August 21, 2026
Analyst Bio:
Rosenblatt reiterated a Buy rating and $51 price target on Super Micro Computer (NASDAQ:SMCI) following the completion of an independent board-led review into export-control allegations.
Rosenblatt noted that Super Micro has $60 billion of new orders from more than 20 customers. Consensus estimates for the company’s fiscal 2027 gross margin have increased 140 basis points to 10% since last week’s earnings report.
