Super Micro Computer (NASDAQ:SMCI) Trading 9.5% Higher – Should You Buy?

20 May 2026, 17:17 by Scott Moore · The Cerbat Gem

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Get Free Report) rose 9.5% during trading on Wednesday . The company traded as high as $33.96 and last traded at $33.46. Approximately 37,749,362 shares changed hands during mid-day trading, an increase of 3% from the average daily volume of 36,630,281 shares. The stock had previously closed at $30.56.

Key Stories Impacting Super Micro Computer

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

Positive Sentiment: SMCI is benefiting from renewed enthusiasm in AI infrastructure stocks, with traders betting that strong semiconductor momentum and NVIDIA’s upcoming earnings could support demand for AI server suppliers. What’s Going On With Super Micro Stock On Wednesday?
Neutral Sentiment: Some commentary continues to frame SMCI as a momentum stock tied to the broader AI server trade, suggesting investors are still watching whether recent weakness is a buying opportunity or a sign of deeper issues. Is It Too Late To Revisit Super Micro Computer (SMCI) After Its Recent 31% Pullback?
Neutral Sentiment: Analyst and industry discussion around AI server demand remains mixed, with Mizuho recently keeping a Neutral rating while raising its price target, reflecting cautious optimism rather than a clear bull case. Mizuho Maintains a Neutral Rating on Super Micro Computer, Inc. (SMCI)
Negative Sentiment: Multiple law firms issued new reminders about class-action lawsuits and lead-plaintiff deadlines, keeping legal risk front and center for investors and adding pressure to sentiment around the stock. INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Super Micro Computer, Inc. Of Class Action Lawsuit and Upcoming Deadlines – SMCI
Negative Sentiment: Fresh lawsuit coverage alleges securities-law violations and investor harm, including claims tied to alleged misconduct during the class period, which could contribute to volatility and valuation uncertainty. Hagens Berman Files New Securities Class Action Against Super Micro Computer (SMCI) And Its Senior Executives
Negative Sentiment: Separate coverage has also raised concerns about capex, inventory, and cash flow pressures as SMCI scales up AI server production, reinforcing worries about execution risk. Can SMCI Navigate CapEx & Inventory Headwinds Amid Rapid Scale-Up?

Analyst Upgrades and Downgrades

SMCI has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. upped their price target on Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Northland Securities increased their target price on Super Micro Computer from $22.00 to $34.00 in a research note on Wednesday, May 6th. Citigroup reissued a “neutral” rating and set a $31.00 target price (up from $25.00) on shares of Super Micro Computer in a research note on Wednesday, May 6th. Wall Street Zen raised Super Micro Computer from a “sell” rating to a “hold” rating in a research note on Sunday, February 15th. Finally, Raymond James Financial reissued an “outperform” rating and set a $45.00 target price on shares of Super Micro Computer in a research note on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Super Micro Computer currently has an average rating of “Hold” and an average price target of $38.43.

Read Our Latest Analysis on Super Micro Computer

Super Micro Computer Trading Up 9.5%

The business has a 50 day moving average of $27.75 and a 200-day moving average of $31.21. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88. The firm has a market capitalization of $20.12 billion, a P/E ratio of 17.70, a PEG ratio of 0.51 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 (EPS) for the quarter, topping analysts’ consensus estimates of $0.63 by $0.21. The business had revenue of $10.24 billion during the quarter, compared to analysts’ expectations of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.Super Micro Computer’s revenue for the quarter was up 122.7% compared to the same quarter last year. During the same period in the prior year, the business earned $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Analysts anticipate that Super Micro Computer, Inc. will post 2.12 EPS for the current fiscal year.

Hedge Funds Weigh In On Super Micro Computer

Hedge funds have recently made changes to their positions in the business. OVERSEA CHINESE BANKING Corp Ltd lifted its holdings in Super Micro Computer by 210.8% during the 4th 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. lifted its holdings in Super Micro Computer by 54.7% during 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 purchasing an additional 38,098 shares during the last quarter. Impact Partnership Wealth LLC acquired a new stake in Super Micro Computer during the 3rd quarter valued at $832,000. UG Investment Advisers Ltd. acquired a new stake in Super Micro Computer during the 3rd quarter valued at $1,009,000. Finally, Generali Asset Management SPA SGR lifted its holdings in Super Micro Computer by 235.2% during the 4th 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

(Get Free Report)

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.