Super Micro Computer (NASDAQ:SMCI) Trading 7% Higher – Time to Buy?

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI) traded up 7% on Tuesday . The company traded as high as $25.54 and last traded at $25.50. 38,634,849 shares traded hands during trading, a decline of 9% from the average daily volume of 42,690,367 shares. The stock had previously closed at $23.83.

Key Super Micro Computer News

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

• Positive Sentiment: SMCI is benefiting from a broad rebound in AI hardware stocks, with the sector rallying alongside the wider market as demand for AI infrastructure remains a key theme. Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ
• Positive Sentiment: Reports that Elon Musk denied a rumored $52 billion AI server deal between Foxconn and another supplier helped ease fears of lost business for Dell and Super Micro, supporting the shares in premarket trading. Dell, Super Micro Stocks Rise Premarket After Elon Musk Denies Report Of $52B AI Server Deal With Foxconn
• Neutral Sentiment: Investor attention remains high on SMCI, but recent coverage is mostly focused on whether the company can regain momentum and navigate a key AI demand test rather than on a new fundamental catalyst. Can Super Micro Computer (NASDAQ:SMCI) Regain Its Momentum?
• Neutral Sentiment: One recent market summary noted SMCI had declined in the prior session, underscoring that the stock remains volatile even as it rebounds today. Super Micro Computer (SMCI) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Bearish commentary from a “cash-burning stock” article highlights ongoing concerns about profitability and cash usage across challenged AI-related names, which can weigh on sentiment for SMCI if investors focus on execution risk. 1 Cash-Burning Stock to Own for Decades and 2 Facing Challenges

Wall Street Analyst Weigh In

SMCI has been the topic of several research analyst reports. Wolfe Research began coverage on shares of Super Micro Computer in a research report on Thursday, June 11th. They set a “peer perform” rating on the stock. The Goldman Sachs Group reiterated a “sell” rating on shares of Super Micro Computer in a research note on Wednesday, May 6th. Northland Securities boosted their price objective on shares of Super Micro Computer from $22.00 to $34.00 in a report on Wednesday, May 6th. Mizuho upped their target price on shares of Super Micro Computer from $36.00 to $44.00 and gave the stock a “neutral” rating in a research report on Monday, June 1st. Finally, Barclays dropped their target price on shares of Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating for the company in a report on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $38.71.

Super Micro Computer Stock Performance

The stock has a 50-day simple moving average of $32.91 and a 200 day simple moving average of $30.54. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29. The company has a market capitalization of $15.34 billion, a PE ratio of 13.49, a P/E/G ratio of 0.31 and a beta of 1.94.

Super Micro Computer (NASDAQ:SMCI) last announced 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 return on equity of 17.49% and a net margin of 3.70%.The business had revenue of $10.24 billion during the quarter, compared to analysts’ expectations of $12.39 billion. During the same quarter last year, the business posted $0.31 earnings per share. The business’s revenue for the quarter 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. Equities analysts anticipate that Super Micro Computer, Inc. will post 2.13 EPS for the current fiscal year.

Hedge Funds Weigh In On Super Micro Computer

Several hedge funds have recently added to or reduced their stakes in SMCI. Advisors Asset Management Inc. purchased a new position in shares of Super Micro Computer during the 1st quarter worth approximately $39,000. EverSource Wealth Advisors LLC lifted its stake in Super Micro Computer by 42.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock valued at $171,000 after buying an additional 1,036 shares in the last quarter. Baird Financial Group Inc. grew its holdings in Super Micro Computer by 54.9% during the 2nd quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock valued at $929,000 after buying an additional 6,718 shares during the last quarter. Flow Traders U.S. LLC acquired a new stake in Super Micro Computer during the 2nd quarter valued at $277,000. Finally, Daiwa Securities Group Inc. increased its position in Super Micro Computer by 3.4% during the second quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock worth $4,198,000 after buying an additional 2,799 shares in the last quarter. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

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.