BI Asset Management Fondsmaeglerselskab A S Buys 34,035 Shares of Super Micro Computer, Inc. $SMCI

BI Asset Management Fondsmaeglerselskab A S increased its position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 150.7% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 56,624 shares of the company’s stock after acquiring an additional 34,035 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in Super Micro Computer were worth $1,289,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. World Investment Advisors increased its stake in shares of Super Micro Computer by 217.2% in the fourth quarter. World Investment Advisors now owns 22,699 shares of the company’s stock valued at $664,000 after buying an additional 15,543 shares during the period. Hsbc Holdings PLC boosted its position in Super Micro Computer by 13.7% during the 4th quarter. Hsbc Holdings PLC now owns 1,134,891 shares of the company’s stock worth $33,203,000 after buying an additional 137,180 shares during the period. SHP Wealth Management acquired a new stake in Super Micro Computer during the 4th quarter worth approximately $29,000. Caitong International Asset Management Co. Ltd grew its holdings in Super Micro Computer by 55,558.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 33,395 shares of the company’s stock worth $977,000 after acquiring an additional 33,335 shares during the last quarter. Finally, Sankala Group LLC bought a new stake in Super Micro Computer during the 4th quarter worth approximately $136,000. Institutional investors and hedge funds own 84.06% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the company. Needham & Company LLC reaffirmed a “buy” rating and set a $40.00 target price on shares of Super Micro Computer in a research report on Wednesday, May 6th. Northland Securities upped their price target on Super Micro Computer from $22.00 to $34.00 in a research report on Wednesday, May 6th. Mizuho increased their price target on Super Micro Computer from $36.00 to $44.00 and gave the company a “neutral” rating in a research note on Monday, June 1st. JPMorgan Chase & Co. raised their price objective on Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Finally, Rosenblatt Securities upped their target price 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 equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $38.57.

Super Micro Computer News Summary

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

• Positive Sentiment: Super Micro was named as a global system builder for NVIDIA’s next-generation Vera Rubin platform, fueling fresh enthusiasm around its role in AI server and rack deployments. Why Super Micro (SMCI) Stock Is Up Today
• Positive Sentiment: The company announced new partnerships with Odine in Türkiye and StorMagic for edge and small-datacenter infrastructure, broadening its AI and edge-computing addressable market. Odine and Supermicro Announce Strategic Partnership to Advance AI Infrastructure in Türkiye
• Positive Sentiment: Recent coverage suggests Super Micro’s AI growth story got an additional boost from a new deal and analyst optimism, helping reinforce the stock’s momentum after the recent rally. Super Micro’s AI Growth Story Gets a Major Boost From New Deal
• Neutral Sentiment: Analysts and market commentary continue to frame SMCI as a high-growth AI server name with an inexpensive valuation relative to growth, which may be supporting investor interest. Super Micro Computer Is Trading at Its Best Valuation in 18 Months. Should You Buy the Dip?
• Negative Sentiment: Offsetting the AI optimism, new coverage highlighted rising inventory, weaker cash flow, and a longer cash conversion cycle, raising concerns that growth is pressuring working capital. Can SMCI Overcome Rising Inventory and Cash Flow Pressures?
• Negative Sentiment: One article also pointed to sharply worse operating cash flow in fiscal Q3 2026, which could temper enthusiasm even as demand for AI servers stays strong. Can SMCI Overcome Rising Inventory and Cash Flow Pressures?

Super Micro Computer Stock Performance

SMCI opened at $32.34 on Thursday. Super Micro Computer, Inc. has a 1-year low of $19.48 and a 1-year high of $62.36. The company has a market cap of $19.45 billion, a price-to-earnings ratio of 17.11, a PEG ratio of 0.56 and a beta of 1.87. The company’s fifty day moving average price is $33.56 and its two-hundred day moving average price is $31.09. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.63 by $0.21. The business had revenue of $10.24 billion during 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 company’s quarterly revenue was up 122.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, analysts expect that Super Micro Computer, Inc. will post 2.11 EPS for the current fiscal year.

About Super Micro Computer

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.