Bogart Wealth LLC Acquires 951 Shares of Super Micro Computer, Inc. $SMCI

Bogart Wealth LLC lifted its stake in Super Micro Computer, Inc. (NASDAQ:SMCI) by 18.9% during the second quarter, HoldingsChannel reports. The firm owned 5,976 shares of the company’s stock after purchasing an additional 951 shares during the period. Bogart Wealth LLC’s holdings in Super Micro Computer were worth $293,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in SMCI. Eastern Bank bought a new position in Super Micro Computer in the 1st quarter worth about $29,000. Beaird Harris Wealth Management LLC purchased a new position in Super Micro Computer during the 1st quarter worth $34,000. IMG Wealth Management Inc. increased its holdings in Super Micro Computer by 90.7% during the 1st quarter. IMG Wealth Management Inc. now owns 1,051 shares of the company’s stock worth $36,000 after purchasing an additional 500 shares during the period. Advisors Asset Management Inc. bought a new stake in Super Micro Computer during the 1st quarter valued at $39,000. Finally, TD Private Client Wealth LLC lifted its holdings in shares of Super Micro Computer by 46.0% in the 2nd quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock worth $39,000 after buying an additional 252 shares during the period. Hedge funds and other institutional investors own 84.06% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently commented on SMCI. Wedbush restated a “neutral” rating and set a $30.00 price target on shares of Super Micro Computer in a research note on Monday, August 4th. Bank of America initiated coverage on shares of Super Micro Computer in a report on Wednesday, July 9th. They issued an “underperform” rating and a $35.00 price target for the company. The Goldman Sachs Group upped their price target on shares of Super Micro Computer from $24.00 to $27.00 and gave the stock a “sell” rating in a research report on Wednesday, August 6th. Raymond James Financial began coverage on shares of Super Micro Computer in a report on Wednesday, June 25th. They set an “outperform” rating on the stock. Finally, Barclays boosted their price objective on shares of Super Micro Computer from $29.00 to $45.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 7th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $45.36.

Insiders Place Their Bets

In other Super Micro Computer news, CEO Charles Liang sold 200,000 shares of the firm’s stock in a transaction dated Monday, July 28th. The stock was sold at an average price of $60.00, for a total value of $12,000,000.00. Following the completion of the sale, the chief executive officer owned 40,426,120 shares of the company’s stock, valued at approximately $2,425,567,200. This trade represents a 0.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO David E. Weigand sold 25,000 shares of the company’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the transaction, the chief financial officer owned 100,188 shares in the company, valued at approximately $4,522,486.32. This trade represents a 19.97% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 490,000 shares of company stock valued at $27,890,950 in the last 90 days. Corporate insiders own 16.30% of the company’s stock.

Super Micro Computer Trading Up 5.5%

NASDAQ SMCI opened at $55.04 on Tuesday. Super Micro Computer, Inc. has a 52 week low of $17.25 and a 52 week high of $66.44. The company has a 50 day moving average price of $47.03 and a 200 day moving average price of $44.38. The company has a quick ratio of 3.25, a current ratio of 5.25 and a debt-to-equity ratio of 0.74. The firm has a market cap of $32.71 billion, a PE ratio of 33.16, a price-to-earnings-growth ratio of 1.30 and a beta of 1.55.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing the consensus estimate of $0.44 by ($0.03). The firm had revenue of $5.76 billion during the quarter, compared to analyst estimates of $5.88 billion. Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. Super Micro Computer’s revenue was up 8.5% on a year-over-year basis. During the same quarter last year, the business earned $6.25 earnings per share. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. As a group, sell-side analysts forecast that Super Micro Computer, Inc. will post 1.86 EPS for the current fiscal year.

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.