Super Micro Computer (NASDAQ:SMCI) Price Target Cut to $45.00 by Analysts at Mizuho

Super Micro Computer (NASDAQ:SMCI) had its price target lowered by Mizuho from $50.00 to $45.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has a neutral rating on the stock.

A number of other brokerages also recently weighed in on SMCI. KGI Securities raised Super Micro Computer from a “neutral” rating to an “outperform” rating and set a $60.00 price target on the stock in a research report on Wednesday. Zacks Research raised Super Micro Computer to a “hold” rating in a report on Monday, August 11th. Bank of America initiated coverage on Super Micro Computer in a research note on Wednesday, July 9th. They issued an “underperform” rating and a $35.00 price target on the stock. Barclays lifted their price objective on shares of Super Micro Computer from $29.00 to $45.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 7th. Finally, JPMorgan Chase & Co. dropped their price objective on shares of Super Micro Computer from $45.00 to $43.00 and set a “neutral” rating on the stock in a research report on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $47.53.

Super Micro Computer Price Performance

Shares of SMCI opened at $42.03 on Wednesday. The company has a market cap of $24.98 billion, a price-to-earnings ratio of 25.32, a PEG ratio of 1.30 and a beta of 1.55. Super Micro Computer has a 1-year low of $17.25 and a 1-year high of $66.44. The company’s fifty day simple moving average is $48.40 and its 200 day simple moving average is $45.81. The company has a current ratio of 5.25, a quick ratio of 3.25 and a debt-to-equity ratio of 0.74.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings results on Tuesday, November 4th. The company reported $0.35 EPS for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.11). The firm had revenue of $5.02 billion during the quarter, compared to analyst estimates of $6.48 billion. Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The business’s revenue was down 15.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.73 EPS. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. FY 2026 guidance at EPS. On average, research analysts forecast that Super Micro Computer will post 1.86 earnings per share for the current fiscal year.

Insider Activity at Super Micro Computer

In other Super Micro Computer news, CFO David E. Weigand sold 25,000 shares of the firm’s stock in a transaction on Monday, September 15th. The stock was sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the transaction, the chief financial officer owned 100,188 shares in the company, valued at $4,522,486.32. This trade represents a 19.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP George Kao sold 40,000 shares of Super Micro Computer stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $43.88, for a total value of $1,755,200.00. Following the completion of the transaction, the senior vice president directly owned 21,820 shares of the company’s stock, valued at $957,461.60. This represents a 64.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 90,000 shares of company stock valued at $3,890,950. 16.30% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of SMCI. Park Avenue Securities LLC bought a new position in Super Micro Computer during the 2nd quarter worth $310,000. Bank Hapoalim BM acquired a new stake in shares of Super Micro Computer in the second quarter valued at about $748,000. Fiduciary Planning LLC bought a new position in shares of Super Micro Computer during the second quarter worth about $255,000. AlphaQuest LLC lifted its stake in shares of Super Micro Computer by 352.4% in the first quarter. AlphaQuest LLC now owns 4,927 shares of the company’s stock worth $169,000 after acquiring an additional 3,838 shares during the period. Finally, Public Employees Retirement System of Ohio boosted its holdings in Super Micro Computer by 4.7% in the second quarter. Public Employees Retirement System of Ohio now owns 161,091 shares of the company’s stock valued at $7,895,000 after acquiring an additional 7,171 shares during the last quarter. Institutional investors own 84.06% of the company’s stock.

About Super Micro Computer

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.