DNB Asset Management AS Purchases 40,586 Shares of Super Micro Computer, Inc. $SMCI

DNB Asset Management AS boosted its position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 23.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 213,036 shares of the company’s stock after purchasing an additional 40,586 shares during the period. DNB Asset Management AS’s holdings in Super Micro Computer were worth $6,236,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in SMCI. Advisors Asset Management Inc. bought a new position in Super Micro Computer during the 1st quarter worth about $39,000. EverSource Wealth Advisors LLC increased its holdings in Super Micro Computer by 42.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock worth $171,000 after purchasing an additional 1,036 shares in the last quarter. Baird Financial Group Inc. increased its holdings in Super Micro Computer by 54.9% during the 2nd quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock worth $929,000 after purchasing an additional 6,718 shares in the last quarter. Flow Traders U.S. LLC bought a new position in Super Micro Computer during the 2nd quarter worth about $277,000. Finally, Daiwa Securities Group Inc. increased its holdings in Super Micro Computer by 3.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock worth $4,198,000 after purchasing an additional 2,799 shares in the last quarter. Institutional investors own 84.06% of the company’s stock.

Super Micro Computer News Summary

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

• Positive Sentiment: Analysts and media continued to highlight Super Micro’s “total data center solution” — including AI servers, liquid cooling and software — as a potential driver of top-line growth and stronger customer relationships. Can SMCI’s Total Data Center Solution Drive Top-Line Growth?
• Positive Sentiment: SMCI was also included in a roundup of affordable AI stocks, reinforcing its appeal as a lower-valuation way to play AI infrastructure demand. 5 Best Affordable AI Stocks to Buy Right Now
• Neutral Sentiment: Super Micro presented at J.P. Morgan’s Global Technology, Media and Communications Conference, which may have kept the stock in view but did not include any clearly market-moving new announcement in the provided details. Super Micro Computer, Inc. (SMCI) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Negative Sentiment: Multiple law firms issued deadline reminders tied to a securities class action against Super Micro over alleged investor harm, keeping legal overhang front and center and potentially weighing on sentiment. SMCI Deadline: SMCI Investors with Losses in Excess of $100K Have Opportunity to Lead Super Micro Computer, Inc. Securities Fraud Lawsuit
• Negative Sentiment: Additional class-action notices from Rosen, KSF, Schall, Bronstein Gewirtz & Grossman, and Faruqi & Faruqi extended the legal scrutiny, with a May 26 lead-plaintiff deadline repeatedly emphasized. SMCI DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL…

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on SMCI. Needham & Company LLC restated a “buy” rating and issued a $40.00 price objective on shares of Super Micro Computer in a report on Wednesday, May 6th. Sanford C. Bernstein decreased their price objective on Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating for the company in a report on Wednesday, February 4th. Wedbush decreased their price objective on Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. Citigroup restated a “neutral” rating and issued a $31.00 price objective (up from $25.00) on shares of Super Micro Computer in a report on Wednesday, May 6th. Finally, Rosenblatt Securities raised their price objective on Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Four investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Super Micro Computer has an average rating of “Hold” and a consensus target price of $38.43.

Super Micro Computer Price Performance

Shares of NASDAQ SMCI opened at $30.85 on Tuesday. The business’s 50 day moving average price is $27.76 and its two-hundred day moving average price is $31.36. The company has a market cap of $18.55 billion, a PE ratio of 16.32, a price-to-earnings-growth ratio of 0.52 and a beta of 1.69. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. Super Micro Computer, Inc. has a twelve month low of $19.48 and a twelve month high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.63 by $0.21. The firm had revenue of $10.24 billion for the quarter, compared to the consensus estimate of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The business’s revenue was up 122.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, analysts predict that Super Micro Computer, Inc. will post 2.12 EPS for the current year.

Super Micro Computer Profile

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.