Hsbc Holdings PLC Acquires 137,180 Shares of Super Micro Computer, Inc. $SMCI

Hsbc Holdings PLC grew its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 13.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 1,134,891 shares of the company’s stock after acquiring an additional 137,180 shares during the quarter. Hsbc Holdings PLC’s holdings in Super Micro Computer were worth $33,203,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in SMCI. OVERSEA CHINESE BANKING Corp Ltd increased its stake in Super Micro Computer by 210.8% during the fourth quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 49,806 shares of the company’s stock worth $1,498,000 after acquiring an additional 33,782 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its stake in shares of Super Micro Computer by 54.7% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 107,789 shares of the company’s stock valued at $3,155,000 after purchasing an additional 38,098 shares during the last quarter. Generali Asset Management SPA SGR boosted its holdings in shares of Super Micro Computer by 235.2% in the 4th quarter. Generali Asset Management SPA SGR now owns 70,389 shares of the company’s stock worth $2,060,000 after purchasing an additional 49,389 shares during the period. Peterson Wealth Management purchased a new position in shares of Super Micro Computer in the 3rd quarter worth approximately $993,000. Finally, Strs Ohio increased its position in shares of Super Micro Computer by 41.9% during the 4th quarter. Strs Ohio now owns 237,299 shares of the company’s stock valued at $6,946,000 after purchasing an additional 70,021 shares during the last quarter. Institutional investors own 84.06% of the company’s stock.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Supermicro unveiled a new AI data center blueprint built around NVIDIA’s Vera Rubin platform at ISC 2026, including liquid-cooled racks and end-to-end infrastructure support. That reinforced its position in the AI server buildout and sparked fresh optimism about order growth and backlog conversion. Article title
• Positive Sentiment: GF Securities reportedly upgraded Super Micro to Buy and set a higher price target, adding to the bullish tone around the stock after the recent selloff. Article title
• Positive Sentiment: Investor sentiment also improved as analysts and traders focused on Supermicro’s large AI server order pipeline and the potential for stronger revenue if those orders are converted into shipments. Article title
• Neutral Sentiment: Recent coverage highlighted that the stock remains highly tied to the broader AI hardware trade, with momentum influenced by NVIDIA-related announcements and semiconductor sector strength. Article title
• Negative Sentiment: Some articles emphasized cash flow, debt, dilution, and margin concerns, noting that Supermicro’s recent capital raise could pressure shareholders even as it funds AI server demand. Article title
• Negative Sentiment: After the prior rally, the stock also gave back some of those gains as traders reassessed valuation and the impact of financing overhangs, contributing to the day’s weaker trading. Article title

Wall Street Analyst Weigh In

SMCI has been the subject of a number of analyst reports. Rosenblatt Securities raised their price target on Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Mizuho boosted their price objective on shares of Super Micro Computer from $36.00 to $44.00 and gave the company a “neutral” rating in a research report on Monday, June 1st. Wolfe Research began coverage on shares of Super Micro Computer in a research note on Thursday, June 11th. They issued a “peer perform” rating on the stock. Needham & Company LLC restated a “buy” rating and issued a $40.00 target price on shares of Super Micro Computer in a report on Wednesday, May 6th. Finally, Raymond James Financial dropped their price target on shares of Super Micro Computer from $45.00 to $39.00 in a research note on Friday, June 12th. Four investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $38.57.

Super Micro Computer Price Performance

SMCI opened at $33.32 on Wednesday. The business has a fifty day moving average of $33.44 and a 200 day moving average of $31.10. The stock has a market cap of $20.04 billion, a P/E ratio of 17.63, a PEG ratio of 0.59 and a beta of 1.86. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. Super Micro Computer, Inc. has a 52-week low of $19.48 and a 52-week high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $12.39 billion. During the same quarter last year, the firm posted $0.31 earnings per share. The business’s 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. As a group, sell-side analysts anticipate that Super Micro Computer, Inc. will post 2.11 EPS for the current year.

Super Micro Computer Company Profile

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.