Super Micro Computer (NASDAQ:SMCI) Price Target Lowered to $35.00 at Raymond James Financial

Super Micro Computer (NASDAQ:SMCI) had its price objective decreased by Raymond James Financial from $50.00 to $35.00 in a research note published on Wednesday morning,MarketScreener reports. Raymond James Financial currently has an outperform rating on the stock.

A number of other analysts have also recently commented on the company. Weiss Ratings restated a “hold (c)” rating on shares of Super Micro Computer in a research report on Monday, December 29th. Sanford C. Bernstein decreased their price objective on shares of Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating on the stock in a report on Wednesday. Citigroup cut their target price on shares of Super Micro Computer from $48.00 to $39.00 and set a “neutral” rating for the company in a research note on Tuesday, January 20th. Northland Securities set a $63.00 price target on shares of Super Micro Computer in a research note on Wednesday, November 5th. Finally, Needham & Company LLC cut their price objective on Super Micro Computer from $51.00 to $40.00 and set a “buy” rating for the company in a research note on Wednesday. Eight research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $44.13.

Super Micro Computer Stock Performance

NASDAQ SMCI traded down $2.91 during mid-day trading on Wednesday, reaching $30.85. 56,534,271 shares of the stock were exchanged, compared to its average volume of 36,859,176. The company has a market capitalization of $18.42 billion, a P/E ratio of 23.02, a P/E/G ratio of 0.61 and a beta of 1.53. The company has a debt-to-equity ratio of 0.72, a quick ratio of 2.95 and a current ratio of 5.39. The business’s 50 day moving average is $31.38 and its 200-day moving average is $41.34. Super Micro Computer has a 1 year low of $27.60 and a 1 year high of $66.44.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings data on Tuesday, February 3rd. The company reported $0.69 earnings per share for the quarter, topping analysts’ consensus estimates of $0.49 by $0.20. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.52%. The business had revenue of $12.68 billion during the quarter, compared to the consensus estimate of $10.34 billion. During the same quarter in the prior year, the firm posted $0.59 earnings per share. The company’s revenue was up 123.4% compared to the same quarter last year. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. On average, equities research analysts forecast that Super Micro Computer will post 1.86 EPS for the current fiscal year.

Hedge Funds Weigh In On Super Micro Computer

A number of hedge funds have recently modified their holdings of the business. Anfield Capital Management LLC acquired a new position in Super Micro Computer in the second quarter valued at about $25,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Super Micro Computer in the 2nd quarter worth approximately $25,000. Flagship Harbor Advisors LLC purchased a new position in shares of Super Micro Computer during the 4th quarter worth approximately $25,000. Armstrong Advisory Group Inc. acquired a new stake in Super Micro Computer in the 3rd quarter valued at approximately $29,000. Finally, Concord Wealth Partners raised its position in Super Micro Computer by 2,564.1% in the fourth quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock valued at $30,000 after purchasing an additional 1,000 shares during the period. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

More Super Micro Computer News

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

• Positive Sentiment: Blowout Q2 results and strong forward guidance — SMCI reported revenue of ~$12.7B (up ~123% YoY) and $0.69 adj. EPS, and raised next-quarter and full‑year revenue guidance (Q3 revenue guide at ~$12.3B; FY revenue guide to $40B). The surprise top‑line and guidance remain the primary bullish driver. Supermicro Announces Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Bullish sell‑side/support items — Several boutique firms reiterated or kept buy/outperform views (Rosenblatt reiterated Buy), keeping some institutional interest intact. Rosenblatt Securities Reiterates Buy Rating for Super Micro Computer
• Positive Sentiment: Large, bullish options activity and heavy trading — Unusual call buying (roughly 390k calls) and elevated share volume signaled speculative and directional interest after the print, amplifying intraday moves.
• Positive Sentiment: Longer‑term margin catalyst highlighted by management — Management emphasized growth in its Data Center Building Block Solutions (DCBBS) business, which carries much higher gross margins and could help improve overall profitability if it scales as expected. SMCI Soars Post-Earnings: Head Fake, Or Sign of True Recovery?
• Neutral Sentiment: Mixed analyst updates — Several firms trimmed price targets but kept constructive ratings (Raymond James cut its target to $35 but kept “outperform”; Bernstein lowered to $37 and kept “market perform”; Needham trimmed to $40 but retained Buy). These moves temper the enthusiasm without a uniform sell signal. Raymond James Adjusts Price Target to $35 Bernstein Adjusts Price Target to $37 Needham Price Target Cut to $40
• Negative Sentiment: Severe margin deterioration and “near‑term margin pressure” — Adjusted gross margin plunged to ~6.3–6.4%, a multi‑quarter low. Management flagged mix, expedite costs and customer concentration as drivers; investors worry margins may remain depressed even as revenue scales. Margin concerns are the main reason some traders view the rally as a short‑term spike rather than a sustained recovery. Super Micro Computer: Still Plenty Of Issues But Upgrading On Valuation – Hold
• Negative Sentiment: Hardline bearish signal from a major shop — Goldman Sachs kept a Sell rating and actually nudged its target down to $27, underscoring downside risk if margins or the DCBBS ramp miss expectations. Goldman Sachs Adjusts Price Target to $27, Maintains Sell

Super Micro Computer Company Profile

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.