc. (NASDAQ:SMCI)’s stock price rose 9.5% during mid-day trading on Wednesday . The company traded as high as $33.96 and last traded at $33.46. Approximately 37,749,362 shares were traded during mid-day trading, an increase of 3% from the average daily volume of 36,630,281 shares. The stock had previously closed at $30.56.

Key Stories Impacting Super Micro Computer

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

• Positive Sentiment: SMCI has benefited at times from renewed interest in AI infrastructure stocks, with commentary noting improving short-term momentum and broader strength in the semiconductor/AI server group. What’s Going On With Super Micro Stock On Wednesday?
• Positive Sentiment: Some analysts and traders still see upside potential tied to AI demand, with recent price targets in the low-to-mid $30s and higher. Super Micro Computer slides as fresh export-control scrutiny keeps compliance overhang in focus
• Neutral Sentiment: Multiple law firms continue urging investors to meet the May 26 lead-plaintiff deadline in ongoing securities class actions. These reminders add to headline noise, but they mainly reinforce existing litigation risk rather than introduce a new business development. TUESDAY INVESTOR DEADLINE: Super Micro Computer, Inc. (SMCI) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
• Neutral Sentiment: Analysts noted mixed fundamentals in the latest quarter: revenue missed expectations, while EPS and gross margin improved. That leaves the stock’s valuation and AI growth story still in debate. Super Micro Computer: Back To Accounting Basics
• Negative Sentiment: Fresh reports of export-control scrutiny, including a Taiwan investigation and U.S. legal actions tied to alleged China-bound AI server shipments, are the biggest drag on sentiment and are raising questions about compliance, customer demand, and management credibility. Super Micro Faces Mounting Export Probes And Investor Questions On AI Growth

Analyst Ratings Changes

SMCI has been the subject of a number of research analyst reports. Rosenblatt Securities boosted their target price on Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Wedbush decreased their target price on Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. Mizuho boosted their target price on Super Micro Computer from $30.00 to $36.00 and gave the company a “neutral” rating in a research note on Tuesday, May 12th. Northland Securities boosted their target price on Super Micro Computer from $22.00 to $34.00 in a research note on Wednesday, May 6th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $45.00 target price on shares of Super Micro Computer in a research note on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $38.43.

Super Micro Computer Price Performance

The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29. The company has a market capitalization of $20.12 billion, a price-to-earnings ratio of 17.70, a PEG ratio of 0.56 and a beta of 1.69. The firm has a 50-day moving average price of $27.81 and a two-hundred day moving average price of $30.96.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.63 by $0.21. The company 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%.Super Micro Computer’s revenue for the quarter was up 122.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. As a group, sell-side analysts anticipate that Super Micro Computer, Inc. will post 2.12 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Advisors Asset Management Inc. acquired a new position in shares of Super Micro Computer during the 1st quarter worth approximately $39,000. EverSource Wealth Advisors LLC increased its position in shares of Super Micro Computer by 42.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock worth $171,000 after purchasing an additional 1,036 shares during the last quarter. Baird Financial Group Inc. increased its position in shares of Super Micro Computer by 54.9% during the 2nd quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock worth $929,000 after purchasing an additional 6,718 shares during the last quarter. Flow Traders U.S. LLC acquired a new position in shares of Super Micro Computer during the 2nd quarter worth approximately $277,000. Finally, Daiwa Securities Group Inc. increased its position in shares of Super Micro Computer by 3.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock worth $4,198,000 after purchasing an additional 2,799 shares during the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

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.