Rosenblatt Securities Reiterates Buy Rating for Super Micro Computer (NASDAQ:SMCI)

Super Micro Computer (NASDAQ:SMCI)‘s stock had its “buy” rating restated by analysts at Rosenblatt Securities in a research note issued on Monday,Benzinga reports. They presently have a $55.00 target price on the stock. Rosenblatt Securities’ target price suggests a potential upside of 85.37% from the stock’s current price.

Other equities research analysts have also issued reports about the stock. Citigroup reduced their target price on shares of Super Micro Computer from $48.00 to $39.00 and set a “neutral” rating on the stock in a report on Tuesday, January 20th. Barclays reduced their price objective on shares of Super Micro Computer from $45.00 to $43.00 and set an “equal weight” rating on the stock in a research note on Wednesday, November 5th. Argus set a $64.00 target price on Super Micro Computer in a research report on Thursday, November 6th. Sanford C. Bernstein reduced their price target on Super Micro Computer from $46.00 to $42.00 and set a “market perform” rating on the stock in a research report on Wednesday, November 5th. Finally, Wall Street Zen cut Super Micro Computer from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. Eight analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $46.19.

Super Micro Computer Stock Performance

Shares of Super Micro Computer stock opened at $29.67 on Monday. The company’s 50 day moving average price is $31.36 and its two-hundred day moving average price is $41.39. The firm has a market capitalization of $17.71 billion, a P/E ratio of 23.74, a P/E/G ratio of 0.61 and a beta of 1.53. Super Micro Computer has a fifty-two week low of $27.35 and a fifty-two week high of $66.44. The company has a debt-to-equity ratio of 0.72, a current ratio of 5.39 and a quick ratio of 2.95.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings results on Tuesday, February 3rd. The company reported $0.69 EPS for the quarter, beating analysts’ consensus estimates of $0.49 by $0.20. The company had revenue of $12.68 billion during the quarter, compared to analysts’ expectations of $10.34 billion. Super Micro Computer had a return on equity of 12.70% and a net margin of 3.77%.Super Micro Computer’s revenue was up 123.4% compared to the same quarter last year. During the same period in the prior year, the company earned $0.51 EPS. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. On average, equities analysts forecast that Super Micro Computer will post 1.86 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Super Micro Computer

A number of hedge funds have recently added to or reduced their stakes in SMCI. Anfield Capital Management LLC acquired a new stake in shares of Super Micro Computer during the 2nd quarter worth approximately $25,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Super Micro Computer during the 2nd quarter valued at $25,000. Flagship Harbor Advisors LLC bought a new position in Super Micro Computer during the fourth quarter worth $25,000. Armstrong Advisory Group Inc. acquired a new stake in Super Micro Computer in the third quarter worth $29,000. Finally, Concord Wealth Partners increased its stake in Super Micro Computer by 2,564.1% in the fourth quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock valued at $30,000 after purchasing an additional 1,000 shares in the last quarter. 84.06% of the stock is currently owned by institutional investors.

Key Headlines Impacting Super Micro Computer

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

• Positive Sentiment: Q2 results materially beat consensus — EPS $0.69 (vs. ~$0.48–0.49 est.) and revenue $12.68B (more than double year‑ago), demonstrating strong AI/server demand; net income was $401M. Zacks: Q2 Earnings Beat
• Positive Sentiment: Company raised guidance — Q3 EPS guidance (~$0.60) and Q3 revenue guidance (~$12.3B) above Street expectations; full‑year revenue guide raised to ~$40.0B vs. consensus ~$36.4B, signaling management expects continued AI/server demand. Reuters: Raises Annual Forecast
• Positive Sentiment: Official press release and investor materials provide detail and color on product mix and sales ramp for AI, cloud and edge customers. BusinessWire: Q2 Release
• Positive Sentiment: Street support — at least one firm (Rosenblatt) reaffirmed a buy and maintained a high $55 price target, suggesting some analysts see significant upside from current levels. Benzinga: Analyst Note
• Neutral Sentiment: Conference call and slide deck are available for investors to assess margin drivers and customer concentration; these will be important for confirming guidance durability. Investor Slide Deck
• Neutral Sentiment: Pre‑earnings previews and coverage noted both upside from AI‑GPU traction and downside risk from margins — the report validated revenue strength but left execution risk in focus. 247WallSt Preview
• Negative Sentiment: Gross‑margin compression: gross margin fell to ~6.3% (from 9.3% in prior quarter and 11.8% year‑ago) and net margin remains modest (~3.8%), raising questions about profitability sustainability if product mix or pricing shifts. BusinessWire: Margin Details
• Negative Sentiment: Analyst previews and coverage flagged inventory and cash‑flow strains and “credibility” risks if margins or supply chains deteriorate; these remain downside catalysts if management can’t sustain margins while scaling revenue. Proactive Investors: Risks

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.