Super Micro Computer (NASDAQ:SMCI) Upgraded at CJS Securities

CJS Securities upgraded shares of Super Micro Computer (NASDAQ:SMCI) from a market underperform rating to a market perform rating in a report published on Wednesday morning, Marketbeat Ratings reports.

Several other research firms also recently weighed in on SMCI. Wedbush reduced their price objective on shares of Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating for the company in a report on Wednesday. Wall Street Zen raised shares of Super Micro Computer from a “sell” rating to a “hold” rating in a report on Sunday, February 15th. Barclays set a $38.00 price objective on shares of Super Micro Computer and gave the stock an “equal weight” rating in a report on Wednesday, February 4th. Northland Securities reaffirmed a “market perform” rating and issued a $22.00 price objective on shares of Super Micro Computer in a report on Monday, March 23rd. Finally, Sanford C. Bernstein reduced their price objective on shares of Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating for the company in a report on Wednesday, February 4th. Four investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Super Micro Computer currently has a consensus rating of “Hold” and a consensus target price of $38.00.

Super Micro Computer Stock Up 5.2%

Super Micro Computer stock opened at $35.37 on Wednesday. The company has a 50-day simple moving average of $27.70 and a 200-day simple moving average of $32.31. The firm has a market capitalization of $21.19 billion, a P/E ratio of 18.71, a P/E/G ratio of 0.62 and a beta of 1.69. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.01 and a current ratio of 2.66. Super Micro Computer has a one year low of $19.48 and a one year high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.63 by $0.21. The business had revenue of $10.24 billion during the quarter, compared to the consensus estimate of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The company’s quarterly revenue was up 122.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. As a group, equities analysts expect that Super Micro Computer will post 1.9 earnings per share for the current year.

Institutional Investors Weigh In On Super Micro Computer

A number of institutional investors and hedge funds have recently bought and sold shares of SMCI. Flagship Harbor Advisors LLC acquired a new stake in Super Micro Computer in the 4th quarter valued at about $25,000. Elyxium Wealth LLC acquired a new stake in Super Micro Computer in the 4th quarter valued at about $26,000. Arax Advisory Partners acquired a new stake in Super Micro Computer in the 4th quarter valued at about $28,000. SHP Wealth Management acquired a new stake in Super Micro Computer in the 4th quarter valued at about $29,000. Finally, Concord Wealth Partners lifted its holdings 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 valued at $30,000 after acquiring an additional 1,000 shares during the last quarter. 84.06% of the stock is 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: Super Micro’s latest quarter showed an earnings beat and a meaningful margin recovery, helping restore confidence in the company’s ability to convert AI demand into better profitability. Super Micro Rises 5% as Margin Beat, Strong Guide Reignite Short Squeeze Debate
• Positive Sentiment: Analysts turned more constructive after earnings, with several firms raising targets or reiterating upbeat views, which is supporting the stock’s rebound. Super Micro Computer Soars on Earnings Beat. Here’s What Comes Next for SMCI Stock.
• Neutral Sentiment: Super Micro also announced expanded Arm-based server and OCP rack offerings, which adds to its AI infrastructure product lineup but is not an immediate catalyst by itself. Super Micro Computer (SMCI) Expands Arm-Based Server and OCP Rack Offerings
• Negative Sentiment: Ongoing securities class-action headlines and repeated law-firm reminders about the May 26 lead-plaintiff deadline continue to hang over the name and could limit enthusiasm. ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Super Micro Computer, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – SMCI
• Negative Sentiment: More lawsuit alerts and allegations tied to export-control disclosure issues add reputational and legal risk, even as the stock rebounds. Robbins LLP Reminds SMCI Investors of the Securities Class Action Lawsuit Against Super Micro Computer, Inc.

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.