Super Micro Computer appoints CFO as Rosenblatt targets USD 51 for Super Micro Computer stock

Published on 10/20/2026 at 14:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal fourth-quarter revenue reached USD 11.12 billion. Super Micro Computer stock costs EUR 27.82 on October 20, 2026 after the CFO appointment.

Governance and growth checks

Mark Long became chief financial officer on October 15, 2026.
Fiscal fourth-quarter revenue reached USD 11.12 billion in the period ended June 30, 2026.
Super Micro Computer stock trades at EUR 27.82 at 2:30 p.m. CEST at Lang & Schwarz on October 20, 2026.

SMCI, US86800U3023, Illustration mit AI erstellt.

Super Micro Computer (US86800U3023) was trading at EUR 27.82 at Lang & Schwarz on October 20, 2026 at 2:30 p.m. CEST. The latest company catalyst was the appointment of Mark Long as chief financial officer on October 15, 2026, a move that Rosenblatt linked to stronger financial oversight and a USD 51.00 price target.

Super Micro Computer said on October 15, 2026, that Long became senior vice president and chief financial officer with immediate effect. He succeeded David Weigand, who stayed to support the transition.

Rosenblatt sees USD 51 target

According to Investing.com on October 15, 2026, Rosenblatt reiterated a Buy rating and a USD 51.00 target. The firm said earnings estimates had risen 30.00 percent over three months and pointed to more than USD 60 billion in new AI orders from over 20 customers.

What does growth mean for margins?

Super Micro reported USD 11.12 billion of revenue and USD 1.62 diluted earnings per share for fiscal fourth quarter 2026, ended June 30, 2026, according to MarketBeat. Revenue was 93.20 percent higher than in the comparable prior-year period, while fiscal fourth-quarter adjusted gross margin reached 17.60 percent in the cited analysis.

Three events shape the story

On June 9, 2026, Super Micro announced a USD 7.0 billion stock and stock-linked securities raise for AI-server components, as reported by Yahoo Finance. On August 11, 2026, fiscal fourth-quarter revenue reached USD 11.12 billion, and management cited more than USD 60 billion in new orders, according to MarketBeat. On October 15, 2026, Long took over as chief financial officer, according to the company release.

Next date is November 3

Super Micro is expected to report fiscal first-quarter 2027 results on November 3, 2026, according to Yahoo Finance. Management guidance for that quarter called for revenue of USD 14.5 billion to USD 15.5 billion and gross margin of 10.40 percent to 10.80 percent.

Stock price and the next test

The combination of a new finance chief, large AI orders and a wide margin gap makes the November report the next concrete test. Revenue conversion and cash discipline will determine whether the demand outlook translates into durable profitability.

Super Micro Computer was trading at EUR 27.82 at Lang & Schwarz on October 20, 2026 at 2:30 p.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Super Micro Computer stock.