Super Micro Computer (NASDAQ:SMCI) Stock Price Up 1.7% – Time to Buy?

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI) traded up 1.7% on Tuesday . The company traded as high as $41.53 and last traded at $40.26. Approximately 41,927,264 shares changed hands during trading, a decline of 7% from the average daily volume of 44,875,766 shares. The stock had previously closed at $39.59.

More Super Micro Computer News

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

• Positive Sentiment: SMCI is being highlighted as an undervalued AI stock with favorable earnings-estimate revisions, strong growth prospects and potential for additional upside in 2026. Buy 5 Top-Ranked Undervalued Stocks to Enhance Your Portfolio Returns
• Positive Sentiment: Analysts point to Supermicro’s AI-driven growth, record backlog, liquid-cooling technology and attractive valuation as reasons to remain bullish. Its latest quarterly results also included adjusted earnings of $1.70 per share, well above the $0.92 consensus estimate, while revenue grew sharply year over year. Buy Super Micro Computer for Handsome Returns & Attractive Valuations
• Positive Sentiment: Investors are rotating into AI-server companies, lifting SMCI along with other sector names as broader large-cap technology stocks remain relatively subdued. Super Micro Climbs, Hewlett Packard Enterprise Advances
• Positive Sentiment: A bullish long-term scenario argues that expanding AI infrastructure demand could support substantial future growth, although the projected $700 valuation is highly speculative rather than a near-term consensus target. Why SMCI Stock Is Ready to Rally
• Neutral Sentiment: SMCI has attracted unusually heavy investor attention and search activity, which may increase trading interest but does not by itself indicate a change in fundamentals. Investors Heavily Search Super Micro Computer
• Negative Sentiment: Management reportedly indicated that the recent gross-margin improvement may be temporary, raising concerns that profitability could normalize as product mix and customer programs change. Supermicro’s Margin Improvement May Be Temporary
• Negative Sentiment: Heavy short interest reflects investor concerns about margins, cash generation and the spending required to support rapid AI-infrastructure growth. Analysts also note that weak cash flow could make a move toward $50 difficult without sustained execution. Short Sellers Are Betting Against AI Infrastructure Stocks

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on SMCI shares. Rosenblatt Securities raised their price target on shares of Super Micro Computer from $45.00 to $51.00 and gave the company a “buy” rating in a report on Wednesday, August 12th. Weiss Ratings restated a “hold (c)” rating on shares of Super Micro Computer in a research note on Wednesday, June 24th. Sanford C. Bernstein set a $42.00 target price on Super Micro Computer in a research report on Thursday, August 13th. Needham & Company LLC reiterated a “buy” rating and issued a $46.00 price target on shares of Super Micro Computer in a research note on Wednesday, August 12th. Finally, Zacks Research upgraded shares of Super Micro Computer from a “hold” rating to a “strong-buy” rating in a report on Thursday, August 20th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $42.13.

Super Micro Computer Trading Up 1.7%

The stock has a market capitalization of $26.45 billion, a P/E ratio of 12.58, a price-to-earnings-growth ratio of 0.75 and a beta of 2.00. The company has a current ratio of 3.87, a quick ratio of 2.07 and a debt-to-equity ratio of 0.65. The company has a 50-day moving average price of $31.87 and a 200 day moving average price of $31.30.

Super Micro Computer (NASDAQ:SMCI) last posted its earnings results on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, beating analysts’ consensus estimates of $0.92 by $0.78. Super Micro Computer had a net margin of 5.71% and a return on equity of 27.83%. The company had revenue of $11.12 billion during the quarter, compared to analysts’ expectations of $11.60 billion. During the same quarter in the prior year, the company posted $0.31 earnings per share. Super Micro Computer’s revenue for the quarter was up 93.2% compared to the same quarter last year. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. On average, research analysts forecast that Super Micro Computer, Inc. will post 4.04 earnings per share for the current fiscal year.

Institutional Trading of Super Micro Computer

A number of institutional investors have recently bought and sold shares of the stock. California State Teachers Retirement System lifted its stake in shares of Super Micro Computer by 2,984.2% during the second quarter. California State Teachers Retirement System now owns 25,071,724 shares of the company’s stock worth $735,354,000 after buying an additional 24,258,827 shares during the period. Geode Capital Management LLC raised its stake in Super Micro Computer by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 13,808,499 shares of the company’s stock worth $402,627,000 after acquiring an additional 41,314 shares during the last quarter. Invesco Ltd. raised its stake in Super Micro Computer by 21.2% in the 4th quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock worth $291,347,000 after acquiring an additional 1,738,749 shares during the last quarter. Disciplined Growth Investors Inc. MN lifted its position in Super Micro Computer by 16.5% during the 2nd quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock worth $476,905,000 after acquiring an additional 1,381,046 shares during the period. Finally, Norges Bank purchased a new stake in Super Micro Computer during the 4th quarter valued at about $136,569,000. 84.06% of the stock is currently owned by institutional investors and hedge funds.

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.