Super Micro Computer (NASDAQ:SMCI) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Super Micro Computer (NASDAQ:SMCI) had its price target upped by investment analysts at Rosenblatt Securities from $50.00 to $60.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Rosenblatt Securities’ price objective indicates a potential upside of 25.21% from the stock’s current price.

SMCI has been the subject of a number of other reports. Zacks Research raised Super Micro Computer to a “hold” rating in a research report on Monday, August 11th. JPMorgan Chase & Co. lowered their target price on Super Micro Computer from $46.00 to $45.00 and set a “neutral” rating on the stock in a research note on Wednesday, August 6th. Citigroup reiterated a “neutral” rating and set a $52.00 target price (up previously from $37.00) on shares of Super Micro Computer in a research note on Friday, July 11th. Raymond James Financial reiterated an “outperform” rating and set a $53.00 target price on shares of Super Micro Computer in a research note on Thursday. Finally, Wall Street Zen upgraded Super Micro Computer from a “sell” rating to a “hold” rating in a research note on Saturday, October 18th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $47.14.

Super Micro Computer Stock Down 8.7%

SMCI stock opened at $47.92 on Friday. The company has a debt-to-equity ratio of 0.74, a current ratio of 5.25 and a quick ratio of 3.25. The stock has a market capitalization of $28.48 billion, a P/E ratio of 28.87, a P/E/G ratio of 1.31 and a beta of 1.55. The business has a 50-day moving average of $47.38 and a 200-day moving average of $44.61. Super Micro Computer has a fifty-two week low of $17.25 and a fifty-two week high of $66.44.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing the consensus estimate of $0.44 by ($0.03). The firm had revenue of $5.76 billion for the quarter, compared to analyst estimates of $5.88 billion. Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The firm’s quarterly revenue was up 8.5% on a year-over-year basis. During the same period in the prior year, the company earned $6.25 earnings per share. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. On average, sell-side analysts anticipate that Super Micro Computer will post 1.86 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Super Micro Computer news, CFO David E. Weigand sold 25,000 shares of the firm’s stock in a transaction on Monday, September 15th. The stock was sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the transaction, the chief financial officer owned 100,188 shares in the company, valued at $4,522,486.32. This trade represents a 19.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP George Kao sold 40,000 shares of the firm’s stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $43.88, for a total value of $1,755,200.00. Following the transaction, the senior vice president owned 21,820 shares in the company, valued at approximately $957,461.60. This trade represents a 64.70% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 490,000 shares of company stock worth $27,890,950 in the last quarter. Insiders own 16.30% of the company’s stock.

Hedge Funds Weigh In On Super Micro Computer

A number of hedge funds have recently added to or reduced their stakes in SMCI. Clear Street LLC bought a new position in Super Micro Computer during the 2nd quarter worth $158,724,000. Norges Bank bought a new position in shares of Super Micro Computer in the 2nd quarter valued at $150,395,000. Marshall Wace LLP increased its stake in shares of Super Micro Computer by 596.4% in the 2nd quarter. Marshall Wace LLP now owns 3,437,714 shares of the company’s stock valued at $168,482,000 after purchasing an additional 2,944,049 shares during the last quarter. Vanguard Group Inc. increased its stake in shares of Super Micro Computer by 3.9% in the 1st quarter. Vanguard Group Inc. now owns 64,407,769 shares of the company’s stock valued at $2,205,322,000 after purchasing an additional 2,415,276 shares during the last quarter. Finally, Invesco Ltd. increased its stake in shares of Super Micro Computer by 31.6% in the 2nd quarter. Invesco Ltd. now owns 8,639,784 shares of the company’s stock valued at $423,436,000 after purchasing an additional 2,073,978 shares during the last quarter. Institutional investors own 84.06% of the company’s stock.

About Super Micro Computer

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.