Thompson Investment Management Inc. Acquires Shares of 1,325 Super Micro Computer, Inc. $SMCI

Thompson Investment Management Inc. acquired a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) in the second quarter, HoldingsChannel.com reports. The firm acquired 1,325 shares of the company’s stock, valued at approximately $65,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Super Micro Computer by 3.9% in the first quarter. Vanguard Group Inc. now owns 64,407,769 shares of the company’s stock valued at $2,205,322,000 after buying an additional 2,415,276 shares during the last quarter. Charles Schwab Investment Management Inc. increased its holdings in shares of Super Micro Computer by 3.3% in the first quarter. Charles Schwab Investment Management Inc. now owns 3,771,630 shares of the company’s stock valued at $129,141,000 after purchasing an additional 120,496 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Super Micro Computer by 2.7% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,892,772 shares of the company’s stock valued at $99,049,000 after purchasing an additional 76,776 shares during the period. Price T Rowe Associates Inc. MD increased its holdings in shares of Super Micro Computer by 15.7% in the first quarter. Price T Rowe Associates Inc. MD now owns 1,642,682 shares of the company’s stock valued at $56,246,000 after purchasing an additional 223,427 shares during the period. Finally, Nuveen LLC acquired a new position in shares of Super Micro Computer in the first quarter valued at approximately $53,031,000. Hedge funds and other institutional investors own 84.06% of the company’s stock.

Super Micro Computer Trading Down 8.8%

Shares of SMCI stock opened at $52.86 on Friday. The business’s fifty day moving average price is $46.55 and its 200 day moving average price is $43.42. Super Micro Computer, Inc. has a 1-year low of $17.25 and a 1-year high of $66.44. The firm has a market capitalization of $31.41 billion, a PE ratio of 31.84, a P/E/G ratio of 1.45 and a beta of 1.55. The company has a debt-to-equity ratio of 0.74, a current ratio of 5.25 and a quick ratio of 3.25.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings data on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing analysts’ consensus estimates of $0.44 by ($0.03). Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The business had revenue of $5.76 billion for the quarter, compared to analyst estimates of $5.88 billion. During the same period in the prior year, the company earned $6.25 EPS. The company’s revenue was up 8.5% on a year-over-year basis. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. As a group, sell-side analysts forecast that Super Micro Computer, Inc. will post 1.86 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the company. The Goldman Sachs Group boosted their target price on Super Micro Computer from $24.00 to $27.00 and gave the company a “sell” rating in a report on Wednesday, August 6th. Barclays boosted their target price on Super Micro Computer from $29.00 to $45.00 and gave the company an “equal weight” rating in a report on Thursday, August 7th. Weiss Ratings reissued a “hold (c+)” rating on shares of Super Micro Computer in a report on Wednesday. Citigroup reissued a “neutral” rating and issued a $52.00 target price (up previously from $37.00) on shares of Super Micro Computer in a report on Friday, July 11th. Finally, Zacks Research raised Super Micro Computer to a “hold” rating in a report on Monday, August 11th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $45.36.

Insider Transactions at Super Micro Computer

In other Super Micro Computer news, CEO Charles Liang sold 200,000 shares of the business’s stock in a transaction on Monday, July 28th. The stock was sold at an average price of $60.00, for a total transaction of $12,000,000.00. Following the sale, the chief executive officer directly owned 40,426,120 shares in the company, valued at approximately $2,425,567,200. The trade was a 0.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP George Kao sold 40,000 shares of the business’s stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $43.88, for a total value of $1,755,200.00. Following the sale, the senior vice president owned 21,820 shares in the company, valued at approximately $957,461.60. The trade was a 64.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 490,000 shares of company stock valued at $27,890,950 in the last three months. 16.30% of the stock is owned by company insiders.

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.