142,814 Shares in Super Micro Computer, Inc. $SMCI Purchased by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. purchased a new position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 142,814 shares of the company’s stock, valued at approximately $5,865,000.

Other large investors also recently added to or reduced their stakes in the company. Bradley & Co. Private Wealth Management LLC acquired a new stake in shares of Super Micro Computer in the third quarter valued at $49,000. Root Financial Partners LLC purchased a new stake in shares of Super Micro Computer in the 3rd quarter valued at $55,000. TOP Private Wealth LLC. acquired a new position in Super Micro Computer during the 2nd quarter worth about $42,000. Comprehensive Financial Planning Inc. PA acquired a new position in Super Micro Computer during the 2nd quarter worth about $43,000. Finally, Contravisory Investment Management Inc. acquired a new position in Super Micro Computer during the 2nd quarter worth about $49,000. 84.06% of the stock is currently owned by institutional investors and hedge funds.

More Super Micro Computer News

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

• Positive Sentiment: Super Micro reported fiscal Q1 2027 revenue of $19.95 billion, far above estimates and nearly four times the year-ago figure, and raised its fiscal-year revenue outlook to $72 billion–$82 billion. The results underscore strong AI infrastructure demand. SMCI Q1 Earnings Beat on Large AI Deployments, Outlook Raised
• Positive Sentiment: The company introduced a KV-cache storage solution with IBM and NVIDIA, reporting substantial inference-performance benefits. The collaboration could help customers improve AI infrastructure efficiency and support demand for Supermicro systems. Supermicro launches KV cache solution with IBM and NVIDIA
• Positive Sentiment: Bank of America raised its price target, citing strong sales and AI demand, while noting profitability risks. A Seeking Alpha contributor also maintained a Strong Buy view, pointing to growth and a low valuation relative to peers. BofA lifts Supermicro target despite AI margin concerns
• Neutral Sentiment: Smartbird announced a partnership with Supermicro to provide managed AI clusters, expanding its enterprise infrastructure partner network. The financial contribution to SMCI was not specified. Smartbird expands AI infrastructure partner network with Supermicro
• Negative Sentiment: Shares declined as investors focused on margin and cash-flow concerns despite the earnings beat; analysts also flagged that one customer represents a large share of revenue, creating concentration risk. SMCI stock sinks after Q1 results expose cash strain
• Negative Sentiment: A broader post-election selloff in AI hardware weighed on server makers amid concerns about potential data-center construction limits. This sector pressure may be overshadowing SMCI’s strong company-specific results. AI hardware selloff deepens

Super Micro Computer Stock Performance

NASDAQ:SMCI opened at $27.08 on Friday. The company has a fifty day simple moving average of $37.64 and a two-hundred day simple moving average of $32.67. The company has a market cap of $17.79 billion, a price-to-earnings ratio of 5.77, a price-to-earnings-growth ratio of 0.46 and a beta of 2.17. The company has a quick ratio of 2.07, a current ratio of 3.02 and a debt-to-equity ratio of 0.56. Super Micro Computer, Inc. has a 52 week low of $19.48 and a 52 week high of $51.40.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data on Tuesday, November 3rd. The company reported $1.81 earnings per share for the quarter, topping analysts’ consensus estimates of $1.28 by $0.53. The business had revenue of $19.95 billion for the quarter, compared to analyst estimates of $16.29 billion. Super Micro Computer had a return on equity of 38.97% and a net margin of 6.77%. The company’s revenue was up 297.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.35 earnings per share. As a group, equities analysts anticipate that Super Micro Computer, Inc. will post 4.17 earnings per share for the current fiscal year.

Insider Buying and Selling at Super Micro Computer

In other Super Micro Computer news, CEO Charles Liang sold 100,000 shares of the company’s stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total transaction of $4,502,000.00. Following the sale, the chief executive officer owned 337,506 shares in the company, valued at $15,194,520.12. This represents a 22.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Chiu-Chu Liang sold 100,000 shares of the company’s stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total value of $4,502,000.00. Following the sale, the director owned 337,506 shares in the company, valued at approximately $15,194,520.12. This trade represents a 22.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 400,000 shares of company stock valued at $16,442,000 over the last three months. 16.10% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on SMCI shares. Zacks Research cut Super Micro Computer from a “strong-buy” rating to a “hold” rating in a report on Monday, October 12th. Stifel Nicolaus set a $42.00 price target on shares of Super Micro Computer in a research note on Wednesday, August 12th. Northland Securities set a $36.00 price target on shares of Super Micro Computer in a research report on Wednesday, July 22nd. Mizuho increased their price target on shares of Super Micro Computer from $35.00 to $43.00 and gave the stock a “neutral” rating in a research report on Tuesday, October 6th. Finally, Wall Street Zen raised shares of Super Micro Computer from a “hold” rating to a “buy” rating in a research note on Saturday, October 31st. Four equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $43.08.

About Super Micro Computer

Super Micro Computer, Inc develops and sells high-performance server and storage systems for data centers, cloud computing, enterprise IT, telecommunications, and other demanding computing environments. The company offers application-optimized servers, workstations, blade and rack systems, storage solutions, networking products, and related infrastructure.

Supermicro also provides systems designed for artificial intelligence, machine learning, accelerated computing, and other workloads that use graphics processing units and specialized processors.