Super Micro Computer (NASDAQ:SMCI – Get Free Report) had its price target lowered by stock analysts at Rosenblatt Securities from $50.00 to $32.00 in a report released on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the stock. Rosenblatt Securities’ target price points to a potential upside of 34.41% from the stock’s current price.
Other equities research analysts have also recently issued research reports about the company. Argus restated a “hold” rating on shares of Super Micro Computer in a research note on Friday, March 20th. Sanford C. Bernstein cut their price objective on shares of Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating on the stock in a report on Wednesday, February 4th. Needham & Company LLC reduced their price objective on shares of Super Micro Computer from $51.00 to $40.00 and set a “buy” rating for the company in a research report on Wednesday, February 4th. Raymond James Financial lowered their target price on shares of Super Micro Computer from $50.00 to $35.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Finally, Barclays set a $38.00 price target on shares of Super Micro Computer and gave the stock an “equal weight” rating in a research note on Wednesday, February 4th. Four equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $37.07.
Read Our Latest Report on Super Micro Computer
Super Micro Computer Stock Up 7.1%
Super Micro Computer (NASDAQ:SMCI – Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.49 by $0.20. The company had revenue of $12.68 billion during the quarter, compared to the consensus estimate of $10.34 billion. Super Micro Computer had a return on equity of 13.22% and a net margin of 3.11%.Super Micro Computer’s revenue for the quarter was up 123.4% on a year-over-year basis. During the same period in the previous year, the business earned $0.59 EPS. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. On average, equities analysts forecast that Super Micro Computer will post 1.86 earnings per share for the current year.
Institutional Inflows and Outflows
Institutional investors have recently bought and sold shares of the business. Norges Bank acquired a new stake in shares of Super Micro Computer during the second quarter valued at $150,395,000. Focus Financial Network Inc. raised its stake in Super Micro Computer by 4,042.2% in the 3rd quarter. Focus Financial Network Inc. now owns 264,688 shares of the company’s stock valued at $12,689,000 after purchasing an additional 258,298 shares during the last quarter. BLKBRD Asset Management LP purchased a new position in Super Micro Computer in the 2nd quarter valued at about $9,486,000. KG&L Capital Management LLC purchased a new position in Super Micro Computer in the 3rd quarter valued at about $875,000. Finally, Global Retirement Partners LLC acquired a new stake in shares of Super Micro Computer during the 2nd quarter worth about $703,000. 84.06% of the stock is currently owned by institutional investors and hedge funds.
Key Super Micro Computer News
Here are the key news stories impacting Super Micro Computer this week:
- Positive Sentiment: Partnership expansion with Mirantis to automate open‑source AI cloud stacks and integrate NVIDIA‑GPU environments — reinforces Supermicro’s positioning in AI infrastructure and could support customer wins and deployment velocity. Super Micro Deepens Mirantis Ties To Standardize Open Source AI Clouds
- Positive Sentiment: Fundamental growth case remains intact: recent coverage highlights huge revenue/earnings beats and a narrative that the sell‑off may present a deep‑value entry into a leading AI server supplier. That underpins investor interest on any dip. Super Micro’s Plunge: An AI Deep Value Opportunity?
- Neutral Sentiment: Northland Securities reiterated a “Market Perform” rating — a relatively neutral signal that suggests some analysts see limited near‑term upside absent resolution of headline risks. Northland Securities Reaffirms “Market Perform” Rating for Super Micro Computer (NASDAQ:SMCI)
- Neutral Sentiment: Recent short‑interest data reported in some feeds appears unreliable/zeroed (NaN/0 values) and should not be treated as a clear signal until corrected. (Data anomaly reduces interpretability.)
- Negative Sentiment: Federal indictment naming a co‑founder and two others over alleged illegal exports to China — and the co‑founder’s resignation from the board — is the primary driver of elevated downside risk (regulatory, reputational and customer trust). Super Micro Co-Founder Exits Board As Nvidia Chip Smuggling Indictment Batters Stock
- Negative Sentiment: Multiple securities‑fraud and investor class investigations have been announced by law firms, increasing legal uncertainty and potential distraction for management. SUPER MICRO COMPUTER, INC. INVESTOR ALERT: Kirby McInerney LLP Announces Investigation Into Potential Securities Fraud
- Negative Sentiment: Wall Street reaction: Citi and Bank of America cut price targets/ratings (notably Citi’s large reduction), signaling analysts’ caution and contributing to downward pressure until legal clarity emerges. Super Micro Stock Falls as Citigroup Slashes Price Target By 36%
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.
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