JPMorgan Chase & Co. Cuts Super Micro Computer (NASDAQ:SMCI) Price Target to $43.00

Super Micro Computer (NASDAQ:SMCI) had its target price trimmed by JPMorgan Chase & Co. from $45.00 to $43.00 in a research report sent to investors on Friday morning, Marketbeat reports. The firm currently has a neutral rating on the stock.

Other equities analysts also recently issued reports about the stock. Citigroup reissued a “neutral” rating and issued a $52.00 price target (up from $37.00) on shares of Super Micro Computer in a report on Friday, July 11th. Weiss Ratings reissued a “hold (c+)” rating on shares of Super Micro Computer in a report on Wednesday, October 8th. Raymond James Financial reissued an “outperform” rating and issued a $53.00 price target on shares of Super Micro Computer in a report on Thursday. Barclays boosted their price target on shares of Super Micro Computer from $29.00 to $45.00 and gave the stock an “equal weight” rating in a report on Thursday, August 7th. Finally, Needham & Company LLC boosted their price target on shares of Super Micro Computer from $39.00 to $60.00 and gave the stock a “buy” rating in a report on Wednesday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have assigned a Hold rating and two have issued 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 $47.57.

Super Micro Computer Stock Performance

NASDAQ SMCI opened at $48.29 on Friday. Super Micro Computer has a 1 year low of $17.25 and a 1 year high of $66.44. 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 firm has a market cap of $28.70 billion, a price-to-earnings ratio of 29.09, a PEG ratio of 1.20 and a beta of 1.55. The company has a fifty day moving average price of $47.44 and a 200-day moving average price of $44.87.

Super Micro Computer (NASDAQ:SMCI) last posted its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.44 by ($0.03). The firm had revenue of $5.76 billion during the quarter, compared to the consensus estimate of $5.88 billion. Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The business’s revenue was up 8.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $6.25 EPS. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. As a group, equities research analysts predict that Super Micro Computer will post 1.86 EPS for the current fiscal year.

Insider Activity

In other Super Micro Computer news, CFO David E. Weigand sold 25,000 shares of the company’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the sale, the chief financial officer directly owned 100,188 shares of the company’s stock, valued at $4,522,486.32. This represents a 19.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP George Kao sold 40,000 shares of the stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $43.88, for a total transaction of $1,755,200.00. Following the completion of the sale, the senior vice president directly owned 21,820 shares in the company, valued at approximately $957,461.60. The trade was a 64.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 90,000 shares of company stock worth $3,890,950. Insiders own 16.30% of the company’s stock.

Institutional Investors Weigh In On Super Micro Computer

Institutional investors and hedge funds have recently modified their holdings of the company. Park Avenue Securities LLC purchased a new stake in shares of Super Micro Computer in the second quarter worth about $310,000. Bank Hapoalim BM purchased a new stake in shares of Super Micro Computer in the second quarter worth about $748,000. Fiduciary Planning LLC purchased a new stake in shares of Super Micro Computer in the second quarter worth about $255,000. Robeco Institutional Asset Management B.V. purchased a new stake in shares of Super Micro Computer in the first quarter worth about $5,408,000. Finally, AlphaQuest LLC lifted its holdings in shares of Super Micro Computer by 352.4% in the first quarter. AlphaQuest LLC now owns 4,927 shares of the company’s stock worth $169,000 after buying an additional 3,838 shares in the last quarter. 84.06% of the stock is owned by hedge funds and other institutional investors.

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.