Super Micro Computer (NASDAQ:SMCI) Given New $34.00 Price Target at Mizuho

Super Micro Computer (NASDAQ:SMCI) had its target price lowered by Mizuho from $44.00 to $34.00 in a research note issued to investors on Thursday morning,Benzinga reports. The brokerage currently has a neutral rating on the stock.

Several other analysts have also issued reports on SMCI. Citigroup restated a “neutral” rating and issued a $33.00 target price (up from $31.00) on shares of Super Micro Computer in a research note on Monday, July 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a research note on Wednesday, June 24th. Northland Securities set a $36.00 price objective on Super Micro Computer in a report on Wednesday. Wolfe Research started coverage on Super Micro Computer in a research note on Thursday, June 11th. They issued a “peer perform” rating on the stock. Finally, Barclays upped their price objective on shares of Super Micro Computer from $34.00 to $38.00 and gave the company an “equal weight” rating in a report on Wednesday. Four investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $39.21.

Super Micro Computer Trading Up 2.1%

Shares of SMCI stock opened at $31.20 on Thursday. The company has a 50 day moving average of $32.70 and a 200-day moving average of $30.52. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. Super Micro Computer has a 12-month low of $19.48 and a 12-month high of $62.36. The firm has a market cap of $18.76 billion, a P/E ratio of 16.51, a PEG ratio of 0.40 and a beta of 1.94.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, topping analysts’ consensus estimates of $0.63 by $0.21. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The company had revenue of $10.24 billion for the quarter, compared to analysts’ expectations of $12.39 billion. During the same quarter in the previous year, the firm posted $0.31 EPS. Super Micro Computer’s revenue was up 122.7% on a year-over-year basis. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Sell-side analysts anticipate that Super Micro Computer will post 2.11 earnings per share for the current year.

Institutional Investors Weigh In On Super Micro Computer

Institutional investors and hedge funds have recently modified their holdings of the company. Flagship Harbor Advisors LLC purchased a new position in Super Micro Computer during the fourth quarter valued at approximately $25,000. Elyxium Wealth LLC bought a new position in Super Micro Computer in the 4th quarter valued at $26,000. Arax Advisory Partners bought a new position in Super Micro Computer in the 4th quarter valued at $28,000. SHP Wealth Management purchased a new position in shares of Super Micro Computer during the 4th quarter valued at $29,000. Finally, Concord Wealth Partners grew its position in shares of Super Micro Computer by 2,564.1% during the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock valued at $30,000 after purchasing an additional 1,000 shares in the last quarter. 84.06% of the stock is owned by hedge funds and other institutional investors.

More Super Micro Computer News

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

• Positive Sentiment: Super Micro said gross margin is now expected to be 15% to 17%, far above its prior 8.2% to 8.4% outlook, easing investor concerns about profitability and helping explain the stock’s surge. Super Micro Computer stock surges 20% on margin recovery
• Positive Sentiment: The company disclosed more than $60 billion in new orders in the quarter and a record backlog, reinforcing the view that demand for its AI servers remains very strong. Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC CPUs
• Positive Sentiment: Super Micro also introduced a new H15 server portfolio powered by 6th Gen AMD EPYC CPUs and optimized for next-generation AI workloads, which supports its growth narrative in AI infrastructure. Supermicro Introduces New Server Portfolio
• Neutral Sentiment: Several analysts raised price targets or upgraded the stock, while others stayed cautious, suggesting expectations remain mixed despite the stronger update.
• Negative Sentiment: Revenue is still expected near the low end of guidance, and some reports warned that fulfilling the huge backlog may require additional financing or capital raises, tempering the bullish reaction.
• Negative Sentiment: Northland and Mizuho kept a more restrained view on the name, with one cutting near-term EPS estimates and another lowering its price target, showing concerns have not fully disappeared.

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.