Q3 Earnings Forecast for SMCI Issued By Northland Securities

Super Micro Computer, Inc. (NASDAQ:SMCI) – Equities research analysts at Northland Securities lowered their Q3 2027 earnings per share (EPS) estimates for shares of Super Micro Computer in a report released on Wednesday, July 22nd. Northland Securities analyst N. Chokshi now expects that the company will post earnings of $0.80 per share for the quarter, down from their prior forecast of $0.86. 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 FY2027 earnings at $3.16 EPS.

Several other equities research analysts have also weighed in on SMCI. The Goldman Sachs Group reissued a “sell” rating on shares of Super Micro Computer in a report on Wednesday, May 6th. Needham & Company LLC increased their target price on shares of Super Micro Computer from $40.00 to $46.00 and gave the stock a “buy” rating in a research report on Wednesday. Citigroup reiterated a “neutral” rating and issued a $33.00 target price (up from $31.00) on shares of Super Micro Computer in a research note on Monday, July 13th. CJS Securities upgraded shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Finally, Raymond James Financial cut their price objective on shares of Super Micro Computer from $45.00 to $39.00 in a report on Friday, June 12th. Four 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. According to data from MarketBeat.com, Super Micro Computer currently has an average rating of “Hold” and a consensus target price of $39.21.

Super Micro Computer Stock Performance

Shares of SMCI opened at $30.10 on Thursday. Super Micro Computer has a 1 year low of $19.48 and a 1 year high of $62.36. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29. The stock’s fifty day moving average price is $32.68 and its two-hundred day moving average price is $30.52. The firm has a market cap of $18.10 billion, a PE ratio of 15.93, a PEG ratio of 0.41 and a beta of 1.94.

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

Institutional Trading of Super Micro Computer

Institutional investors and hedge funds have recently bought and sold shares of the company. OVERSEA CHINESE BANKING Corp Ltd boosted its position in shares of Super Micro Computer by 210.8% during the 4th quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 49,806 shares of the company’s stock valued at $1,498,000 after acquiring an additional 33,782 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in shares of Super Micro Computer by 54.7% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 107,789 shares of the company’s stock worth $3,155,000 after purchasing an additional 38,098 shares during the last quarter. Generali Asset Management SPA SGR increased its position in shares of Super Micro Computer by 235.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 70,389 shares of the company’s stock worth $2,060,000 after purchasing an additional 49,389 shares during the last quarter. Strs Ohio raised its stake in Super Micro Computer by 41.9% in the fourth quarter. Strs Ohio now owns 237,299 shares of the company’s stock valued at $6,946,000 after purchasing an additional 70,021 shares in the last quarter. Finally, Quent Capital LLC raised its stake in Super Micro Computer by 27,103.4% in the fourth quarter. Quent Capital LLC now owns 48,694 shares of the company’s stock valued at $1,425,000 after purchasing an additional 48,515 shares in the last quarter. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

Super Micro Computer News Summary

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.