Super Micro Computer (NASDAQ:SMCI) Price Target Raised to $40.00

Super Micro Computer (NASDAQ:SMCI) had its price objective raised by Wedbush from $34.00 to $40.00 in a research note issued to investors on Wednesday morning, Marketbeat reports. The brokerage currently has a neutral rating on the stock.

Several other equities analysts have also recently issued reports on the stock. Wolfe Research began coverage on shares of Super Micro Computer in a research note on Thursday, June 11th. They issued a “peer perform” rating on the stock. Mizuho set a $35.00 target price on shares of Super Micro Computer and gave the stock a “neutral” rating in a research note on Wednesday. Bank of America reaffirmed an “underperform” rating on shares of Super Micro Computer in a report on Wednesday. Citigroup reiterated a “neutral” rating and set a $33.00 price target (up from $31.00) on shares of Super Micro Computer in a research note on Monday, July 13th. Finally, Rosenblatt Securities increased their price target on shares of Super Micro Computer from $45.00 to $51.00 and gave the stock a “buy” rating in a report on Wednesday. Four equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $42.13.

Super Micro Computer Stock Performance

NASDAQ SMCI opened at $39.84 on Wednesday. The firm has a market cap of $23.96 billion, a P/E ratio of 12.45, a P/E/G ratio of 1.17 and a beta of 1.95. Super Micro Computer has a 52-week low of $19.48 and a 52-week high of $58.78. The business’s 50-day moving average price is $30.20 and its 200 day moving average price is $30.60. The company has a quick ratio of 1.29, a current ratio of 3.87 and a debt-to-equity ratio of 0.65.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, beating the consensus estimate of $0.92 by $0.78. The firm had revenue of $11.12 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the prior year, the business earned $0.31 EPS. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. On average, equities research analysts expect that Super Micro Computer will post 2.97 earnings per share for the current year.

Hedge Funds Weigh In On Super Micro Computer

Hedge funds and other institutional investors have recently bought and sold shares of the company. Flagship Harbor Advisors LLC acquired a new stake in Super Micro Computer in the fourth quarter valued at $25,000. Elyxium Wealth LLC purchased a new stake in shares of Super Micro Computer in the 4th quarter worth about $26,000. Arax Advisory Partners purchased a new stake in shares of Super Micro Computer in the 4th quarter worth about $28,000. SHP Wealth Management acquired a new stake in Super Micro Computer in the 4th quarter valued at about $29,000. Finally, Concord Wealth Partners grew its stake in Super Micro Computer by 2,564.1% in the 4th 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 last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Super Micro Computer

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.

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.