Krane Funds Advisors LLC Acquires Shares of 31,000 Super Micro Computer, Inc. $SMCI

Krane Funds Advisors LLC bought a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) during the 4th quarter, Holdings Channel reports. The firm bought 31,000 shares of the company’s stock, valued at approximately $907,000.

Several other institutional investors and hedge funds also recently made changes to their positions in SMCI. Norges Bank acquired a new position in shares of Super Micro Computer in the fourth quarter valued at approximately $136,569,000. Clear Street Group Inc. acquired a new position in shares of Super Micro Computer in the third quarter valued at approximately $147,631,000. Vanguard Group Inc. grew its position in shares of Super Micro Computer by 4.1% in the third quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock valued at $3,300,610,000 after purchasing an additional 2,695,829 shares during the last quarter. Dimensional Fund Advisors LP grew its position in shares of Super Micro Computer by 833.8% in the third quarter. Dimensional Fund Advisors LP now owns 2,939,536 shares of the company’s stock valued at $140,882,000 after purchasing an additional 2,624,746 shares during the last quarter. Finally, Disciplined Growth Investors Inc. MN grew its position in shares of Super Micro Computer by 16.5% in the second quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock valued at $476,905,000 after purchasing an additional 1,381,046 shares during the last quarter. Institutional investors and hedge funds own 84.06% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on SMCI. Rosenblatt Securities upped their target price on Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” 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. Bank of America decreased their target price on Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating on the stock in a research report on Tuesday, March 24th. Barclays decreased their target price on Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating on the stock in a research report on Wednesday, May 6th. Finally, The Goldman Sachs Group reaffirmed a “sell” rating on shares of Super Micro Computer in a research report on Wednesday, May 6th. Four investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Super Micro Computer presently has an average rating of “Hold” and an average target price of $39.00.

Super Micro Computer Stock Performance

Shares of NASDAQ:SMCI opened at $41.64 on Monday. The company has a market capitalization of $25.04 billion, a P/E ratio of 22.03, a P/E/G ratio of 0.69 and a beta of 1.86. Super Micro Computer, Inc. has a 1 year low of $19.48 and a 1 year high of $62.36. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29. The business’s 50 day simple moving average is $31.02 and its 200 day simple moving average is $31.13.

Super Micro Computer (NASDAQ:SMCI) 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 for the quarter, compared to the consensus estimate of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The firm’s quarterly revenue was up 122.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, research analysts anticipate that Super Micro Computer, Inc. will post 2.12 EPS for the current fiscal year.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Super Micro continues to benefit from strong investor interest in AI infrastructure, including recent product launches and partnership wins that keep the company positioned as a key supplier in the AI server market.
• Positive Sentiment: Recent analyst activity has remained supportive overall, with multiple price targets in the recent range above the stock’s prior trading levels, suggesting Wall Street still sees upside potential.
• Neutral Sentiment: The company has been expanding its AI data center lineup, including systems built around AMD, NVIDIA, Arm and Intel platforms, which supports its long-term growth narrative but does not appear to be the immediate trading catalyst.
• Neutral Sentiment: Shares have been volatile after a strong May rally, so some of today’s weakness may simply reflect profit-taking after a rapid run-up.
• Negative Sentiment: Renewed export-control and legal overhangs are resurfacing, including reports tied to alleged diversion or smuggling of Nvidia-equipped servers associated with Super Micro, which continues to hurt sentiment.
• Negative Sentiment: Broader weakness in AI and semiconductor stocks, along with a sharp drop in the Nasdaq, is pressuring SMCI as traders reassess the pace of AI demand and valuation levels.

About Super Micro Computer

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.