Rosenblatt Securities Boosts Super Micro Computer (NASDAQ:SMCI) Price Target to $51.00

Super Micro Computer (NASDAQ:SMCI) had its price target increased by analysts at Rosenblatt Securities from $45.00 to $51.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Rosenblatt Securities’ price objective would suggest a potential upside of 61.39% from the stock’s current price.

A number of other research analysts also recently issued reports on SMCI. The Goldman Sachs Group reiterated a “sell” rating on shares of Super Micro Computer in a research note on Wednesday. Wolfe Research started coverage on shares of Super Micro Computer in a research note on Thursday, June 11th. They set a “peer perform” rating for the company. Barclays set a $39.00 price target on Super Micro Computer in a research note on Wednesday. Mizuho dropped their price objective on Super Micro Computer from $44.00 to $34.00 and set a “neutral” rating on the stock in a report on Thursday, July 23rd. Finally, CJS Securities upgraded shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $39.71.

Super Micro Computer Stock Up 0.4%

SMCI stock opened at $31.60 on Wednesday. The firm has a 50-day moving average of $30.58 and a two-hundred day moving average of $30.44. The company has a market cap of $19.00 billion, a price-to-earnings ratio of 16.72, a PEG ratio of 0.37 and a beta of 1.95. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88. Super Micro Computer has a 12 month low of $19.48 and a 12 month high of $58.78.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, August 11th. The company reported $1.70 earnings per share for the quarter, topping the consensus estimate of $0.92 by $0.78. The company had revenue of $11.12 billion during the quarter, compared to analyst estimates of $11.60 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. Super Micro Computer’s revenue was up 93.2% compared to the same quarter last year. During the same quarter last year, the firm posted $0.31 earnings per share. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. As a group, analysts forecast that Super Micro Computer will post 2.1 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Super Micro Computer

Several institutional investors have recently bought and sold shares of SMCI. Norges Bank purchased a new stake in Super Micro Computer during the 4th quarter worth about $136,569,000. Assenagon Asset Management S.A. raised its stake in Super Micro Computer by 1,770.4% in the 2nd quarter. Assenagon Asset Management S.A. now owns 2,174,863 shares of the company’s stock valued at $63,789,000 after purchasing an additional 2,058,588 shares during the last quarter. Invesco Ltd. lifted its holdings in Super Micro Computer by 21.2% in the 4th quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock valued at $291,347,000 after purchasing an additional 1,738,749 shares in the last quarter. Amundi boosted its stake in shares of Super Micro Computer by 188.8% during the 4th quarter. Amundi now owns 2,421,891 shares of the company’s stock worth $70,889,000 after purchasing an additional 1,583,229 shares during the last quarter. Finally, Disciplined Growth Investors Inc. MN boosted its stake in shares of Super Micro Computer by 16.5% during the 2nd quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock worth $476,905,000 after purchasing an additional 1,381,046 shares during the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

Key Super Micro Computer News

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

• Positive Sentiment: Strong earnings beat: Fiscal fourth-quarter adjusted EPS was $1.70, well above the $0.92 consensus estimate and up from $0.41 a year earlier. Quarterly profit reached $1.17 billion, while revenue rose 93.2% year over year to $11.12 billion. Super Micro Stock Surges as Earnings Smash Expectations and Revive AI Hope
• Positive Sentiment: Upbeat forward guidance: Management forecast fiscal 2027 revenue of $65 billion to $72 billion, substantially above the $53.1 billion analyst estimate. First-quarter fiscal 2027 revenue guidance of $14.5 billion to $15.5 billion also exceeded the $12 billion consensus, while EPS guidance of $1.01 to $1.10 topped the $0.72 estimate. Super Micro forecasts upbeat annual revenue
• Positive Sentiment: AI demand outlook strengthened: Super Micro’s forecast, alongside an upbeat outlook from CoreWeave, supported the view that demand for AI computing capacity and infrastructure could remain strong. CoreWeave, Super Micro climb on signs of sustained AI buildout
• Neutral Sentiment: Revenue narrowly missed estimates: Reported revenue of $11.12 billion came in below the $11.60 billion consensus, despite the substantial year-over-year growth.
• Negative Sentiment: Margin and execution concerns remain: Analysts and market commentary continue to focus on whether Super Micro can sustain improved gross margins—reported at approximately 17.6%—as it scales rapidly. The company’s relatively low net margin of 3.7% leaves limited room for operational missteps. Supermicro stock is surging, but one number should still worry investors

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.