Mizuho Cuts Super Micro Computer (NASDAQ:SMCI) Price Target to $34.00

Super Micro Computer (NASDAQ:SMCI) had its price objective cut by Mizuho from $44.00 to $34.00 in a research report sent to investors on Thursday morning,Benzinga reports. They currently have a neutral rating on the stock.

A number of other analysts have also recently weighed in on SMCI. The Goldman Sachs Group reiterated a “sell” rating on shares of Super Micro Computer in a research note on Wednesday, May 6th. Citigroup restated a “neutral” rating and issued a $33.00 price objective (up from $31.00) on shares of Super Micro Computer in a research note on Monday, July 13th. Barclays upped their target price on shares of Super Micro Computer from $34.00 to $38.00 and gave the company an “equal weight” rating in a report on Wednesday. Needham & Company LLC increased their target price on shares of Super Micro Computer from $40.00 to $46.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Rosenblatt Securities set a $45.00 price target on Super Micro Computer and gave the stock a “buy” rating in a report on Wednesday. Four analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Super Micro Computer presently has a consensus rating of “Hold” and an average price target of $39.21.

Super Micro Computer Trading Down 3.5%

NASDAQ:SMCI opened at $30.10 on Thursday. The stock’s 50 day moving average price is $32.68 and its 200 day moving average price is $30.52. The company has a market capitalization of $18.10 billion, a PE ratio of 15.93, a P/E/G ratio of 0.40 and a beta of 1.94. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. 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 earnings per share for the quarter, beating analysts’ consensus estimates of $0.63 by $0.21. The company had revenue of $10.24 billion during the quarter, compared to analysts’ expectations of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The firm’s revenue for the quarter was up 122.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, research analysts anticipate that Super Micro Computer will post 2.1 EPS for the current year.

Hedge Funds Weigh In On Super Micro Computer

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

Key Headlines Impacting Super Micro Computer

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

• Positive Sentiment: Super Micro’s preliminary fiscal Q4 update showed gross margins of 15% to 17%, far above prior guidance of 8.2% to 8.4%, suggesting a much stronger profit profile. At Last, Some Good News for Super Micro Stock
• Positive Sentiment: The company said it received more than $60 billion in new orders/backlog, reinforcing demand for its AI server and data center systems. Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC CPUs
• Positive Sentiment: Supermicro launched a new H15 server portfolio using 6th Gen AMD EPYC 9006 CPUs, with up to 1.7x better performance and higher memory/PCIe bandwidth, which could support future AI and enterprise sales. Supermicro introduceert een nieuw serverassortiment…
• Positive Sentiment: Several analysts turned more constructive, with price-target increases and upgraded earnings estimates implying stronger expected profitability ahead. SMCI analyst coverage and estimates
• Neutral Sentiment: Some analysts still trimmed near-term revenue/earnings estimates, reflecting caution that growth may not be linear even with the backlog strength.
• Neutral Sentiment: Articles about unusually large options trading and broader AI-stock momentum point to elevated trading interest, but they do not change the company’s fundamentals by themselves.
• Negative Sentiment: One brokerage lowered its target to $34 and kept a neutral stance, indicating some skepticism about how quickly Supermicro can convert backlog into sustained earnings.

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.