Analysts Set Super Micro Computer, Inc. (NASDAQ:SMCI) Target Price at $35.64

Super Micro Computer, Inc. (NASDAQ:SMCI) has been assigned an average recommendation of “Hold” from the seventeen research firms that are presently covering the firm, Marketbeat reports. Three investment analysts have rated the stock with a sell recommendation, ten have assigned a hold recommendation and four have given a buy recommendation to the company. The average twelve-month target price among brokerages that have covered the stock in the last year is $35.6429.

A number of equities research analysts have recently weighed in on the company. Citigroup cut their price target on Super Micro Computer from $39.00 to $25.00 and set a “neutral” rating on the stock in a report on Tuesday, March 24th. Needham & Company LLC cut their price target on Super Micro Computer from $51.00 to $40.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Argus reaffirmed a “hold” rating on shares of Super Micro Computer in a report on Friday, March 20th. Rosenblatt Securities cut their price target on Super Micro Computer from $50.00 to $32.00 and set a “buy” rating on the stock in a report on Wednesday, March 25th. Finally, CJS Securities reaffirmed a “market underperform” rating on shares of Super Micro Computer in a report on Friday, March 20th.

Key Headlines Impacting Super Micro Computer

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

• Positive Sentiment: Underlying fundamentals and recent results still show strength — Super Micro delivered a big revenue beat in its latest quarter and provided upcoming-quarter EPS guidance, leaving some investors focused on the company’s AI/server momentum. Analysts Offer Insights
• Neutral Sentiment: Broader tech and Nasdaq pressure may be amplifying the pullback as markets digest mixed earnings and macro signals this morning. Nasdaq Selling Pressure
• Neutral Sentiment: Pre-market weakness calls across tech names put additional short-term pressure on SMCI ahead of any confirming company statements. Premarket Forecasts
• Negative Sentiment: Reports that Super Micro lost a “significant” Oracle contract for Nvidia GB300 NVL72 racks — estimates pegged the cancellation at hundreds of racks and potentially more than $1B of revenue — triggered heavy selling and headline-driven downdraft. This is the primary negative catalyst cited by several outlets. Oracle Contract Report
• Negative Sentiment: Multiple law firms and shareholder services issued class-action and lead-plaintiff deadline notices tied to the period ending March 19, 2026, creating a legal overhang that can pressure the stock until exposure is quantified or settled. Expect more filings/alerts while deadlines approach. Rosen Law Firm Notice
• Negative Sentiment: Additional shareholder-alert press releases from multiple firms and news services reiterate potential claims and deadlines, deepening investor concern about litigation costs and distraction. ClaimsFiler Notice

Super Micro Computer Stock Performance

Shares of SMCI stock opened at $26.75 on Tuesday. The company has a quick ratio of 1.01, a current ratio of 1.70 and a debt-to-equity ratio of 0.67. The business has a 50 day moving average of $27.97 and a two-hundred day moving average of $34.03. Super Micro Computer has a 52 week low of $19.48 and a 52 week high of $62.36. The company has a market cap of $16.02 billion, a P/E ratio of 19.96, a PEG ratio of 0.55 and a beta of 1.64.

Super Micro Computer (NASDAQ:SMCI) last issued its earnings results on Tuesday, February 3rd. The company reported $0.69 EPS for the quarter, beating analysts’ consensus estimates of $0.49 by $0.20. Super Micro Computer had a return on equity of 13.22% and a net margin of 3.11%.The company had revenue of $12.68 billion during the quarter, compared to the consensus estimate of $10.34 billion. During the same period in the previous year, the firm posted $0.59 earnings per share. Super Micro Computer’s quarterly revenue was up 123.4% compared to the same quarter last year. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. As a group, analysts anticipate that Super Micro Computer will post 1.9 EPS for the current year.

Institutional Investors Weigh In On Super Micro Computer

A number of hedge funds have recently made changes to their positions in the business. Pathway Financial Advisers LLC raised its holdings in shares of Super Micro Computer by 72.8% during the first quarter. Pathway Financial Advisers LLC now owns 13,770 shares of the company’s stock valued at $314,000 after buying an additional 5,803 shares during the last quarter. WMG Financial Advisors LLC raised its holdings in shares of Super Micro Computer by 77.2% during the first quarter. WMG Financial Advisors LLC now owns 15,519 shares of the company’s stock valued at $353,000 after buying an additional 6,763 shares during the last quarter. Inspire Investing LLC increased its stake in shares of Super Micro Computer by 10.3% during the first quarter. Inspire Investing LLC now owns 179,159 shares of the company’s stock valued at $4,079,000 after acquiring an additional 16,714 shares during the period. Apollon Wealth Management LLC acquired a new position in shares of Super Micro Computer during the first quarter valued at approximately $695,000. Finally, Louisiana State Employees Retirement System acquired a new position in shares of Super Micro Computer during the first quarter valued at approximately $583,000. Institutional investors own 84.06% of the company’s stock.

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.