Sumitomo Mitsui Trust Group Inc. Acquires 19,942 Shares of Super Micro Computer, Inc. $SMCI

Sumitomo Mitsui Trust Group Inc. raised its holdings in Super Micro Computer, Inc. (NASDAQ:SMCI) by 1.8% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,158,768 shares of the company’s stock after purchasing an additional 19,942 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in Super Micro Computer were worth $47,591,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of SMCI. Dimensional Fund Advisors LP raised its position in shares of Super Micro Computer by 2.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 4,082,780 shares of the company’s stock valued at $92,872,000 after acquiring an additional 111,388 shares during the period. Assenagon Asset Management S.A. grew its position in shares of Super Micro Computer by 1,770.4% in the 2nd quarter. Assenagon Asset Management S.A. now owns 2,174,863 shares of the company’s stock valued at $63,789,000 after purchasing an additional 2,058,588 shares during the period. Swiss National Bank grew its position in shares of Super Micro Computer by 7.6% in the 1st quarter. Swiss National Bank now owns 1,576,800 shares of the company’s stock valued at $35,904,000 after purchasing an additional 111,100 shares during the period. Principal Financial Group Inc. increased its stake in Super Micro Computer by 1.3% during the 1st quarter. Principal Financial Group Inc. now owns 565,746 shares of the company’s stock worth $12,882,000 after purchasing an additional 7,373 shares in the last quarter. Finally, Ardmore Road Asset Management LP bought a new stake in shares of Super Micro Computer during the first quarter worth $11,954,000. 84.06% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have recently commented on SMCI shares. Mizuho boosted their price objective 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. Stifel Nicolaus set a $42.00 target price on Super Micro Computer in a research report on Wednesday, August 12th. Wedbush raised their price target on Super Micro Computer from $34.00 to $40.00 and gave the company a “neutral” rating in a research note on Wednesday, August 12th. Oppenheimer raised Super Micro Computer to an “outperform” rating in a research report on Wednesday. Finally, Sanford C. Bernstein set a $42.00 price objective on shares of Super Micro Computer in a research report on Thursday, August 13th. Four analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $44.57.

Super Micro Computer News Summary

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

• Positive Sentiment: Fiscal Q1 revenue reached $19.95 billion, up nearly 298% year over year, while adjusted EPS of $1.81 topped analyst expectations. The company also issued stronger guidance, lifting its fiscal 2027 revenue outlook to $72 billion–$82 billion, driven by robust AI-server demand. SMCI Q1 earnings beat and outlook raised
• Positive Sentiment: Some analysts raised their price targets following the report: Raymond James lifted its target to $65, and Rosenblatt reiterated a Buy rating with a $57 target. Raymond James price-target increase
• Neutral Sentiment: Bank of America raised its target modestly, from $38 to $39, but kept an Underperform rating—highlighting that strong sales growth has not resolved concerns about profitability. Bank of America target and margin concerns
• Negative Sentiment: Margins remain a central worry: gross margin was 12.7%, down from 17.5% in the prior quarter. Investors are also weighing reports of cash use as inventory and receivables expanded, despite the sales surge. Sales growth, margin and cash-flow concerns
• Negative Sentiment: Customer concentration adds risk: one customer reportedly accounted for 44% of quarterly revenue. Separately, election-related fears of limits on data-center construction weighed on AI server stocks. Customer concentration report Data-center construction concerns

Super Micro Computer Stock Performance

Shares of SMCI stock opened at $29.60 on Thursday. Super Micro Computer, Inc. has a 52 week low of $19.48 and a 52 week high of $51.40. The company has a quick ratio of 2.07, a current ratio of 3.87 and a debt-to-equity ratio of 0.65. The stock has a fifty day moving average of $37.84 and a 200 day moving average of $32.70. The firm has a market capitalization of $19.45 billion, a price-to-earnings ratio of 6.31, a PEG ratio of 0.49 and a beta of 2.17.

Super Micro Computer (NASDAQ:SMCI) last issued its earnings results on Tuesday, November 3rd. The company reported $1.81 EPS for the quarter, beating the consensus estimate of $1.28 by $0.53. Super Micro Computer had a return on equity of 43.17% and a net margin of 6.77%. The business had revenue of $19.95 billion for the quarter, compared to the consensus estimate of $16.29 billion. During the same period last year, the business posted $0.35 EPS. The company’s revenue was up 297.5% compared to the same quarter last year. As a group, research analysts expect that Super Micro Computer, Inc. will post 4.17 earnings per share for the current year.

Insider Activity

In related news, Director Chiu-Chu Liang sold 100,000 shares of the stock in a transaction that occurred on 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 transaction, the director owned 337,506 shares of the company’s stock, valued at $15,194,520.12. This represents a 22.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Liang sold 100,000 shares of the business’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 chief executive officer owned 337,506 shares in the company, valued at $15,194,520.12. The trade was a 22.86% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 400,000 shares of company stock valued at $16,442,000. 16.10% of the stock is owned by insiders.

Super Micro Computer Company Profile

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.