100,000 Shares in Super Micro Computer, Inc. $SMCI Acquired by Strs Ohio

Strs Ohio bought a new position in Super Micro Computer, Inc. (NASDAQ:SMCI) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 100,000 shares of the company’s stock, valued at approximately $3,424,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Geneos Wealth Management Inc. boosted its stake in Super Micro Computer by 15.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 7,917 shares of the company’s stock worth $271,000 after purchasing an additional 1,045 shares during the period. Integrity Alliance LLC. acquired a new position in Super Micro Computer in the 1st quarter worth $753,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Super Micro Computer by 2.7% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,892,772 shares of the company’s stock worth $99,049,000 after purchasing an additional 76,776 shares during the period. Woodline Partners LP boosted its stake in Super Micro Computer by 1,946.1% in the 1st quarter. Woodline Partners LP now owns 618,768 shares of the company’s stock worth $21,187,000 after purchasing an additional 588,526 shares during the period. Finally, MBB Public Markets I LLC acquired a new position in Super Micro Computer in the 1st quarter worth $275,000. 84.06% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on SMCI shares. The Goldman Sachs Group increased their price objective on shares of Super Micro Computer from $24.00 to $27.00 and gave the stock a “sell” rating in a research note on Wednesday, August 6th. Zacks Research upgraded shares of Super Micro Computer to a “hold” rating in a research note on Monday, August 11th. Raymond James Financial started coverage on shares of Super Micro Computer in a research note on Wednesday, June 25th. They set an “outperform” rating for the company. JPMorgan Chase & Co. reduced their price objective on shares of Super Micro Computer from $46.00 to $45.00 and set a “neutral” rating for the company in a research note on Wednesday, August 6th. Finally, Bank of America started coverage on shares of Super Micro Computer in a research note on Wednesday, July 9th. They set an “underperform” rating and a $35.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $45.31.

Super Micro Computer Stock Up 0.8%

Shares of SMCI opened at $45.38 on Tuesday. Super Micro Computer, Inc. has a 12 month low of $17.25 and a 12 month high of $66.44. The firm’s 50 day moving average is $47.96 and its 200-day moving average is $42.14. The stock has a market capitalization of $26.97 billion, a PE ratio of 27.34, a P/E/G ratio of 1.12 and a beta of 1.56. The company has a current ratio of 5.25, a quick ratio of 3.25 and a debt-to-equity ratio of 0.74.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, August 5th. The company reported $0.41 EPS for the quarter, missing the consensus estimate of $0.44 by ($0.03). Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The business had revenue of $5.76 billion for the quarter, compared to the consensus estimate of $5.88 billion. During the same period in the prior year, the business posted $6.25 earnings per share. The firm’s revenue for the quarter was up 8.5% compared to the same quarter last year. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. Equities research analysts forecast that Super Micro Computer, Inc. will post 1.86 EPS for the current year.

Insider Buying and Selling at Super Micro Computer

In related news, SVP George Kao sold 40,000 shares of Super Micro Computer stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $43.88, for a total value of $1,755,200.00. Following the transaction, the senior vice president directly owned 21,820 shares of the company’s stock, valued at $957,461.60. This trade represents a 64.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Liang Chiu-Chu Sara Liu sold 300,000 shares of Super Micro Computer stock in a transaction that occurred on Wednesday, June 18th. The shares were sold at an average price of $45.00, for a total transaction of $13,500,000.00. Following the completion of the transaction, the director directly owned 66,903,640 shares in the company, valued at $3,010,663,800. This trade represents a 0.45% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 1,065,000 shares of company stock valued at $53,762,450 over the last ninety days. Company insiders own 16.30% of the company’s stock.

Super Micro Computer Company Profile

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.