Super Micro Computer (NASDAQ:SMCI – Get Free Report) had its price objective reduced by equities researchers at Rosenblatt Securities from $50.00 to $32.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the stock. Rosenblatt Securities’ target price indicates a potential upside of 34.41% from the company’s current price.
SMCI has been the topic of a number of other reports. Mizuho set a $33.00 price target on shares of Super Micro Computer in a research note on Wednesday, February 4th. Bank of America dropped their target price on shares of Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating for the company in a report on Tuesday. Citigroup decreased their price target on Super Micro Computer from $39.00 to $25.00 and set a “neutral” rating on the stock in a research note on Tuesday. Zacks Research upgraded Super Micro Computer from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Finally, CJS Securities reaffirmed a “market underperform” rating on shares of Super Micro Computer in a research note on Friday, March 20th. Four analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $37.07.
Get Our Latest Stock Report on SMCI
Super Micro Computer Trading Up 7.1%
Super Micro Computer (NASDAQ:SMCI – Get Free Report) last issued its quarterly earnings data on Tuesday, February 3rd. The company reported $0.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.49 by $0.20. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.22%. The firm had revenue of $12.68 billion for the quarter, compared to analyst estimates of $10.34 billion. During the same period in the previous year, the firm earned $0.59 EPS. Super Micro Computer’s revenue was up 123.4% on a year-over-year basis. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. Analysts expect that Super Micro Computer will post 1.86 EPS for the current fiscal year.
Hedge Funds Weigh In On Super Micro Computer
Several hedge funds and other institutional investors have recently added to or reduced their stakes in SMCI. World Investment Advisors boosted its stake in shares of Super Micro Computer by 217.2% in the 4th quarter. World Investment Advisors now owns 22,699 shares of the company’s stock valued at $664,000 after buying an additional 15,543 shares during the period. Hsbc Holdings PLC increased its stake in shares of Super Micro Computer by 13.7% during the fourth quarter. Hsbc Holdings PLC now owns 1,134,891 shares of the company’s stock worth $33,203,000 after buying an additional 137,180 shares during the period. SHP Wealth Management acquired a new stake in Super Micro Computer in the fourth quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd raised its holdings in Super Micro Computer by 55,558.3% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 33,395 shares of the company’s stock valued at $977,000 after acquiring an additional 33,335 shares in the last quarter. Finally, Sankala Group LLC purchased a new position in Super Micro Computer in the fourth quarter worth approximately $136,000. 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: Partnership expansion with Mirantis to automate open‑source AI cloud stacks and integrate NVIDIA‑GPU environments — reinforces Supermicro’s positioning in AI infrastructure and could support customer wins and deployment velocity. Super Micro Deepens Mirantis Ties To Standardize Open Source AI Clouds
- Positive Sentiment: Fundamental growth case remains intact: recent coverage highlights huge revenue/earnings beats and a narrative that the sell‑off may present a deep‑value entry into a leading AI server supplier. That underpins investor interest on any dip. Super Micro’s Plunge: An AI Deep Value Opportunity?
- Neutral Sentiment: Northland Securities reiterated a “Market Perform” rating — a relatively neutral signal that suggests some analysts see limited near‑term upside absent resolution of headline risks. Northland Securities Reaffirms “Market Perform” Rating for Super Micro Computer (NASDAQ:SMCI)
- Neutral Sentiment: Recent short‑interest data reported in some feeds appears unreliable/zeroed (NaN/0 values) and should not be treated as a clear signal until corrected. (Data anomaly reduces interpretability.)
- Negative Sentiment: Federal indictment naming a co‑founder and two others over alleged illegal exports to China — and the co‑founder’s resignation from the board — is the primary driver of elevated downside risk (regulatory, reputational and customer trust). Super Micro Co-Founder Exits Board As Nvidia Chip Smuggling Indictment Batters Stock
- Negative Sentiment: Multiple securities‑fraud and investor class investigations have been announced by law firms, increasing legal uncertainty and potential distraction for management. SUPER MICRO COMPUTER, INC. INVESTOR ALERT: Kirby McInerney LLP Announces Investigation Into Potential Securities Fraud
- Negative Sentiment: Wall Street reaction: Citi and Bank of America cut price targets/ratings (notably Citi’s large reduction), signaling analysts’ caution and contributing to downward pressure until legal clarity emerges. Super Micro Stock Falls as Citigroup Slashes Price Target By 36%
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.
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