21,234 Super Micro Computer, Inc. $SMCI Shares Purchased by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd boosted its position in Super Micro Computer, Inc. (NASDAQ:SMCI) by 33.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 84,172 shares of the company’s stock after buying an additional 21,234 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Super Micro Computer were worth $3,457,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Dimensional Fund Advisors LP increased its stake in Super Micro Computer by 2.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 4,082,780 shares of the company’s stock valued at $92,872,000 after buying an additional 111,388 shares during the period. Assenagon Asset Management S.A. raised its position in Super Micro Computer by 1,770.4% during the 2nd quarter. Assenagon Asset Management S.A. now owns 2,174,863 shares of the company’s stock worth $63,789,000 after buying an additional 2,058,588 shares during the last quarter. Swiss National Bank raised its position in Super Micro Computer by 7.6% during the 1st quarter. Swiss National Bank now owns 1,576,800 shares of the company’s stock worth $35,904,000 after buying an additional 111,100 shares during the last quarter. Principal Financial Group Inc. lifted its stake in shares of Super Micro Computer by 1.3% in the 1st quarter. Principal Financial Group Inc. now owns 565,746 shares of the company’s stock worth $12,882,000 after acquiring an additional 7,373 shares during the period. Finally, Ardmore Road Asset Management LP acquired a new stake in shares of Super Micro Computer in the 1st quarter worth $11,954,000. 84.06% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Super Micro Computer

In other Super Micro Computer news, CEO Charles Liang sold 100,000 shares of the company’s stock in a transaction dated Wednesday, October 7th. The shares were sold at an average price of $45.02, for a total transaction of $4,502,000.00. Following the transaction, the chief executive officer directly owned 337,506 shares in the company, valued at approximately $15,194,520.12. This represents a 22.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 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 transaction of $4,502,000.00. Following the transaction, the director owned 337,506 shares in the company, valued at $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 three months, insiders have sold 400,000 shares of company stock worth $16,442,000. 16.10% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Wedbush lifted their target price on shares of Super Micro Computer from $34.00 to $40.00 and gave the company a “neutral” rating in a report on Wednesday, August 12th. Stifel Nicolaus set a $42.00 price target on shares of Super Micro Computer in a report on Wednesday, August 12th. Citigroup restated a “neutral” rating and issued a $45.00 price objective (up from $39.00) on shares of Super Micro Computer in a research report on Thursday, October 8th. Barclays set a $39.00 price objective on shares of Super Micro Computer and gave the company an “equal weight” rating in a research report on Wednesday, August 12th. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $48.00 price objective on shares of Super Micro Computer in a report on Wednesday, August 12th. Four research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $43.07.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Supermicro raised preliminary fiscal first-quarter 2027 revenue guidance to $18.5 billion-$19.5 billion, up from its previous $14.5 billion-$15.5 billion range and above the roughly $14.9 billion analyst consensus. Management also expects gross margins to exceed its earlier outlook, suggesting stronger demand and potentially better profitability. Reuters article
• Positive Sentiment: A record order backlog and continued spending on AI data centers support the view that Supermicro could benefit from the next wave of AI infrastructure investment. The update also helped ease concerns that AI server demand was weakening. Supermicro AI spending article
• Positive Sentiment: The company introduced a liquid-cooled 256-NVIDIA-Vera-CPU rack for large-scale agentic AI workloads and is collaborating with Nokia and NVIDIA on AI-enabled 5G networks. These products broaden Supermicro’s opportunity beyond conventional data-center servers. NVIDIA Vera CPU rack announcement
• Neutral Sentiment: Analyst sentiment improved, including a new Buy rating, while Supermicro’s relatively low valuation compared with certain AI-server peers may attract value-oriented investors. However, the stock’s high volatility makes the valuation discount difficult to interpret. Finbold analyst rating article
• Negative Sentiment: Investors are taking profits after the sharp rally and remain concerned about supply-chain constraints, cash requirements and ongoing scrutiny of Supermicro’s operations and board review. Those risks could limit how quickly the company converts its backlog into profitable sales. Benzinga supply concerns article

Super Micro Computer Price Performance

Shares of NASDAQ SMCI opened at $33.72 on Friday. The firm has a market capitalization of $22.15 billion, a P/E ratio of 10.54, a PEG ratio of 0.69 and a beta of 2.02. Super Micro Computer, Inc. has a one year low of $19.48 and a one year high of $54.08. The company’s fifty day moving average is $38.72 and its two-hundred day moving average is $33.80. The company has a debt-to-equity ratio of 0.65, a quick ratio of 2.07 and a current ratio of 3.87.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings results on Tuesday, August 11th. The company reported $1.70 earnings per share for the quarter, topping analysts’ consensus estimates of $0.92 by $0.78. The business had revenue of $11.12 billion for the quarter, compared to analysts’ expectations of $11.60 billion. Super Micro Computer had a net margin of 5.71% and a return on equity of 27.83%. The business’s revenue for the quarter was up 93.2% on a year-over-year basis. During the same period in the prior year, the company posted $0.31 EPS. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. Analysts forecast that Super Micro Computer, Inc. will post 3.94 EPS for the current fiscal year.

About Super Micro Computer

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.