Bernstein initiated coverage on Super Micro Computer with a new price target
$SMCI
Computer Manufacturing
Technology
Bernstein initiated coverage of Super Micro Computer with a rating of Mkt Perform and set a new price target of $46.00
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| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 11/6/2025 | Hold → Buy | Argus | |
| 9/16/2025 | $46.00 | Mkt Perform | Bernstein |
| 7/9/2025 | $35.00 | Underperform | BofA Securities |
| 6/26/2025 | Sector Weight | KeyBanc Capital Markets | |
| 5/7/2025 | $39.00 | Buy | Needham |
| 4/25/2025 | $39.00 | Neutral | Citigroup |
| 3/24/2025 | $40.00 → $32.00 | Neutral → Sell | Goldman |
| 3/21/2025 | $45.00 | Underweight → Neutral | Analyst |
10-Q - Super Micro Computer, Inc. (0001375365) (Filer)
8-K - Super Micro Computer, Inc. (0001375365) (Filer)
SCHEDULE 13G/A - Super Micro Computer, Inc. (0001375365) (Subject)
4 - Super Micro Computer, Inc. (0001375365) (Issuer)
4 - Super Micro Computer, Inc. (0001375365) (Issuer)
4 - Super Micro Computer, Inc. (0001375365) (Issuer)
Argus upgraded Super Micro Computer from Hold to Buy
Bernstein initiated coverage of Super Micro Computer with a rating of Mkt Perform and set a new price target of $46.00
BofA Securities resumed coverage of Super Micro Computer with a rating of Underperform and set a new price target of $35.00
Super Micro Computer, Inc. (NASDAQ:SMCI) ("Supermicro" or the "Company"), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced its participation in the upcoming investor conferences: UBS Global Technology and AI Conference Date: December 1-2, 2025 1x1 meetings only Location: Scottsdale, AZ Raymond James TMT & Consumer Conference Date: December 8, 2025 Fireside Chat: 1:40pm ET Location: New York, NY Barclays Global Technology Conference Date: December 11, 2025 Fireside Chat: 9:50am PT Location: San Francisco, CA About Super Micro Computer, Inc. Supermicro (NASDAQ:SMCI) is a global leader in Application-Optimized Total IT Solutions. Founded and operating
Supermicro introduces the latest addition of AI-accelerated solutions with a new 10U air-cooled server, which incorporates the AMD Instinct MI355X GPUs delivering breakthrough performance for AI and Inference workloadsPart of Supermicro's Data Center Building Block® (DCBBS) architecture, the new 10U server delivers reliable and optimized performance for shorter development cycles and faster time-to-marketThe new server delivers up to 4x generation-on-generation AI compute improvement and up to 35x leap in inferencing performance1SAN JOSE, Calif. and ST. LOUIS, Nov. 19, 2025 /PRNewswire/ -- Supercomputing Conference -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI, Cl
Supermicro offers complete, turnkey solutions based on NVIDIA-Certified Systems™ with the latest-generation NVIDIA accelerated computing platforms, leveraging Supermicro Data Center Building Block Solutions® (DCBBS) to accelerate time-to-onlineFull-stack solutions comprising Supermicro's industry-leading portfolio of AI-optimized systems, NVIDIA software stack, and NVIDIA Spectrum-X Ethernet, streamlining the process of AI development from concept to production at any scaleSupermicro's AI Factory solutions are based on NVIDIA Enterprise Reference Architectures with Supermicro single and multi-rack validation & testing to ensure seamless plug-and-play deploymentSAN JOSE, Calif. and ST. LOUIS,
4 - Super Micro Computer, Inc. (0001375365) (Issuer)
Super Micro Computer, Inc. (NASDAQ:SMCI) ("Supermicro" or the "Company"), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its first quarter of fiscal year 2026 ended September 30, 2025. First Quarter Fiscal Year 2026 Highlights Net sales of $5.0 billion versus $5.8 billion in Q4'25 and $5.9 billion in Q1'25 Gross margin of 9.3% versus 9.5% in Q4'25 and 13.1% in Q1'25 Net income of $168 million versus $195 million in Q4'25 and $424 million in Q1'25 Diluted net income per common share of $0.26 versus $0.31 in Q4'25 and $0.67 in Q1'25 Non-GAAP diluted net income per common share of $0.35 versus $0.73 in Q1'25 C
Receives Large New Orders and Sees Strong Demand for Blackwell Ultra Super Micro Computer, Inc. (NASDAQ:SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today is providing a business update for the first quarter of fiscal year 2026 (Q1'26), ended September 30, 2025, and schedules earnings call for November 4th at 5pm EST. Recent design wins in excess of $12B, requesting delivery in the second quarter of fiscal year 2026 (Q2'26). Company will provide further updates on our upcoming earnings call on expected Q2'26 deliveries and revenues Design win upgrades pushed some expected Q1'26 revenue to Q2'26, resulting in estimated revenue in Q1'26 of $5B versus $6B-$7
Super Micro Computer, Inc. (NASDAQ:SMCI) ("Supermicro" or the "Company"), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its fourth quarter and full fiscal year ended June 30, 2025. Fourth Quarter Fiscal Year 2025 Highlights Net sales of $5.8 billion versus $4.6 billion in Q3'25 and $5.4 billion in Q4'24. Gross margin of 9.5% versus 9.6% in Q3'25 and 10.2% in Q4'24. Net income of $195 million versus $109 million in Q3'25 and $297 million in Q4'24. Diluted net income per common share of $0.31 versus $0.17 in Q3'25 and $0.46 in Q4'24. Non-GAAP diluted net income per common share of $0.41 versus $0.31 in Q3
Industry veteran with deep financial background Scott Angel joins Board Seasoned legal expert Yitai Hu promoted to General Counsel Super Micro Computer, Inc. (NASDAQ:SMCI) ("Supermicro" or the "Company"), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced enhancements to its Board of Directors and senior leadership team to support the continued execution of its growth strategy, with the appointments of: Scott Angel as a new independent director: Mr. Angel, who brings nearly four decades of experience in accounting, audit, consulting, and financial advisory, has deep expertise in the technology and semiconductor industries with a focus on risk and complianc
Special Committee, supported by outside counsel Cooley LLP and forensic accounting firm Secretariat Advisors, LLC, finds no evidence of misconduct on the part of management or the Board of Directors and that the Audit Committee acted independently No restatement of reported financials expected Board adopts recommendations of the Special Committee and appoints new Chief Accounting Officer, approves the transition to a new CFO and authorizes additional executive hires, along with other measures to strengthen the Company Super Micro Computer, Inc. (NASDAQ:SMCI) (the "Company"), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced that the independent Special
Super Micro Computer, Inc. (NASDAQ:SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, announced today that the Audit Committee of its Board of Directors has engaged BDO USA, P.C. ("BDO") as its independent auditor, effective immediately. BDO is a member firm of BDO International, one of the world's top five accounting firms network with over 115,000 professionals across its global network and a recognized leader in audit and assurance. "We are pleased to welcome BDO as Supermicro's independent auditor," said Charles Liang, President and CEO of Supermicro. "BDO is a highly respected accounting firm with global capabilities. This is an important next step to bring our
SC 13G - Super Micro Computer, Inc. (0001375365) (Subject)
SC 13G/A - Super Micro Computer, Inc. (0001375365) (Subject)
SC 13G/A - Super Micro Computer, Inc. (0001375365) (Subject)