Super Micro Computer, Inc. $SMCI Holdings Increased by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. lifted its stake in Super Micro Computer, Inc. (NASDAQ:SMCI) by 33.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 86,481 shares of the company’s stock after acquiring an additional 21,900 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Super Micro Computer were worth $4,304,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also made changes to their positions in SMCI. Blue Trust Inc. lifted its position in Super Micro Computer by 16.1% in the second quarter. Blue Trust Inc. now owns 1,557 shares of the company’s stock worth $76,000 after purchasing an additional 216 shares during the period. Hartford Investment Management Co. raised its stake in shares of Super Micro Computer by 0.8% in the 2nd quarter. Hartford Investment Management Co. now owns 30,976 shares of the company’s stock worth $1,518,000 after buying an additional 235 shares in the last quarter. Securian Asset Management Inc. raised its stake in shares of Super Micro Computer by 0.9% in the 2nd quarter. Securian Asset Management Inc. now owns 26,834 shares of the company’s stock worth $1,315,000 after buying an additional 246 shares in the last quarter. Wealthcare Advisory Partners LLC lifted its holdings in shares of Super Micro Computer by 1.2% in the second quarter. Wealthcare Advisory Partners LLC now owns 21,798 shares of the company’s stock valued at $1,068,000 after buying an additional 248 shares during the period. Finally, TD Private Client Wealth LLC boosted its stake in Super Micro Computer by 46.0% during the second quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock valued at $39,000 after buying an additional 252 shares in the last quarter. Institutional investors and hedge funds own 84.06% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on SMCI shares. JPMorgan Chase & Co. dropped their price target on shares of Super Micro Computer from $43.00 to $40.00 and set a “neutral” rating on the stock in a research report on Wednesday, November 5th. Rosenblatt Securities dropped their target price on shares of Super Micro Computer from $60.00 to $55.00 and set a “buy” rating on the stock in a report on Wednesday, November 5th. Needham & Company LLC reduced their target price on shares of Super Micro Computer from $60.00 to $51.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. KGI Securities raised Super Micro Computer from a “neutral” rating to an “outperform” rating and set a $60.00 price target on the stock in a report on Wednesday, November 5th. Finally, Barclays reduced their price objective on Super Micro Computer from $45.00 to $43.00 and set an “equal weight” rating for the company in a research note on Wednesday, November 5th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $48.38.

Insider Activity at Super Micro Computer

In other Super Micro Computer news, CFO David E. Weigand sold 25,000 shares of the 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 sale, the chief financial officer owned 100,188 shares in the company, valued at $4,522,486.32. This represents a 19.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP George Kao sold 40,000 shares of Super Micro Computer stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $43.88, for a total transaction of $1,755,200.00. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, 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 Stock Up 3.8%

NASDAQ:SMCI opened at $36.42 on Friday. The business’s fifty day moving average price is $47.99 and its 200 day moving average price is $46.02. The firm has a market capitalization of $21.74 billion, a price-to-earnings ratio of 21.94, a PEG ratio of 1.30 and a beta of 1.50. 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, Inc. has a 1-year low of $17.25 and a 1-year high of $66.44.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Tuesday, November 4th. The company reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.46 by ($0.11). The business had revenue of $5.02 billion for the quarter, compared to analysts’ expectations of $6.48 billion. Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The company’s revenue was down 15.5% compared to the same quarter last year. During the same period last year, the firm earned $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, sell-side analysts forecast that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

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.