Rockefeller Capital Management L.P. Sells 24,608 Shares of Super Micro Computer, Inc. $SMCI

Posted by Brian Himes on Jun 27th, 2026

Rockefeller Capital Management L.P. cut its stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) by 11.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 182,677 shares of the company’s stock after selling 24,608 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Super Micro Computer were worth $5,347,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Advisors Asset Management Inc. purchased a new position in shares of Super Micro Computer in the 1st quarter worth $39,000. EverSource Wealth Advisors LLC increased its position in Super Micro Computer by 42.4% during the second quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock valued at $171,000 after acquiring an additional 1,036 shares during the last quarter. Baird Financial Group Inc. lifted its holdings in Super Micro Computer by 54.9% in the second quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock valued at $929,000 after acquiring an additional 6,718 shares during the period. Flow Traders U.S. LLC bought a new position in Super Micro Computer in the second quarter valued at about $277,000. Finally, Daiwa Securities Group Inc. boosted its position in Super Micro Computer by 3.4% in the second quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock worth $4,198,000 after purchasing an additional 2,799 shares during the last quarter. 84.06% of the stock is owned by institutional investors.

Key Stories Impacting Super Micro Computer

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

Positive Sentiment: GF Securities upgraded Super Micro Computer to Buy with a $48 price target, citing continued AI server demand even though it noted roughly 15% dilution could pressure the shares. GF Securities Upgrades Super Micro Computer (SMCI) Stock to Buy
Positive Sentiment: Super Micro Computer announced/expanded edge AI and sovereign infrastructure efforts, including collaborations with StorMagic and Odine, which support its growth narrative beyond hyperscale data centers. Super Micro Computer (SMCI) Is Up 5.8% After New Edge AI And Sovereign Infrastructure Push
Positive Sentiment: Investor attention is rising, with Zacks highlighting SMCI as one of its most-watched stocks, which can sometimes reflect growing speculation around the name. Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know
Positive Sentiment: One article suggested SMCI could be set for a further climb after repricing, reflecting a more constructive short-term view from some market commentary. Stock Price Prediction: Super Micro Computer Set for 10% Climb After Repricing
Neutral Sentiment: Recent coverage also reiterates that SMCI has been highly volatile over the past year, so traders may be reacting as much to momentum and sentiment as to fundamentals.
Negative Sentiment: Investors are still weighing earlier governance and legal overhangs tied to the Supermicro/Nvidia server-smuggling case, which can continue to cap enthusiasm for the stock.

Super Micro Computer Stock Down 3.3%

SMCI opened at $30.63 on Friday. The stock has a market cap of $18.42 billion, a price-to-earnings ratio of 16.21, a price-to-earnings-growth ratio of 0.52 and a beta of 1.87. 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 $33.72 and its 200 day moving average is $31.06. Super Micro Computer, Inc. has a fifty-two week low of $19.48 and a fifty-two week high of $62.36.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.63 by $0.21. The business had revenue of $10.24 billion during the quarter, compared to analyst estimates of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.Super Micro Computer’s revenue for the quarter was up 122.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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 2.13 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have issued reports on SMCI shares. Wolfe Research started coverage on Super Micro Computer in a research note on Thursday, June 11th. They set a “peer perform” rating for the company. Rosenblatt Securities increased their price objective 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. Needham & Company LLC restated a “buy” rating and set a $40.00 target price on shares of Super Micro Computer in a research report on Wednesday, May 6th. Barclays reduced their target price on shares of Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating for the company in a report on Wednesday, May 6th. Finally, Wedbush decreased their price target on shares of Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $38.57.

Get Our Latest Analysis on SMCI

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.