Super Micro Computer (NASDAQ:SMCI) Stock Price Expected to Rise, Northland Securities Analyst Says

Key Points

• Northland Securities has increased its price target for Super Micro Computer (NASDAQ:SMCI) from $59.00 to $67.00, indicating a potential upside of 35.50% from the last close.
• Super Micro Computer recently reported earnings of $0.41 per share, which fell short of the consensus estimate of $0.44, while also experiencing a 8.5% revenue increase compared to the previous year.
• Insider activity showed a significant sell-off, with senior vice president George Kao selling 40,000 shares for approximately $1.76 million, indicating a 64.70% decrease in his stake in the company.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) had its price target hoisted by equities researchers at Northland Securities from $59.00 to $67.00 in a research note issued to investors on Friday,MarketScreener reports. Northland Securities' price objective would suggest a potential upside of 35.50% from the stock's previous close.

SMCI has been the topic of a number of other reports. Zacks Research upgraded shares of Super Micro Computer to a "hold" rating in a report on Monday, August 11th. JPMorgan Chase & Co. reduced their target price on shares of Super Micro Computer from $46.00 to $45.00 and set a "neutral" rating on the stock in a report on Wednesday, August 6th. The Goldman Sachs Group set a $30.00 price target on shares of Super Micro Computer and gave the stock a "sell" rating in a research note on Thursday. Wall Street Zen raised shares of Super Micro Computer from a "sell" rating to a "hold" rating in a research note on Saturday, October 18th. Finally, Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Super Micro Computer in a research note on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat, Super Micro Computer has a consensus rating of "Hold" and a consensus target price of $47.57.

Super Micro Computer Trading Up 3.2%

Shares of Super Micro Computer stock opened at $49.45 on Friday. The company's fifty day simple moving average is $47.38 and its 200-day simple moving average is $44.61. The stock has a market capitalization of $29.38 billion, a PE ratio of 29.77, a P/E/G ratio of 1.31 and a beta of 1.55. Super Micro Computer has a 1-year low of $17.25 and a 1-year high of $66.44. The company has a debt-to-equity ratio of 0.74, a current ratio of 5.25 and a quick ratio of 3.25.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last released its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing analysts' consensus estimates of $0.44 by ($0.03). Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The firm had revenue of $5.76 billion for the quarter, compared to analysts' expectations of $5.88 billion. During the same quarter last year, the firm posted $6.25 EPS. The firm's quarterly revenue was up 8.5% compared to the same quarter last year. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. As a group, equities analysts anticipate that Super Micro Computer will post 1.86 earnings per share for the current year.

Insider Activity at Super Micro Computer

In other news, SVP George Kao sold 40,000 shares of the company's stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $43.88, for a total value of $1,755,200.00. Following the completion of the sale, the senior vice president owned 21,820 shares of the company's stock, valued at approximately $957,461.60. This represents a 64.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Liang Chiu-Chu Sara Liu sold 200,000 shares of the company's stock in a transaction that occurred on Monday, July 28th. The stock was sold at an average price of $60.00, for a total transaction of $12,000,000.00. Following the completion of the sale, the director directly owned 40,426,120 shares of the company's stock, valued at $2,425,567,200. The trade was a 0.49% decrease in their position. The disclosure for this sale can be found here. Insiders sold 490,000 shares of company stock valued at $27,890,950 in the last quarter. Corporate insiders own 16.30% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. increased its stake in Super Micro Computer by 2.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,152,948 shares of the company's stock valued at $3,242,156,000 after purchasing an additional 1,745,179 shares in the last quarter. 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 purchasing an additional 364,411 shares in the last quarter. Disciplined Growth Investors Inc. MN increased its stake in 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 purchasing an additional 1,381,046 shares in the last quarter. Invesco Ltd. increased its stake in shares of Super Micro Computer by 31.6% in the second quarter. Invesco Ltd. now owns 8,639,784 shares of the company's stock worth $423,436,000 after acquiring an additional 2,073,978 shares during the period. Finally, Charles Schwab Investment Management Inc. increased its stake in shares of Super Micro Computer by 5.3% in the second quarter. Charles Schwab Investment Management Inc. now owns 3,971,739 shares of the company's stock worth $194,655,000 after acquiring an additional 200,109 shares during the period. Institutional investors and hedge funds own 84.06% of the company's stock.

Super Micro Computer Company Profile

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.

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