Wedbush Issues Positive Forecast for Super Micro Computer (NASDAQ:SMCI) Stock Price

Super Micro Computer (NASDAQ:SMCI) had its target price lifted by research analysts at Wedbush from $34.00 to $40.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. Wedbush’s target price indicates a potential upside of 26.58% from the company’s current price.

Other research analysts have also issued research reports about the company. Northland Securities set a $36.00 price objective on Super Micro Computer in a research report on Wednesday, July 22nd. Bank of America reaffirmed an “underperform” rating on shares of Super Micro Computer in a report on Wednesday. Barclays set a $39.00 target price on shares of Super Micro Computer and gave the company an “equal weight” rating in a report on Wednesday. The Goldman Sachs Group reiterated a “sell” rating on shares of Super Micro Computer in a research report on Wednesday. Finally, Mizuho set a $35.00 target price on shares of Super Micro Computer in a report on Wednesday. Four research 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. Based on data from MarketBeat, Super Micro Computer currently has an average rating of “Hold” and a consensus target price of $40.21.

Super Micro Computer Trading Up 0.4%

SMCI stock opened at $31.60 on Wednesday. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29. Super Micro Computer has a 1-year low of $19.48 and a 1-year high of $58.78. The business has a 50 day simple moving average of $30.58 and a two-hundred day simple moving average of $30.44. The company has a market capitalization of $19.00 billion, a price-to-earnings ratio of 16.72, a PEG ratio of 0.37 and a beta of 1.95.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings data on Tuesday, August 11th. The company reported $1.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.92 by $0.78. The firm had revenue of $11.12 billion for the quarter, compared to analysts’ expectations of $11.60 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The company’s revenue for the quarter was up 93.2% compared to the same quarter last year. During the same quarter last year, the business posted $0.31 earnings per share. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. Research analysts anticipate that Super Micro Computer will post 2.1 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of SMCI. Great Lakes Advisors LLC purchased a new stake in shares of Super Micro Computer in the second quarter valued at $391,000. Comprehensive Financial Planning Inc. PA purchased a new stake in Super Micro Computer in the 2nd quarter worth about $43,000. Trust Asset Management LLC bought a new stake in Super Micro Computer in the second quarter worth about $164,000. Tema ETFs LLC lifted its stake in Super Micro Computer by 10.5% in the second quarter. Tema ETFs LLC now owns 10,663 shares of the company’s stock worth $313,000 after purchasing an additional 1,015 shares during the last quarter. Finally, Redhawk Wealth Advisors Inc. purchased a new position in shares of Super Micro Computer during the second quarter valued at approximately $253,000. 84.06% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Super Micro Computer

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

• Positive Sentiment: Super Micro reported adjusted earnings of $1.70 per share, well above the approximately $0.92 consensus estimate and up from $0.31 a year earlier. Quarterly revenue increased 93.2% year over year to $11.12 billion, while adjusted gross margin improved to 17.6%. Super Micro Stock Surges as Earnings Smash Expectations and Revive AI Hope
• Positive Sentiment: The company issued exceptionally strong guidance, forecasting fiscal 2027 revenue of $65 billion to $72 billion, versus analyst expectations of $53.1 billion. First-quarter fiscal 2027 revenue guidance of $14.5 billion to $15.5 billion also exceeded the $12 billion consensus, while EPS guidance of $1.01 to $1.10 topped estimates of $0.72. Super Micro forecasts upbeat annual revenue
• Positive Sentiment: Investors interpreted the results as evidence that AI server demand and the broader data-center buildout remain strong. Super Micro and CoreWeave both benefited from upbeat forecasts for computing capacity demand. CoreWeave, Super Micro climb on signs of sustained AI buildout
• Positive Sentiment: Analyst sentiment strengthened: Rosenblatt raised its price target from $45 to $51 and assigned a buy rating, while Needham reaffirmed its buy rating with a $46 target. Both targets imply substantial upside from the stock’s $31.60 reference price.
• Neutral Sentiment: A reported collaboration involving SpaceX and xAI to develop a gigawatt-scale data center adds potential strategic value, although the project’s financial contribution and timing remain uncertain.
• Negative Sentiment: Revenue of $11.12 billion fell short of the $11.60 billion estimate, and Super Micro’s net margin remained relatively thin at 3.7%. Investors may continue monitoring whether rapid growth translates into durable profitability and cash flow.

Super Micro Computer Company Profile

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.