Super Micro Computer, Inc. $SMCI Shares Sold by Clear Street Group Inc.

Posted by George Bondi on Jun 14th, 2026

Clear Street Group Inc. decreased its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) by 44.7% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,703,176 shares of the company’s stock after selling 1,376,324 shares during the period. Super Micro Computer accounts for about 0.2% of Clear Street Group Inc.’s holdings, making the stock its 29th biggest holding. Clear Street Group Inc.’s holdings in Super Micro Computer were worth $49,852,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Arax Advisory Partners purchased a new stake in Super Micro Computer in the 4th quarter worth $28,000. Arete Wealth Advisors LLC lifted its holdings in Super Micro Computer by 27.5% during the fourth quarter. Arete Wealth Advisors LLC now owns 7,146 shares of the company’s stock valued at $209,000 after purchasing an additional 1,543 shares in the last quarter. CreativeOne Wealth LLC grew its position in shares of Super Micro Computer by 16.3% in the fourth quarter. CreativeOne Wealth LLC now owns 10,731 shares of the company’s stock valued at $314,000 after purchasing an additional 1,504 shares during the period. Bridgefront Capital LLC acquired a new stake in shares of Super Micro Computer in the fourth quarter valued at about $801,000. Finally, Public Sector Pension Investment Board increased its stake in shares of Super Micro Computer by 35.2% during the fourth quarter. Public Sector Pension Investment Board now owns 70,547 shares of the company’s stock worth $2,065,000 after purchasing an additional 18,356 shares in the last quarter. Institutional investors and hedge funds own 84.06% of the company’s stock.

Analyst Ratings Changes

SMCI has been the topic of a number of research reports. Rosenblatt Securities raised their price target on shares of Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a research note on Friday, March 27th. Raymond James Financial reduced their target price on Super Micro Computer from $45.00 to $39.00 in a report on Friday. Needham & Company LLC restated a “buy” rating and issued a $40.00 target price on shares of Super Micro Computer in a research report on Wednesday, May 6th. Finally, Argus reaffirmed a “hold” rating on shares of Super Micro Computer in a research note on Friday, March 20th. Four investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $38.57.

Check Out Our Latest Research Report on SMCI

Super Micro Computer Stock Performance

NASDAQ:SMCI opened at $30.46 on Friday. The company has a market cap of $18.32 billion, a P/E ratio of 16.12, a P/E/G ratio of 0.51 and a beta of 1.87. Super Micro Computer, Inc. has a twelve month low of $19.48 and a twelve month high of $62.36. The company’s 50-day moving average price is $32.34 and its 200-day moving average price is $31.22. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.63 by $0.21. The company had revenue of $10.24 billion during the quarter, compared to analysts’ expectations of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. Super Micro Computer’s revenue was up 122.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, sell-side analysts forecast that Super Micro Computer, Inc. will post 2.12 earnings per share for the current fiscal year.

Key Stories Impacting Super Micro Computer

Here are the key news stories impacting Super Micro Computer this week:

Positive Sentiment: Super Micro’s software strategy and integrated infrastructure push may strengthen AI data center deployments by expanding software revenue and making its platform more compelling to customers. Can SMCI’s Software Strategy Strengthen Data Center Deployments?
Positive Sentiment: Recent commentary suggests strong AI server demand and a reported $39 billion order pipeline could support long-term growth if Super Micro can convert orders into profitable sales. Super Micro Computer: $7 Billion Financing Plan Overshadows $39 Billion AI Order
Neutral Sentiment: Raymond James lowered its price target to $39 from $45, which still implies upside from the current share price, but reflects a more cautious stance on near-term execution. MarketScreener report on Raymond James target cut
Neutral Sentiment: Wolfe Research initiated coverage with a “Peer Perform” rating, signaling that AI demand is attractive but offset by margin, legal, and regulatory risks. Super Micro initiated at Neutral as AI boom offset by margin, legal risk
Negative Sentiment: The biggest drag on the stock is the newly priced equity and equity-linked financing package, which raised concerns about dilution and pressured the shares. Supermicro Announces Pricing of Equity and Equity-Linked Financing Transactions To Fund AI Orders
Negative Sentiment: Several articles highlighted that the $7 billion capital raise is being viewed as a red flag, with investors worried the company is selling shares to fund growth and that the financing could overshadow otherwise strong AI order momentum. Why Is Super Micro Stock Crashing, and is it a Buying Opportunity?
Negative Sentiment: Technical commentary says SMCI remains under pressure after breaking key support levels, suggesting traders are waiting for the stock to reclaim resistance before a sustained rebound can develop. Super Micro Computer (SMCI) Price Forecast: Can Bulls Reclaim Critical Resistance?

About Super Micro Computer

(Free Report)

Super Micro Computer, Inc (Supermicro) is a technology company that designs, develops and manufactures high-performance server, storage and networking solutions for enterprise, cloud, data center, high performance computing (HPC) and edge computing customers. The company’s product portfolio includes rackmount and blade servers, storage subsystems, motherboards, chassis, power supplies and networking components, with an emphasis on high-density, energy-efficient configurations and platforms optimized for GPU-accelerated workloads and artificial intelligence applications.

Headquartered in San Jose, California, Supermicro combines in-house engineering with a global manufacturing and distribution footprint to deliver configurable, application-specific systems.