Super Micro Computer (NASDAQ:SMCI) Stock Price Up 2.1% After Analyst Upgrade

Super Micro Computer, Inc. (NASDAQ:SMCI) shares shot up 2.1% during trading on Thursday after Barclays raised their price target on the stock from $34.00 to $38.00. Barclays currently has an equal weight rating on the stock. Super Micro Computer traded as high as $32.59 and last traded at $31.20. 84,091,212 shares changed hands during trading, an increase of 91% from the average daily volume of 44,057,457 shares. The stock had previously closed at $30.56.

SMCI has been the topic of a number of other research reports. Needham & Company LLC increased their price target on Super Micro Computer from $40.00 to $46.00 and gave the stock a “buy” rating in a research report on Wednesday. Mizuho lifted their price objective on Super Micro Computer from $36.00 to $44.00 and gave the company a “neutral” rating in a report on Monday, June 1st. Rosenblatt Securities upped their price objective on shares of Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Northland Securities increased their target price on shares of Super Micro Computer from $22.00 to $34.00 in a report on Wednesday, May 6th. Finally, JPMorgan Chase & Co. raised their target price on shares of Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research report on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $39.21.

More Super Micro Computer News

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.

Institutional Trading of Super Micro Computer

A number of institutional investors have recently made changes to their positions in the business. OVERSEA CHINESE BANKING Corp Ltd raised its position in shares of Super Micro Computer by 210.8% in the 4th quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 49,806 shares of the company’s stock valued at $1,498,000 after purchasing an additional 33,782 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of Super Micro Computer by 54.7% during 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 lifted its holdings in shares of Super Micro Computer by 235.2% in the 4th quarter. Generali Asset Management SPA SGR now owns 70,389 shares of the company’s stock valued at $2,060,000 after buying an additional 49,389 shares during the period. Strs Ohio grew its holdings in Super Micro Computer by 41.9% during the fourth quarter. Strs Ohio now owns 237,299 shares of the company’s stock worth $6,946,000 after acquiring an additional 70,021 shares during the period. Finally, Quent Capital LLC raised its position in Super Micro Computer by 27,103.4% during the fourth quarter. Quent Capital LLC now owns 48,694 shares of the company’s stock valued at $1,425,000 after acquiring an additional 48,515 shares in the last quarter. Institutional investors and hedge funds own 84.06% of the company’s stock.

Super Micro Computer Stock Performance

The company has a market capitalization of $18.10 billion, a PE ratio of 15.93, a PEG ratio of 0.41 and a beta of 1.94. The firm has a 50-day moving average of $32.68 and a two-hundred day moving average of $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 (NASDAQ:SMCI) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.63 by $0.21. The business had revenue of $10.24 billion for 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%.The business’s quarterly revenue was up 122.7% compared to the same quarter last year. During the same quarter 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. Research analysts anticipate that Super Micro Computer, Inc. will post 2.1 EPS for the current year.

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.