Super Micro Computer, Inc. (NASDAQ:SMCI) Receives $38.43 Consensus Target Price from Analysts

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI) have been assigned a consensus recommendation of “Hold” from the seventeen brokerages that are presently covering the firm, Marketbeat Ratings reports. Two analysts have rated the stock with a sell recommendation, eleven have assigned a hold recommendation and four have issued a buy recommendation on the company. The average twelve-month price target among analysts that have issued ratings on the stock in the last year is $38.4286.

A number of brokerages have recently commented on SMCI. Bank of America dropped their price objective on shares of 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. Rosenblatt Securities lifted their price target on shares of Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Wedbush dropped their price target on shares of Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 6th. JPMorgan Chase & Co. lifted their price target on shares of Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Finally, Sanford C. Bernstein dropped their price target on shares of Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating on the stock in a research note on Wednesday, February 4th.

Key Stories Impacting Super Micro Computer

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

• Positive Sentiment: Analysts and media continued to highlight Super Micro’s “total data center solution” — including AI servers, liquid cooling and software — as a potential driver of top-line growth and stronger customer relationships. Can SMCI’s Total Data Center Solution Drive Top-Line Growth?
• Positive Sentiment: SMCI was also included in a roundup of affordable AI stocks, reinforcing its appeal as a lower-valuation way to play AI infrastructure demand. 5 Best Affordable AI Stocks to Buy Right Now
• Neutral Sentiment: Super Micro presented at J.P. Morgan’s Global Technology, Media and Communications Conference, which may have kept the stock in view but did not include any clearly market-moving new announcement in the provided details. Super Micro Computer, Inc. (SMCI) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Negative Sentiment: Multiple law firms issued deadline reminders tied to a securities class action against Super Micro over alleged investor harm, keeping legal overhang front and center and potentially weighing on sentiment. SMCI Deadline: SMCI Investors with Losses in Excess of $100K Have Opportunity to Lead Super Micro Computer, Inc. Securities Fraud Lawsuit
• Negative Sentiment: Additional class-action notices from Rosen, KSF, Schall, Bronstein Gewirtz & Grossman, and Faruqi & Faruqi extended the legal scrutiny, with a May 26 lead-plaintiff deadline repeatedly emphasized. SMCI DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL…

Super Micro Computer Price Performance

Shares of NASDAQ SMCI opened at $30.85 on Friday. The stock has a market capitalization of $18.55 billion, a price-to-earnings ratio of 16.32, a PEG ratio of 0.52 and a beta of 1.69. Super Micro Computer has a 12 month low of $19.48 and a 12 month high of $62.36. The firm’s 50 day simple moving average is $27.76 and its 200-day simple moving average is $31.36. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29.

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 analysts’ consensus estimates of $0.63 by $0.21. The business had revenue of $10.24 billion for the quarter, compared to analysts’ expectations of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The business’s revenue was up 122.7% on a year-over-year basis. During the same quarter last year, the company earned $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Analysts expect that Super Micro Computer will post 2.12 EPS for the current year.

Institutional Investors Weigh In On Super Micro Computer

A number of institutional investors have recently added to or reduced their stakes in the stock. Hazlett Burt & Watson Inc. grew its stake in Super Micro Computer by 68.6% in the 3rd quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock valued at $31,000 after acquiring an additional 269 shares during the period. Fairscale Capital LLC grew its stake in Super Micro Computer by 12.5% in the 3rd quarter. Fairscale Capital LLC now owns 2,693 shares of the company’s stock valued at $129,000 after acquiring an additional 300 shares during the period. CI Investments Inc. grew its stake in Super Micro Computer by 12.1% in the 3rd quarter. CI Investments Inc. now owns 3,001 shares of the company’s stock valued at $144,000 after acquiring an additional 324 shares during the period. MCF Advisors LLC grew its stake 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 acquiring an additional 325 shares during the period. Finally, CIBC Private Wealth Group LLC grew its stake in Super Micro Computer by 11.8% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company’s stock valued at $154,000 after acquiring an additional 339 shares during the period. Institutional investors and hedge funds own 84.06% of the company’s stock.

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.