Super Micro Computer, Inc. $SMCI Shares Purchased by Nicholas Wealth LLC.

Nicholas Wealth LLC. raised its holdings in Super Micro Computer, Inc. (NASDAQ:SMCI) by 17.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 30,987 shares of the company’s stock after acquiring an additional 4,625 shares during the quarter. Nicholas Wealth LLC.’s holdings in Super Micro Computer were worth $1,519,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. TD Waterhouse Canada Inc. grew its stake in shares of Super Micro Computer by 152.8% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 10,101 shares of the company’s stock worth $477,000 after purchasing an additional 6,106 shares during the period. Anfield Capital Management LLC purchased a new stake in Super Micro Computer during the second quarter worth about $25,000. Wealthspire Advisors LLC grew its position in Super Micro Computer by 3.6% during the second quarter. Wealthspire Advisors LLC now owns 25,257 shares of the company’s stock worth $1,238,000 after buying an additional 885 shares during the period. Cordatus Wealth Management LLC purchased a new position in Super Micro Computer in the second quarter valued at about $272,000. Finally, Vanguard Group Inc. lifted its position in shares of Super Micro Computer by 2.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,152,948 shares of the company’s stock valued at $3,242,156,000 after acquiring an additional 1,745,179 shares during the period. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

Super Micro Computer Trading Up 2.3%

Shares of SMCI stock opened at $34.90 on Wednesday. Super Micro Computer, Inc. has a twelve month low of $24.82 and a twelve month high of $66.44. The company has a market capitalization of $20.83 billion, a price-to-earnings ratio of 21.02, a PEG ratio of 1.30 and a beta of 1.50. The firm has a 50-day moving average price of $47.71 and a 200 day moving average price of $46.14. 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 (NASDAQ:SMCI) last posted its quarterly earnings data 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 during the quarter, compared to analyst estimates of $6.48 billion. Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The business’s quarterly revenue was down 15.5% on a year-over-year basis. During the same period in the prior 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. Research analysts forecast that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

Insider Buying and Selling at Super Micro Computer

In other news, CFO David E. Weigand sold 25,000 shares of the company’s stock in a transaction on 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 completion of the sale, the chief financial officer directly 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 SEC, which is available at this link. Also, SVP George Kao sold 40,000 shares of Super Micro Computer stock in a transaction that occurred 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 transaction, the senior vice president directly owned 21,820 shares in the company, valued at approximately $957,461.60. This trade represents a 64.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 90,000 shares of company stock valued at $3,890,950 over the last three months. Corporate insiders own 16.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. Barclays dropped 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. Needham & Company LLC lowered their target price on Super Micro Computer from $60.00 to $51.00 and set a “buy” rating on the stock in a report on Wednesday, November 5th. Rosenblatt Securities cut their price target on Super Micro Computer from $60.00 to $55.00 and set a “buy” rating for the company in a research note on Wednesday, November 5th. Argus set a $64.00 price objective on shares of Super Micro Computer in a research note on Thursday, November 6th. Finally, Zacks Research cut shares of Super Micro Computer from a “hold” rating to a “strong sell” rating in a research report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, seven have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target 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.