North Dakota State Investment Board Invests $516,000 in Super Micro Computer, Inc. $SMCI

North Dakota State Investment Board bought a new stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 17,620 shares of the company’s stock, valued at approximately $516,000.

Several other large investors have also recently modified their holdings of the stock. Hazlett Burt & Watson Inc. increased its position in shares of Super Micro Computer by 68.6% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock valued at $31,000 after purchasing an additional 269 shares during the last quarter. Fairscale Capital LLC increased its position in shares of Super Micro Computer by 12.5% during the 3rd quarter. Fairscale Capital LLC now owns 2,693 shares of the company’s stock valued at $129,000 after purchasing an additional 300 shares during the last quarter. CI Investments Inc. increased its position in shares of Super Micro Computer by 12.1% during the 3rd quarter. CI Investments Inc. now owns 3,001 shares of the company’s stock valued at $144,000 after purchasing an additional 324 shares during the last quarter. CIBC Private Wealth Group LLC increased its position in shares of Super Micro Computer by 11.8% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company’s stock valued at $154,000 after purchasing an additional 339 shares during the last quarter. Finally, Murphy & Mullick Capital Management Corp increased its position in shares of Super Micro Computer by 42.1% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 1,165 shares of the company’s stock valued at $57,000 after purchasing an additional 345 shares during the last quarter. Institutional investors own 84.06% of the company’s stock.

Super Micro Computer Price Performance

SMCI opened at $33.46 on Friday. Super Micro Computer, Inc. has a 12-month low of $19.48 and a 12-month high of $62.36. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88. The business’s fifty day simple moving average is $27.81 and its 200-day simple moving average is $30.96. The company has a market capitalization of $20.12 billion, a price-to-earnings ratio of 17.70, a PEG ratio of 0.56 and a beta of 1.69.

Super Micro Computer (NASDAQ:SMCI) last posted 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. 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 the consensus estimate of $12.39 billion. During the same quarter in the prior year, the company earned $0.31 EPS. 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. On average, equities research analysts anticipate that Super Micro Computer, Inc. will post 2.12 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on SMCI shares. Wedbush cut their target price on 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. JPMorgan Chase & Co. boosted their target price on Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research report on Wednesday, May 6th. CJS Securities raised Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research report on Wednesday, May 6th. Needham & Company LLC reissued a “buy” rating and set a $40.00 target price on shares of Super Micro Computer in a research report on Wednesday, May 6th. Finally, Mizuho boosted their target price on Super Micro Computer from $30.00 to $36.00 and gave the company a “neutral” rating in a research report on Tuesday, May 12th. Four equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Super Micro Computer currently has an average rating of “Hold” and a consensus price target of $38.43.

Key Stories Impacting Super Micro Computer

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

• Neutral Sentiment: Multiple law firms announced or updated securities class actions against Super Micro, with lead-plaintiff deadlines clustered around May 25-26, keeping investor attention on potential legal exposure. Article Title
• Neutral Sentiment: Hagens Berman filed a new class action alleging Super Micro concealed a scheme to sell AI servers with export-restricted Nvidia chips to China through a Southeast Asian shell entity, adding to compliance concerns. Article Title
• Neutral Sentiment: Reports from Bloomberg and other outlets said Taiwanese officials are seeking detentions in a separate smuggling probe, reinforcing fears that the export-control overhang could linger and weigh on AI-server demand sentiment. Article Title
• Positive Sentiment: Some market commentary noted SMCI has been rebounding from its lows and that shorter-term momentum has improved, which may be helping offset part of the legal overhang. Article Title

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.