Super Micro Computer (NASDAQ:SMCI) Price Target Raised to $38.00

Super Micro Computer (NASDAQ:SMCI) had its price target lifted by Barclays from $34.00 to $38.00 in a research report sent to investors on Wednesday,Benzinga reports. Barclays currently has an equal weight rating on the stock.

Other equities analysts have also issued reports about the company. Citigroup restated a “neutral” rating and set a $33.00 price target (up from $31.00) on shares of Super Micro Computer in a research report on Monday, July 13th. Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a research note on Wednesday, June 24th. Mizuho increased their price objective on Super Micro Computer from $36.00 to $44.00 and gave the company a “neutral” rating in a research note on Monday, June 1st. Rosenblatt Securities raised their target price on shares of Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Finally, The Goldman Sachs Group reaffirmed a “sell” rating on shares of Super Micro Computer in a research note on Wednesday, May 6th. Four investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Super Micro Computer currently has an average rating of “Hold” and an average price target of $39.21.

Super Micro Computer Stock Performance

NASDAQ SMCI opened at $30.10 on Wednesday. The company has a 50-day simple moving average of $32.68 and a two-hundred day simple moving average of $30.52. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. Super Micro Computer has a 12-month low of $19.48 and a 12-month high of $62.36. The firm has a market cap of $18.10 billion, a price-to-earnings ratio of 15.93, a PEG ratio of 0.41 and a beta of 1.94.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.63 by $0.21. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The firm had revenue of $10.24 billion for the quarter, compared to the consensus estimate of $12.39 billion. During the same quarter in the previous year, the business earned $0.31 earnings per share. The company’s quarterly revenue 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. On average, equities analysts forecast that Super Micro Computer will post 2.1 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Advisors Asset Management Inc. bought a new stake in shares of Super Micro Computer in the 1st quarter worth approximately $39,000. EverSource Wealth Advisors LLC lifted its stake in Super Micro Computer by 42.4% in the second quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock worth $171,000 after acquiring an additional 1,036 shares during the period. Baird Financial Group Inc. lifted its stake in Super Micro Computer by 54.9% in the second quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock worth $929,000 after acquiring an additional 6,718 shares during the period. Flow Traders U.S. LLC purchased a new stake in Super Micro Computer in the second quarter worth $277,000. Finally, Daiwa Securities Group Inc. boosted its holdings in Super Micro Computer by 3.4% in the second quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock valued at $4,198,000 after acquiring an additional 2,799 shares in the last quarter. Institutional investors own 84.06% of the company’s stock.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Super Micro’s preliminary fiscal Q4 update showed gross margins of 15% to 17%, far above prior guidance of 8.2% to 8.4%, suggesting a much stronger profit profile. At Last, Some Good News for Super Micro Stock
• Positive Sentiment: The company said it received more than $60 billion in new orders/backlog, reinforcing demand for its AI server and data center systems. Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC CPUs
• Positive Sentiment: Supermicro launched a new H15 server portfolio using 6th Gen AMD EPYC 9006 CPUs, with up to 1.7x better performance and higher memory/PCIe bandwidth, which could support future AI and enterprise sales. Supermicro introduceert een nieuw serverassortiment…
• Positive Sentiment: Several analysts turned more constructive, with price-target increases and upgraded earnings estimates implying stronger expected profitability ahead. SMCI analyst coverage and estimates
• Neutral Sentiment: Some analysts still trimmed near-term revenue/earnings estimates, reflecting caution that growth may not be linear even with the backlog strength.
• Neutral Sentiment: Articles about unusually large options trading and broader AI-stock momentum point to elevated trading interest, but they do not change the company’s fundamentals by themselves.
• Negative Sentiment: One brokerage lowered its target to $34 and kept a neutral stance, indicating some skepticism about how quickly Supermicro can convert backlog into sustained earnings.

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.