Candriam S.C.A. Sells 3,624 Shares of Super Micro Computer, Inc. $SMCI

Candriam S.C.A. lessened its holdings in Super Micro Computer, Inc. (NASDAQ:SMCI) by 11.2% in the second quarter, HoldingsChannel reports. The institutional investor owned 28,776 shares of the company’s stock after selling 3,624 shares during the quarter. Candriam S.C.A.’s holdings in Super Micro Computer were worth $1,410,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in SMCI. TD Private Client Wealth LLC grew its position in shares of Super Micro Computer by 46.0% during the second quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock worth $39,000 after purchasing an additional 252 shares in the last quarter. Orion Capital Management LLC bought a new position in Super Micro Computer in the 2nd quarter worth approximately $39,000. Avion Wealth grew its holdings in Super Micro Computer by 434.6% during the 2nd quarter. Avion Wealth now owns 834 shares of the company’s stock valued at $40,000 after buying an additional 678 shares in the last quarter. Eastern Bank bought a new stake in shares of Super Micro Computer during the first quarter valued at approximately $29,000. Finally, Beaird Harris Wealth Management LLC bought a new stake in shares of Super Micro Computer during the first quarter valued at approximately $34,000. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CFO David E. Weigand sold 25,000 shares of the stock in a transaction 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 sale, the chief financial officer owned 100,188 shares of the company’s stock, valued at approximately $4,522,486.32. This represents a 19.97% 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, SVP George Kao sold 40,000 shares of the firm’s 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 completion of the sale, the senior vice president owned 21,820 shares of the company’s stock, valued at $957,461.60. This trade represents a 64.70% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 90,000 shares of company stock worth $3,890,950 in the last quarter. Company insiders own 16.30% of the company’s stock.

Analysts Set New Price Targets

SMCI has been the subject of a number of research reports. Wall Street Zen lowered shares of Super Micro Computer from a “hold” rating to a “sell” rating in a research report on Saturday. Zacks Research cut shares of Super Micro Computer from a “hold” rating to a “strong sell” rating in a research note on Friday, November 7th. JPMorgan Chase & Co. dropped their price objective on shares of Super Micro Computer from $43.00 to $40.00 and set a “neutral” rating for the company in a report on Wednesday, November 5th. Rosenblatt Securities cut their price objective on Super Micro Computer from $60.00 to $55.00 and set a “buy” rating for the company in a research report on Wednesday, November 5th. Finally, Wedbush decreased their target price on Super Micro Computer from $48.00 to $42.00 and set a “neutral” rating on the stock in a research report on Wednesday, November 5th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Super Micro Computer currently has a consensus rating of “Hold” and an average price target of $48.38.

Super Micro Computer Trading Up 3.8%

Shares of SMCI stock opened at $36.42 on Monday. The company has a market cap of $21.74 billion, a PE ratio of 21.94, a price-to-earnings-growth ratio of 1.30 and a beta of 1.50. Super Micro Computer, Inc. has a 1 year low of $17.25 and a 1 year high of $66.44. The stock’s 50 day simple moving average is $47.99 and its two-hundred day simple moving average is $46.12. 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 earnings results on Tuesday, November 4th. The company reported $0.35 EPS for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.11). Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The company had revenue of $5.02 billion during the quarter, compared to analysts’ expectations of $6.48 billion. During the same quarter last year, the firm posted $0.73 EPS. Super Micro Computer’s revenue for the quarter was down 15.5% compared to the same quarter last year. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. FY 2026 guidance at EPS. Research analysts predict that Super Micro Computer, Inc. will post 1.86 earnings per share for the current year.

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.