Louisiana State Employees Retirement System bought a new position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) in the first quarter, Holdings Channel reports. The institutional investor bought 25,600 shares of the company’s stock, valued at approximately $583,000.
Several other institutional investors have also recently added to or reduced their stakes in the company. Advisors Asset Management Inc. bought a new position in shares of Super Micro Computer in the first quarter valued at approximately $39,000. EverSource Wealth Advisors LLC grew its position in Super Micro Computer by 42.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock worth $171,000 after acquiring an additional 1,036 shares during the last quarter. Baird Financial Group Inc. increased its holdings in Super Micro Computer by 54.9% during the 2nd quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock valued at $929,000 after purchasing an additional 6,718 shares in the last quarter. Flow Traders U.S. LLC bought a new position in Super Micro Computer in the 2nd quarter valued at $277,000. Finally, Daiwa Securities Group Inc. raised its position in Super Micro Computer by 3.4% in the 2nd quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock valued at $4,198,000 after purchasing an additional 2,799 shares during the last quarter. 84.06% of the stock is owned by institutional investors.
Analyst Ratings Changes
Several analysts have recently commented on the company. Raymond James Financial decreased their target price on Super Micro Computer from $45.00 to $39.00 in a report on Friday, June 12th. The Goldman Sachs Group reiterated a “sell” rating on shares of Super Micro Computer in a research report on Wednesday, May 6th. Bank of America decreased their price objective on shares of Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating on the stock in a report on Tuesday, March 24th. Rosenblatt Securities boosted their target price on shares of Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $40.00 target price on shares of Super Micro Computer in a research report on Wednesday, May 6th. Four equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $38.57.
Trending Headlines about Super Micro Computer
Here are the key news stories impacting Super Micro Computer this week:
- Positive Sentiment: Super Micro continues to push its AI strategy, recently expanding its edge AI computing hardware offerings, which supports its long-term positioning in AI infrastructure. Super Micro Computer (SMCI) Expands Its Edge AI Computing Hardware Offerings
- Positive Sentiment: Another recent article highlighted that Super Micro announced strategic partnerships to strengthen its presence in virtualization, edge computing, and AI infrastructure markets, which could help future growth. Short Sellers and Underperformance Have Generated An Opportunity In Super Micro Computer (SMCI) Stock
- Neutral Sentiment: SMCI has been getting more attention from traders, with Zacks calling it a trending stock, but that does not by itself change the business outlook. Super Micro Computer, Inc. (SMCI) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: One market story noted that AI stocks fell broadly after Samsung Electronics set a weak tone for the memory-chip group, which likely added sector-wide pressure on SMCI. Intel, Micron, SpaceX, GE Vernova, Caterpillar, and More Stocks That Explain Today’s Market
- Negative Sentiment: Recent coverage emphasized that SMCI is down sharply over the past month and has been falling more than the broader market, reinforcing bearish momentum. Super Micro Computer (SMCI) Registers a Bigger Fall Than the Market: Important Facts to Note
- Negative Sentiment: Another report said the stock has collapsed about 36% in a month, suggesting traders are still worried about valuation, momentum, and near-term execution. Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?
Super Micro Computer Trading Down 3.5%
SMCI opened at $26.25 on Wednesday. Super Micro Computer, Inc. has a twelve month low of $19.48 and a twelve month high of $62.36. The firm has a market cap of $15.79 billion, a PE ratio of 13.89, a price-to-earnings-growth ratio of 0.34 and a beta of 1.94. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.29 and a current ratio of 2.66. The firm’s fifty day moving average is $33.60 and its two-hundred day moving average is $30.78.
Super Micro Computer (NASDAQ:SMCI – Get Free Report) last issued 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. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The business had revenue of $10.24 billion during the quarter, compared to analyst estimates of $12.39 billion. During the same period in the previous year, the firm earned $0.31 EPS. Super Micro Computer’s quarterly revenue was up 122.7% compared to the same quarter last year. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Equities research analysts anticipate that Super Micro Computer, Inc. will post 2.13 EPS for the current year.
About Super Micro Computer
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.
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