Super Micro Computer (NASDAQ:SMCI – Free Report) had its target price reduced by Mizuho from $33.00 to $25.00 in a report published on Monday,Benzinga reports. Mizuho currently has a neutral rating on the stock.
Other equities research analysts have also issued reports about the company. Zacks Research upgraded Super Micro Computer from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Wall Street Zen upgraded Super Micro Computer from a “sell” rating to a “hold” rating in a research report on Sunday, February 15th. The Goldman Sachs Group raised their price objective on Super Micro Computer from $26.00 to $27.00 and gave the stock a “sell” rating in a research report on Wednesday, February 4th. Northland Securities restated a “market perform” rating and set a $22.00 price objective on shares of Super Micro Computer in a research report on Monday, March 23rd. Finally, Barclays set a $38.00 price objective on Super Micro Computer and gave the stock an “equal weight” rating in a research report on Wednesday, February 4th. Four investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Super Micro Computer has an average rating of “Hold” and a consensus price target of $36.50.
View Our Latest Stock Report on Super Micro Computer
Super Micro Computer Trading Down 5.0%
Super Micro Computer (NASDAQ:SMCI – Get Free Report) last issued its quarterly earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share for the quarter, topping analysts’ consensus estimates of $0.49 by $0.20. The firm had revenue of $12.68 billion for the quarter, compared to analysts’ expectations of $10.34 billion. Super Micro Computer had a return on equity of 13.22% and a net margin of 3.11%.Super Micro Computer’s revenue was up 123.4% on a year-over-year basis. During the same quarter last year, the business posted $0.59 EPS. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. Analysts expect that Super Micro Computer will post 1.86 earnings per share for the current year.
Institutional Investors Weigh In On Super Micro Computer
Institutional investors have recently made changes to their positions in the company. Armstrong Advisory Group Inc. acquired a new stake in shares of Super Micro Computer during the 3rd quarter valued at about $29,000. Hazlett Burt & Watson Inc. lifted its holdings in shares of Super Micro Computer by 68.6% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock valued at $31,000 after buying an additional 269 shares during the last quarter. Flagship Harbor Advisors LLC acquired a new stake in shares of Super Micro Computer during the 4th quarter valued at about $25,000. Elyxium Wealth LLC bought a new position in shares of Super Micro Computer in the 4th quarter valued at approximately $26,000. Finally, Arax Advisory Partners bought a new position in shares of Super Micro Computer in the 4th quarter valued at approximately $28,000. 84.06% of the stock is currently owned by institutional investors and hedge funds.
More Super Micro Computer News
Here are the key news stories impacting Super Micro Computer this week:
- Positive Sentiment: SMCI still has an underlying AI/server growth story that could drive long‑term revenue if the company restores credibility; some analysts and retail coverage note the business fundamentals and large AI market opportunity remain intact. Where Will Super Micro Computer Stock Be in 5 Years?
- Neutral Sentiment: Mizuho cut SMCI’s price target from $33 to $25 and moved to a Neutral rating — the downgrade reflects heightened near‑term risk even though the new target still implies some upside from current levels. Mizuho Resets Dell and Super Micro Stocks Price Target
- Negative Sentiment: Multiple law firms and investor alerts (Rosen, Levi & Korsinsky, Robbins Geller, Schall, DJS, Faruqi & Faruqi) have announced investigations or class‑action recruitment, highlighting potential securities‑law exposure and increasing the risk of costly litigation or settlements. SMCI Investor Alert: Super Micro Computer Securities Fraud Lawsuit
- Negative Sentiment: Mizuho and other outlets flagged legal risks explicitly in their notes, and at least one research house lowered its outlook citing those risks — a direct catalyst for analyst downgrades and price‑target cuts. Why Super Micro Stock Is Falling Today
- Negative Sentiment: Concerns about SMCI’s relationship with Nvidia — and the risk that Nvidia could restrict GPU supply after the alleged smuggling/exports issues — raise an existential revenue risk for a company highly exposed to Nvidia’s GPU ecosystem. Analysts warn losing preferential access would be “devastating.” Will Super Micro Computer’s smuggling scandal hurt its critical ties with Nvidia? One expert says the fallout may not be so simple
- Negative Sentiment: Hedge funds are increasing short interest and some retail/contrarian pieces caution against buying into the stock amid the legal and credibility headwinds — adding selling pressure. Hedge funds are betting against Super Micro. Should you go against the grain and buy SMCI stock here?
- Negative Sentiment: Editorials and sell‑side commentary (e.g., Seeking Alpha) are urging caution or recommending against buying until legal/credibility issues are resolved, which can amplify downward momentum. Super Micro Computer: Don’t Buy Into Lawsuit (Rating Downgrade)
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.
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