Super Micro Computer, Inc. (NASDAQ:SMCI) Receives $37.07 Consensus Price Target from Analysts

Super Micro Computer, Inc. (NASDAQ:SMCI) has received an average rating of “Hold” from the seventeen ratings firms that are covering the firm, Marketbeat Ratings reports. Three equities research analysts have rated the stock with a sell recommendation, ten have issued a hold recommendation and four have given a buy recommendation to the company. The average 1-year price target among brokers that have issued ratings on the stock in the last year is $37.0714.

Several research firms have issued reports on SMCI. Bank of America reduced their price objective on Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating on the stock in a report on Tuesday, March 24th. Wall Street Zen upgraded Super Micro Computer from a “sell” rating to a “hold” rating in a research report on Sunday, February 15th. Mizuho set a $33.00 price target on Super Micro Computer in a research note on Wednesday, February 4th. Needham & Company LLC decreased their price target on Super Micro Computer from $51.00 to $40.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Finally, Argus reiterated a “hold” rating on shares of Super Micro Computer in a research report on Friday, March 20th.

Key Headlines Impacting Super Micro Computer

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

• Positive Sentiment: Unusually large call‑option activity: market data shows 286,495 call options traded (about 24% above a typical daily call volume), which can indicate speculative bullish positioning or trading around the headline volatility.
• Neutral Sentiment: Market context: broader market caution and headline‑driven trading are compressing risk appetite this week; MarketBeat’s weekly roundup references SMCI amid volatile headlines, which can keep trading choppy. MarketBeat Week in Review
• Negative Sentiment: Multiple class‑action filings and law‑firm notices: several firms have announced or filed securities class actions alleging Super Micro failed to disclose material China/export‑control exposure; an active race for lead plaintiffs (deadlines in late May) increases litigation risk and potential financial/distraction costs. Rosen Law Firm class action notice
• Negative Sentiment: Reuters report on restricted‑chip sales: procurement data shows four Chinese universities (two reported to have PLA links) purchased Super Micro servers equipped with restricted Nvidia chips, renewing export‑control and compliance concerns tied to an earlier federal indictment of a co‑founder. This is a core catalyst for investor concern about regulatory/penalty risk. Reuters: Chinese universities bought restricted chips
• Negative Sentiment: Analyst cuts and valuation pressure: Citi and others trimmed price targets (Citi reportedly cut to $25; Rosenblatt and others also lowered targets), widening the gap between current trading levels and prior estimates and adding downward pressure. Yahoo Finance: Citi cuts SMCI price target
• Negative Sentiment: Sentiment and media pressure: social‑media sentiment scores and analyst/commentary have swung sharply negative, amplifying volatility and potential forced selling; coverage highlights steep sentiment reversal and prior sharp price moves. 247WallSt: Reddit sentiment collapse

Institutional Investors Weigh In On Super Micro Computer

Several institutional investors have recently modified their holdings of the business. Tokio Marine Asset Management Co. Ltd. boosted its stake in Super Micro Computer by 1.4% in the third quarter. Tokio Marine Asset Management Co. Ltd. now owns 19,374 shares of the company’s stock valued at $929,000 after acquiring an additional 266 shares during the last quarter. Hazlett Burt & Watson Inc. grew its holdings in Super Micro Computer by 68.6% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock worth $31,000 after acquiring an additional 269 shares during the period. Fairscale Capital LLC raised its position in shares of Super Micro Computer by 12.5% during the 3rd quarter. Fairscale Capital LLC now owns 2,693 shares of the company’s stock valued at $129,000 after acquiring an additional 300 shares during the last quarter. MassMutual Private Wealth & Trust FSB lifted its stake in shares of Super Micro Computer by 14.2% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 2,459 shares of the company’s stock valued at $118,000 after purchasing an additional 305 shares during the period. Finally, WealthPlan Investment Management LLC lifted its stake in shares of Super Micro Computer by 4.6% in the 3rd quarter. WealthPlan Investment Management LLC now owns 6,891 shares of the company’s stock valued at $330,000 after purchasing an additional 305 shares during the period. Institutional investors and hedge funds own 84.06% of the company’s stock.

Super Micro Computer Stock Performance

SMCI opened at $21.97 on Friday. Super Micro Computer has a 1-year low of $19.48 and a 1-year high of $62.36. The stock has a market capitalization of $13.16 billion, a PE ratio of 16.40, a PEG ratio of 0.42 and a beta of 1.52. The company has a current ratio of 1.70, a quick ratio of 1.01 and a debt-to-equity ratio of 0.67. The firm has a 50-day moving average price of $30.38 and a two-hundred day moving average price of $36.76.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 company had revenue of $12.68 billion for the quarter, compared to analyst estimates of $10.34 billion. During the same period in the prior year, the business earned $0.59 earnings per share. Super Micro Computer’s quarterly revenue was up 123.4% on a year-over-year basis. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. As a group, equities analysts anticipate that Super Micro Computer will post 1.86 earnings per share for the current fiscal year.

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.