Super Micro Computer (NASDAQ:SMCI) Price Target Lowered to $32.00 at Rosenblatt Securities

Super Micro Computer (NASDAQ:SMCI) had its price objective trimmed by Rosenblatt Securities from $50.00 to $32.00 in a research report sent to investors on Wednesday,Benzinga reports. The firm currently has a buy rating on the stock.

Other equities research analysts have also recently issued reports about the stock. The Goldman Sachs Group upped their target price on shares of Super Micro Computer from $26.00 to $27.00 and gave the company a “sell” rating in a report on Wednesday, February 4th. Citigroup reduced their price target on Super Micro Computer from $39.00 to $25.00 and set a “neutral” rating for the company in a report on Tuesday. Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a research report on Monday, December 29th. Northland Securities restated a “market perform” rating and issued a $22.00 price objective on shares of Super Micro Computer in a research note on Monday. Finally, Bank of America cut their price objective on Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating for the company in a research report on Tuesday. Four investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $37.07.

Super Micro Computer Stock Up 8.2%

SMCI stock opened at $24.05 on Wednesday. The company has a quick ratio of 1.01, a current ratio of 1.70 and a debt-to-equity ratio of 0.67. The business has a 50 day moving average price of $30.74 and a two-hundred day moving average price of $37.08. The company has a market cap of $14.41 billion, a price-to-earnings ratio of 17.95, a P/E/G ratio of 0.43 and a beta of 1.52. Super Micro Computer has a twelve month low of $19.48 and a twelve month high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings data 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 return on equity of 13.22% and a net margin of 3.11%.The company had revenue of $12.68 billion for the quarter, compared to analysts’ expectations 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. Analysts anticipate that Super Micro Computer will post 1.86 EPS for the current fiscal year.

Institutional Investors Weigh In On Super Micro Computer

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

Super Micro Computer News Roundup

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

• Positive Sentiment: Q2 results and growth momentum: SMCI reported a sizable beat on the most recent quarter (EPS $0.69 vs. $0.49 est.; revenue $12.68B vs. $10.34B), with revenue up ~123% year-over-year and continued strong demand for AI servers — a fundamental reason some buyers are returning.
• Positive Sentiment: Partnerships supporting AI product stack: Super Micro expanded its Mirantis partnership to standardize open-source AI cloud deployments (NVIDIA GPU environments), reinforcing its positioning in AI infrastructure and potential channel/partner-driven sales. Super Micro Deepens Mirantis Ties To Standardize Open Source AI Clouds
• Neutral Sentiment: Mixed analyst moves — some trims but not blanket sell calls: Rosenblatt cut its price target from $50 to $32 but kept a “buy” rating, reflecting more cautious valuation assumptions while still seeing upside. Rosenblatt target cut (Benzinga)
• Neutral Sentiment: Other street notes: Northland reaffirmed Market Perform, and several SMCI valuation pieces argue the stock is no longer a screaming value despite the pullback — these keep trading sentiment mixed. Northland Securities Reaffirms Market Perform
• Neutral Sentiment: Data oddities on short interest: recent short-interest reports in some feeds show anomalous “0 shares” figures — treat those numbers cautiously until exchanges or data providers correct them.
• Negative Sentiment: Shareholder lawsuit alleging securities fraud tied to China sales: a new complaint accuses SMCI of concealing dependence on China sales and potential export-law violations tied to an indictment of a co‑founder, a development that raises regulatory, legal and reputational risk. Super Micro sued by shareholders over China-related criminal case against co-founder, others
• Negative Sentiment: Multiple class-action filings and investigator alerts: several law firms (Robbins LLP, Glancy Prongay Wolke & Rotter, Kirby McInerney, RGRD and others) have announced investigations or filed suits covering the period linked to the DOJ indictment, increasing the probability of costly litigation and distracting management. SMCI INVESTOR ALERT – RGRD Law Robbins LLP class action notice
• Negative Sentiment: Analyst downgrades and target cuts tied to legal risk: Citi slashed its price target to $25 (from $39) and BofA cut to $24 with an Underperform — these moves reflect increased concern that legal/export-control issues could impair access to key chips, margins and future growth. Citi Cuts Its Target for Super Micro Computer to $25

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.