NorthRock Partners LLC Makes New $227,000 Investment in Super Micro Computer, Inc. $SMCI

NorthRock Partners LLC bought a new position in Super Micro Computer, Inc. (NASDAQ:SMCI) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 4,636 shares of the company’s stock, valued at approximately $227,000.

Other large investors have also recently added to or reduced their stakes in the company. TD Private Client Wealth LLC increased its position in Super Micro Computer by 46.0% in the second 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. Eastern Bank acquired a new stake in Super Micro Computer in the first quarter worth $29,000. Beaird Harris Wealth Management LLC acquired a new stake in Super Micro Computer in the first quarter worth $34,000. Garde Capital Inc. increased its position in Super Micro Computer by 42.1% in the second quarter. Garde Capital Inc. now owns 1,013 shares of the company’s stock worth $50,000 after buying an additional 300 shares during the period. Finally, Concord Wealth Partners increased its holdings in shares of Super Micro Computer by 2,564.1% during the second quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock valued at $51,000 after purchasing an additional 1,000 shares during the period. 84.06% of the stock is owned by institutional investors and hedge funds.

Super Micro Computer Price Performance

NASDAQ:SMCI opened at $53.84 on Friday. The business’s 50-day moving average price is $46.68 and its 200 day moving average price is $43.94. The firm has a market cap of $32.00 billion, a P/E ratio of 32.43, a PEG ratio of 1.34 and a beta of 1.55. Super Micro Computer, Inc. has a 52-week low of $17.25 and a 52-week high of $66.44. The company has a quick ratio of 3.25, a current ratio of 5.25 and a debt-to-equity ratio of 0.74.

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

Insider Transactions at Super Micro Computer

In related news, SVP George Kao sold 40,000 shares of Super Micro Computer stock in a transaction dated 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 transaction, the senior vice president directly owned 21,820 shares of the company’s stock, valued at $957,461.60. The trade was a 64.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Charles Liang sold 200,000 shares of Super Micro Computer stock in a transaction dated 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 transaction, the chief executive officer directly owned 40,426,120 shares in the company, valued at approximately $2,425,567,200. The trade was a 0.49% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 490,000 shares of company stock valued at $27,890,950 in the last three months. 16.30% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

SMCI has been the topic of a number of research analyst reports. Mizuho raised their price target on Super Micro Computer from $40.00 to $47.00 and gave the company a “neutral” rating in a report on Thursday, July 3rd. Needham & Company LLC raised their price target on Super Micro Computer from $39.00 to $60.00 and gave the company a “buy” rating in a report on Wednesday, August 6th. Raymond James Financial initiated coverage on Super Micro Computer in a report on Wednesday, June 25th. They set an “outperform” rating on the stock. The Goldman Sachs Group raised their price target on Super Micro Computer from $24.00 to $27.00 and gave the company a “sell” rating in a report on Wednesday, August 6th. Finally, Citigroup reissued a “neutral” rating and set a $52.00 price target (up from $37.00) on shares of Super Micro Computer in a report on Friday, July 11th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $45.36.

Super Micro Computer Company Profile

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.