Rosenblatt Securities Raises Super Micro Computer (NASDAQ:SMCI) Price Target to $51.00

Super Micro Computer (NASDAQ:SMCI) had its price objective lifted by stock analysts at Rosenblatt Securities from $45.00 to $51.00 in a research report issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the stock. Rosenblatt Securities’ target price indicates a potential upside of 61.39% from the company’s previous close.

Several other research firms have also recently commented on SMCI. Citigroup restated a “neutral” rating and issued a $33.00 price target (up from $31.00) on shares of Super Micro Computer in a report on Monday, July 13th. Needham & Company LLC increased their price objective on shares of Super Micro Computer from $40.00 to $46.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a research report on Wednesday, June 24th. Mizuho lowered their target price on shares of Super Micro Computer from $44.00 to $34.00 and set a “neutral” rating for the company in a report on Thursday, July 23rd. Finally, Northland Securities set a $36.00 price target on shares of Super Micro Computer in a research report on Wednesday, July 22nd. Four equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Super Micro Computer presently has an average rating of “Hold” and a consensus price target of $39.71.

Super Micro Computer Trading Up 0.4%

Shares of Super Micro Computer stock opened at $31.60 on Wednesday. Super Micro Computer has a fifty-two week low of $19.48 and a fifty-two week high of $58.78. The business’s fifty day moving average is $30.58 and its two-hundred day moving average is $30.44. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. The firm has a market cap of $19.00 billion, a PE ratio of 16.72, a P/E/G ratio of 0.37 and a beta of 1.95.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings data on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, beating analysts’ consensus estimates of $0.92 by $0.78. The business had revenue of $11.12 billion during the quarter, compared to the consensus estimate of $11.60 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The business’s revenue for the quarter was up 93.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.31 earnings per share. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. Analysts anticipate that Super Micro Computer will post 2.1 earnings per share for the current year.

Institutional Trading of Super Micro Computer

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

Key Stories Impacting Super Micro Computer

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

• Positive Sentiment: Strong earnings beat: Fiscal fourth-quarter adjusted EPS was $1.70, well above the $0.92 consensus estimate and up from $0.41 a year earlier. Quarterly profit reached $1.17 billion, while revenue rose 93.2% year over year to $11.12 billion. Super Micro Stock Surges as Earnings Smash Expectations and Revive AI Hope
• Positive Sentiment: Upbeat forward guidance: Management forecast fiscal 2027 revenue of $65 billion to $72 billion, substantially above the $53.1 billion analyst estimate. First-quarter fiscal 2027 revenue guidance of $14.5 billion to $15.5 billion also exceeded the $12 billion consensus, while EPS guidance of $1.01 to $1.10 topped the $0.72 estimate. Super Micro forecasts upbeat annual revenue
• Positive Sentiment: AI demand outlook strengthened: Super Micro’s forecast, alongside an upbeat outlook from CoreWeave, supported the view that demand for AI computing capacity and infrastructure could remain strong. CoreWeave, Super Micro climb on signs of sustained AI buildout
• Neutral Sentiment: Revenue narrowly missed estimates: Reported revenue of $11.12 billion came in below the $11.60 billion consensus, despite the substantial year-over-year growth.
• Negative Sentiment: Margin and execution concerns remain: Analysts and market commentary continue to focus on whether Super Micro can sustain improved gross margins—reported at approximately 17.6%—as it scales rapidly. The company’s relatively low net margin of 3.7% leaves limited room for operational missteps. Supermicro stock is surging, but one number should still worry investors

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.