Public Employees Retirement System of Ohio Acquires New Holdings in Super Micro Computer, Inc. $SMCI

Public Employees Retirement System of Ohio bought a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 158,817 shares of the company’s stock, valued at approximately $4,658,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Great Lakes Advisors LLC acquired a new position in shares of Super Micro Computer during the second quarter worth $391,000. Comprehensive Financial Planning Inc. PA acquired a new stake in shares of Super Micro Computer during the 2nd quarter valued at $43,000. Trust Asset Management LLC acquired a new stake in shares of Super Micro Computer during the 2nd quarter valued at $164,000. Tema ETFs LLC grew its position in Super Micro Computer by 10.5% during the 2nd quarter. Tema ETFs LLC now owns 10,663 shares of the company’s stock worth $313,000 after acquiring an additional 1,015 shares during the last quarter. Finally, Redhawk Wealth Advisors Inc. bought a new stake in Super Micro Computer during the 2nd quarter worth $253,000. Institutional investors own 84.06% of the company’s stock.

Super Micro Computer News Roundup

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

• Positive Sentiment: Dell’s AI demand outlook lifted server-sector sentiment. Dell reported a record $95 billion AI order backlog and raised its full-year outlook, encouraging investors to view Super Micro as a potential beneficiary of continued hyperscaler and enterprise infrastructure spending. Super Micro stock rises in sympathy after Dell’s blowout quarter
• Positive Sentiment: Analyst and financial-media coverage remains constructive. Zacks highlighted SMCI among AI-related companies with strong momentum and growth prospects, while another Zacks feature identified Super Micro as a “Bull of the Day” based on demand for AI infrastructure and ongoing hyperscaler spending. Buy 5 AI-Powered Momentum Stocks for September After a Strong August
• Positive Sentiment: Investors continue to see substantial AI-infrastructure opportunity. Coverage comparing SMCI with CoreWeave and discussing the company’s outlook points to multi-billion-dollar spending by major cloud customers, while receding regulatory uncertainty is viewed as another potential catalyst. Bull of the Day: Super Micro Computer
• Neutral Sentiment: Technical trading remains range-bound. SMCI was described as trading between approximately $35 and $40, suggesting investors are waiting for a breakout or a new catalyst before making a larger directional move. Nvidia, AMD and SMCI Test Key Levels as Rates Stay High
• Negative Sentiment: Higher interest rates remain a sector-wide risk. Elevated rates are weighing on technology-stock valuations and could limit further gains in high-growth AI names, including Super Micro. Nvidia, AMD and SMCI Test Key Levels as Rates Stay High

Super Micro Computer Trading Up 0.8%

Shares of SMCI stock opened at $37.00 on Thursday. The stock has a market cap of $22.25 billion, a price-to-earnings ratio of 11.56, a PEG ratio of 0.69 and a beta of 2.00. The stock has a 50-day moving average of $31.34 and a 200-day moving average of $31.12. The company has a current ratio of 3.87, a quick ratio of 2.07 and a debt-to-equity ratio of 0.65. Super Micro Computer, Inc. has a 1-year low of $19.48 and a 1-year high of $58.78.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings data on Tuesday, August 11th. The company reported $1.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.92 by $0.78. The company had revenue of $11.12 billion during the quarter, compared to the consensus estimate of $11.60 billion. Super Micro Computer had a return on equity of 27.83% and a net margin of 5.71%.The firm’s revenue was up 93.2% compared to the same quarter last year. During the same period last year, the company earned $0.31 earnings per share. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. On average, equities research analysts forecast that Super Micro Computer, Inc. will post 4.04 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts have commented on SMCI shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a research report on Wednesday, June 24th. Stifel Nicolaus set a $42.00 price objective on Super Micro Computer in a research note on Wednesday, August 12th. Citigroup raised their price objective on shares of Super Micro Computer from $33.00 to $39.00 and gave the company a “neutral” rating in a report on Wednesday, August 12th. Wolfe Research initiated coverage on shares of Super Micro Computer in a report on Thursday, June 11th. They set a “peer perform” rating on the stock. Finally, Sanford C. Bernstein set a $42.00 price target on shares of Super Micro Computer in a research report on Thursday, August 13th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $42.13.

Super Micro Computer 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.