Super Micro Computer (NASDAQ:SMCI) Given New $27.00 Price Target at The Goldman Sachs Group

Super Micro Computer (NASDAQ:SMCI) had its price objective increased by The Goldman Sachs Group from $26.00 to $27.00 in a research report report published on Wednesday morning,MarketScreener reports. The firm currently has a sell rating on the stock.

A number of other analysts have also issued reports on the stock. Wall Street Zen lowered shares of Super Micro Computer from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. Argus set a $64.00 price target on Super Micro Computer in a research note on Thursday, November 6th. Raymond James Financial cut their price objective on Super Micro Computer from $50.00 to $35.00 and set an “outperform” rating on the stock in a research note on Wednesday. Northland Securities set a $63.00 target price on Super Micro Computer in a research report on Wednesday, November 5th. Finally, Zacks Research raised Super Micro Computer from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Eight research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $44.13.

Super Micro Computer Stock Down 8.6%

Super Micro Computer stock traded down $2.91 during midday trading on Wednesday, hitting $30.85. 56,534,271 shares of the stock were exchanged, compared to its average volume of 36,859,176. The company has a debt-to-equity ratio of 0.72, a current ratio of 5.39 and a quick ratio of 2.95. The company has a 50 day moving average price of $31.38 and a two-hundred day moving average price of $41.34. The firm has a market cap of $18.42 billion, a P/E ratio of 23.02, a P/E/G ratio of 0.61 and a beta of 1.53. Super Micro Computer has a 1 year low of $27.60 and a 1 year high of $66.44.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share for the quarter, beating the consensus estimate of $0.49 by $0.20. Super Micro Computer had a return on equity of 13.52% and a net margin of 3.11%.The company had revenue of $12.68 billion during the quarter, compared to the consensus estimate of $10.34 billion. During the same period last year, the firm earned $0.59 earnings per share. The company’s revenue was up 123.4% on a year-over-year basis. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. On average, sell-side analysts predict that Super Micro Computer will post 1.86 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Super Micro Computer

Several institutional investors have recently modified their holdings of the company. Clear Street LLC acquired a new position in Super Micro Computer during the 2nd quarter valued at about $158,724,000. Clear Street Group Inc. bought a new position in shares of Super Micro Computer in the third quarter worth $147,631,000. Norges Bank acquired a new position in shares of Super Micro Computer during the second quarter valued at $150,395,000. Marshall Wace LLP raised its stake in shares of Super Micro Computer by 596.4% during the second quarter. Marshall Wace LLP now owns 3,437,714 shares of the company’s stock valued at $168,482,000 after purchasing an additional 2,944,049 shares in the last quarter. Finally, Vanguard Group Inc. grew its position in Super Micro Computer by 4.1% in the 3rd quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock valued at $3,300,610,000 after buying an additional 2,695,829 shares in the last quarter. Institutional investors own 84.06% of the company’s stock.

Key Super Micro Computer News

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

• Positive Sentiment: Blowout Q2 results and strong forward guidance — SMCI reported revenue of ~$12.7B (up ~123% YoY) and $0.69 adj. EPS, and raised next-quarter and full‑year revenue guidance (Q3 revenue guide at ~$12.3B; FY revenue guide to $40B). The surprise top‑line and guidance remain the primary bullish driver. Supermicro Announces Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Bullish sell‑side/support items — Several boutique firms reiterated or kept buy/outperform views (Rosenblatt reiterated Buy), keeping some institutional interest intact. Rosenblatt Securities Reiterates Buy Rating for Super Micro Computer
• Positive Sentiment: Large, bullish options activity and heavy trading — Unusual call buying (roughly 390k calls) and elevated share volume signaled speculative and directional interest after the print, amplifying intraday moves.
• Positive Sentiment: Longer‑term margin catalyst highlighted by management — Management emphasized growth in its Data Center Building Block Solutions (DCBBS) business, which carries much higher gross margins and could help improve overall profitability if it scales as expected. SMCI Soars Post-Earnings: Head Fake, Or Sign of True Recovery?
• Neutral Sentiment: Mixed analyst updates — Several firms trimmed price targets but kept constructive ratings (Raymond James cut its target to $35 but kept “outperform”; Bernstein lowered to $37 and kept “market perform”; Needham trimmed to $40 but retained Buy). These moves temper the enthusiasm without a uniform sell signal. Raymond James Adjusts Price Target to $35 Bernstein Adjusts Price Target to $37 Needham Price Target Cut to $40
• Negative Sentiment: Severe margin deterioration and “near‑term margin pressure” — Adjusted gross margin plunged to ~6.3–6.4%, a multi‑quarter low. Management flagged mix, expedite costs and customer concentration as drivers; investors worry margins may remain depressed even as revenue scales. Margin concerns are the main reason some traders view the rally as a short‑term spike rather than a sustained recovery. Super Micro Computer: Still Plenty Of Issues But Upgrading On Valuation – Hold
• Negative Sentiment: Hardline bearish signal from a major shop — Goldman Sachs kept a Sell rating and actually nudged its target down to $27, underscoring downside risk if margins or the DCBBS ramp miss expectations. Goldman Sachs Adjusts Price Target to $27, Maintains Sell

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.