Griffith & Werner Inc. Acquires Shares of 23,998 Super Micro Computer, Inc. $SMCI

Griffith & Werner Inc. bought a new position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) in the third quarter, HoldingsChannel reports. The institutional investor bought 23,998 shares of the company’s stock, valued at approximately $1,150,000.

Other hedge funds have also added to or reduced their stakes in the company. Anfield Capital Management LLC bought a new stake in Super Micro Computer during the 2nd quarter worth about $25,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of Super Micro Computer in the 2nd quarter valued at about $25,000. Armstrong Advisory Group Inc. acquired a new stake in shares of Super Micro Computer during the 3rd quarter worth approximately $29,000. Hazlett Burt & Watson Inc. grew its position in shares of Super Micro Computer by 68.6% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock worth $31,000 after buying an additional 269 shares during the period. Finally, Advisors Asset Management Inc. bought a new stake in shares of Super Micro Computer during the first quarter worth approximately $39,000. Institutional investors own 84.06% of the company’s stock.

Analyst Ratings Changes

SMCI has been the subject of a number of analyst reports. The Goldman Sachs Group lifted their target price on shares of Super Micro Computer from $26.00 to $27.00 and gave the stock a “sell” rating in a report on Wednesday, February 4th. Wedbush reduced their price target on shares of Super Micro Computer from $48.00 to $42.00 and set a “neutral” rating for the company in a report on Wednesday, November 5th. KGI Securities raised shares of Super Micro Computer from a “neutral” rating to an “outperform” rating and set a $60.00 price objective for the company in a research report on Wednesday, November 5th. Rosenblatt Securities restated a “buy” rating and set a $55.00 price objective on shares of Super Micro Computer in a report on Monday, February 2nd. Finally, Needham & Company LLC reduced their target price on shares of Super Micro Computer from $51.00 to $40.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Five investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Super Micro Computer has an average rating of “Hold” and an average target price of $43.43.

Super Micro Computer Stock Performance

Shares of SMCI stock opened at $30.67 on Wednesday. The company’s fifty day simple moving average is $30.98 and its 200-day simple moving average is $38.57. The company has a quick ratio of 1.01, a current ratio of 1.70 and a debt-to-equity ratio of 0.67. The firm has a market cap of $18.37 billion, a PE ratio of 22.89, a P/E/G ratio of 0.63 and a beta of 1.52. Super Micro Computer, Inc. has a 12 month low of $27.60 and a 12 month high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, February 3rd. The company reported $0.69 EPS for the quarter, topping the consensus estimate of $0.49 by $0.20. The firm had revenue of $12.68 billion for the quarter, compared to analysts’ expectations of $10.34 billion. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.22%. The company’s revenue for the quarter was up 123.4% on a year-over-year basis. During the same period in the previous year, the firm posted $0.59 EPS. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. Equities research analysts expect that Super Micro Computer, Inc. will post 1.86 EPS for the current fiscal year.

Super Micro Computer News Roundup

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

• Positive Sentiment: Mirantis validated Supermicro’s modular server architecture for sovereign AI and hybrid GPU clouds, a direct product endorsement that supports sales into regulated, on-prem AI markets. Mirantis and Supermicro Accelerate Sovereign AI and Hybrid Cloud Deployments
• Positive Sentiment: Supermicro announced multiple global alliances (Nokia, SK Telecom, Telenor, Mirantis, CPower, Bentaus) and live MWC demos for AI-RAN and telecom AI, signaling stronger traction in telecom and sovereign-AI channels that could drive revenue growth. Super Micro Computer Alliances Spotlight AI Growth Potential And Valuation Discount
• Positive Sentiment: Company press releases reinforced expanded support for AI-RAN and sovereign AI infrastructure (MWC announcements and partner showcases), which helps validate product-market fit in high-value telecom and regulated AI deployments. Supermicro Expands Support for AI-RAN and Sovereign AI Solutions
• Positive Sentiment: Analyst/commentary pieces highlight a sharp revenue rebound and an aggressive FY2026 revenue outlook (Seeking Alpha notes a major beat and raised guidance toward ~$40B), supporting upside to near-term fundamentals if order momentum continues. Unloved Super Micro Computer Is Due For A Rally
• Neutral Sentiment: Coverage pieces (Zacks/Yahoo) note elevated investor attention and summarize drivers and risks, useful for context but not new catalysts by themselves. Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention
• Neutral Sentiment: Market commentary positions Supermicro as benefiting from NVIDIA-led AI demand (MarketBeat thematic piece), highlighting TAM exposure rather than immediate catalysts. Super Micro: Why the Shadow of NVIDIA Is a Profitable Place to Be
• Negative Sentiment: Technical analysis warns SMCI is trading below key long-term moving averages with elevated downside/breakdown risk unless bulls reclaim resistance, which can amplify short-term selling pressure. SMCI Price Forecast: Breakdown Risk Builds Below Key Averages
• Negative Sentiment: Brokerage consensus remains muted with an average “Hold” rating, which can limit near-term upside despite product wins. SMCI Receives Average Rating of “Hold” from Brokerages

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.