Analysts Offer Predictions for Super Micro Computer, Inc.'s Q1 2026 Earnings (NASDAQ:SMCI)

• Is Super Micro Computer a Buy After Shares Sink 20% on Earnings?

Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) - Investment analysts at Northland Capmk issued their Q1 2026 earnings per share estimates for shares of Super Micro Computer in a report issued on Wednesday, August 7th. Northland Capmk analyst N. Chokshi forecasts that the company will post earnings per share of $6.45 for the quarter. The consensus estimate for Super Micro Computer's current full-year earnings is $29.32 per share. Northland Capmk also issued estimates for Super Micro Computer's Q2 2026 earnings at $8.20 EPS, Q3 2026 earnings at $8.40 EPS and Q4 2026 earnings at $8.55 EPS.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last issued its quarterly earnings data on Tuesday, August 6th. The company reported $6.25 earnings per share for the quarter, missing analysts' consensus estimates of $7.63 by ($1.38). The company had revenue of $5.31 billion for the quarter, compared to the consensus estimate of $5.32 billion. Super Micro Computer had a net margin of 8.09% and a return on equity of 35.06%. Super Micro Computer's revenue for the quarter was up 142.9% compared to the same quarter last year. During the same period in the previous year, the business earned $3.43 EPS.

• MarketBeat Week in Review – 8/5 - 8/9

Several other equities research analysts also recently weighed in on the stock. The Goldman Sachs Group lowered their target price on shares of Super Micro Computer from $775.00 to $675.00 and set a "neutral" rating for the company in a research note on Thursday. Susquehanna boosted their target price on Super Micro Computer from $285.00 to $325.00 and gave the stock a "negative" rating in a research note on Monday, July 15th. Rosenblatt Securities reiterated a "buy" rating and issued a $1,300.00 price target on shares of Super Micro Computer in a research note on Wednesday, August 7th. JPMorgan Chase & Co. dropped their price target on Super Micro Computer from $1,150.00 to $950.00 and set an "overweight" rating on the stock in a research note on Tuesday, August 6th. Finally, Loop Capital increased their price objective on shares of Super Micro Computer from $600.00 to $1,500.00 and gave the company a "buy" rating in a research report on Tuesday, April 16th. Two analysts have rated the stock with a sell rating, seven have given a hold rating and seven have issued a buy rating to the company. Based on data from MarketBeat, Super Micro Computer currently has a consensus rating of "Hold" and a consensus price target of $911.85.

Get Our Latest Report on Super Micro Computer

Super Micro Computer Stock Down 0.2 %

• Super Micro Stock Drops Sharply After Earnings on Margin Concerns

NASDAQ:SMCI opened at $508.76 on Monday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 2.29 and a current ratio of 4.69. The stock has a market capitalization of $28.46 billion, a P/E ratio of 28.52, a P/E/G ratio of 0.40 and a beta of 1.27. The company's 50-day simple moving average is $787.20 and its 200-day simple moving average is $839.76. Super Micro Computer has a fifty-two week low of $226.59 and a fifty-two week high of $1,229.00.

Insider Buying and Selling at Super Micro Computer

In other Super Micro Computer news, Director Tally C. Liu sold 500 shares of Super Micro Computer stock in a transaction dated Thursday, May 30th. The stock was sold at an average price of $839.17, for a total transaction of $419,585.00. Following the completion of the transaction, the director now owns 27,813 shares in the company, valued at approximately $23,339,835.21. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In other news, Director Tally C. Liu sold 500 shares of the firm's stock in a transaction that occurred on Thursday, May 30th. The shares were sold at an average price of $839.17, for a total transaction of $419,585.00. Following the sale, the director now owns 27,813 shares of the company's stock, valued at approximately $23,339,835.21. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Daniel W. Fairfax sold 300 shares of Super Micro Computer stock in a transaction that occurred on Monday, June 3rd. The shares were sold at an average price of $802.00, for a total transaction of $240,600.00. Following the transaction, the director now directly owns 18,887 shares of the company's stock, valued at $15,147,374. The disclosure for this sale can be found here. 17.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Super Micro Computer

Hedge funds have recently modified their holdings of the company. Allworth Financial LP raised its holdings in Super Micro Computer by 28.6% in the 4th quarter. Allworth Financial LP now owns 126 shares of the company's stock worth $36,000 after purchasing an additional 28 shares during the period. International Assets Investment Management LLC lifted its position in shares of Super Micro Computer by 100.0% during the 4th quarter. International Assets Investment Management LLC now owns 4,651 shares of the company's stock valued at $1,322,000 after buying an additional 2,326 shares in the last quarter. Allspring Global Investments Holdings LLC grew its stake in Super Micro Computer by 108.0% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 12,861 shares of the company's stock valued at $3,656,000 after acquiring an additional 6,679 shares during the period. Cerity Partners LLC grew its stake in Super Micro Computer by 12.3% in the 4th quarter. Cerity Partners LLC now owns 1,556 shares of the company's stock valued at $442,000 after acquiring an additional 170 shares during the period. Finally, Valeo Financial Advisors LLC increased its holdings in Super Micro Computer by 8.7% in the 4th quarter. Valeo Financial Advisors LLC now owns 1,254 shares of the company's stock worth $356,000 after acquiring an additional 100 shares in the last quarter. 84.06% of the stock is owned by hedge funds and other institutional investors.

About Super Micro Computer

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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