Super Micro Computer (NASDAQ:SMCI) Earns Buy Rating from Needham & Company LLC

Super Micro Computer (NASDAQ:SMCI)‘s stock had its “buy” rating restated by equities research analysts at Needham & Company LLC in a report issued on Wednesday,Benzinga reports. They presently have a $46.00 price target on the stock. Needham & Company LLC’s price target would suggest a potential upside of 45.57% from the company’s current price.

A number of other brokerages have also commented on SMCI. Wedbush cut their price target on shares of Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating on the stock in a report on Wednesday, May 6th. Bank of America reiterated an “underperform” rating on shares of Super Micro Computer in a research report on Wednesday. Citigroup reissued a “neutral” rating and issued a $33.00 price target (up from $31.00) on shares of Super Micro Computer in a research note on Monday, July 13th. Barclays set a $39.00 price objective on Super Micro Computer and gave the stock an “equal weight” rating in a research note on Wednesday. Finally, Northland Securities set a $36.00 target price on Super Micro Computer in a report on Wednesday, July 22nd. 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 company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $39.71.

Super Micro Computer Stock Up 0.4%

Shares of NASDAQ SMCI opened at $31.60 on Wednesday. The company has a 50 day simple moving average of $30.58 and a 200 day simple moving average of $30.44. The firm has a market cap of $19.00 billion, a PE ratio of 16.72, a price-to-earnings-growth ratio of 0.37 and a beta of 1.95. Super Micro Computer has a 1 year low of $19.48 and a 1 year high of $58.78. 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 (NASDAQ:SMCI) last posted its earnings results on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, topping the consensus estimate of $0.92 by $0.78. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The business had revenue of $11.12 billion for the quarter, compared to the consensus estimate of $11.60 billion. During the same period last year, the company earned $0.31 EPS. The firm’s revenue was up 93.2% compared to the same quarter last year. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. On average, research analysts forecast that Super Micro Computer will post 2.1 EPS for the current year.

Institutional Trading of Super Micro Computer

A number of large investors have recently bought and sold shares of SMCI. OVERSEA CHINESE BANKING Corp Ltd boosted its position in shares of Super Micro Computer by 210.8% during the fourth quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 49,806 shares of the company’s stock valued at $1,498,000 after buying an additional 33,782 shares during the last quarter. Quantinno Capital Management LP raised its position in Super Micro Computer by 49.0% in the 1st quarter. Quantinno Capital Management LP now owns 155,225 shares of the company’s stock valued at $3,534,000 after buying an additional 51,049 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its stake in Super Micro Computer by 54.7% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 107,789 shares of the company’s stock valued at $3,155,000 after acquiring an additional 38,098 shares in the last quarter. Sei Investments Co. lifted its stake in Super Micro Computer by 134.8% during the 1st quarter. Sei Investments Co. now owns 144,238 shares of the company’s stock valued at $3,284,000 after acquiring an additional 82,820 shares in the last quarter. Finally, Generali Asset Management SPA SGR boosted its holdings in Super Micro Computer by 235.2% during the 4th quarter. Generali Asset Management SPA SGR now owns 70,389 shares of the company’s stock worth $2,060,000 after acquiring an additional 49,389 shares during the last quarter. 84.06% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Strong earnings beat: Fiscal fourth-quarter adjusted EPS was $1.70, well above the $0.92 consensus estimate and up from $0.41 a year earlier. Quarterly profit reached $1.17 billion, while revenue rose 93.2% year over year to $11.12 billion. Super Micro Stock Surges as Earnings Smash Expectations and Revive AI Hope
• Positive Sentiment: Upbeat forward guidance: Management forecast fiscal 2027 revenue of $65 billion to $72 billion, substantially above the $53.1 billion analyst estimate. 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 the $0.72 estimate. Super Micro forecasts upbeat annual revenue
• Positive Sentiment: AI demand outlook strengthened: Super Micro’s forecast, alongside an upbeat outlook from CoreWeave, supported the view that demand for AI computing capacity and infrastructure could remain strong. CoreWeave, Super Micro climb on signs of sustained AI buildout
• Neutral Sentiment: Revenue narrowly missed estimates: Reported revenue of $11.12 billion came in below the $11.60 billion consensus, despite the substantial year-over-year growth.
• Negative Sentiment: Margin and execution concerns remain: Analysts and market commentary continue to focus on whether Super Micro can sustain improved gross margins—reported at approximately 17.6%—as it scales rapidly. The company’s relatively low net margin of 3.7% leaves limited room for operational missteps. Supermicro stock is surging, but one number should still worry investors

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.