What is Northland Securities’ Estimate for SMCI Q1 Earnings?

Super Micro Computer, Inc. (NASDAQ:SMCI) – Equities researchers at Northland Securities increased their Q1 2027 EPS estimates for Super Micro Computer in a research note issued on Wednesday, July 22nd. Northland Securities analyst N. Chokshi now anticipates that the company will earn $0.68 per share for the quarter, up from their previous forecast of $0.33. The consensus estimate for Super Micro Computer’s current full-year earnings is $2.10 per share. Northland Securities also issued estimates for Super Micro Computer’s Q2 2027 earnings at $0.81 EPS and Q4 2027 earnings at $0.87 EPS.

Several other research analysts have also recently weighed in on the company. Wedbush cut their price objective on Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 6th. CJS Securities raised Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research report on Wednesday, May 6th. Barclays lifted their target price on Super Micro Computer from $34.00 to $38.00 and gave the stock an “equal weight” rating in a research note on Wednesday. Wolfe Research assumed coverage on shares of Super Micro Computer in a report on Thursday, June 11th. They issued a “peer perform” rating on the stock. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Super Micro Computer in a research report on Wednesday, June 24th. Four investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $39.21.

Super Micro Computer Stock Performance

Shares of SMCI opened at $30.10 on Friday. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88. The company has a market capitalization of $18.10 billion, a price-to-earnings ratio of 15.93, a PEG ratio of 0.40 and a beta of 1.94. The stock has a 50 day moving average of $32.68 and a 200 day moving average of $30.52. Super Micro Computer has a 12 month low of $19.48 and a 12 month high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.63 by $0.21. The business had revenue of $10.24 billion during the quarter, compared to the consensus estimate of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The firm’s quarterly revenue was up 122.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS.

Hedge Funds Weigh In On Super Micro Computer

Institutional investors have recently added to or reduced their stakes in the business. Flagship Harbor Advisors LLC purchased a new position in Super Micro Computer in the fourth quarter worth $25,000. Elyxium Wealth LLC purchased a new stake in Super Micro Computer during the 4th quarter valued at approximately $26,000. Arax Advisory Partners bought a new stake in Super Micro Computer in the fourth quarter worth $28,000. SHP Wealth Management purchased a new position in Super Micro Computer during the fourth quarter worth $29,000. Finally, Concord Wealth Partners grew its position 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 currently owned by institutional investors.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Super Micro’s preliminary fiscal Q4 update showed gross margins of 15% to 17%, far above prior guidance of 8.2% to 8.4%, suggesting a much stronger profit profile. At Last, Some Good News for Super Micro Stock
• Positive Sentiment: The company said it received more than $60 billion in new orders/backlog, reinforcing demand for its AI server and data center systems. Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC CPUs
• Positive Sentiment: Supermicro launched a new H15 server portfolio using 6th Gen AMD EPYC 9006 CPUs, with up to 1.7x better performance and higher memory/PCIe bandwidth, which could support future AI and enterprise sales. Supermicro introduceert een nieuw serverassortiment…
• Positive Sentiment: Several analysts turned more constructive, with price-target increases and upgraded earnings estimates implying stronger expected profitability ahead. SMCI analyst coverage and estimates
• Neutral Sentiment: Some analysts still trimmed near-term revenue/earnings estimates, reflecting caution that growth may not be linear even with the backlog strength.
• Neutral Sentiment: Articles about unusually large options trading and broader AI-stock momentum point to elevated trading interest, but they do not change the company’s fundamentals by themselves.
• Negative Sentiment: One brokerage lowered its target to $34 and kept a neutral stance, indicating some skepticism about how quickly Supermicro can convert backlog into sustained earnings.

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.