Northland Securities Boosts Super Micro Computer (NASDAQ:SMCI) Price Target to $34.00

Key Points

• Northland raised its price target on Super Micro Computer from $22 to $34, while the street average target is about $38 and the consensus rating remains "Hold."
• Super Micro beat Q3 EPS expectations with $0.84 (vs. ~$0.63), issued upbeat Q4 guidance of $0.65–$0.79 EPS and $11.0–$12.5B revenue, though Q3 revenue of $10.24B missed estimates.
• Buying momentum and heavy options activity have amplified the rally, but the stock is weighed by multiple shareholder class‑action alerts and lingering export‑control/governance regulatory concerns.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) had its price target raised by Northland Securities from $22.00 to $34.00 in a research note issued on Wednesday,MarketScreener reports. Northland Securities' target price would indicate a potential downside of 0.69% from the stock's previous close.

Other equities analysts have also recently issued reports about the company. Bank of America lowered their target price on Super Micro Computer from $34.00 to $24.00 and set an "underperform" rating for the company in a report on Tuesday, March 24th. JPMorgan Chase & Co. upped their target price on shares of Super Micro Computer from $28.00 to $32.00 and gave the stock a "neutral" rating in a research note on Wednesday. Barclays reduced their price objective on Super Micro Computer from $38.00 to $34.00 and set an "equal weight" rating on the stock in a research note on Wednesday. Raymond James Financial restated an "outperform" rating and set a $45.00 price target on shares of Super Micro Computer in a report on Wednesday. Finally, Wall Street Zen raised Super Micro Computer from a "sell" rating to a "hold" rating in a research report on Sunday, February 15th. Four research analysts have rated the stock with 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.com, the company currently has a consensus rating of "Hold" and an average price target of $38.00.

Super Micro Computer Trading Down 1.2%

Shares of SMCI traded down $0.42 during trading on Wednesday, reaching $34.24. 8,053,196 shares of the company traded hands, compared to its average volume of 36,372,430. The stock has a 50-day simple moving average of $27.65 and a 200-day simple moving average of $32.44. The company has a quick ratio of 1.01, a current ratio of 1.70 and a debt-to-equity ratio of 0.67. Super Micro Computer has a twelve month low of $19.48 and a twelve month high of $62.36. The stock has a market cap of $20.51 billion, a PE ratio of 18.11, a price-to-earnings-growth ratio of 0.52 and a beta of 1.69.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last posted its earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, beating the consensus estimate of $0.63 by $0.21. The firm 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 18.13%. The firm's revenue for the quarter was up 122.7% on a year-over-year basis. During the same quarter last year, the firm earned $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, analysts anticipate that Super Micro Computer will post 1.9 earnings per share for the current year.

Institutional Investors Weigh In On Super Micro Computer

Institutional investors and hedge funds have recently bought and sold shares of the stock. OVERSEA CHINESE BANKING Corp Ltd lifted its position in Super Micro Computer by 210.8% in the fourth quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 49,806 shares of the company's stock valued at $1,498,000 after purchasing an additional 33,782 shares during the period. Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of Super Micro Computer by 54.7% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 107,789 shares of the company's stock valued at $3,155,000 after buying an additional 38,098 shares during the period. Impact Partnership Wealth LLC purchased a new stake in shares of Super Micro Computer in the third quarter valued at approximately $832,000. UG Investment Advisers Ltd. purchased a new stake in shares of Super Micro Computer in the third quarter valued at approximately $1,009,000. Finally, Littlejohn Financial Services Inc. acquired a new position in Super Micro Computer during the third quarter worth $1,162,000. 84.06% of the stock is owned by hedge funds and other institutional investors.

Key Super Micro Computer News

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

• Positive Sentiment: Q3 earnings beat and margin rebound — SMCI posted EPS of $0.84 (vs. ~$0.63 consensus) and non‑GAAP gross margin roughly 10%, driven by a larger AI GPU product mix; net income improved materially. Supermicro Announces Third Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Upbeat forward guidance — Management guided Q4 revenue to $11.0–$12.5B and non‑GAAP EPS to $0.65–$0.79, above Wall Street midpoints, signaling continued AI/datacenter demand and supporting the rally. Super Micro stock jumps 19% on guidance beat as revenue more than doubles
• Positive Sentiment: Analyst support and target upgrades — Several firms moved to a more positive stance or raised targets after the print (Needham, Rosenblatt raised targets / buy calls; others issued mixed but constructive notes), amplifying buying interest. Super Micro Computer NASDAQ: SMCI Price Target Raised to $40.00 at Rosenblatt Securities
• Neutral Sentiment: Revenue missed estimates — Q3 sales came in around $10.24B versus higher Street forecasts, so part of the move reflects investors re‑weighting growth vs. margin recovery. That revenue shortfall keeps some analysts cautious. Super Micro Computer Q3 earnings and call transcript
• Neutral Sentiment: Heavy options and speculative flows — Unusually large call buying and elevated option volume point to momentum trading that can amplify intraday moves but also increase volatility. This AI stock was left for dead. Now traders are betting big on a comeback
• Negative Sentiment: Multiple class‑action / shareholder alerts — Several law firms have filed or announced investigations and reminders for lead‑plaintiff deadlines (May 26), flagging potential litigation exposure related to prior disclosures. SUPER MICRO COMPUTER, INC. (SMCI) SHAREHOLDER ALERT
• Negative Sentiment: Regulatory / governance overhang persists — Earlier federal charges tied to alleged export‑control violations and related governance concerns continue to attract negative headlines and investor scrutiny despite the company severing ties with a named co‑founder. SMCI Investor Alert: Securities Fraud Lawsuit Notice

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.

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