Rosenblatt raises target to USD 57 for Super Micro Computer stock
Published on 10/27/2026 at 13:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst view and company dates
- Rosenblatt raised its 12-month target from USD 51.00 to USD 57.00 on October 21, 2026.
- First-quarter fiscal 2027 revenue guidance is USD 18.5 billion to USD 19.5 billion.
- Super Micro Computer stock trades at EUR 29.95 at 1:25 p.m. CET at Lang & Schwarz on October 27, 2026.
Rosenblatt raised its 12-month price target for Super Micro Computer from USD 51.00 to USD 57.00 on October 21, 2026, while maintaining a Buy rating, according to Finbold. Super Micro Computer stock was at EUR 29.95 at Lang & Schwarz on October 27, 2026 at 1:25 p.m. CET.
Revenue guidance sets the tone
Super Micro Computer estimated first-quarter fiscal 2027 revenue at USD 18.5 billion to USD 19.5 billion, compared with its previous guidance of USD 14.5 billion to USD 15.5 billion. The company attributed the increase to demand for AI platforms in its preliminary update dated October 20, 2026, published through its investor-relations release.
The same update placed estimated gross margin at 12.0% to 12.5%, versus earlier guidance of 10.4% to 10.8%. That comparison matters because the revenue increase is paired with a margin range rather than a volume-only expansion.
Three dated signals for SMCI
On October 15, 2026, Super Micro Computer appointed Mark Long as senior vice president and chief financial officer, succeeding David Weigand, according to the company's investor-relations release. On October 20, 2026, the company issued the preliminary revenue and margin ranges. On October 21, 2026, Rosenblatt lifted its target to USD 57.00 from USD 51.00.
What date comes next?
Super Micro Computer scheduled its first-quarter fiscal 2027 results and conference call for November 3, 2026, at 5:00 p.m. ET, according to the October 20 release. The preliminary figures are unaudited and may change before the final statements are filed.
Cash flow remains a key test
Super Micro Computer reported fiscal 2026 revenue of USD 39.06 billion and net income of USD 2.23 billion for the year ended June 30, 2026. Operating cash flow was negative USD 6.81 billion in that fiscal year, making cash conversion an important counterweight to the stronger AI-server outlook.
On Nasdaq, SMCI was last at USD 32.69 on October 26, 2026 at 4:00 p.m. ET. The same market snapshot put its market capitalization at USD 21.5 billion and its 52-week range at USD 19.48 to USD 54.08.
Price and earnings now meet
The November report will test whether the preliminary sales range translates into cash generation and sustainable margins. The analyst target increase adds a bullish counterpoint, but the preliminary status and fiscal 2026 cash outflow keep the earnings release central to the next valuation debate. Super Micro Computer stock was trading at EUR 29.95 at Lang & Schwarz on October 27, 2026 at 1:25 p.m. CET. The further course of trading is shown by the continuously updated real-time quote of Super Micro Computer stock.
Super Micro Computer key data
- Company: Super Micro Computer, Inc.
- ISIN: US86800U3023
- Ticker: SMCI
- Primary exchange: Nasdaq
- Price Lang & Schwarz (as of October 27, 2026, 1:25 p.m. CET): EUR 29.95
- Market capitalization: USD 21.5 billion (as of October 26, 2026)
- 52-week range: USD 19.48-USD 54.08 (as of October 26, 2026)
- Sector / Industry: Technology / Computer Hardware
Market context: Market report Nasdaq Composite.
