Super Micro Computer (NASDAQ:SMCI) Price Target Raised to $46.00 at Needham & Company LLC

Super Micro Computer (NASDAQ:SMCI) had its price target hoisted by stock analysts at Needham & Company LLC from $40.00 to $46.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Needham & Company LLC’s price target indicates a potential upside of 80.39% from the stock’s current price.

Several other research analysts have also recently issued reports on the stock. The Goldman Sachs Group reiterated a “sell” rating on shares of Super Micro Computer in a report on Wednesday, May 6th. Barclays reduced 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 report on Wednesday, May 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Super Micro Computer in a research report on Wednesday, June 24th. Raymond James Financial dropped their price objective on shares of Super Micro Computer from $45.00 to $39.00 in a research note on Friday, June 12th. Finally, Rosenblatt Securities lifted their price objective on shares of Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Super Micro Computer has an average rating of “Hold” and an average target price of $39.14.

Super Micro Computer Trading Up 7.0%

Shares of NASDAQ SMCI opened at $25.50 on Wednesday. Super Micro Computer has a twelve month low of $19.48 and a twelve month high of $62.36. The firm has a market cap of $15.34 billion, a PE ratio of 13.49, a price-to-earnings-growth ratio of 0.30 and a beta of 1.94. The business has a fifty day simple moving average of $32.77 and a two-hundred day simple moving average of $30.51. 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 (NASDAQ:SMCI) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.63 by $0.21. The firm had revenue of $10.24 billion for the quarter, compared to analyst estimates of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The business’s revenue for the quarter was up 122.7% on a year-over-year basis. During the same quarter last year, the firm posted $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Analysts expect that Super Micro Computer will post 2.13 earnings per share for the current fiscal year.

Institutional Trading of Super Micro Computer

A number of institutional investors and hedge funds have recently added to or reduced their stakes in SMCI. MCF Advisors LLC increased its holdings in Super Micro Computer by 9.6% in the 4th quarter. MCF Advisors LLC now owns 3,696 shares of the company’s stock valued at $108,000 after purchasing an additional 325 shares during the last quarter. CIBC Private Wealth Group LLC lifted its stake in Super Micro Computer by 11.8% during the third quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company’s stock worth $154,000 after purchasing an additional 339 shares in the last quarter. City State Bank lifted its stake in Super Micro Computer by 4.9% during the fourth quarter. City State Bank now owns 7,500 shares of the company’s stock worth $220,000 after purchasing an additional 350 shares in the last quarter. World Equity Group Inc. boosted its position in shares of Super Micro Computer by 3.8% during the first quarter. World Equity Group Inc. now owns 9,877 shares of the company’s stock worth $225,000 after buying an additional 362 shares during the period. Finally, Newbridge Financial Services Group Inc. boosted its position in shares of Super Micro Computer by 8.3% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 4,897 shares of the company’s stock worth $143,000 after buying an additional 375 shares during the period. Institutional investors and hedge funds own 84.06% of the company’s stock.

Key Super Micro Computer News

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

• Positive Sentiment: Super Micro said preliminary Q4 gross margins are now expected to be 15% to 17%, roughly double its prior guidance of 8.2% to 8.4%, suggesting improving product and customer mix. Super Micro Computer Says Fourth-Quarter Margins Will Be Twice as High as Expected
• Positive Sentiment: The company said fourth-quarter orders topped $60 billion, highlighting unusually strong demand for its AI infrastructure products and fueling hopes for sustained revenue growth. Super Micro says fourth-quarter orders topped $60 billion
• Positive Sentiment: Reports also pointed to a rising backlog and a new work relationship with SpaceX, reinforcing the idea that AI server demand remains strong. Super Micro surges on new order and margin disclosure after SpaceX announcement
• Neutral Sentiment: Goldman Sachs remains skeptical, arguing that one better quarter may not be enough to prove the business model has fully improved, which could temper enthusiasm after the rally. SMCI stock surges 18%: why is Goldman Sachs still refusing to turn bullish?
• Negative Sentiment: Investors are also watching a reported ITC patent probe over memory imports, which adds legal and regulatory risk to the company’s otherwise strong AI growth story. Supermicro (SMCI) Faces ITC Patent Probe Over Memory Imports

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.