Compagnie Lombard Odier SCmA Purchases 900 Shares of Super Micro Computer, Inc. $SMCI

Compagnie Lombard Odier SCmA lifted its position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 100.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,800 shares of the company’s stock after purchasing an additional 900 shares during the period. Compagnie Lombard Odier SCmA’s holdings in Super Micro Computer were worth $88,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in SMCI. Two Sigma Investments LP acquired a new stake in Super Micro Computer during the 4th quarter worth approximately $5,129,000. Woodline Partners LP bought a new position in shares of Super Micro Computer during the fourth quarter valued at $922,000. GTS Securities LLC lifted its holdings in shares of Super Micro Computer by 121.4% during the fourth quarter. GTS Securities LLC now owns 15,934 shares of the company’s stock worth $486,000 after purchasing an additional 90,303 shares during the period. Public Employees Retirement System of Ohio bought a new stake in shares of Super Micro Computer in the fourth quarter worth $5,374,000. Finally, Toronto Dominion Bank increased its holdings in Super Micro Computer by 835.0% in the fourth quarter. Toronto Dominion Bank now owns 181,578 shares of the company’s stock valued at $5,535,000 after purchasing an additional 162,158 shares during the period. Institutional investors and hedge funds own 84.06% of the company’s stock.

Super Micro Computer Price Performance

SMCI opened at $46.99 on Wednesday. Super Micro Computer, Inc. has a 1 year low of $17.25 and a 1 year high of $66.44. The company has a debt-to-equity ratio of 0.74, a current ratio of 5.25 and a quick ratio of 3.25. The company has a market capitalization of $27.92 billion, a price-to-earnings ratio of 28.31, a P/E/G ratio of 1.17 and a beta of 1.56. The firm’s fifty day moving average price is $47.43 and its two-hundred day moving average price is $42.45.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, August 5th. The company reported $0.41 EPS for the quarter, missing the consensus estimate of $0.44 by ($0.03). Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The firm had revenue of $5.76 billion during the quarter, compared to analysts’ expectations of $5.88 billion. During the same quarter in the prior year, the company earned $6.25 EPS. The business’s revenue for the quarter was up 8.5% on a year-over-year basis. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. As a group, analysts anticipate that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on SMCI shares. Mizuho upped their price target on Super Micro Computer from $40.00 to $47.00 and gave the company a “neutral” rating in a research report on Thursday, July 3rd. Bank of America assumed coverage on Super Micro Computer in a report on Wednesday, July 9th. They issued an “underperform” rating and a $35.00 target price on the stock. The Goldman Sachs Group increased their target price on shares of Super Micro Computer from $24.00 to $27.00 and gave the company a “sell” rating in a research report on Wednesday, August 6th. Needham & Company LLC boosted their price target on shares of Super Micro Computer from $39.00 to $60.00 and gave the stock a “buy” rating in a research report on Wednesday, August 6th. Finally, Zacks Research raised shares of Super Micro Computer to a “hold” rating in a research report on Monday, August 11th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $45.36.

Insider Activity

In related news, SVP George Kao sold 40,000 shares of Super Micro Computer stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $43.88, for a total transaction of $1,755,200.00. Following the sale, the senior vice president directly owned 21,820 shares in the company, valued at approximately $957,461.60. This trade represents a 64.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Charles Liang sold 200,000 shares of the business’s stock in a transaction on Monday, July 28th. The stock was sold at an average price of $60.00, for a total value of $12,000,000.00. Following the completion of the transaction, the chief executive officer directly owned 40,426,120 shares in the company, valued at approximately $2,425,567,200. This represents a 0.49% decrease in their position. The disclosure for this sale can be found here. Insiders sold 490,000 shares of company stock worth $27,890,950 in the last quarter. 16.30% of the stock is owned by corporate insiders.

About Super Micro Computer

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.