Mizuho Markets Americas LLC Purchases Shares of 703,690 Super Micro Computer, Inc. $SMCI

Mizuho Markets Americas LLC bought a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) in the 3rd quarter, Holdings Channel.com reports. The fund bought 703,690 shares of the company’s stock, valued at approximately $33,735,000.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Clear Street LLC purchased a new stake in Super Micro Computer during the 2nd quarter worth $158,724,000. Norges Bank bought a new position in Super Micro Computer in the second quarter worth about $150,395,000. Marshall Wace LLP raised its stake in shares of Super Micro Computer by 596.4% in the 2nd quarter. Marshall Wace LLP now owns 3,437,714 shares of the company’s stock worth $168,482,000 after buying an additional 2,944,049 shares in the last quarter. Invesco Ltd. boosted its stake in shares of Super Micro Computer by 31.6% during the 2nd quarter. Invesco Ltd. now owns 8,639,784 shares of the company’s stock valued at $423,436,000 after buying an additional 2,073,978 shares during the period. Finally, Vanguard Group Inc. boosted 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 in the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

Super Micro Computer Trading Up 10.9%

Shares of SMCI stock opened at $32.64 on Monday. The company has a quick ratio of 2.95, a current ratio of 5.39 and a debt-to-equity ratio of 0.72. The firm has a market cap of $19.49 billion, a P/E ratio of 26.11, a PEG ratio of 0.68 and a beta of 1.54. The company has a 50 day moving average of $32.33 and a 200-day moving average of $43.02. Super Micro Computer, Inc. has a 12-month low of $25.71 and a 12-month 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 (EPS) 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 analysts’ expectations of $6.48 billion. Super Micro Computer had a return on equity of 12.70% and a net margin of 3.77%.The business’s quarterly revenue was down 15.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.73 earnings per share. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. Sell-side analysts anticipate that Super Micro Computer, Inc. will post 1.86 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Sanford C. Bernstein decreased their price objective on shares of Super Micro Computer from $46.00 to $42.00 and set a “market perform” rating for the company in a report on Wednesday, November 5th. KGI Securities upgraded Super Micro Computer from a “neutral” rating to an “outperform” rating and set a $60.00 price objective for the company in a report on Wednesday, November 5th. Wedbush decreased their target price on shares of Super Micro Computer from $48.00 to $42.00 and set a “neutral” rating on the stock in a research report on Wednesday, November 5th. Mizuho set a $31.00 price target on Super Micro Computer and gave the company a “neutral” rating in a research note on Friday, January 9th. Finally, Wall Street Zen downgraded Super Micro Computer from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. Eight investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Super Micro Computer has a consensus rating of “Hold” and a consensus target price of $47.00.

Super Micro Computer News Summary

Here are the key news stories impacting Super Micro Computer this week:

• Positive Sentiment: Unusually large call buying — Traders purchased roughly 431,599 SMCI call options on Friday (about 63% above average), suggesting aggressive short‑term bullish bets that can amplify upside in the stock. Options Flow Report
• Positive Sentiment: Analyst bullish picks highlight AI rebound potential — A Seeking Alpha piece names SMCI as a top AI rebound pick for 2026, citing AI-driven server demand, liquid‑cooled data center wins, NVIDIA partnerships and potential margin recovery from new B300 systems. This kind of narrative can attract value and growth investors. Super Micro Computer: My Top AI Rebound Pick For 2026
• Positive Sentiment: Insider-related buy — Sen. John Boozman purchased shares, a visible public buying signal that some retail and institutional investors interpret as confidence from an influential buyer. Sen. John Boozman Purchases Shares
• Positive Sentiment: Bullish deep-value and business-mix narratives — Recent commentary (Seeking Alpha, Zacks) argues SMCI is undervalued on forward multiples, benefits from diversified partnerships (NVIDIA/Intel/AMD), and is expanding into edge and retail AI — themes that support a multi‑quarter recovery case. Improving Business Mix, Dirt Cheap Valuation
• Neutral Sentiment: SMCI pushing into retail edge AI — Coverage notes potential new revenue avenues (smart stores, shrink control, faster checkout) that are longer‑term growth opportunities but won’t immediately offset current macro/enterprise cycles. Can SMCI’s Edge AI Infrastructure Enable Its Entry in the Retail Space?
• Negative Sentiment: Recent sharp pullback — Coverage flags that SMCI slipped ~46% over the past three months, reflecting the company’s recent revenue declines, margin pressure and investor de‑risking; this is a reminder that enthusiasm is balanced by execution risk and cyclicality. Supermicro Stock Slips 46% in 3 Months

About Super Micro Computer

Super Micro Computer, Inc (Supermicro) is a technology company that designs, develops and manufactures high-performance server, storage and networking solutions for enterprise, cloud, data center, high performance computing (HPC) and edge computing customers. The company’s product portfolio includes rackmount and blade servers, storage subsystems, motherboards, chassis, power supplies and networking components, with an emphasis on high-density, energy-efficient configurations and platforms optimized for GPU-accelerated workloads and artificial intelligence applications.

Headquartered in San Jose, California, Supermicro combines in-house engineering with a global manufacturing and distribution footprint to deliver configurable, application-specific systems.