107,283 Shares in Super Micro Computer, Inc. $SMCI Purchased by SEB Asset Management AB

Posted by Brenda Bartman on Jul 24th, 2026

SEB Asset Management AB acquired a new position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The fund acquired 107,283 shares of the company’s stock, valued at approximately $2,443,000.

Other hedge funds have also made changes to their positions in the company. Flagship Harbor Advisors LLC purchased a new position in shares of Super Micro Computer in the fourth quarter valued at approximately $25,000. Elyxium Wealth LLC purchased a new stake in shares of Super Micro Computer during the fourth quarter worth approximately $26,000. Arax Advisory Partners purchased a new stake in shares of Super Micro Computer during the fourth quarter worth approximately $28,000. SHP Wealth Management acquired a new position in Super Micro Computer in the 4th quarter valued at $29,000. Finally, Concord Wealth Partners raised its stake in Super Micro Computer by 2,564.1% in the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock valued at $30,000 after purchasing an additional 1,000 shares during the last quarter. Institutional investors and hedge funds own 84.06% of the company’s stock.

Super Micro Computer Stock Performance

Super Micro Computer stock opened at $31.20 on Friday. The firm has a 50 day simple moving average of $32.70 and a 200-day simple moving average of $30.52. The stock has a market cap of $18.76 billion, a price-to-earnings ratio of 16.51, a price-to-earnings-growth ratio of 0.40 and a beta of 1.94. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29. Super Micro Computer, Inc. has a 1-year low of $19.48 and a 1-year high of $62.36.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.63 by $0.21. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The firm had revenue of $10.24 billion for the quarter, compared to analyst estimates of $12.39 billion. During the same quarter in the previous year, the company earned $0.31 EPS. The business’s revenue for the quarter 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. On average, analysts expect that Super Micro Computer, Inc. will post 2.11 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts have issued reports on SMCI shares. Needham & Company LLC lifted their target price on shares of Super Micro Computer from $40.00 to $46.00 and gave the stock a “buy” rating in a research note on Wednesday. Raymond James Financial reduced their target price on shares of Super Micro Computer from $45.00 to $39.00 in a research report on Friday, June 12th. Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a research note on Wednesday, June 24th. Wolfe Research assumed coverage on shares of Super Micro Computer in a research report on Thursday, June 11th. They set a “peer perform” rating on the stock. Finally, Wedbush dropped their price objective on shares of Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Super Micro Computer currently has a consensus rating of “Hold” and an average price target of $39.21.

Read Our Latest Stock Analysis on SMCI

Key Headlines Impacting Super Micro Computer

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

Positive Sentiment: Super Micro said gross margin is now expected to be 15% to 17%, far above its prior 8.2% to 8.4% outlook, easing investor concerns about profitability and helping explain the stock’s surge. Super Micro Computer stock surges 20% on margin recovery
Positive Sentiment: The company disclosed more than $60 billion in new orders in the quarter and a record backlog, reinforcing the view that demand for its AI servers remains very strong. Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC CPUs
Positive Sentiment: Super Micro also introduced a new H15 server portfolio powered by 6th Gen AMD EPYC CPUs and optimized for next-generation AI workloads, which supports its growth narrative in AI infrastructure. Supermicro Introduces New Server Portfolio
Neutral Sentiment: Several analysts raised price targets or upgraded the stock, while others stayed cautious, suggesting expectations remain mixed despite the stronger update.
Negative Sentiment: Revenue is still expected near the low end of guidance, and some reports warned that fulfilling the huge backlog may require additional financing or capital raises, tempering the bullish reaction.
Negative Sentiment: Northland and Mizuho kept a more restrained view on the name, with one cutting near-term EPS estimates and another lowering its price target, showing concerns have not fully disappeared.

Super Micro Computer Profile

(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.