Barclays Raises Super Micro Computer (NASDAQ:SMCI) Price Target to $38.00

Super Micro Computer (NASDAQ:SMCI) had its target price lifted by stock analysts at Barclays from $34.00 to $38.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm presently has an “equal weight” rating on the stock. Barclays‘s price target indicates a potential upside of 28.08% from the company’s previous close.

Other equities analysts also recently issued reports about the stock. JPMorgan Chase & Co. lifted their price objective on shares of Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. Raymond James Financial reduced their price objective on shares of Super Micro Computer from $45.00 to $39.00 in a research report on Friday, June 12th. Rosenblatt Securities boosted their target price on Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Bank of America lowered their target price on Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating on the stock in a research note on Tuesday, March 24th. Finally, Needham & Company LLC increased their price target on Super Micro Computer from $40.00 to $46.00 and gave the stock a “buy” rating in a research note on Wednesday. Four investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $39.43.

Super Micro Computer Price Performance

SMCI stock opened at $29.67 on Wednesday. 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 business has a 50-day simple moving average of $32.77 and a two-hundred day simple moving average of $30.51. The company has a market capitalization of $17.84 billion, a P/E ratio of 15.44, a price-to-earnings-growth ratio of 0.30 and a beta of 1.94. Super Micro Computer has a 52-week low of $19.48 and a 52-week high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.63 by $0.21. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The firm 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 business posted $0.31 earnings per share. The company’s quarterly revenue was up 122.7% compared to the same quarter last year. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Research analysts expect that Super Micro Computer will post 2.13 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Flagship Harbor Advisors LLC purchased a new position in shares of Super Micro Computer in the fourth quarter worth $25,000. Elyxium Wealth LLC bought a new stake in shares of Super Micro Computer in the fourth quarter worth about $26,000. Arax Advisory Partners bought a new stake in shares of Super Micro Computer in the fourth quarter worth about $28,000. SHP Wealth Management purchased a new position in Super Micro Computer during the 4th quarter valued at about $29,000. Finally, Concord Wealth Partners increased its holdings in Super Micro Computer by 2,564.1% during the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock valued at $30,000 after purchasing an additional 1,000 shares during the period. Institutional investors own 84.06% of the company’s stock.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Super Micro raised its gross margin outlook to 15% to 17%, signaling much stronger profitability than previously expected. Wall Street Journal article
• Positive Sentiment: The company said fourth-quarter orders topped $60 billion, pointing to robust demand for its AI server systems and a very large backlog. Reuters article
• Positive Sentiment: Needham lifted its price target on SMCI to $46 from $40 and reiterated a Buy rating, suggesting more upside if execution improves. StreetInsider article
• Neutral Sentiment: Super Micro updated Q4 revenue guidance to about $11.0 billion, which appears below consensus, but investors are focusing more on the stronger margin outlook and backlog. Business Wire article
• Negative Sentiment: Goldman Sachs remains cautious despite the rally, arguing that one strong quarter may not be enough to prove the business model has fully improved. Invezz article
• Negative Sentiment: The stock still faces overhangs from prior weakness and an ITC patent probe over memory imports, which could add legal and operational risk. Yahoo Finance article

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.