Janney Montgomery Scott LLC Raises Position in Super Micro Computer, Inc. $SMCI

Janney Montgomery Scott LLC increased its holdings in Super Micro Computer, Inc. (NASDAQ:SMCI) by 10.8% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 63,210 shares of the company’s stock after buying an additional 6,143 shares during the period. Janney Montgomery Scott LLC’s holdings in Super Micro Computer were worth $3,098,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in SMCI. Wealth Enhancement Advisory Services LLC raised its position in shares of Super Micro Computer by 515.8% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 21,535 shares of the company’s stock worth $656,000 after buying an additional 18,038 shares in the last quarter. UMB Bank n.a. purchased a new stake in Super Micro Computer during the first quarter valued at about $49,000. Farther Finance Advisors LLC raised its position in Super Micro Computer by 25.1% during the first quarter. Farther Finance Advisors LLC now owns 6,204 shares of the company’s stock valued at $217,000 after purchasing an additional 1,245 shares in the last quarter. Wealthcare Advisory Partners LLC purchased a new stake in Super Micro Computer during the first quarter valued at about $738,000. Finally, GAMMA Investing LLC raised its position in Super Micro Computer by 129.3% during the first quarter. GAMMA Investing LLC now owns 14,543 shares of the company’s stock valued at $498,000 after purchasing an additional 8,202 shares in the last quarter. Hedge funds and other institutional investors own 84.06% of the company’s stock.

Wall Street Analyst Weigh In

SMCI has been the topic of a number of research reports. Raymond James Financial initiated coverage on Super Micro Computer in a research report on Wednesday, June 25th. They set an “outperform” rating on the stock. JPMorgan Chase & Co. dropped their target price on Super Micro Computer from $46.00 to $45.00 and set a “neutral” rating for the company in a report on Wednesday, August 6th. Mizuho increased their target price on Super Micro Computer from $40.00 to $47.00 and gave the company a “neutral” rating in a report on Thursday, July 3rd. Barclays boosted their price target on Super Micro Computer from $29.00 to $45.00 and gave the company an “equal weight” rating in a report on Thursday, August 7th. Finally, Zacks Research upgraded Super Micro Computer to a “hold” rating in a report on Monday, August 11th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $45.36.

Super Micro Computer Stock Performance

Shares of SMCI opened at $58.68 on Thursday. The company has a quick ratio of 3.25, a current ratio of 5.25 and a debt-to-equity ratio of 0.74. The business’s 50 day moving average price is $46.64 and its 200-day moving average price is $43.23. Super Micro Computer, Inc. has a 52 week low of $17.25 and a 52 week high of $66.44. The stock has a market cap of $34.87 billion, a P/E ratio of 35.35, a P/E/G ratio of 1.37 and a beta of 1.55.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, August 5th. The company reported $0.41 EPS for the quarter, missing analysts’ consensus estimates 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 company had revenue of $5.76 billion during the quarter, compared to the consensus estimate of $5.88 billion. During the same period in the prior year, the firm earned $6.25 earnings per share. The business’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 anticipate that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

Insider Activity

In related news, CFO David E. Weigand sold 25,000 shares of the business’s stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $45.14, for a total value of $1,128,500.00. Following the completion of the transaction, the chief financial officer directly owned 100,188 shares in the company, valued at $4,522,486.32. The trade was a 19.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Charles Liang sold 200,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 40,426,120 shares of the company’s stock, valued at approximately $2,425,567,200. The trade was a 0.49% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 490,000 shares of company stock valued at $27,890,950 in the last quarter. Insiders own 16.30% of the company’s stock.

About Super Micro Computer

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.