Assetmark Inc. Acquires 1,908 Shares of Super Micro Computer, Inc. $SMCI

Assetmark Inc. grew its holdings in Super Micro Computer, Inc. (NASDAQ:SMCI) by 72.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,559 shares of the company’s stock after buying an additional 1,908 shares during the period. Assetmark Inc.’s holdings in Super Micro Computer were worth $223,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Keybank National Association OH acquired a new stake in Super Micro Computer during the 2nd quarter valued at $269,000. HBK Sorce Advisory LLC raised its position in shares of Super Micro Computer by 27.2% in the second quarter. HBK Sorce Advisory LLC now owns 17,974 shares of the company’s stock valued at $881,000 after purchasing an additional 3,841 shares during the period. Spire Wealth Management lifted its stake in shares of Super Micro Computer by 41.4% during the 2nd quarter. Spire Wealth Management now owns 11,585 shares of the company’s stock worth $568,000 after buying an additional 3,390 shares during the last quarter. Arkadios Wealth Advisors boosted its holdings in shares of Super Micro Computer by 26.2% during the 2nd quarter. Arkadios Wealth Advisors now owns 11,711 shares of the company’s stock worth $574,000 after buying an additional 2,432 shares during the period. Finally, World Investment Advisors acquired a new position in Super Micro Computer in the 2nd quarter valued at about $289,000. 84.06% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CFO David E. Weigand sold 25,000 shares of Super Micro Computer stock in a transaction on 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 transaction, the chief financial officer owned 100,188 shares in the company, valued at approximately $4,522,486.32. This trade represents a 19.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP George Kao sold 40,000 shares of the business’s stock in a transaction on Friday, August 22nd. The stock was 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 position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 90,000 shares of company stock worth $3,890,950. Company insiders own 16.30% of the company’s stock.

Super Micro Computer Trading Down 1.4%

Shares of Super Micro Computer stock opened at $39.76 on Friday. The company has a quick ratio of 3.25, a current ratio of 5.25 and a debt-to-equity ratio of 0.74. Super Micro Computer, Inc. has a 12-month low of $17.25 and a 12-month high of $66.44. The company has a market capitalization of $23.63 billion, a price-to-earnings ratio of 23.95, a PEG ratio of 1.30 and a beta of 1.50. The firm’s 50-day moving average price is $48.29 and its two-hundred day moving average price is $45.95.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, November 4th. The company reported $0.35 earnings per share for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.11). The firm had revenue of $5.02 billion for the quarter, compared to the consensus estimate of $6.48 billion. Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The business’s revenue was down 15.5% on a year-over-year basis. During the same period last year, the company posted $0.73 EPS. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. FY 2026 guidance at EPS. On average, analysts forecast that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on SMCI. Northland Securities set a $63.00 price objective on Super Micro Computer in a report on Wednesday. JPMorgan Chase & Co. dropped their price target on Super Micro Computer from $43.00 to $40.00 and set a “neutral” rating for the company in a report on Wednesday. KGI Securities raised Super Micro Computer from a “neutral” rating to an “outperform” rating and set a $60.00 price objective on the stock in a report on Wednesday. Sanford C. Bernstein dropped their target price on Super Micro Computer from $46.00 to $42.00 and set a “market perform” rating for the company in a report on Wednesday. Finally, Argus set a $64.00 price target on shares of Super Micro Computer in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $48.38.

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.