Mizuho Lowers Super Micro Computer (NASDAQ:SMCI) Price Target to $45.00

Super Micro Computer (NASDAQ:SMCI) had its price target reduced by equities researchers at Mizuho from $50.00 to $45.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Mizuho’s price objective points to a potential upside of 11.58% from the company’s current price.

Several other equities research analysts have also weighed in on the stock. Wall Street Zen upgraded shares of Super Micro Computer from a “sell” rating to a “hold” rating in a report on Saturday, October 18th. The Goldman Sachs Group set a $30.00 price objective on Super Micro Computer and gave the stock a “sell” rating in a research note on Thursday, October 23rd. JPMorgan Chase & Co. decreased their target price on Super Micro Computer from $45.00 to $43.00 and set a “neutral” rating for the company in a research note on Friday, October 24th. Northland Securities increased their price target on Super Micro Computer from $59.00 to $67.00 in a report on Friday, October 24th. Finally, Bank of America initiated coverage on Super Micro Computer in a research report on Wednesday, July 9th. They set an “underperform” rating and a $35.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $48.38.

Super Micro Computer Price Performance

Super Micro Computer stock opened at $40.33 on Wednesday. The firm has a market capitalization of $23.97 billion, a P/E ratio of 24.30, a PEG ratio of 1.30 and a beta of 1.50. Super Micro Computer has a 1 year low of $17.25 and a 1 year high of $66.44. The business has a 50-day moving average of $48.33 and a 200-day moving average of $45.77. The company has a current ratio of 5.25, a quick ratio of 3.25 and a debt-to-equity ratio of 0.74.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings results on Tuesday, November 4th. The company reported $0.35 earnings per share for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.11). Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The firm had revenue of $5.02 billion during the quarter, compared to analyst estimates of $6.48 billion. During the same quarter in the prior year, the business earned $0.73 earnings per share. The business’s revenue was down 15.5% on a year-over-year basis. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. FY 2026 guidance at EPS. On average, equities analysts anticipate that Super Micro Computer will post 1.86 EPS for the current year.

Insider Activity

In related news, SVP George Kao sold 40,000 shares of the stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $43.88, for a total transaction of $1,755,200.00. Following the completion of the transaction, the senior vice president directly owned 21,820 shares of the company’s stock, valued at approximately $957,461.60. This represents a 64.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO David E. Weigand sold 25,000 shares of the firm’s stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $45.14, for a total value of $1,128,500.00. Following the completion of the transaction, the chief financial officer owned 100,188 shares of the company’s stock, valued at approximately $4,522,486.32. This represents a 19.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 90,000 shares of company stock valued at $3,890,950 in the last 90 days. 16.30% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Super Micro Computer

Institutional investors and hedge funds have recently made changes to their positions in the stock. Park Avenue Securities LLC acquired a new stake in Super Micro Computer in the second quarter valued at about $310,000. Bank Hapoalim BM bought a new position in shares of Super Micro Computer in the second quarter worth about $748,000. Fiduciary Planning LLC bought a new position in shares of Super Micro Computer in the second quarter worth about $255,000. AlphaQuest LLC boosted its stake in shares of Super Micro Computer by 352.4% in the 1st quarter. AlphaQuest LLC now owns 4,927 shares of the company’s stock valued at $169,000 after purchasing an additional 3,838 shares in the last quarter. Finally, Public Employees Retirement System of Ohio grew its holdings in shares of Super Micro Computer by 4.7% during the 2nd quarter. Public Employees Retirement System of Ohio now owns 161,091 shares of the company’s stock valued at $7,895,000 after purchasing an additional 7,171 shares during the last quarter. Institutional investors own 84.06% of the company’s stock.

About Super Micro Computer

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.