Super Micro Computer, Inc. $SMCI Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lessened its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 6.6% during the 2nd quarter, HoldingsChannel reports. The firm owned 1,219,444 shares of the company’s stock after selling 86,066 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Super Micro Computer were worth $59,765,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Park Avenue Securities LLC acquired a new stake in Super Micro Computer during the 2nd quarter worth $310,000. Bank Hapoalim BM acquired a new position in shares of Super Micro Computer during the 2nd quarter valued at about $748,000. Fiduciary Planning LLC acquired a new position in shares of Super Micro Computer during the 2nd quarter valued at about $255,000. Robeco Institutional Asset Management B.V. acquired a new position in shares of Super Micro Computer during the 1st quarter valued at about $5,408,000. Finally, AlphaQuest LLC boosted its position in shares of Super Micro Computer by 352.4% during the 1st quarter. AlphaQuest LLC now owns 4,927 shares of the company’s stock valued at $169,000 after acquiring an additional 3,838 shares during the last quarter. Institutional investors and hedge funds own 84.06% of the company’s stock.

Super Micro Computer Stock Up 0.8%

Shares of SMCI opened at $48.29 on Monday. The company has a current ratio of 5.25, a quick ratio of 3.25 and a debt-to-equity ratio of 0.74. The firm has a market cap of $28.70 billion, a P/E ratio of 29.09, a price-to-earnings-growth ratio of 1.20 and a beta of 1.55. The company’s 50-day moving average price is $47.44 and its 200 day moving average price is $44.87. Super Micro Computer, Inc. has a 12-month low of $17.25 and a 12-month high of $66.44.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.44 by ($0.03). The business had revenue of $5.76 billion for the quarter, compared to analysts’ expectations of $5.88 billion. Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The firm’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same quarter last year, the company earned $6.25 earnings per share. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 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 year.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Mizuho boosted their price target on shares of Super Micro Computer from $40.00 to $47.00 and gave the company a “neutral” rating in a research report on Thursday, July 3rd. Needham & Company LLC boosted their price target on shares of Super Micro Computer from $39.00 to $60.00 and gave the company a “buy” rating in a research report on Wednesday, August 6th. Wall Street Zen raised shares of Super Micro Computer from a “sell” rating to a “hold” rating in a research report on Saturday, October 18th. Barclays boosted their price target on shares of Super Micro Computer from $29.00 to $45.00 and gave the company an “equal weight” rating in a research report on Thursday, August 7th. Finally, Raymond James Financial reissued an “outperform” rating and set a $53.00 price target on shares of Super Micro Computer in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Super Micro Computer has a consensus rating of “Hold” and a consensus target price of $47.57.

Insider Transactions at Super Micro Computer

In other Super Micro Computer news, SVP George Kao sold 40,000 shares of the business’s stock in a transaction dated 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 in the company, valued at $957,461.60. This represents a 64.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO David E. Weigand sold 25,000 shares of the business’s stock in a transaction dated Monday, September 15th. The stock was sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the sale, the chief financial officer owned 100,188 shares in the company, 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 have sold 90,000 shares of company stock worth $3,890,950 over 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.