Super Micro Computer (NASDAQ:SMCI) Trading Up 6.3% – Time to Buy?

Super Micro Computer, Inc. (NASDAQ:SMCI) rose 6.3% during mid-day trading on Friday . The stock traded as high as $35.94 and last traded at $35.58. Approximately 39,024,157 shares traded 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

SMCI has been the topic of several research analyst reports. Wedbush cut their target price on shares of Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 6th. The Goldman Sachs Group reissued a “sell” rating on shares of Super Micro Computer in a research note on Wednesday, May 6th. JPMorgan Chase & Co. increased 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, May 6th. Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a research note on Friday, March 27th. Finally, Rosenblatt Securities increased their target price on shares of Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Four 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. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $38.43.

Super Micro Computer Price Performance

The stock has a market capitalization of $21.40 billion, a P/E ratio of 18.83, a price-to-earnings-growth ratio of 0.56 and a beta of 1.69. The business’s 50 day simple moving average is $27.81 and its two-hundred day simple moving average is $30.96. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88.

Super Micro Computer (NASDAQ:SMCI) last released 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 net margin of 3.70% and a return on equity of 17.49%. The firm had revenue of $10.24 billion for the quarter, compared to analyst estimates of $12.39 billion. During the same period last year, the firm earned $0.31 earnings per share. The business’s quarterly revenue 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. As a group, sell-side analysts forecast that Super Micro Computer, Inc. will post 2.12 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in SMCI. OVERSEA CHINESE BANKING Corp Ltd raised its holdings in shares of 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 last quarter. Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of Super Micro Computer by 54.7% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 107,789 shares of the company’s stock valued at $3,155,000 after purchasing an additional 38,098 shares during the last quarter. Impact Partnership Wealth LLC purchased a new stake in shares of Super Micro Computer in the third quarter valued at about $832,000. UG Investment Advisers Ltd. purchased a new stake in shares of Super Micro Computer in the third quarter valued at about $1,009,000. Finally, Generali Asset Management SPA SGR raised its holdings in shares of Super Micro Computer by 235.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 70,389 shares of the company’s stock valued at $2,060,000 after purchasing an additional 49,389 shares during the last quarter. 84.06% of the stock is owned by institutional investors.

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.