Q1 EPS Estimate for Super Micro Computer Raised by Analyst

Super Micro Computer, Inc. (NASDAQ:SMCI) – Equities researchers at Northland Securities raised their Q1 2027 earnings per share estimates for Super Micro Computer in a note issued to investors on Wednesday, August 12th. Northland Securities analyst N. Chokshi now expects that the company will earn $0.94 per share for the quarter, up from their previous forecast of $0.68. The consensus estimate for Super Micro Computer’s current full-year earnings is $2.97 per share. Northland Securities also issued estimates for Super Micro Computer’s Q2 2027 earnings at $0.92 EPS, Q3 2027 earnings at $0.96 EPS, Q4 2027 earnings at $0.96 EPS, FY2027 earnings at $3.78 EPS and Q1 2028 earnings at $1.17 EPS.

Other equities analysts have also recently issued reports about the stock. The Goldman Sachs Group reaffirmed a “sell” rating and set a $34.00 price objective (up from $30.00) on shares of Super Micro Computer in a research report on Wednesday, August 12th. Raymond James Financial reissued an “outperform” rating and issued a $48.00 price objective on shares of Super Micro Computer in a research report on Wednesday, August 12th. Stifel Nicolaus set a $42.00 target price on shares of Super Micro Computer in a research note on Wednesday, August 12th. Sanford C. Bernstein set a $42.00 target price on shares of Super Micro Computer in a report on Thursday, August 13th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $46.00 price target on shares of Super Micro Computer in a research note on Wednesday, August 12th. Four equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $42.13.

Super Micro Computer Stock Down 0.2%

SMCI opened at $36.50 on Friday. The stock’s fifty day simple moving average is $30.25 and its 200 day simple moving average is $30.79. Super Micro Computer has a 1-year low of $19.48 and a 1-year high of $58.78. The stock has a market cap of $21.95 billion, a PE ratio of 11.41, a price-to-earnings-growth ratio of 1.09 and a beta of 1.95. The company has a current ratio of 3.87, a quick ratio of 2.07 and a debt-to-equity ratio of 0.65.

Super Micro Computer (NASDAQ:SMCI) last issued its earnings results on Tuesday, August 11th. The company reported $1.70 EPS 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 the consensus estimate of $11.60 billion. Super Micro Computer had a return on equity of 27.83% and a net margin of 5.71%.The firm’s revenue for the quarter was up 93.2% compared to the same quarter last year. During the same period in the previous year, the company posted $0.31 EPS. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS.

Institutional Investors Weigh In On Super Micro Computer

A number of institutional investors have recently modified their holdings of SMCI. Legacy Financial Advisors Inc. bought a new position in Super Micro Computer during the second quarter worth about $308,000. Quantitative Investment Management LLC bought a new position in shares of Super Micro Computer during the second quarter worth approximately $1,936,000. New Mexico Educational Retirement Board increased its holdings in shares of Super Micro Computer by 10.1% during the second quarter. New Mexico Educational Retirement Board now owns 25,100 shares of the company’s stock worth $736,000 after purchasing an additional 2,300 shares during the period. Mufg Securities Americas Inc. raised its position in shares of Super Micro Computer by 21.8% in the second quarter. Mufg Securities Americas Inc. now owns 16,951 shares of the company’s stock valued at $497,000 after buying an additional 3,029 shares in the last quarter. Finally, Livforsakringsbolaget Skandia Omsesidigt acquired a new stake in shares of Super Micro Computer in the second quarter valued at approximately $110,000. Institutional investors own 84.06% of the company’s stock.

Key Super Micro Computer News

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

• Positive Sentiment: Supermicro said its investigation found no evidence that CEO Charles Liang or other senior executives knew about the alleged scheme, and no evidence that the company directly sold export-controlled products to known restricted parties or locations. The news prompted a stronger investor response by reducing concerns about management integrity and potential regulatory consequences. Super Micro Clears Senior Management in Alleged Smuggling Scheme
• Positive Sentiment: The company’s AI infrastructure momentum remains a key bullish factor: quarterly revenue reached approximately $11.1 billion, up 93% year over year. Analysts also point to Supermicro’s scale, relatively low price-to-book valuation and favorable earnings revisions versus some AI-infrastructure peers. Nebius vs. Super Micro: Which AI Infrastructure Stock is a Better Buy?
• Positive Sentiment: Zacks added SMCI to its Rank #1, “Strong Buy,” value-stock list, reinforcing the valuation-based bullish case. Northland Securities’ published projections also imply higher future earnings, including $4.80 per share for fiscal 2028. Best Value Stocks to Buy for August 21st
• Neutral Sentiment: The investigation cleared senior management, but a cofounder faces a criminal trial next year, leaving possible additional legal and reputational risk for the company. Supermicro investigation clears CEO
• Negative Sentiment: Netlist has filed a complaint with the U.S. International Trade Commission alleging DDR5 memory patent infringement involving SMCI and other hardware companies. Separately, analysts caution that component costs, margin pressure, working-capital needs and potential financing or dilution could limit the benefit of strong AI revenue growth. Is Super Micro Computer Fairly Valued As Legal Risks Cloud Its AI Growth Story?

About Super Micro Computer

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.