Super Micro Computer (NASDAQ:SMCI) Issues Quarterly Earnings Results

Super Micro Computer (NASDAQ:SMCI) posted its earnings results on Tuesday. The company reported $0.35 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.11), Briefing.com reports. The business had revenue of $5.02 billion for the quarter, compared to analyst estimates of $6.48 billion. Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.Super Micro Computer’s revenue was down 15.5% compared to the same quarter last year. During the same period last year, the business earned $0.73 EPS. Super Micro Computer updated its Q2 2026 guidance to 0.460-0.540 EPS and its FY 2026 guidance to EPS.

Super Micro Computer Stock Down 2.7%

NASDAQ SMCI traded down $1.11 during trading on Thursday, reaching $40.92. 22,948,019 shares of the company’s stock were exchanged, compared to its average volume of 48,808,402. The stock has a market cap of $24.32 billion, a P/E ratio of 24.65, a price-to-earnings-growth ratio of 1.30 and a beta of 1.55. The company has a debt-to-equity ratio of 0.74, a quick ratio of 3.25 and a current ratio of 5.25. The company has a 50 day moving average price of $48.40 and a two-hundred day moving average price of $45.81. Super Micro Computer has a 1 year low of $17.25 and a 1 year high of $66.44.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Wall Street Zen upgraded Super Micro Computer from a “sell” rating to a “hold” rating in a research report on Saturday, October 18th. The Goldman Sachs Group set a $34.00 price target on Super Micro Computer and gave the stock a “sell” rating in a research report on Wednesday. Raymond James Financial lowered their price target on Super Micro Computer from $53.00 to $50.00 and set an “outperform” rating for the company in a research report on Wednesday. Needham & Company LLC lowered their price target on Super Micro Computer from $60.00 to $51.00 and set a “buy” rating for the company in a research report on Wednesday. Finally, Rosenblatt Securities lowered their price target on Super Micro Computer from $60.00 to $55.00 and set a “buy” rating for the company in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eight have issued a Hold rating and two have given 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 $48.38.

Insider Transactions at Super Micro Computer

In other Super Micro Computer news, SVP George Kao sold 40,000 shares of Super Micro Computer stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $43.88, for a total transaction of $1,755,200.00. Following the completion of the sale, the senior vice president directly owned 21,820 shares of the company’s stock, valued at $957,461.60. The trade was a 64.70% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO David E. Weigand sold 25,000 shares of Super Micro Computer stock in a transaction dated Monday, September 15th. The stock was sold at an average price of $45.14, for a total value of $1,128,500.00. Following the sale, the chief financial officer owned 100,188 shares in the company, valued at $4,522,486.32. This trade represents a 19.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 90,000 shares of company stock valued at $3,890,950 over the last ninety days. 16.30% of the stock is owned by company insiders.

Institutional Trading of Super Micro Computer

A number of hedge funds and other institutional investors have recently made changes to their positions in SMCI. Advisors Asset Management Inc. acquired a new stake in shares of Super Micro Computer during the first quarter worth about $39,000. MUFG Securities EMEA plc acquired a new position in Super Micro Computer in the 2nd quarter valued at about $74,000. EverSource Wealth Advisors LLC increased its position in Super Micro Computer by 42.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock valued at $171,000 after acquiring an additional 1,036 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in Super Micro Computer by 117.9% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 3,828 shares of the company’s stock valued at $188,000 after acquiring an additional 2,071 shares during the period. Finally, Smartleaf Asset Management LLC increased its position in Super Micro Computer by 175.7% in the 2nd quarter. Smartleaf Asset Management LLC now owns 4,384 shares of the company’s stock valued at $209,000 after acquiring an additional 2,794 shares during the period. Institutional investors and hedge funds own 84.06% of the company’s stock.

Super Micro Computer Company Profile

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.