Emerald Advisers LLC Cuts Stock Holdings in Super Micro Computer, Inc. $SMCI

Emerald Advisers LLC trimmed its stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 4.4% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 47,308 shares of the company’s stock after selling 2,187 shares during the period. Emerald Advisers LLC’s holdings in Super Micro Computer were worth $2,319,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Vanguard Group Inc. grew its stake in Super Micro Computer by 3.9% during the first quarter. Vanguard Group Inc. now owns 64,407,769 shares of the company’s stock valued at $2,205,322,000 after acquiring an additional 2,415,276 shares in the last quarter. Charles Schwab Investment Management Inc. grew its stake in Super Micro Computer by 3.3% during the first quarter. Charles Schwab Investment Management Inc. now owns 3,771,630 shares of the company’s stock valued at $129,141,000 after acquiring an additional 120,496 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Super Micro Computer by 2.7% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,892,772 shares of the company’s stock valued at $99,049,000 after acquiring an additional 76,776 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its position in Super Micro Computer by 15.7% during the first quarter. Price T Rowe Associates Inc. MD now owns 1,642,682 shares of the company’s stock valued at $56,246,000 after purchasing an additional 223,427 shares during the last quarter. Finally, Nuveen LLC bought a new position in Super Micro Computer during the first quarter valued at $53,031,000. 84.06% of the stock is owned by hedge funds and other institutional investors.

Super Micro Computer Trading Up 0.6%

Shares of SMCI opened at $52.69 on Thursday. Super Micro Computer, Inc. has a 1-year low of $17.25 and a 1-year high of $66.44. The company has a 50-day moving average of $47.93 and a 200 day moving average of $45.24. The firm has a market capitalization of $31.31 billion, a price-to-earnings ratio of 31.74, a PEG ratio of 1.25 and a beta of 1.55. The company has a debt-to-equity ratio of 0.74, a current ratio of 5.25 and a quick ratio of 3.25.

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

Insider Buying and Selling

In other news, CFO David E. Weigand sold 25,000 shares of Super Micro Computer stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $45.14, for a total value of $1,128,500.00. Following the transaction, the chief financial officer owned 100,188 shares of the company’s stock, valued at $4,522,486.32. The trade was a 19.97% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP George Kao sold 40,000 shares of Super Micro Computer stock in a transaction that occurred 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 completion of the transaction, the senior vice president directly owned 21,820 shares in the company, valued at approximately $957,461.60. The trade was a 64.70% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 90,000 shares of company stock worth $3,890,950. Insiders own 16.30% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. The Goldman Sachs Group set a $30.00 price objective on shares of Super Micro Computer and gave the company a “sell” rating in a research report on Thursday, October 23rd. Bank of America initiated coverage on shares of Super Micro Computer in a report on Wednesday, July 9th. They issued an “underperform” rating and a $35.00 target price for the company. Rosenblatt Securities raised their target price on shares of Super Micro Computer from $50.00 to $60.00 and gave the stock a “buy” rating in a report on Friday, October 24th. Needham & Company LLC raised their target price on shares of Super Micro Computer from $39.00 to $60.00 and gave the stock a “buy” rating in a report on Wednesday, August 6th. Finally, Wedbush restated a “neutral” rating and issued a $30.00 target price on shares of Super Micro Computer in a report on Monday, August 4th. 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 given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $47.57.

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.