Super Micro Computer (NASDAQ:SMCI) Stock Price Expected to Rise, Barclays Analyst Says

Super Micro Computer (NASDAQ:SMCI) had its price target raised by research analysts at Barclays from $34.00 to $38.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Barclays‘s target price would indicate a potential upside of 21.79% from the stock’s current price.

Several other research analysts have also commented on the company. The Goldman Sachs Group reissued a “sell” rating on shares of Super Micro Computer in a research report on Wednesday, May 6th. Rosenblatt Securities raised their price objective on Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. JPMorgan Chase & Co. lifted their target price on Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Mizuho lifted their target price on Super Micro Computer from $36.00 to $44.00 and gave the company a “neutral” rating in a research note on Monday, June 1st. Finally, Northland Securities boosted their target price on shares of Super Micro Computer from $22.00 to $34.00 in a report on Wednesday, May 6th. 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 stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $39.21.

Super Micro Computer Stock Performance

Shares of SMCI stock opened at $31.20 on Wednesday. The firm has a market cap of $18.76 billion, a price-to-earnings ratio of 16.51, a PEG ratio of 0.40 and a beta of 1.94. The company’s 50 day moving average is $32.70 and its 200 day moving average is $30.52. 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 posted its earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.63 by $0.21. The company had revenue of $10.24 billion during the quarter, compared to analyst estimates of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.Super Micro Computer’s revenue was up 122.7% on a year-over-year basis. During the same quarter in the prior 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, sell-side analysts anticipate that Super Micro Computer will post 2.11 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Flagship Harbor Advisors LLC purchased a new stake in Super Micro Computer in the fourth quarter valued at about $25,000. Elyxium Wealth LLC purchased a new stake in shares of Super Micro Computer during the fourth quarter worth about $26,000. Arax Advisory Partners purchased a new stake 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 valued at about $29,000. Finally, Concord Wealth Partners increased its holdings in shares of 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 in the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

More Super Micro Computer News

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

• Positive Sentiment: Super Micro said gross margin is now expected to be 15% to 17%, far above its prior 8.2% to 8.4% outlook, easing investor concerns about profitability and helping explain the stock’s surge. Super Micro Computer stock surges 20% on margin recovery
• Positive Sentiment: The company disclosed more than $60 billion in new orders in the quarter and a record backlog, reinforcing the view that demand for its AI servers remains very strong. Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC CPUs
• Positive Sentiment: Super Micro also introduced a new H15 server portfolio powered by 6th Gen AMD EPYC CPUs and optimized for next-generation AI workloads, which supports its growth narrative in AI infrastructure. Supermicro Introduces New Server Portfolio
• Neutral Sentiment: Several analysts raised price targets or upgraded the stock, while others stayed cautious, suggesting expectations remain mixed despite the stronger update.
• Negative Sentiment: Revenue is still expected near the low end of guidance, and some reports warned that fulfilling the huge backlog may require additional financing or capital raises, tempering the bullish reaction.
• Negative Sentiment: Northland and Mizuho kept a more restrained view on the name, with one cutting near-term EPS estimates and another lowering its price target, showing concerns have not fully disappeared.

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.