Super Micro Computer, Inc. $SMCI Stock: Sumitomo Mitsui Trust Group Inc. Increases Holdings

Posted by Brian Himes on Nov 5th, 2026

Sumitomo Mitsui Trust Group Inc. raised its position in Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) by 1.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 1,158,768 shares of the company’s stock after purchasing an additional 19,942 shares during the period. Sumitomo Mitsui Trust Group Inc. owned about 0.18% of Super Micro Computer worth $47,591,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the stock. Quantinno Capital Management LP boosted its holdings in shares of Super Micro Computer by 49.0% during the first quarter. Quantinno Capital Management LP now owns 155,225 shares of the company’s stock worth $3,534,000 after purchasing an additional 51,049 shares during the last quarter. Sei Investments Co. raised its holdings in Super Micro Computer by 134.8% in the first quarter. Sei Investments Co. now owns 144,238 shares of the company’s stock valued at $3,284,000 after buying an additional 82,820 shares during the period. Renaissance Technologies LLC acquired a new position in shares of Super Micro Computer during the 1st quarter valued at $1,353,000. Czech National Bank increased its holdings in Super Micro Computer by 16.9% in the 2nd quarter. Czech National Bank now owns 160,189 shares of the company’s stock valued at $4,698,000 after purchasing an additional 23,158 shares in the last quarter. Finally, Militia Capital Management LLC purchased a new position in Super Micro Computer in the first quarter valued at about $488,000. Institutional investors and hedge funds own 84.06% of the company’s stock.

Super Micro Computer Stock Performance

Shares of SMCI opened at $29.60 on Thursday. Super Micro Computer, Inc. has a 52-week low of $19.48 and a 52-week high of $51.40. The company has a quick ratio of 2.07, a current ratio of 3.87 and a debt-to-equity ratio of 0.65. The firm has a market capitalization of $19.45 billion, a PE ratio of 6.31, a P/E/G ratio of 0.49 and a beta of 2.17. The firm has a 50-day moving average price of $37.84 and a 200 day moving average price of $32.70.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last released its earnings results on Tuesday, November 3rd. The company reported $1.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.28 by $0.53. Super Micro Computer had a return on equity of 43.17% and a net margin of 6.77%. The firm had revenue of $19.95 billion for the quarter, compared to analyst estimates of $16.29 billion. During the same period in the previous year, the company earned $0.35 earnings per share. Super Micro Computer’s revenue was up 297.5% compared to the same quarter last year. On average, sell-side analysts anticipate that Super Micro Computer, Inc. will post 4.17 earnings per share for the current fiscal year.

Insider Activity at Super Micro Computer

In other Super Micro Computer news, CEO Charles Liang sold 100,000 shares of the stock in a transaction that occurred on Wednesday, October 7th. The shares were sold at an average price of $45.02, for a total value of $4,502,000.00. Following the completion of the sale, the chief executive officer owned 337,506 shares in the company, valued at $15,194,520.12. This represents a 22.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Chiu-Chu Liang sold 100,000 shares of the company’s stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total value of $4,502,000.00. Following the completion of the transaction, the director directly owned 337,506 shares in the company, valued at approximately $15,194,520.12. The trade was a 22.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 400,000 shares of company stock valued at $16,442,000. 16.10% of the stock is owned by insiders.

More Super Micro Computer News

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

Positive Sentiment: Fiscal Q1 revenue reached $19.95 billion, up nearly 298% year over year, while adjusted EPS of $1.81 topped analyst expectations. The company also issued stronger guidance, lifting its fiscal 2027 revenue outlook to $72 billion–$82 billion, driven by robust AI-server demand. SMCI Q1 earnings beat and outlook raised
Positive Sentiment: Some analysts raised their price targets following the report: Raymond James lifted its target to $65, and Rosenblatt reiterated a Buy rating with a $57 target. Raymond James price-target increase
Neutral Sentiment: Bank of America raised its target modestly, from $38 to $39, but kept an Underperform rating—highlighting that strong sales growth has not resolved concerns about profitability. Bank of America target and margin concerns
Negative Sentiment: Margins remain a central worry: gross margin was 12.7%, down from 17.5% in the prior quarter. Investors are also weighing reports of cash use as inventory and receivables expanded, despite the sales surge. Sales growth, margin and cash-flow concerns
Negative Sentiment: Customer concentration adds risk: one customer reportedly accounted for 44% of quarterly revenue. Separately, election-related fears of limits on data-center construction weighed on AI server stocks. Customer concentration report Data-center construction concerns

Wall Street Analyst Weigh In

A number of research firms have weighed in on SMCI. Oppenheimer upgraded Super Micro Computer to an “outperform” rating in a report on Wednesday. Wedbush lifted their target price on Super Micro Computer from $34.00 to $40.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 12th. Raymond James Financial reiterated an “outperform” rating and issued a $65.00 price target on shares of Super Micro Computer in a research note on Wednesday. Wall Street Zen raised Super Micro Computer from a “hold” rating to a “buy” rating in a report on Saturday, October 31st. Finally, Rosenblatt Securities reissued a “buy” rating and set a $57.00 price target on shares of Super Micro Computer in a research report on Wednesday. Four analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $44.57.

Check Out Our Latest Report on Super Micro Computer

Super Micro Computer Company Profile

(Free Report)

Super Micro Computer, Inc develops and sells high-performance server and storage systems for data centers, cloud computing, enterprise IT, telecommunications, and other demanding computing environments. The company offers application-optimized servers, workstations, blade and rack systems, storage solutions, networking products, and related infrastructure.

Supermicro also provides systems designed for artificial intelligence, machine learning, accelerated computing, and other workloads that use graphics processing units and specialized processors.