Super Micro Computer (NASDAQ:SMCI) Shares Up 1.7% on Analyst Upgrade

Super Micro Computer, Inc. (NASDAQ:SMCI) shares shot up 1.7% during mid-day trading on Monday after Mizuho raised their price target on the stock from $36.00 to $44.00. Mizuho currently has a neutral rating on the stock. Super Micro Computer traded as high as $48.08 and last traded at $46.88. 48,080,776 shares traded hands during trading, an increase of 28% from the average session volume of 37,648,430 shares. The stock had previously closed at $46.09.

Several other research firms also recently issued reports on SMCI. Bank of America decreased their price target on Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating for the company in a research note on Tuesday, March 24th. Sanford C. Bernstein reduced their price objective on Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating for the company in a research report on Wednesday, February 4th. Citigroup reissued a “neutral” rating and issued a $31.00 target price (up from $25.00) on shares of Super Micro Computer in a report on Wednesday, May 6th. Rosenblatt Securities raised their price target on Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a research note on Friday, March 27th. Four investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $39.00.

Super Micro Computer News Summary

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

• Positive Sentiment: Supermicro launched new Data Center Building Block Solutions (DCBBS) blueprints for NVIDIA Vera Rubin and HGX Rubin platforms, aimed at gigawatt-scale AI data center deployments. This strengthens the company’s positioning in the AI infrastructure buildout. Article Title
• Positive Sentiment: The company also introduced 12 new server platforms with Intel Xeon 6+ processors, which could help lower total cost of ownership and accelerate deployments for cloud and data center customers. Article Title
• Positive Sentiment: Verda, a leading European AI cloud provider, selected Supermicro’s NVIDIA GPU-accelerated rack-scale systems, adding another customer win and supporting the company’s AI growth narrative. Article Title
• Positive Sentiment: Mizuho raised its price target on SMCI to $44 from $36, indicating improved expectations for the business even though the firm kept a Neutral rating. Article Title
• Neutral Sentiment: Several articles framed Supermicro as an undervalued AI stock and highlighted a long-term investment case, which may support sentiment but does not change fundamentals immediately. Article Title
• Negative Sentiment: Some investors remain cautious because the stock still trades above Mizuho’s revised target, suggesting limited near-term upside from that view. Article Title
• Negative Sentiment: Ongoing regulatory scrutiny and reports tied to alleged chip-smuggling concerns in Taiwan may keep risk sentiment elevated around SMCI and its supply chain. Article Title

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Hazlett Burt & Watson Inc. lifted its holdings in Super Micro Computer by 68.6% during the third quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock worth $31,000 after acquiring an additional 269 shares in the last quarter. Fairscale Capital LLC lifted its holdings in Super Micro Computer by 12.5% during the third quarter. Fairscale Capital LLC now owns 2,693 shares of the company’s stock worth $129,000 after acquiring an additional 300 shares in the last quarter. CI Investments Inc. lifted its holdings in Super Micro Computer by 12.1% during the third quarter. CI Investments Inc. now owns 3,001 shares of the company’s stock worth $144,000 after acquiring an additional 324 shares in the last quarter. MCF Advisors LLC lifted its holdings in Super Micro Computer by 9.6% during the fourth quarter. MCF Advisors LLC now owns 3,696 shares of the company’s stock worth $108,000 after acquiring an additional 325 shares in the last quarter. Finally, CIBC Private Wealth Group LLC lifted its holdings in Super Micro Computer by 11.8% during the third quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company’s stock worth $154,000 after acquiring an additional 339 shares in the last quarter. 84.06% of the stock is currently owned by institutional investors.

Super Micro Computer Trading Up 1.7%

The company has a fifty day simple moving average of $28.74 and a two-hundred day simple moving average of $30.77. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. The stock has a market capitalization of $28.19 billion, a P/E ratio of 24.80, a price-to-earnings-growth ratio of 0.77 and a beta of 1.86.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.63 by $0.21. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The firm had revenue of $10.24 billion for the quarter, compared to the consensus estimate of $12.39 billion. During the same quarter last year, the business posted $0.31 EPS. The company’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. On average, sell-side analysts expect that Super Micro Computer, Inc. will post 2.12 earnings per share for the current year.

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.