What is Northland Securities’ Estimate for SMCI Q3 Earnings?

Super Micro Computer, Inc. (NASDAQ:SMCI) – Northland Securities upped their Q3 2026 earnings per share (EPS) estimates for shares of Super Micro Computer in a research note issued on Wednesday, February 4th. Northland Securities analyst N. Chokshi now anticipates that the company will earn $0.53 per share for the quarter, up from their prior estimate of $0.45. The consensus estimate for Super Micro Computer’s current full-year earnings is $1.86 per share. Northland Securities also issued estimates for Super Micro Computer’s Q4 2026 earnings at $0.40 EPS, FY2026 earnings at $1.79 EPS, Q1 2027 earnings at $0.21 EPS, Q2 2027 earnings at $0.26 EPS, Q3 2027 earnings at $0.88 EPS, Q4 2027 earnings at $1.22 EPS and FY2027 earnings at $2.59 EPS.

Several other equities analysts have also issued reports on SMCI. Zacks Research raised Super Micro Computer from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. Sanford C. Bernstein cut their price objective on Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating on the stock 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. KGI Securities raised Super Micro Computer from a “neutral” rating to an “outperform” rating and set a $60.00 price objective for the company in a report on Wednesday, November 5th. Finally, Mizuho set a $33.00 price target on Super Micro Computer in a research report on Wednesday. Eight investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Super Micro Computer has a consensus rating of “Hold” and an average price target of $44.13.

Super Micro Computer Trading Up 11.4%

NASDAQ:SMCI opened at $34.38 on Monday. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.01 and a current ratio of 1.70. The firm has a market cap of $20.52 billion, a price-to-earnings ratio of 25.66, a price-to-earnings-growth ratio of 0.67 and a beta of 1.53. Super Micro Computer has a 52 week low of $27.60 and a 52 week high of $66.44. The firm has a 50-day moving average price of $31.35 and a two-hundred day moving average price of $41.01.

Super Micro Computer (NASDAQ:SMCI) last posted its earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analyst estimates of $10.34 billion. During the same quarter in the prior year, the business posted $0.59 EPS. The business’s revenue was up 123.4% compared to the same quarter last year. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS.

Institutional Investors Weigh In On Super Micro Computer

A number of institutional investors and hedge funds have recently modified their holdings of the company. Vanguard Group Inc. raised its stake in shares of Super Micro Computer by 2.7% during the second quarter. Vanguard Group Inc. now owns 66,152,948 shares of the company’s stock worth $3,242,156,000 after acquiring an additional 1,745,179 shares in the last quarter. Norges Bank purchased a new stake in shares of Super Micro Computer in the 2nd quarter valued at $150,395,000. Fiduciary Planning LLC bought a new position in shares of Super Micro Computer during the 2nd quarter valued at $255,000. Focus Financial Network Inc. raised its position in Super Micro Computer by 4,042.2% in the 3rd quarter. Focus Financial Network Inc. now owns 264,688 shares of the company’s stock worth $12,689,000 after purchasing an additional 258,298 shares during the period. Finally, BLKBRD Asset Management LP bought a new stake in Super Micro Computer in the second quarter worth $9,486,000. 84.06% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Blowout Q2 results and raised guidance — Revenue surged ~123% YoY to ~$12.7B and adjusted EPS beat expectations; management gave stronger-than-expected next-quarter and full-year revenue/earnings guidance, which is driving the rally. Super Micro Computer Tumbles on AI Boom Backlash
• Positive Sentiment: AI server demand and strategic product mix — Investors are buying the narrative that hyperscaler AI demand (NVIDIA/AMD chips) and traction in higher‑margin Data Center Building Block Solutions (DCBBS) can lift long‑term profitability if DCBBS grows as guided. MarketBeat SMCI Coverage
• Neutral Sentiment: Value/analyst debate — Bullish commentary and value score pieces highlight low P/E vs. growth, but views vary; some see it as a long‑term value/AI play while others urge caution. Why SMCI is a Top Value Stock
• Neutral Sentiment: Heavy intraday volume and momentum — The earnings beat triggered large, volatile flows (gaps and spikes), so short-term price moves may be driven as much by momentum trading as by fundamentals. Shares Gap Up After Earnings
• Negative Sentiment: Severe margin compression — Adjusted gross margin fell to ~6.4%, a multiyear low, driven by product mix, expedite costs and pricing pressure; margins are the key risk to sustainable profitability. Seeking Alpha Margin Analysis
• Negative Sentiment: Mixed analyst actions and some bearish takes — Several firms cut price targets (Goldman maintained a sell at $27; others trimmed targets), and some analysts/strategists warn the post‑earnings rally could be a trap. Goldman Sachs Price Target

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.