Super Micro Computer (NASDAQ:SMCI) Trading Up 3.2% – Time to Buy?

Super Micro Computer, Inc. (NASDAQ:SMCI)’s share price rose 3.2% during trading on Thursday . The stock traded as high as $33.81 and last traded at $33.03. Approximately 32,179,946 shares changed hands during trading, a decline of 13% from the average daily volume of 36,971,320 shares. The stock had previously closed at $32.00.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Shares are being supported by continued post-earnings momentum, with the market reacting to upbeat guidance tied to strong AI server demand and ongoing short-covering in a heavily shorted stock. Article Title
• Positive Sentiment: Northland Securities raised multiple earnings estimates for Super Micro, signaling improving outlooks for FY2026 and FY2027 as demand for AI infrastructure remains strong. Article Title
• Positive Sentiment: Needham and Mizuho also maintained constructive views on the stock, with recent price targets clustering near or above current levels, reinforcing investor confidence in the turnaround story. Article Title
• Neutral Sentiment: An article highlighting the potential value of a $1,000 investment over the past decade is more of a retrospective interest piece than a current stock catalyst. Article Title
• Neutral Sentiment: GraniteShares’ weekly ETF distribution notice appears unrelated to Super Micro’s fundamentals and should have limited direct impact on SMCI shares. Article Title
• Negative Sentiment: Ongoing securities class action headlines, including multiple law-firm deadline reminders and a new complaint alleging disclosure issues tied to AI server sales, remain a legal overhang for Super Micro and could weigh on sentiment. Article Title
• Negative Sentiment: Reports that internal control weaknesses are still lingering may raise concerns about execution, governance, and the durability of the turnaround. Article Title

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Northland Securities upped their price target on shares of Super Micro Computer from $22.00 to $34.00 in a research note 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 research note on Wednesday, May 6th. Argus reaffirmed a “hold” rating on shares of Super Micro Computer in a research note on Friday, March 20th. Citigroup reaffirmed a “neutral” rating and issued a $31.00 price target (up from $25.00) on shares of Super Micro Computer in a research note on Wednesday, May 6th. Finally, JPMorgan Chase & Co. upped their price target on shares of Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $38.43.

Super Micro Computer Stock Up 3.2%

The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.29 and a current ratio of 2.66. The company has a market capitalization of $19.86 billion, a price-to-earnings ratio of 17.48, a P/E/G ratio of 0.55 and a beta of 1.69. The stock’s fifty day simple moving average is $27.77 and its two-hundred day simple moving average is $31.77.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.63 by $0.21. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The company had revenue of $10.24 billion during the quarter, compared to the consensus estimate of $12.39 billion. During the same period in the prior year, the company earned $0.31 EPS. Super Micro Computer’s 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, sell-side analysts anticipate that Super Micro Computer, Inc. will post 2.12 EPS for the current year.

Institutional Investors Weigh In On Super Micro Computer

A number of institutional investors and hedge funds have recently bought and sold shares of SMCI. Norges Bank acquired a new stake in Super Micro Computer in the 4th quarter valued at about $136,569,000. Clear Street Group Inc. acquired a new stake in Super Micro Computer in the 3rd quarter valued at about $147,631,000. Vanguard Group Inc. raised its holdings in Super Micro Computer by 4.1% during the 3rd quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock worth $3,300,610,000 after buying an additional 2,695,829 shares during the period. Dimensional Fund Advisors LP raised its holdings in Super Micro Computer by 833.8% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,939,536 shares of the company’s stock worth $140,882,000 after buying an additional 2,624,746 shares during the period. Finally, Invesco Ltd. raised its holdings in Super Micro Computer by 21.2% during the 4th quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock worth $291,347,000 after buying an additional 1,738,749 shares during the period. 84.06% of the stock is owned by institutional investors and hedge funds.

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.