Northland Capmk Has Bearish Estimate for SMCI Q2 Earnings

Super Micro Computer, Inc. (NASDAQ:SMCI) – Northland Capmk cut their Q2 2026 EPS estimates for Super Micro Computer in a research report 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 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.

Several other research analysts have also weighed in on SMCI. Loop Capital lifted their target price on Super Micro Computer from $40.00 to $50.00 and gave the stock a “buy” rating in a report on Wednesday, February 12th. Wedbush boosted their price objective on Super Micro Computer from $24.00 to $40.00 and gave the company a “neutral” rating in a research report on Wednesday, February 12th. Northland Securities restated an “outperform” rating and set a $57.00 target price (up from $54.00) on shares of Super Micro Computer in a report on Wednesday, February 12th. Cfra raised shares of Super Micro Computer from a “hold” rating to a “buy” rating and set a $48.00 price target on the stock in a research note on Tuesday, February 11th. Finally, Argus downgraded shares of Super Micro Computer from a “buy” rating to a “hold” rating in a research report on Thursday, October 31st. Three investment analysts have rated the stock with a sell rating, ten have given a hold rating, five have given a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $60.20.

Super Micro Computer Price Performance

Shares of SMCI stock opened at $55.80 on Monday. The company has a quick ratio of 1.93, a current ratio of 3.77 and a debt-to-equity ratio of 0.32. Super Micro Computer has a 12-month low of $17.25 and a 12-month high of $122.90. The firm has a fifty day moving average of $33.97 and a 200-day moving average of $39.74. The firm has a market capitalization of $32.67 billion, a price-to-earnings ratio of 28.01 and a beta of 1.30.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of SMCI. Vanguard Group Inc. boosted its holdings in shares of Super Micro Computer by 908.4% in the 4th quarter. Vanguard Group Inc. now owns 61,992,493 shares of the company’s stock valued at $1,889,531,000 after buying an additional 55,845,073 shares during the last quarter. Geode Capital Management LLC raised its position in Super Micro Computer by 914.7% during the fourth quarter. Geode Capital Management LLC now owns 12,846,717 shares of the company’s stock worth $390,572,000 after acquiring an additional 11,580,677 shares in the last quarter. FMR LLC bought a new stake in Super Micro Computer during the fourth quarter worth $292,869,000. Invesco Ltd. lifted its stake in Super Micro Computer by 929.5% in the fourth quarter. Invesco Ltd. now owns 7,542,742 shares of the company’s stock valued at $229,903,000 after acquiring an additional 6,810,082 shares during the last quarter. Finally, Northern Trust Corp grew its position 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 valued at $149,287,000 after acquiring an additional 4,605,260 shares during the period. 84.06% of the stock is currently owned by 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.