Super Micro Computer (NASDAQ:SMCI) Stock Price Up 2.9% – Here’s Why

Super Micro Computer, Inc. (NASDAQ:SMCI)’s share price was up 2.9% during mid-day trading on Thursday . The stock traded as high as $39.47 and last traded at $38.46. Approximately 41,048,664 shares traded hands during trading, a decline of 9% from the average daily volume of 45,327,082 shares. The stock had previously closed at $37.39.

Super Micro Computer News Roundup

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

• Positive Sentiment: The expanded partnership with Cisco and NVIDIA will incorporate Supermicro’s high-density, liquid-cooled and air-cooled servers into Cisco’s Secure AI Factory infrastructure. The arrangement could broaden SMCI’s access to enterprise, neocloud and sovereign-cloud customers while validating its AI rack-scale technology. What Could Super Micro Computer Gain From This AI Infrastructure Partnership?
• Positive Sentiment: Recent reports highlight more than $60 billion in new orders and fiscal 2027 revenue guidance of roughly $65 billion to $72 billion. Management also expects AI solutions to represent more than 80% of revenue, reinforcing the investment case tied to accelerating data-center demand. SMCI’s Backlogs Are Growing at a Record Pace
• Positive Sentiment: Industry analysts remain constructive on computer-storage and AI infrastructure stocks, citing continued momentum from cloud computing, the Internet of Things, automotive applications and artificial intelligence. 3 Storage Devices Stocks to Buy as the Industry Gains Momentum
• Neutral Sentiment: Technical coverage says SMCI remains range-bound near the $35–$40 area. A move above resistance could support a larger recovery, but the stock has not yet confirmed a decisive breakout. Nvidia Earnings Loom as Intel Tests Support, SMCI Consolidates
• Negative Sentiment: Analysts caution that the Cisco deal is primarily a technology and distribution endorsement and may not fully resolve questions about converting backlog into sustained demand and revenue. Why The Cisco Deal Only Solves Half Of Super Micro’s Problem
• Negative Sentiment: Despite strong revenue growth and a margin rebound, Supermicro continues to face negative free cash flow, potential dilution and governance concerns. Fiscal 2027 growth expectations are robust, but quarterly EPS guidance implies margin normalization. Super Micro Computer: A Buy With a Cash Flow Problem

Wall Street Analyst Weigh In

SMCI has been the topic of a number of research reports. Rosenblatt Securities increased their price objective on Super Micro Computer from $45.00 to $51.00 and gave the stock a “buy” rating in a report on Wednesday, August 12th. Sanford C. Bernstein set a $42.00 target price on shares of Super Micro Computer in a research note on Thursday, August 13th. Barclays set a $39.00 target price on shares of Super Micro Computer and gave the stock an “equal weight” rating in a research report on Wednesday, August 12th. Raymond James Financial restated an “outperform” rating and set a $48.00 price target on shares of Super Micro Computer in a report on Wednesday, August 12th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $46.00 price objective on shares of Super Micro Computer in a research note on Wednesday, August 12th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $42.13.

Super Micro Computer Trading Up 2.9%

The stock has a market capitalization of $23.13 billion, a price-to-earnings ratio of 12.02, a price-to-earnings-growth ratio of 0.84 and a beta of 1.95. 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 company has a fifty day moving average of $30.85 and a two-hundred day moving average of $30.96.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings results 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 company had revenue of $11.12 billion for the quarter, compared to the consensus estimate of $11.60 billion. During the same quarter last year, the company posted $0.31 earnings per share. The company’s revenue for the quarter was up 93.2% compared to the same quarter last year. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. On average, research analysts expect that Super Micro Computer, Inc. will post 4.04 EPS for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Elyxium Wealth LLC bought a new stake in Super Micro Computer during the fourth quarter valued at about $26,000. Arax Advisory Partners bought a new position in shares of Super Micro Computer in the fourth quarter worth about $28,000. SHP Wealth Management bought a new position in shares of Super Micro Computer in the fourth quarter worth about $29,000. Advisors Asset Management Inc. acquired a new position in shares of Super Micro Computer during the 1st quarter worth about $39,000. Finally, Peterson Wealth Services lifted its position in shares of Super Micro Computer by 273.6% during the 4th quarter. Peterson Wealth Services now owns 1,274 shares of the company’s stock worth $37,000 after purchasing an additional 933 shares during the last quarter. Institutional investors and hedge funds own 84.06% of the company’s stock.

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.