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 Super Micro Computer in a research note issued to investors on Tuesday, April 23rd. KeyCorp analyst T. Blakey expects that the company will post earnings per share of $7.37 for the quarter. KeyCorp 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.

Several other equities research analysts also recently commented on the stock. The Goldman Sachs Group began coverage on shares of Super Micro Computer in a research report on Monday, March 4th. They issued a “neutral” rating and a $941.00 price target for the company. Wells Fargo & Company assumed coverage on shares of Super Micro Computer in a research report on Friday, February 16th. They issued an “equal weight” rating and a $960.00 price target for the company. Barclays increased their target price on shares of Super Micro Computer from $691.00 to $961.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 13th. Susquehanna increased their target price on shares of Super Micro Computer from $162.00 to $250.00 and gave the stock a “negative” rating in a research report on Tuesday, January 30th. Finally, Wedbush reiterated a “neutral” rating and issued a $530.00 target price on shares of Super Micro Computer in a research report on Wednesday. Two investment analysts have rated the stock with a sell rating, four have assigned a hold rating and nine have assigned a buy rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $949.85.

Super Micro Computer Stock Down 0.9 %

Shares of NASDAQ:SMCI opened at $754.72 on Thursday. 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 market cap of $42.21 billion, a PE ratio of 58.92, a price-to-earnings-growth ratio of 0.67 and a beta of 1.28. Super Micro Computer has a 52 week low of $93.19 and a 52 week high of $1,229.00. The firm has a 50 day simple moving average of $952.15 and a 200 day simple moving average of $559.41.

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

Insider Activity

In other news, Director Sherman Tuan sold 5,000 shares of the firm’s stock in a transaction on Thursday, February 29th. The shares were sold at an average price of $873.98, for a total transaction of $4,369,900.00. Following the transaction, the director now owns 22,113 shares in the company, valued at approximately $19,326,319.74. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In other news, Director Sherman Tuan sold 5,000 shares of the firm’s stock in a transaction on Thursday, February 29th. The shares were sold at an average price of $873.98, for a total transaction of $4,369,900.00. Following the transaction, the director now owns 22,113 shares in the company, valued at approximately $19,326,319.74. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Don W. Clegg sold 28,727 shares of the firm’s stock in a transaction on Wednesday, February 14th. The shares were sold at an average price of $874.57, for a total transaction of $25,123,772.39. Following the transaction, the senior vice president now owns 2,110 shares in the company, valued at approximately $1,845,342.70. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 34,989 shares of company stock worth $30,113,681. 17.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in Super Micro Computer by 4.1% in the 4th quarter. Vanguard Group Inc. now owns 4,929,065 shares of the company’s stock valued at $1,401,136,000 after buying an additional 194,700 shares during the last quarter. International Assets Investment Management LLC grew its stake in Super Micro Computer by 56,764.2% in the 4th quarter. International Assets Investment Management LLC now owns 1,322,093 shares of the company’s stock valued at $375,818,000 after buying an additional 1,319,768 shares during the last quarter. Northern Trust Corp grew its stake in Super Micro Computer by 7.4% in the 3rd quarter. Northern Trust Corp now owns 651,010 shares of the company’s stock valued at $178,520,000 after buying an additional 44,678 shares during the last quarter. William Blair Investment Management LLC acquired a new position in Super Micro Computer in the 3rd quarter valued at $140,751,000. Finally, Bank of New York Mellon Corp grew its stake in Super Micro Computer by 4.3% in the 3rd quarter. Bank of New York Mellon Corp now owns 487,044 shares of the company’s stock valued at $133,557,000 after buying an additional 20,296 shares during the last quarter. 84.06% of the stock is currently owned by institutional investors and hedge funds.

Super Micro Computer Company Profile

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.