Northland Capmk Has Pessimistic Outlook of SMCI Q2 Earnings

Super Micro Computer, Inc. (NASDAQ:SMCI) – Equities research analysts at Northland Capmk dropped their Q2 2026 earnings per share (EPS) estimates for Super Micro Computer in a research note issued on Wednesday, February 12th. Northland Capmk analyst N. Chokshi now anticipates that the company will post earnings of $0.56 per share for the quarter, down from their prior estimate of $0.60. Northland Capmk currently has a “Strong-Buy” rating on the stock. The consensus estimate for Super Micro Computer’s current full-year earnings is $2.17 per share. Northland Capmk also issued estimates for Super Micro Computer’s Q4 2026 earnings at $0.64 EPS.

SMCI has been the subject of several other reports. Cfra raised Super Micro Computer from a “hold” rating to a “buy” rating and set a $48.00 target price for the company in a report on Tuesday, February 11th. Wedbush boosted their target price on Super Micro Computer from $24.00 to $40.00 and gave the company a “neutral” rating in a report on Wednesday, February 12th. The Goldman Sachs Group reduced their target price on Super Micro Computer from $67.50 to $28.00 and set a “neutral” rating for the company in a report on Wednesday, November 6th. Argus downgraded Super Micro Computer from a “buy” rating to a “hold” rating in a research note on Thursday, October 31st. Finally, Loop Capital upped their price objective on Super Micro Computer from $40.00 to $50.00 and gave the company a “buy” rating in a research note on Wednesday, February 12th. Three equities research analysts have rated the stock with a sell rating, ten have assigned a hold rating, five have assigned a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $60.20.

Super Micro Computer Stock Up 13.3 %

Super Micro Computer stock opened at $47.91 on Monday. Super Micro Computer has a fifty-two week low of $17.25 and a fifty-two week high of $122.90. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.93 and a current ratio of 3.77. The company has a market capitalization of $28.05 billion, a P/E ratio of 24.05 and a beta of 1.30. The stock has a 50-day simple moving average of $33.59 and a 200-day simple moving average of $39.97.

Hedge Funds Weigh In On Super Micro Computer

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in Super Micro Computer by 908.4% during the 4th quarter. Vanguard Group Inc. now owns 61,992,493 shares of the company’s stock worth $1,889,531,000 after purchasing an additional 55,845,073 shares during the period. Geode Capital Management LLC increased its position in Super Micro Computer by 914.7% during the 4th quarter. Geode Capital Management LLC now owns 12,846,717 shares of the company’s stock worth $390,572,000 after purchasing an additional 11,580,677 shares during the period. FMR LLC acquired a new stake in shares of Super Micro Computer in the 4th quarter worth approximately $292,869,000. Invesco Ltd. grew its holdings in shares of Super Micro Computer by 929.5% in the 4th quarter. Invesco Ltd. now owns 7,542,742 shares of the company’s stock worth $229,903,000 after acquiring an additional 6,810,082 shares during the period. Finally, Northern Trust Corp grew its holdings in shares of Super Micro Computer by 1,573.8% in the 4th quarter. Northern Trust Corp now owns 4,897,876 shares of the company’s stock worth $149,287,000 after acquiring an additional 4,605,260 shares during the period. Institutional investors and hedge funds own 84.06% of the company’s stock.

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.