Super Micro Computer, Inc. $SMCI Shares Acquired by Swedbank AB

Swedbank AB increased its holdings in Super Micro Computer, Inc. (NASDAQ:SMCI) by 19.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 100,281 shares of the company’s stock after acquiring an additional 16,424 shares during the quarter. Swedbank AB’s holdings in Super Micro Computer were worth $4,915,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of SMCI. Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in shares of Super Micro Computer by 1.6% during the second quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 61,125 shares of the company’s stock worth $2,996,000 after purchasing an additional 982 shares during the period. Focus Financial Network Inc. acquired a new stake in shares of Super Micro Computer during the second quarter worth $313,000. Signal Advisors Wealth LLC acquired a new stake in shares of Super Micro Computer during the second quarter worth $2,271,000. Sovran Advisors LLC lifted its holdings in shares of Super Micro Computer by 3.7% during the second quarter. Sovran Advisors LLC now owns 9,703 shares of the company’s stock worth $477,000 after purchasing an additional 345 shares during the period. Finally, First Bank & Trust lifted its holdings in shares of Super Micro Computer by 24.7% during the second quarter. First Bank & Trust now owns 9,361 shares of the company’s stock worth $459,000 after purchasing an additional 1,856 shares during the period. 84.06% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Wedbush restated a “neutral” rating and set a $30.00 target price on shares of Super Micro Computer in a research report on Monday, August 4th. Raymond James Financial assumed coverage on shares of Super Micro Computer in a research report on Wednesday, June 25th. They set an “outperform” rating on the stock. Mizuho boosted their target price on shares of Super Micro Computer from $40.00 to $47.00 and gave the stock a “neutral” rating in a research report on Thursday, July 3rd. Needham & Company LLC boosted their target price on shares of Super Micro Computer from $39.00 to $60.00 and gave the stock a “buy” rating in a research report on Wednesday, August 6th. Finally, Bank of America initiated coverage on shares of Super Micro Computer in a research report on Wednesday, July 9th. They set an “underperform” rating and a $35.00 target price on the stock. 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’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $45.36.

Super Micro Computer Price Performance

Shares of SMCI opened at $45.81 on Monday. The firm has a market capitalization of $27.22 billion, a price-to-earnings ratio of 27.60, a price-to-earnings-growth ratio of 1.14 and a beta of 1.56. The company has a debt-to-equity ratio of 0.74, a quick ratio of 3.25 and a current ratio of 5.25. Super Micro Computer, Inc. has a one year low of $17.25 and a one year high of $66.44. The stock’s fifty day moving average is $47.61 and its 200-day moving average is $42.36.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing the consensus estimate of $0.44 by ($0.03). Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The firm 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 earned $6.25 EPS. The company’s quarterly revenue 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 analysts anticipate that Super Micro Computer, Inc. will post 1.86 EPS for the current year.

Insider Transactions at Super Micro Computer

In other news, Director Liang Chiu-Chu Sara Liu sold 200,000 shares of the firm’s stock in a transaction dated Monday, July 28th. The stock was sold at an average price of $60.00, for a total transaction of $12,000,000.00. Following the completion of the sale, the director directly owned 40,426,120 shares of the company’s stock, valued at $2,425,567,200. This trade represents a 0.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO David E. Weigand sold 25,000 shares of the firm’s stock in a transaction dated Monday, September 15th. The stock was sold at an average price of $45.14, for a total value of $1,128,500.00. Following the sale, the chief financial officer directly owned 100,188 shares of the company’s stock, valued at $4,522,486.32. This trade represents a 19.97% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 490,000 shares of company stock valued at $27,890,950 over the last 90 days. Company insiders own 16.30% of the company’s stock.

Super Micro Computer 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.