Super Micro Computer (NASDAQ:SMCI) Price Target Raised to $39.00

Super Micro Computer (NASDAQ:SMCI) had its target price boosted by Citigroup from $33.00 to $39.00 in a research report released on Wednesday morning,Benzinga reports. Citigroup currently has a neutral rating on the stock.

A number of other research analysts have also commented on SMCI. Rosenblatt Securities increased 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. Weiss Ratings restated a “hold (c)” rating on shares of Super Micro Computer in a research report on Wednesday, June 24th. Barclays set a $39.00 price target on Super Micro Computer and gave the company an “equal weight” rating in a research note on Wednesday. Needham & Company LLC reiterated a “buy” rating and issued a $46.00 price target on shares of Super Micro Computer in a report on Wednesday. Finally, JPMorgan Chase & Co. lifted their price objective on Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Four equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given 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 $42.13.

Super Micro Computer Price Performance

Shares of SMCI stock opened at $39.84 on Wednesday. Super Micro Computer has a 1 year low of $19.48 and a 1 year high of $58.78. The firm’s 50 day moving average is $30.20 and its 200-day moving average is $30.60. The firm has a market capitalization of $23.96 billion, a price-to-earnings ratio of 12.45, a PEG ratio of 1.17 and a beta of 1.95. The company has a current ratio of 3.87, a quick ratio of 1.29 and a debt-to-equity ratio of 0.65.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings results on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, beating the consensus estimate of $0.92 by $0.78. The business had revenue of $11.12 billion for the quarter, compared to analysts’ expectations of $11.60 billion. Super Micro Computer had a net margin of 5.71% and a return on equity of 27.83%. Super Micro Computer’s revenue was up 93.2% 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 Q1 2027 guidance at 1.010-1.100 EPS. Sell-side analysts forecast that Super Micro Computer will post 2.97 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in SMCI. Great Lakes Advisors LLC bought a new position in shares of Super Micro Computer in the 2nd quarter worth $391,000. Comprehensive Financial Planning Inc. PA acquired a new stake in shares of Super Micro Computer during the second quarter worth $43,000. Trust Asset Management LLC bought a new stake in Super Micro Computer in the second quarter valued at about $164,000. Tema ETFs LLC increased its holdings in Super Micro Computer by 10.5% in the second quarter. Tema ETFs LLC now owns 10,663 shares of the company’s stock valued at $313,000 after purchasing an additional 1,015 shares during the last quarter. Finally, Redhawk Wealth Advisors Inc. acquired a new position in Super Micro Computer in the second quarter valued at about $253,000. Institutional investors and hedge funds 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: Strong earnings and outlook: Super Micro reported quarterly EPS of $1.70, well above the $0.92 consensus estimate, while revenue rose 93% year over year to $11.12 billion. Management’s fiscal 2027 sales outlook of $65 billion to $72 billion was substantially above Wall Street expectations. Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%
• Positive Sentiment: Record AI demand: The company disclosed more than $60 billion in orders and a record backlog entering fiscal 2027, reinforcing expectations that hyperscaler and data-center spending will support continued growth. Super Micro Stock Extends Rally After Blockbuster Earnings
• Positive Sentiment: Analyst support and sector momentum: Needham assigned SMCI a “Buy” rating, while Bernstein raised its price target following the stronger guidance. Broader optimism around AI data-center infrastructure, including positive Lenovo results, is also lifting server makers. Super Micro Computer in focus as Bernstein ups price target after strong guidance
• Neutral Sentiment: Technical rebound: SMCI has gained more than 60% since the start of August, prompting investors to assess whether the sharp recovery can continue. The momentum supports the stock but also increases the risk of profit-taking. Stock of the Day: Where Is the Top for Super Micro Computer?
• Negative Sentiment: Margins are expected to retreat: The unusually strong quarter benefited from delayed large AI projects and a more favorable customer mix. Management expects first-quarter fiscal 2027 gross margin to fall to roughly 10.6% as high-volume, lower-margin hyperscale business returns. Super Micro’s Margin Surprise Is Already Guided Back Down
• Negative Sentiment: Execution and capital risks: Quarterly revenue missed estimates despite rapid growth, while the company’s expansion requires substantial working capital. A prior equity and convertible raise increases share dilution, and investors remain concerned about order cancellations, inventory and Super Micro’s execution history.

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.