Super Micro Computer (NASDAQ:SMCI) Price Target Raised to $51.00

Super Micro Computer (NASDAQ:SMCI) had its target price increased by Rosenblatt Securities from $45.00 to $51.00 in a research report sent to investors on Wednesday morning,Benzinga reports. They currently have a buy rating on the stock.

Other analysts have also recently issued reports about the stock. Bank of America reiterated an “underperform” rating on shares of Super Micro Computer in a research note on Wednesday. Wolfe Research began coverage on shares of Super Micro Computer in a research note on Thursday, June 11th. They set a “peer perform” rating on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Super Micro Computer in a report on Wednesday, June 24th. Citigroup reaffirmed 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. Finally, Northland Securities set a $36.00 price objective on shares of Super Micro Computer in a report on Wednesday, July 22nd. Four investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Super Micro Computer presently has a consensus rating of “Hold” and a consensus price target of $42.13.

Super Micro Computer Stock Performance

Shares of SMCI stock opened at $39.84 on Wednesday. Super Micro Computer has a fifty-two week low of $19.48 and a fifty-two week high of $58.78. The stock’s 50-day moving average is $30.20 and its two-hundred day moving average is $30.60. The company has a debt-to-equity ratio of 0.65, a current ratio of 3.87 and a quick ratio of 1.29. The firm has a market cap of $23.96 billion, a P/E ratio of 12.45, a PEG ratio of 1.17 and a beta of 1.95.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings results on Tuesday, August 11th. The company reported $1.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.92 by $0.78. The business had revenue of $11.12 billion during the quarter, compared to analyst estimates of $11.60 billion. Super Micro Computer had a return on equity of 27.83% and a net margin of 5.71%.The firm’s revenue was up 93.2% on a year-over-year basis. During the same period in the previous year, the company earned $0.31 EPS. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. Analysts predict that Super Micro Computer will post 2.97 earnings per share for the current fiscal year.

Institutional Trading of Super Micro Computer

Large investors have recently modified their holdings of the company. Flagship Harbor Advisors LLC acquired a new position in Super Micro Computer in the 4th quarter valued at $25,000. Elyxium Wealth LLC acquired a new position in Super Micro Computer during the 4th quarter worth $26,000. Arax Advisory Partners bought a new stake in Super Micro Computer during the fourth quarter valued at about $28,000. SHP Wealth Management bought a new stake in Super Micro Computer during the fourth quarter valued at about $29,000. Finally, Concord Wealth Partners boosted 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 valued at $30,000 after acquiring an additional 1,000 shares during the period. 84.06% of the stock is owned by institutional investors.

More Super Micro Computer News

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

• Positive Sentiment: Strong earnings and outlook: Super Micro reported quarterly EPS of $1.70, well above the $0.92 consensus estimate, while revenue rose 93% year over year to $11.12 billion. Management’s fiscal 2027 sales outlook of $65 billion to $72 billion was substantially above Wall Street expectations. Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%
• Positive Sentiment: Record AI demand: The company disclosed more than $60 billion in orders and a record backlog entering fiscal 2027, reinforcing expectations that hyperscaler and data-center spending will support continued growth. Super Micro Stock Extends Rally After Blockbuster Earnings
• Positive Sentiment: Analyst support and sector momentum: Needham assigned SMCI a “Buy” rating, while Bernstein raised its price target following the stronger guidance. Broader optimism around AI data-center infrastructure, including positive Lenovo results, is also lifting server makers. Super Micro Computer in focus as Bernstein ups price target after strong guidance
• Neutral Sentiment: Technical rebound: SMCI has gained more than 60% since the start of August, prompting investors to assess whether the sharp recovery can continue. The momentum supports the stock but also increases the risk of profit-taking. Stock of the Day: Where Is the Top for Super Micro Computer?
• Negative Sentiment: Margins are expected to retreat: The unusually strong quarter benefited from delayed large AI projects and a more favorable customer mix. Management expects first-quarter fiscal 2027 gross margin to fall to roughly 10.6% as high-volume, lower-margin hyperscale business returns. Super Micro’s Margin Surprise Is Already Guided Back Down
• Negative Sentiment: Execution and capital risks: Quarterly revenue missed estimates despite rapid growth, while the company’s expansion requires substantial working capital. A prior equity and convertible raise increases share dilution, and investors remain concerned about order cancellations, inventory and Super Micro’s execution history.

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.