Rosenblatt Securities Lowers Super Micro Computer (NASDAQ:SMCI) Price Target to $32.00

Super Micro Computer (NASDAQ:SMCI) had its target price dropped by Rosenblatt Securities from $50.00 to $32.00 in a report released on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the stock. Rosenblatt Securities’ target price suggests a potential upside of 44.08% from the stock’s current price.

Several other brokerages also recently commented on SMCI. Needham & Company LLC lowered their price objective on Super Micro Computer from $51.00 to $40.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. The Goldman Sachs Group increased their target price on Super Micro Computer from $26.00 to $27.00 and gave the stock a “sell” rating in a research report on Wednesday, February 4th. Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a research note on Monday, December 29th. Wall Street Zen raised Super Micro Computer from a “sell” rating to a “hold” rating in a report on Sunday, February 15th. Finally, Citigroup dropped their price target on Super Micro Computer from $39.00 to $25.00 and set a “neutral” rating for the company in a research note on Tuesday. Four research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $37.07.

Super Micro Computer Stock Performance

Shares of NASDAQ SMCI opened at $22.21 on Wednesday. The stock has a market cap of $13.30 billion, a PE ratio of 16.57, a price-to-earnings-growth ratio of 0.46 and a beta of 1.52. Super Micro Computer has a 1 year low of $19.48 and a 1 year high of $62.36. The firm has a fifty day moving average price of $30.60 and a 200-day moving average price of $36.98. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.70 and a quick ratio of 1.01.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share for the quarter, beating analysts’ consensus estimates of $0.49 by $0.20. The company had revenue of $12.68 billion for the quarter, compared to analysts’ expectations of $10.34 billion. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.22%. Super Micro Computer’s revenue for the quarter was up 123.4% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.59 EPS. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. Equities analysts anticipate 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 made changes to their positions in the company. Norges Bank purchased a new position in Super Micro Computer during the 4th quarter valued at approximately $136,569,000. Clear Street LLC purchased a new stake in shares of Super Micro Computer during the 2nd quarter worth approximately $158,724,000. Clear Street Group Inc. purchased a new stake in shares of Super Micro Computer during the 3rd quarter worth approximately $147,631,000. Marshall Wace LLP boosted its position in shares of Super Micro Computer by 596.4% during the 2nd quarter. Marshall Wace LLP now owns 3,437,714 shares of the company’s stock valued at $168,482,000 after acquiring an additional 2,944,049 shares during the last quarter. Finally, Vanguard Group Inc. boosted its position in shares of Super Micro Computer by 4.1% during the 3rd quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock valued at $3,300,610,000 after acquiring an additional 2,695,829 shares during the last quarter. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Underlying AI demand and partnerships remain intact — Supermicro is deepening ties with Mirantis to standardize open-source AI cloud stacks, reinforcing its position in AI/GPU server infrastructure. Super Micro Deepens Mirantis Ties
• Positive Sentiment: Revenue and growth profile remain strong (company previously reported outsized revenue growth driven by AI-server demand), which provides a fundamental offset to headline risk. Could Supermicro’s Latest Crisis Create a Buying Opportunity?
• Neutral Sentiment: Some analysts are mixed — Rosenblatt cut its price target (from $50 to $32) but kept a Buy rating, and Northland reaffirmed Market Perform; market views on valuation vs. risk are divided. Rosenblatt price target update (Benzinga)
• Negative Sentiment: Multiple shareholder class actions filed and many law firms issuing investor alerts — suits allege the company concealed sales to China and export-control risks. This legal avalanche is the primary driver of the stock’s decline in recent sessions. Reuters: Super Micro sued by shareholders
• Negative Sentiment: Many law firms (Rosen, Robbins, Bragar, Kirby McInerney, Faruqi, Holzer, etc.) have publicized class actions/solicitations, amplifying litigation risk and potential distraction/costs for management. GlobeNewswire: Portnoy Law Firm class action notice
• Negative Sentiment: Allegations reference export-control violations and ties to earlier DOJ/indictment headlines involving company associates — a regulatory/criminal overhang that raises reputational and compliance questions. Barron’s: Securities Fraud Lawsuit Coverage
• Negative Sentiment: Analyst cuts and target reductions (e.g., Citi lowered its target) and heavy intraday volume reflect increased risk aversion; price-target revisions compress upside while litigation risk raises uncertainty on future guidance and margins. American Banking News: Citi lowers price target

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.