Bernstein Initiates Coverage of Super Micro Computer (SMCI) with Market Perform Recommendation
Fintel reports that on September 16, 2025, Bernstein initiated coverage of Super Micro Computer (NasdaqGS:SMCI) with a Market Perform recommendation.
Analyst Price Forecast Suggests 4.09% Upside
As of September 13, 2025, the average one-year price target for Super Micro Computer is $46.72/share. The forecasts range from a low of $15.15 to a high of $63.00. The average price target represents an increase of 4.09% from its latest reported closing price of $44.89 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Super Micro Computer is 9,195MM, a decrease of 58.15%. The projected annual non-GAAP EPS is 18.73.
What is the Fund Sentiment?
There are 1,399 funds or institutions reporting positions in Super Micro Computer. This is an increase of 78 owner(s) or 5.90% in the last quarter. Average portfolio weight of all funds dedicated to SMCI is 0.18%, an increase of 14.82%. Total shares owned by institutions increased in the last three months by 0.08% to 333,810K shares. 
The put/call ratio of SMCI is 0.75, indicating a bullish outlook.
What are Other Shareholders Doing?
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 16,334K shares representing 2.75% ownership of the company. In its prior filing, the firm reported owning 15,934K shares , representing an increase of 2.45%. The firm increased its portfolio allocation in SMCI by 30.91% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 14,570K shares representing 2.45% ownership of the company. In its prior filing, the firm reported owning 13,999K shares , representing an increase of 3.92%. The firm increased its portfolio allocation in SMCI by 32.36% over the last quarter.
Geode Capital Management holds 13,753K shares representing 2.31% ownership of the company. In its prior filing, the firm reported owning 13,388K shares , representing an increase of 2.65%. The firm increased its portfolio allocation in SMCI by 30.97% over the last quarter.
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares holds 11,196K shares representing 1.88% ownership of the company. In its prior filing, the firm reported owning 10,864K shares , representing an increase of 2.97%. The firm increased its portfolio allocation in SMCI by 34.62% over the last quarter.
Disciplined Growth Investors holds 9,731K shares representing 1.64% ownership of the company. In its prior filing, the firm reported owning 8,350K shares , representing an increase of 14.19%. The firm increased its portfolio allocation in SMCI by 54.13% over the last quarter.
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This story originally appeared on Fintel.