Sumitomo Mitsui Trust Group Inc. Raises Stake in Super Micro Computer, Inc. $SMCI

Sumitomo Mitsui Trust Group Inc. grew its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 3.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,257,134 shares of the company’s stock after acquiring an additional 37,690 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned 0.21% of Super Micro Computer worth $60,267,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Anfield Capital Management LLC purchased a new position in shares of Super Micro Computer in the second quarter worth about $25,000. Twin Peaks Wealth Advisors LLC bought a new position in Super Micro Computer in the second quarter worth about $25,000. Armstrong Advisory Group Inc. bought a new stake in shares of Super Micro Computer during the third quarter valued at approximately $29,000. TD Private Client Wealth LLC grew its position in shares of Super Micro Computer by 46.0% in the 2nd quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock worth $39,000 after buying an additional 252 shares during the period. Finally, Orion Capital Management LLC bought a new stake in Super Micro Computer during the second quarter worth about $39,000. Hedge funds and other institutional investors own 84.06% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on SMCI shares. Argus set a $64.00 price target on Super Micro Computer in a research report on Thursday, November 6th. Sanford C. Bernstein lowered their price target on Super Micro Computer from $46.00 to $42.00 and set a “market perform” rating for the company in a research report on Wednesday, November 5th. Rosenblatt Securities cut their price objective on shares of Super Micro Computer from $60.00 to $55.00 and set a “buy” rating on the stock in a research report on Wednesday, November 5th. Weiss Ratings restated a “hold (c)” rating on shares of Super Micro Computer in a research note on Monday, December 29th. Finally, The Goldman Sachs Group set a $26.00 price target on shares of Super Micro Computer and gave the company a “sell” rating in a report on Tuesday. Eight equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $47.00.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Announced collaborations with technology partners to deliver AI‑powered in‑store retail solutions, highlighting new go‑to‑market use cases that could diversify revenue beyond data‑center servers. Super Micro Computer (SMCI) Announces Collaboration with Technology Partners
• Positive Sentiment: Coverage noting valuation support from AI expansion and a new credit facility — signals that the company has financing and growth narratives that could underwrite future investment in AI capacity. A Look At Super Micro Computer (SMCI) Valuation As AI Expansion And New Credit Facility Support Growth
• Positive Sentiment: Some bullish analysts and modelers still view SMCI as a top AI infrastructure play and project upside over a multi‑year horizon, supporting a portion of long‑term investor interest. Super Micro Computer (NASDAQ: SMCI) Stock Price Prediction and Forecast (Jan 2026)
• Neutral Sentiment: Feature pieces (Forbes) lay out the tradeoffs: SMCI is a major AI beneficiary but faces pronounced volatility — useful context for investors weighing risk vs. reward rather than immediate catalysts. What To Expect From SMCI Stock In 2026?
• Neutral Sentiment: Market‑watch pieces summarizing today’s moves help explain price action but add little new fundamental news — useful for short‑term traders monitoring volume and momentum. What’s Going On With Super Micro Computer Stock Today?
• Negative Sentiment: Goldman Sachs initiated coverage with a “sell” rating and $26 price target, citing margin pressure and saying downside momentum may continue — the most direct, high‑profile catalyst for today’s sell‑off. Goldman Sachs explains why SMCI stock price nightmare isn’t over yet
• Negative Sentiment: Analyst downgrades and margin worries reported across outlets (Yahoo Finance, The Motley Fool) are amplifying selling pressure as investors re‑price future profitability after recent revenue and margin misses. Super Micro Stock Is Sliding. Wall Street Is Worried About Margins
• Negative Sentiment: Recent trading sessions show outsized declines and underperformance versus peers following the downgrade wave, which can feed momentum selling and increase near‑term volatility. Super Micro Computer (SMCI) Suffers a Larger Drop Than the General Market: Key Insights

Super Micro Computer Stock Down 1.2%

SMCI stock opened at $28.27 on Thursday. The business’s 50-day moving average price is $32.69 and its 200-day moving average price is $43.30. The stock has a market cap of $16.88 billion, a P/E ratio of 22.62, a PEG ratio of 0.60 and a beta of 1.54. The company has a quick ratio of 2.95, a current ratio of 5.39 and a debt-to-equity ratio of 0.72. Super Micro Computer, Inc. has a twelve month low of $25.71 and a twelve month high of $66.44.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, November 4th. The company reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.46 by ($0.11). Super Micro Computer had a net margin of 3.77% and a return on equity of 12.70%. The firm had revenue of $5.02 billion for the quarter, compared to analysts’ expectations of $6.48 billion. During the same period in the prior year, the firm earned $0.73 EPS. Super Micro Computer’s revenue for the quarter was down 15.5% compared to the same quarter last year. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. On average, equities research analysts forecast that Super Micro Computer, Inc. will post 1.86 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.