Super Micro Computer (NASDAQ:SMCI) Price Target Raised to $39.00

Super Micro Computer (NASDAQ:SMCI) had its price objective lifted by Bank of America from $38.00 to $39.00 in a research note published on Wednesday morning,Benzinga reports. The firm currently has an underperform rating on the stock.

A number of other research analysts have also recently weighed in on SMCI. Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a research report on Monday, September 21st. Rosenblatt Securities restated a “buy” rating and issued a $57.00 target price on shares of Super Micro Computer in a report on Wednesday. Sanford C. Bernstein set a $42.00 price target on shares of Super Micro Computer in a research note on Thursday, August 13th. Barclays set a $39.00 price target on shares of Super Micro Computer and gave the company an “equal weight” rating in a report on Wednesday, August 12th. Finally, Wedbush increased their price objective on shares of Super Micro Computer from $34.00 to $40.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 12th. Four analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $43.08.

Super Micro Computer Trading Up 6.2%

Shares of Super Micro Computer stock traded up $1.68 on Wednesday, reaching $28.76. The company had a trading volume of 36,967,215 shares, compared to its average volume of 35,947,912. The firm has a market cap of $18.89 billion, a price-to-earnings ratio of 6.13, a P/E/G ratio of 0.48 and a beta of 2.17. The company has a debt-to-equity ratio of 0.65, a current ratio of 3.87 and a quick ratio of 2.07. The firm’s 50-day moving average price is $37.44 and its two-hundred day moving average price is $32.66. Super Micro Computer has a 1 year low of $19.48 and a 1 year high of $51.40.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Tuesday, November 3rd. The company reported $1.81 earnings per share for the quarter, beating the consensus estimate of $1.28 by $0.53. Super Micro Computer had a return on equity of 27.83% and a net margin of 5.71%. The firm had revenue of $19.95 billion for the quarter, compared to the consensus estimate of $16.29 billion. During the same quarter in the previous year, the company posted $0.35 EPS. The company’s revenue for the quarter was up 297.5% compared to the same quarter last year. As a group, research analysts predict that Super Micro Computer will post 4.17 earnings per share for the current fiscal year.

Insider Transactions at Super Micro Computer

In other news, Director Chiu-Chu Liang sold 100,000 shares of the company’s stock in a transaction dated Wednesday, October 7th. The shares were sold at an average price of $45.02, for a total value of $4,502,000.00. Following the transaction, the director directly owned 337,506 shares in the company, valued at approximately $15,194,520.12. This represents a 22.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Liang sold 100,000 shares of the firm’s stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total transaction of $4,502,000.00. Following the completion of the transaction, the chief executive officer directly owned 337,506 shares in the company, valued at $15,194,520.12. This represents a 22.86% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 400,000 shares of company stock worth $16,442,000. Company insiders own 16.10% of the company’s stock.

Hedge Funds Weigh In On Super Micro Computer

Hedge funds have recently added to or reduced their stakes in the stock. Quest 10 Wealth Builders Inc. boosted its holdings in shares of Super Micro Computer by 235.2% in the third quarter. Quest 10 Wealth Builders Inc. now owns 600 shares of the company’s stock valued at $25,000 after purchasing an additional 421 shares during the period. TOP Private Wealth LLC. bought a new position in Super Micro Computer in the second quarter worth approximately $42,000. Comprehensive Financial Planning Inc. PA bought a new position in Super Micro Computer in the second quarter worth approximately $43,000. Heritage Family Offices LLP purchased a new position in Super Micro Computer during the 3rd quarter worth $43,000. Finally, Contravisory Investment Management Inc. purchased a new position in Super Micro Computer during the 2nd quarter worth $49,000. 84.06% of the stock is currently owned by institutional investors.

Super Micro Computer News Roundup

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

• Positive Sentiment: Supermicro reported fiscal Q1 2027 revenue of $19.95 billion, far above analyst expectations, and raised its sales outlook as demand for AI servers remained strong. One report also highlighted quarterly gross margin above the company’s guidance. Article: Super Micro: Major Plot Twist
• Positive Sentiment: New AI-infrastructure collaborations could reinforce Supermicro’s product appeal: its solution with IBM and NVIDIA is designed to improve inference performance, while a separate partnership with Smartbird will support managed enterprise AI clusters. Article: Supermicro Launches KV Cache Solution with IBM and NVIDIA Article: Smartbird Expands Enterprise AI Infrastructure Partner Network with Supermicro
• Positive Sentiment: Several analyst signals were supportive: Bank of America raised its price target and Rosenblatt reaffirmed a Buy rating, citing the company’s growth prospects. Article: BofA lifts Supermicro target Article: Rosenblatt Securities Reaffirms Buy Rating
• Neutral Sentiment: SMCI joined a broader rebound in AI-server stocks, recovering some ground after election-related selling. This may support the shares near term, though the move reflects sector sentiment rather than a new company-specific catalyst. Article: AI Server Stocks Rebound
• Negative Sentiment: Investors remain concerned that rapid sales growth may not translate into equally strong profitability or cash generation. Coverage points to margin pressure, cash strain, and Supermicro’s exposure to the neocloud market as risks. Article: SMCI Stock Sinks After Q1 Results Expose Cash Strain Article: Supermicro Stock Is Still Not a Buy
• Negative Sentiment: A report says CEO Charles Liang sold shares 28 days before promoting growth in AI inference, a development that could raise investor concerns about insider confidence. Article: Supermicro CEO Sold Shares Before Pitching AI Inference Growth

Super Micro Computer Company Profile

Super Micro Computer, Inc designs and sells server and storage systems, networking equipment, and related software and services. Its offerings include systems for data centers, cloud computing, enterprise applications, high-performance computing, artificial intelligence, and edge computing.

The company emphasizes application-optimized solutions, including integrated rack-scale systems that combine computing, storage, networking, and management tools. It also provides system configuration, deployment, and support services.

Founded in 1993 and headquartered in San Jose, California, Super Micro serves customers around the world.