Super Micro Computer (NASDAQ:SMCI) Trading Up 6.3% – Here’s Why

Super Micro Computer, Inc. (NASDAQ:SMCI) was up 6.3% during mid-day trading on Friday . The company traded as high as $35.94 and last traded at $35.58. Approximately 39,024,157 shares changed hands during trading, an increase of 7% from the average daily volume of 36,570,215 shares. The stock had previously closed at $33.46.

Key Super Micro Computer News

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

• Positive Sentiment: Super Micro appointed Matthew Thauberger as Chief Revenue Officer, a move that could support sales execution across direct, channel, hyperscale, and strategic AI infrastructure business. Super Micro Computer (SMCI) Appoints Matthew Thauberger as Chief Revenue Officer
• Positive Sentiment: Unusual options activity showed strong bullish interest, with call volume well above normal, suggesting some traders are betting on continued upside.
• Positive Sentiment: Investor attention remains elevated around SMCI’s AI infrastructure exposure, including a collaboration with NANO Nuclear tied to powering next-generation data centers. EXCLUSIVE: NANO Nuclear Eyes AI Infrastructure Role With SMCI
• Neutral Sentiment: Recent commentary on Super Micro’s mixed fiscal Q3 results highlighted improving margins and earnings, but also revenue softness and negative operating cash flow, leaving the earnings picture mixed. Super Micro Computer: Back To Accounting Basics
• Negative Sentiment: Multiple law firms issued deadline reminders for a securities class action, keeping investor attention on alleged disclosure issues and potential legal liability. SUPER MICRO DEADLINE TUESDAY: Super Micro Computer, Inc. Investors Have Until May 26th…
• Negative Sentiment: Fresh scrutiny over alleged export-control violations and a Taiwan investigation into suspected smuggling of AI servers to China added to the compliance overhang. Taiwan Probe Puts Super Micro AI Server Exports in Focus
• Negative Sentiment: Coverage from CFO Dive said Super Micro’s internal-control repairs remain under scrutiny, which could prolong uncertainty around governance and accounting. Super Micro’s protracted internal control repairs draw scrutiny

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on SMCI shares. Raymond James Financial reissued an “outperform” rating and set a $45.00 price target on shares of Super Micro Computer in a report on Wednesday, May 6th. Bank of America lowered their price objective on Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating on the stock in a report on Tuesday, March 24th. Wall Street Zen raised Super Micro Computer from a “sell” rating to a “hold” rating in a report on Sunday, February 15th. JPMorgan Chase & Co. lifted their price objective on Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Super Micro Computer in a report on Friday, March 27th. Four equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $38.43.

Super Micro Computer Price Performance

The stock has a fifty day simple moving average of $27.89 and a two-hundred day simple moving average of $30.99. The company has a market cap of $21.40 billion, a PE ratio of 18.83, a price-to-earnings-growth ratio of 0.59 and a beta of 1.69. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.63 by $0.21. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The company had revenue of $10.24 billion for the quarter, compared to analyst estimates of $12.39 billion. During the same quarter in the previous year, the company earned $0.31 EPS. The firm’s revenue for the quarter was up 122.7% compared to the same quarter last year. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, equities analysts predict that Super Micro Computer, Inc. will post 2.12 EPS for the current fiscal year.

Institutional Investors Weigh In On Super Micro Computer

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. lifted its position in shares of Super Micro Computer by 4.1% during the 3rd quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock valued at $3,300,610,000 after acquiring an additional 2,695,829 shares during the period. Geode Capital Management LLC lifted its position in shares of Super Micro Computer by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 13,808,499 shares of the company’s stock valued at $402,627,000 after acquiring an additional 41,314 shares during the period. Invesco Ltd. lifted its position in shares of Super Micro Computer by 21.2% during the 4th quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock valued at $291,347,000 after acquiring an additional 1,738,749 shares during the period. Disciplined Growth Investors Inc. MN lifted its position in shares of Super Micro Computer by 16.5% during the 2nd quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock valued at $476,905,000 after acquiring an additional 1,381,046 shares during the period. Finally, Norges Bank acquired a new stake in shares of Super Micro Computer during the 4th quarter valued at approximately $136,569,000. 84.06% of the stock is currently owned by institutional investors and hedge funds.

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.