Super Micro Computer (NASDAQ:SMCI – Free Report) had its price objective lowered by Mizuho from $33.00 to $25.00 in a report published on Monday morning,Benzinga reports. The brokerage currently has a neutral rating on the stock.
Several other analysts have also commented on SMCI. Raymond James Financial decreased their price target on shares of Super Micro Computer from $50.00 to $35.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Barclays set a $38.00 price target on shares of Super Micro Computer and gave the company an “equal weight” rating in a research report on Wednesday, February 4th. The Goldman Sachs Group increased their price target on shares of Super Micro Computer from $26.00 to $27.00 and gave the company a “sell” rating in a research report on Wednesday, February 4th. CJS Securities restated a “market underperform” rating on shares of Super Micro Computer in a report on Friday, March 20th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Super Micro Computer in a report on Friday, March 27th. Four analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Super Micro Computer presently has a consensus rating of “Hold” and an average target price of $36.50.
Check Out Our Latest Stock Analysis on SMCI
Super Micro Computer Stock Performance
Super Micro Computer (NASDAQ:SMCI – Get Free Report) last released its quarterly earnings results on Tuesday, February 3rd. The company reported $0.69 EPS for the quarter, beating the consensus estimate of $0.49 by $0.20. The business had revenue of $12.68 billion during the quarter, compared to analyst estimates of $10.34 billion. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.22%. The company’s quarterly revenue was up 123.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.59 earnings per share. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. On average, equities analysts forecast that Super Micro Computer will post 1.86 EPS for the current fiscal year.
Hedge Funds Weigh In On Super Micro Computer
Hedge funds have recently modified their holdings of the stock. Focus Financial Network Inc. lifted its position in shares of Super Micro Computer by 4,042.2% during the 3rd quarter. Focus Financial Network Inc. now owns 264,688 shares of the company’s stock valued at $12,689,000 after buying an additional 258,298 shares in the last quarter. BLKBRD Asset Management LP purchased a new position in shares of Super Micro Computer during the 2nd quarter valued at approximately $9,486,000. KG&L Capital Management LLC purchased a new position in shares of Super Micro Computer during the 3rd quarter valued at approximately $875,000. Impact Partnership Wealth LLC purchased a new position in shares of Super Micro Computer during the 3rd quarter valued at approximately $832,000. Finally, Mirador Capital Partners LP purchased a new position in shares of Super Micro Computer during the 3rd quarter valued at approximately $946,000. Institutional investors and hedge funds own 84.06% of the company’s stock.
Super Micro Computer News Roundup
Here are the key news stories impacting Super Micro Computer this week:
- Positive Sentiment: Independent board investigation launched into the March indictments tied to alleged export-control violations; the probe and board oversight prompted a favorable market reaction as investors saw the company taking formal steps to address the issue. Article Title
- Positive Sentiment: Media coverage noted a short-term positive reaction after the investigation announcement, highlighting that news of proactive governance actions can ease immediate investor concerns. Article Title
- Neutral Sentiment: Some analysts and outlets view SMCI as oversold and note a consensus price target implying upside, but coverage is mixed and contingent on resolution of compliance issues. Article Title
- Neutral Sentiment: Mizuho and other outlets are cautious — Mizuho maintains a hold (and has reduced expectations elsewhere), signaling analyst reluctance to turn bullish until legal/governance clarity arrives. Article Title
- Negative Sentiment: Multiple securities class-action lawsuits and law-firm solicitations were filed or announced (BLB&G and several other firms), creating potential litigation risk, costs and distraction for management. Article Title
- Negative Sentiment: Criminal indictments of former employees and a co‑founder for alleged diversion of U.S.-made servers to China remain the core risk; regulators and customers could respond with investigations or business shifts, pressuring sales and margins. Article Title
- Negative Sentiment: Coverage and market commentary warn of downgrades and lost AI-server share to larger rivals amid the scandal; some outlets explicitly link legal/geopolitical headwinds to negative analyst actions. Article Title
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.
Further Reading
Receive News & Ratings for Super Micro Computer Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Super Micro Computer and related companies with MarketBeat.com's FREE daily email newsletter.
