Super Micro Computer (NASDAQ:SMCI) Shares Up 9.4% – Here’s What Happened

Super Micro Computer, Inc. (NASDAQ:SMCI)’s stock price shot up 9.4% on Tuesday . The stock traded as high as $38.60 and last traded at $38.46. 47,662,001 shares changed hands during mid-day trading, an increase of 5% from the average session volume of 45,430,191 shares. The stock had previously closed at $35.17.

More Super Micro Computer News

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

• Positive Sentiment: Supermicro is expanding its AI infrastructure collaboration with Cisco and NVIDIA. Its liquid-cooled and air-cooled servers will be incorporated into Cisco’s Secure AI Factory offerings for neocloud, sovereign-cloud and enterprise customers, improving the company’s credibility and potential distribution in AI data centers. What Could Super Micro Computer Gain From This AI Infrastructure Partnership?
• Positive Sentiment: Reports cite more than $60 billion in new orders and fiscal 2027 revenue guidance of approximately $65 billion to $72 billion, implying very strong growth and reinforcing expectations that AI solutions could exceed 80% of revenue. Supermicro’s Discount Is Getting Harder To Ignore
• Positive Sentiment: Super Micro’s recent quarterly results showed revenue growth of 93% year over year and earnings well above consensus, while gross margin rebounded sharply. Analysts also see the stock as attractively valued relative to its growth prospects, helping support buying interest. Super Micro Computer: A Buy With A Cash Flow Problem
• Neutral Sentiment: Technical analysts describe SMCI as consolidating in roughly the $35–$40 area. A sustained move above resistance could signal a broader recovery, while the shares remain sensitive to upcoming AI-sector news, including Nvidia’s earnings. Nvidia Earnings Loom as Intel Tests Support, SMCI Consolidates
• Negative Sentiment: Despite strong demand, Supermicro continues to face persistent negative free cash flow and governance concerns. Management’s first-quarter fiscal 2027 outlook also points to margin normalization after an unusually strong quarter, with possible dilution adding pressure to per-share results. Super Micro Computer: A Buy With A Cash Flow Problem

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Barclays set a $39.00 price objective on shares of Super Micro Computer and gave the company an “equal weight” rating in a research report on Wednesday, August 12th. Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a research note on Wednesday, June 24th. Needham & Company LLC reiterated a “buy” rating and set a $46.00 price target on shares of Super Micro Computer in a report on Wednesday, August 12th. Wedbush boosted their price target on Super Micro Computer from $34.00 to $40.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 12th. Finally, JPMorgan Chase & Co. raised their price objective on Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Super Micro Computer currently has a consensus rating of “Hold” and an average target price of $42.13.

Super Micro Computer Stock Up 3.2%

The company has a market cap of $23.22 billion, a price-to-earnings ratio of 12.07, a P/E/G ratio of 0.84 and a beta of 1.95. The company has a debt-to-equity ratio of 0.65, a current ratio of 3.87 and a quick ratio of 2.07. The firm has a 50-day moving average price of $30.85 and a 200 day moving average price of $30.96.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings results on Tuesday, August 11th. The company reported $1.70 earnings per share for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $11.60 billion. During the same period last year, the firm posted $0.31 EPS. The firm’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. Sell-side analysts predict that Super Micro Computer, Inc. will post 4.04 EPS for the current year.

Hedge Funds Weigh In On Super Micro Computer

Several institutional investors and hedge funds have recently modified their holdings of the business. Advisors Asset Management Inc. acquired a new position in shares of Super Micro Computer during the 1st quarter worth approximately $39,000. EverSource Wealth Advisors LLC grew its position in Super Micro Computer by 42.4% during the second quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock worth $171,000 after buying an additional 1,036 shares in the last quarter. Baird Financial Group Inc. increased its stake in Super Micro Computer by 54.9% during the 2nd quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock worth $929,000 after acquiring an additional 6,718 shares during the period. Flow Traders U.S. LLC acquired a new position in Super Micro Computer in the 2nd quarter valued at $277,000. Finally, Daiwa Securities Group Inc. lifted its position in shares of Super Micro Computer by 3.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock valued at $4,198,000 after acquiring an additional 2,799 shares during the period. 84.06% of the stock is currently owned by institutional investors and hedge funds.

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.