Super Micro Computer (NASDAQ:SMCI) Earns "Buy" Rating from Rosenblatt Securities

Key Points

• Rosenblatt Securities reaffirmed a "Buy" on SMCI with a $55 price target, implying roughly an 89% upside from the prior close.
• Analyst coverage is mixed — eight Buys, eight Holds and two Sells — resulting in an average rating of “Hold” and an average target price of $46.19, below Rosenblatt’s target.
• Supermicro recently missed estimates, reporting $0.35 EPS vs. $0.46 expected and $5.02B revenue vs. $6.48B expected (revenue down 15.5% YoY), and guided Q2 FY2026 EPS to $0.460–$0.540.

Super Micro Computer (NASDAQ:SMCI - Get Free Report)'s stock had its "buy" rating reaffirmed by investment analysts at Rosenblatt Securities in a research note issued on Monday,Benzinga reports. They currently have a $55.00 price target on the stock. Rosenblatt Securities' price target would indicate a potential upside of 88.94% from the stock's previous close.

Several other equities research analysts also recently weighed in on the company. Sanford C. Bernstein decreased their price objective on Super Micro Computer from $46.00 to $42.00 and set a "market perform" rating for the company in a report on Wednesday, November 5th. Citigroup lowered their price objective on Super Micro Computer from $48.00 to $39.00 and set a "neutral" rating on the stock in a report on Tuesday, January 20th. Argus set a $64.00 price objective on shares of Super Micro Computer in a report on Thursday, November 6th. Zacks Research raised Super Micro Computer from a "strong sell" rating to a "hold" rating in a report on Monday, December 8th. Finally, Wall Street Zen lowered shares of Super Micro Computer from a "hold" rating to a "sell" rating in a research report on Saturday, November 15th. Eight research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $46.19.

Super Micro Computer Stock Performance

Shares of Super Micro Computer stock opened at $29.11 on Monday. The company has a debt-to-equity ratio of 0.72, a current ratio of 5.39 and a quick ratio of 2.95. The stock has a market capitalization of $17.38 billion, a price-to-earnings ratio of 23.29, a price-to-earnings-growth ratio of 0.60 and a beta of 1.53. The business has a 50-day moving average of $31.49 and a 200 day moving average of $41.71. Super Micro Computer has a 12 month low of $25.71 and a 12 month high of $66.44.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last issued its quarterly earnings results on Tuesday, November 4th. The company reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.46 by ($0.11). The company had revenue of $5.02 billion for the quarter, compared to analysts' expectations of $6.48 billion. Super Micro Computer had a return on equity of 12.70% and a net margin of 3.77%.Super Micro Computer's revenue for the quarter was down 15.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.73 EPS. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. As a group, sell-side analysts forecast that Super Micro Computer will post 1.86 earnings per share for the current year.

Institutional Investors Weigh In On Super Micro Computer

A number of institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. raised its stake in Super Micro Computer by 4.1% during the third quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company's stock worth $3,300,610,000 after acquiring an additional 2,695,829 shares during the period. Geode Capital Management LLC increased its stake in Super Micro Computer by 2.7% during the 2nd quarter. Geode Capital Management LLC now owns 13,752,581 shares of the company's stock valued at $671,316,000 after buying an additional 364,411 shares during the period. Disciplined Growth Investors Inc. MN raised its holdings in Super Micro Computer by 16.5% during the second quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company's stock worth $476,905,000 after purchasing an additional 1,381,046 shares in the last quarter. Invesco Ltd. raised its stake in shares of Super Micro Computer by 31.6% in the 2nd quarter. Invesco Ltd. now owns 8,639,784 shares of the company's stock worth $423,436,000 after buying an additional 2,073,978 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its holdings in Super Micro Computer by 5.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,971,739 shares of the company's stock valued at $194,655,000 after acquiring an additional 200,109 shares during the last quarter. Institutional investors and hedge funds own 84.06% of the company's stock.

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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