Super Micro Computer, Inc. $SMCI Shares Purchased by Strs Ohio

Strs Ohio raised its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 70.3% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 170,273 shares of the company’s stock after buying an additional 70,273 shares during the quarter. Strs Ohio’s holdings in Super Micro Computer were worth $8,345,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. TD Private Client Wealth LLC lifted its position in Super Micro Computer by 46.0% during the second quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock valued at $39,000 after purchasing an additional 252 shares during the period. Orion Capital Management LLC acquired a new position in Super Micro Computer during the second quarter valued at $39,000. Avion Wealth lifted its holdings in shares of Super Micro Computer by 434.6% in the 2nd quarter. Avion Wealth now owns 834 shares of the company’s stock valued at $40,000 after buying an additional 678 shares during the period. Eastern Bank acquired a new position in shares of Super Micro Computer in the 1st quarter valued at about $29,000. Finally, Beaird Harris Wealth Management LLC acquired a new position in shares of Super Micro Computer in the 1st quarter valued at about $34,000. 84.06% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Super Micro Computer news, CFO David E. Weigand sold 25,000 shares of the stock in a transaction that occurred on Monday, September 15th. The stock was sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the completion of the transaction, the chief financial officer owned 100,188 shares of the company’s stock, valued at $4,522,486.32. This represents a 19.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP George Kao sold 40,000 shares of the stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $43.88, for a total value of $1,755,200.00. Following the transaction, the senior vice president directly owned 21,820 shares of the company’s stock, valued at $957,461.60. The trade was a 64.70% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 90,000 shares of company stock valued at $3,890,950. Insiders own 16.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Citigroup reissued a “neutral” rating and issued a $52.00 price objective (up previously from $37.00) on shares of Super Micro Computer in a report on Friday, July 11th. Weiss Ratings reissued a “hold (c+)” rating on shares of Super Micro Computer in a report on Wednesday, October 8th. The Goldman Sachs Group set a $30.00 target price on shares of Super Micro Computer and gave the company a “sell” rating in a research note on Thursday, October 23rd. Barclays boosted their target price on shares of Super Micro Computer from $29.00 to $45.00 and gave the company an “equal weight” rating in a research note on Thursday, August 7th. Finally, Wall Street Zen upgraded shares of Super Micro Computer from a “sell” rating to a “hold” rating in a research note on Saturday, October 18th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $47.57.

Super Micro Computer Trading Up 3.2%

Shares of SMCI stock opened at $51.96 on Friday. The company has a debt-to-equity ratio of 0.74, a current ratio of 5.25 and a quick ratio of 3.25. The company has a market cap of $30.88 billion, a price-to-earnings ratio of 31.30, a PEG ratio of 1.30 and a beta of 1.55. The stock has a 50 day simple moving average of $48.26 and a 200-day simple moving average of $45.49. Super Micro Computer, Inc. has a 1-year low of $17.25 and a 1-year high of $66.44.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing analysts’ consensus estimates of $0.44 by ($0.03). The company had revenue of $5.76 billion for the quarter, compared to analyst estimates of $5.88 billion. Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The business’s revenue was up 8.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $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. On average, equities research analysts expect 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.