KeyCorp Weighs in on Super Micro Computer, Inc.’s Q3 2025 Earnings (NASDAQ:SMCI)

Super Micro Computer, Inc. (NASDAQ:SMCI) – Investment analysts at KeyCorp issued their Q3 2025 earnings estimates for shares of Super Micro Computer in a note issued to investors on Tuesday, April 23rd. KeyCorp analyst T. Blakey forecasts that the company will post earnings per share of $7.37 for the quarter. KeyCorp currently has a “Sector Weight” rating on the stock. The consensus estimate for Super Micro Computer’s current full-year earnings is $20.24 per share.

SMCI has been the subject of a number of other research reports. Wells Fargo & Company initiated coverage on shares of Super Micro Computer in a report on Friday, February 16th. They issued an “equal weight” rating and a $960.00 price target for the company. Northland Securities increased their price target on shares of Super Micro Computer from $925.00 to $1,300.00 and gave the company an “outperform” rating in a report on Monday, March 25th. Loop Capital increased their price target on shares of Super Micro Computer from $600.00 to $1,500.00 and gave the company a “buy” rating in a report on Tuesday, April 16th. Barclays increased their price target on shares of Super Micro Computer from $691.00 to $961.00 and gave the company an “overweight” rating in a report on Tuesday, February 13th. Finally, Wedbush reiterated a “neutral” rating and issued a $530.00 price target on shares of Super Micro Computer in a report on Wednesday. Two equities research analysts have rated the stock with a sell rating, four have given a hold rating and nine have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, Super Micro Computer has a consensus rating of “Hold” and a consensus price target of $949.85.

Super Micro Computer Stock Up 4.3 %

SMCI stock opened at $787.40 on Thursday. Super Micro Computer has a one year low of $93.34 and a one year high of $1,229.00. The stock has a market capitalization of $44.04 billion, a PE ratio of 61.47, a price-to-earnings-growth ratio of 0.67 and a beta of 1.28. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.19 and a current ratio of 2.43. The company has a fifty day moving average of $947.82 and a 200-day moving average of $560.99.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Monday, January 29th. The company reported $5.59 EPS for the quarter, topping the consensus estimate of $4.94 by $0.65. Super Micro Computer had a net margin of 7.92% and a return on equity of 32.34%. The company had revenue of $3.66 billion during the quarter, compared to analysts’ expectations of $2.80 billion. During the same quarter last year, the business earned $3.09 EPS. The business’s revenue was up 103.0% on a year-over-year basis.

Insider Transactions at Super Micro Computer

In other news, Director Daniel W. Fairfax sold 300 shares of Super Micro Computer stock in a transaction dated Thursday, February 1st. The shares were sold at an average price of $540.00, for a total transaction of $162,000.00. Following the completion of the sale, the director now directly owns 20,087 shares in the company, valued at $10,846,980. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. In other news, Director Daniel W. Fairfax sold 300 shares of Super Micro Computer stock in a transaction dated Thursday, February 1st. The shares were sold at an average price of $540.00, for a total transaction of $162,000.00. Following the completion of the sale, the director now directly owns 20,087 shares in the company, valued at $10,846,980. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Sherman Tuan sold 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 29th. The stock was sold at an average price of $873.98, for a total transaction of $4,369,900.00. Following the completion of the sale, the director now directly owns 22,113 shares in the company, valued at $19,326,319.74. The disclosure for this sale can be found here. Insiders sold a total of 34,989 shares of company stock worth $30,113,681 over the last ninety days. 17.60% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Super Micro Computer

Hedge funds have recently modified their holdings of the stock. Bank of New Hampshire acquired a new stake in shares of Super Micro Computer in the first quarter worth approximately $35,000. Versant Capital Management Inc boosted its position in shares of Super Micro Computer by 42.9% in the first quarter. Versant Capital Management Inc now owns 50 shares of the company’s stock worth $51,000 after acquiring an additional 15 shares during the last quarter. JTC Employer Solutions Trustee Ltd acquired a new position in Super Micro Computer during the first quarter valued at approximately $61,000. CENTRAL TRUST Co acquired a new position in Super Micro Computer during the first quarter valued at approximately $76,000. Finally, Allworth Financial LP acquired a new position in Super Micro Computer during the third quarter valued at approximately $27,000. 84.06% of the stock is owned by institutional investors and hedge funds.

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.