Brokerages Set Super Micro Computer, Inc. (NASDAQ:SMCI) Target Price at $42.13

Super Micro Computer, Inc. (NASDAQ:SMCI) has been assigned a consensus recommendation of “Hold” from the eighteen brokerages that are currently covering the stock, Marketbeat.com reports. Two investment analysts have rated the stock with a sell recommendation, eleven have assigned a hold recommendation, four have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month price target among brokerages that have updated their coverage on the stock in the last year is $42.1333.

SMCI has been the topic of a number of research reports. Mizuho set a $35.00 price objective on Super Micro Computer and gave the company a “neutral” rating in a research note on Wednesday, August 12th. Northland Securities set a $36.00 target price on shares of Super Micro Computer in a research report on Wednesday, July 22nd. Zacks Research upgraded shares of Super Micro Computer from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 20th. Wolfe Research began coverage on shares of Super Micro Computer in a research report on Thursday, June 11th. They issued a “peer perform” rating on the stock. Finally, Stifel Nicolaus set a $42.00 price target on shares of Super Micro Computer in a research note on Wednesday, August 12th.

Institutional Investors Weigh In On Super Micro Computer

A number of hedge funds and other institutional investors have recently bought and sold shares of SMCI. Elyxium Wealth LLC purchased a new position in shares of Super Micro Computer in the fourth quarter valued at $26,000. Arax Advisory Partners purchased a new stake in Super Micro Computer during the 4th quarter worth about $28,000. SHP Wealth Management bought a new position in Super Micro Computer in the 4th quarter worth about $29,000. Concord Wealth Partners boosted its stake in 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 period. Finally, Advisors Asset Management Inc. bought a new position in Super Micro Computer in the 1st quarter worth about $39,000. Institutional investors own 84.06% of the company’s stock.

Super Micro Computer Trading Down 2.8%

NASDAQ:SMCI opened at $37.39 on Monday. The company has a current ratio of 3.87, a quick ratio of 2.07 and a debt-to-equity ratio of 0.65. The stock has a market capitalization of $22.49 billion, a PE ratio of 11.68, a price-to-earnings-growth ratio of 0.84 and a beta of 1.95. The firm’s 50 day moving average is $30.85 and its 200 day moving average is $30.96. Super Micro Computer has a 12 month low of $19.48 and a 12 month high of $58.78.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, beating the consensus estimate of $0.92 by $0.78. Super Micro Computer had a return on equity of 27.83% and a net margin of 5.71%.The business had revenue of $11.12 billion for the quarter, compared to the consensus estimate of $11.60 billion. During the same quarter in the prior year, the business earned $0.31 earnings per share. Super Micro Computer’s revenue for the quarter was up 93.2% on a year-over-year basis. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. Sell-side analysts expect that Super Micro Computer will post 4.04 earnings per share for the current year.

Key Super Micro Computer News

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

• Positive Sentiment: Supermicro is expanding its collaboration with Cisco and NVIDIA to provide integrated rack-scale AI systems, including liquid-cooled and air-cooled servers for neocloud, sovereign-cloud and enterprise customers. Cisco’s decision to include Supermicro systems in its Secure AI Factory offering provides important commercial validation and helped drive the recent rally. What Could Super Micro Computer Gain From This AI Infrastructure Partnership?
• Positive Sentiment: Management reportedly secured more than $60 billion in new orders, with roughly 70% directly tied to AI infrastructure, and issued fiscal 2027 revenue guidance of $65 billion to $72 billion—well above prior expectations near $54.4 billion. AI solutions are expected to exceed 80% of revenue, strengthening the long-term growth case. Supermicro’s Discount Is Getting Harder To Ignore
• Positive Sentiment: Technical analysts see a bullish flag and inverse-head-and-shoulders pattern, with a move above approximately $51.40 viewed as confirmation of a larger trend reversal toward $55.30. Longer-term commentary suggests the shares could eventually reach $60 if backlog conversion continues. SMCI Stock Breakout Targets $51.40 Trend Reversal Test
• Neutral Sentiment: After the Cisco-related jump, SMCI is range-bound between roughly $35 and $40. Investors may be waiting for a decisive breakout and for NVIDIA’s upcoming earnings, which could influence sentiment across AI infrastructure stocks. Nvidia Earnings Loom as Intel Tests Support, SMCI Consolidates
• Negative Sentiment: Analysts caution that the latest quarter’s 17.6% gross margin benefited from unusually favorable product mix; management expects margins to normalize to 10.4%–10.8%. Concerns about cash burn and the ability to convert the record backlog into profitable revenue could limit enthusiasm. Super Micro Computer: Current Margins Unlikely To Sustain
• Negative Sentiment: Legal and export-control concerns remain an overhang. Although a Taiwan indictment reportedly targeted individuals rather than Supermicro or its corporate parent, investors continue to assess potential compliance, reputational and execution risks. Super Micro Surges as Taiwan Indicts Employees but Not the Company

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.