Super Micro Computer, Inc. (NASDAQ:SMCI) Receives Consensus Rating of “Hold” from Brokerages

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI) have been given an average recommendation of “Hold” by the seventeen analysts that are presently covering the firm, Marketbeat.com reports. Two equities research analysts have rated the stock with a sell rating, eleven have given a hold rating and four have assigned a buy rating to the company. The average 12-month target price among analysts that have issued ratings on the stock in the last year is $39.00.

A number of equities research analysts have recently weighed in on SMCI shares. JPMorgan Chase & Co. lifted their price objective on Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Bank of America dropped 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. CJS Securities upgraded shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a report on Wednesday, May 6th. Needham & Company LLC reissued a “buy” rating and set a $40.00 price objective on shares of Super Micro Computer in a research report on Wednesday, May 6th. Finally, Argus restated a “hold” rating on shares of Super Micro Computer in a report on Friday, March 20th.

Super Micro Computer Stock Performance

Super Micro Computer stock opened at $40.64 on Wednesday. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88. The firm has a market cap of $24.44 billion, a P/E ratio of 21.50, a P/E/G ratio of 0.73 and a beta of 1.87. Super Micro Computer has a 1-year low of $19.48 and a 1-year high of $62.36. The firm has a 50-day moving average of $31.83 and a 200-day moving average of $31.24.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.63 by $0.21. The company had revenue of $10.24 billion for the quarter, compared to the consensus estimate of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.Super Micro Computer’s revenue was up 122.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Sell-side analysts expect that Super Micro Computer will post 2.12 EPS for the current year.

Key Super Micro Computer News

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

• Positive Sentiment: The company said it has received massive AI server orders and is raising capital to secure components and meet that demand, which reinforces the strength of its AI infrastructure business. Supermicro Announces Proposed $7.0 Billion of Equity and Equity-linked Financing Transactions To Fund AI Orders
• Positive Sentiment: A Mizuho analyst raised the price target on Super Micro, reflecting continued optimism around the company’s position in AI infrastructure. Super Micro Computer (SMCI) Price Target Raised by $8 at Mizuho
• Neutral Sentiment: Broader tech and AI stocks were weak on the day, adding market pressure to Super Micro’s shares beyond the company-specific news. Tech stocks tumble again
• Negative Sentiment: Shares fell after the company unveiled its financing plan, as investors worried the large equity issuance could dilute existing holders. Super Micro Computer plans to raise $7 billion in equity offerings
• Negative Sentiment: Intraday trading showed the stock under heavy selling pressure alongside other high-beta AI hardware names, suggesting investors are de-risking the group. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

Hedge Funds Weigh In On Super Micro Computer

Hedge funds and other institutional investors have recently modified their holdings of the stock. Flagship Harbor Advisors LLC bought a new position in Super Micro Computer in the fourth quarter worth about $25,000. Elyxium Wealth LLC bought a new stake in Super Micro Computer during the 4th quarter valued at approximately $26,000. Arax Advisory Partners bought a new stake in Super Micro Computer during the 4th quarter valued at approximately $28,000. SHP Wealth Management purchased a new position in shares of Super Micro Computer during the 4th quarter worth approximately $29,000. Finally, Concord Wealth Partners grew its holdings in shares of Super Micro Computer by 2,564.1% during the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock worth $30,000 after acquiring an additional 1,000 shares during the period. Hedge funds and other institutional investors own 84.06% of the company’s stock.

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.