Super Micro Computer’s (SMCI) Buy Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reissued their buy rating on shares of Super Micro Computer (NASDAQ:SMCI) in a research report report published on Wednesday morning,Benzinga reports. The firm currently has a $57.00 price objective on the stock.

SMCI has been the topic of a number of other reports. Wedbush increased their price target on shares of Super Micro Computer from $34.00 to $40.00 and gave the company a “neutral” rating in a research report on Wednesday, August 12th. Wall Street Zen upgraded Super Micro Computer from a “hold” rating to a “buy” rating in a report on Saturday, October 31st. Citigroup reiterated a “neutral” rating and issued a $45.00 price objective (up from $39.00) on shares of Super Micro Computer in a research report on Thursday, October 8th. Stifel Nicolaus set a $42.00 target price on Super Micro Computer in a research report on Wednesday, August 12th. Finally, Bank of America restated an “underperform” rating on shares of Super Micro Computer in a report on Wednesday, August 12th. Four investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $43.08.

Super Micro Computer Stock Performance

Shares of SMCI opened at $28.76 on Wednesday. The stock has a market capitalization of $18.89 billion, a PE ratio of 6.13, a price-to-earnings-growth 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 business’s fifty day moving average price is $37.44 and its 200 day moving average price is $32.66. Super Micro Computer has a 12-month low of $19.48 and a 12-month high of $51.40.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings data on Tuesday, November 3rd. The company reported $1.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.28 by $0.53. The company had revenue of $19.95 billion during the quarter, compared to analysts’ expectations of $16.29 billion. Super Micro Computer had a net margin of 5.71% and a return on equity of 27.83%. The business’s revenue was up 297.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.35 EPS. Equities research analysts forecast that Super Micro Computer will post 4.17 EPS for the current year.

Insider Transactions at Super Micro Computer

In other Super Micro Computer news, CEO Charles Liang sold 100,000 shares of the firm’s stock in a transaction on 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 transaction, the chief executive officer directly owned 337,506 shares in the company, valued at $15,194,520.12. This trade represents a 22.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Chiu-Chu Liang sold 100,000 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the director owned 337,506 shares of the company’s stock, valued at $15,194,520.12. This trade represents a 22.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 400,000 shares of company stock valued at $16,442,000 in the last quarter. Company insiders own 16.10% of the company’s stock.

Hedge Funds Weigh In On Super Micro Computer

Large investors have recently bought and sold shares of the stock. Diversified Trust Co bought a new position in shares of Super Micro Computer in the third quarter valued at $442,000. Astra Wealth Partners LLC bought a new stake in Super Micro Computer in the third quarter worth approximately $222,000. Moors & Cabot Inc. boosted its position in Super Micro Computer by 5.0% in the third quarter. Moors & Cabot Inc. now owns 40,221 shares of the company’s stock worth $1,652,000 after purchasing an additional 1,911 shares during the last quarter. Fisher Asset Management LLC purchased a new position in shares of Super Micro Computer in the 3rd quarter worth about $302,000. Finally, Private Advisory Group LLC lifted its position in Super Micro Computer by 85.9% during the third quarter. Private Advisory Group LLC now owns 28,708 shares of the company’s stock valued at $1,179,000 after buying an additional 13,268 shares during the period. Hedge funds and other institutional investors own 84.06% of the company’s stock.

Trending Headlines about Super Micro Computer

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.