Robeco Institutional Asset Management B.V. Cuts Stake in Super Micro Computer, Inc. $SMCI

Robeco Institutional Asset Management B.V. reduced its stake in Super Micro Computer, Inc. (NASDAQ:SMCI) by 78.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 33,430 shares of the company’s stock after selling 124,478 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Super Micro Computer were worth $978,000 as of its most recent filing with the SEC.

Several other institutional investors have also added to or reduced their stakes in SMCI. Flagship Harbor Advisors LLC purchased a new stake in Super Micro Computer during the fourth quarter valued at about $25,000. Armstrong Advisory Group Inc. purchased a new stake in Super Micro Computer during the third quarter valued at about $29,000. Hazlett Burt & Watson Inc. lifted its holdings in Super Micro Computer by 68.6% during the third quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock valued at $31,000 after purchasing an additional 269 shares during the last quarter. Aventura Private Wealth LLC purchased a new stake in Super Micro Computer during the fourth quarter valued at about $35,000. Finally, Advisors Asset Management Inc. purchased a new stake in Super Micro Computer during the first quarter valued at about $39,000. 84.06% of the stock is owned by hedge funds and other institutional investors.

Super Micro Computer Stock Up 0.6%

SMCI stock opened at $28.56 on Friday. The company has a current ratio of 1.70, a quick ratio of 1.01 and a debt-to-equity ratio of 0.67. The company’s 50 day moving average is $28.29 and its 200 day moving average is $34.67. The stock has a market cap of $17.11 billion, a price-to-earnings ratio of 21.31, a price-to-earnings-growth ratio of 0.54 and a beta of 1.64. Super Micro Computer, Inc. has a 1-year low of $19.48 and a 1-year high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data on Tuesday, February 3rd. The company reported $0.69 earnings per share for the quarter, topping the consensus estimate of $0.49 by $0.20. The company had revenue of $12.68 billion for the quarter, compared to analysts’ expectations of $10.34 billion. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.22%. Super Micro Computer’s revenue for the quarter was up 123.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.59 earnings per share. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. Sell-side analysts predict that Super Micro Computer, Inc. will post 1.86 EPS for the current fiscal year.

Super Micro Computer News Summary

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

• Positive Sentiment: Product and revenue momentum — Super Micro announced new compact, high-efficiency platforms for edge and enterprise AI inferencing, reinforcing its position in AI/data-center hardware and giving fundamental support to the stock. Super Micro Computer, Inc. (SMCI) Expands Edge and Enterprise Server Portfolio
• Positive Sentiment: Analyst/earnings outlook — previews and analyst commentary point to a strong upcoming quarter (analysts forecast a large year-over-year profit increase), which supports expectations for continued AI-driven revenue growth. Super Micro Computer’s Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Competitive positioning — comparative coverage argues AMD currently has the edge in AI infrastructure because its GPUs are central to many server ecosystems; this shifts some investor attention to GPU suppliers versus system integrators like SMCI. SMCI vs. AMD: Which AI Infrastructure Stock Has an Edge Right Now?
• Negative Sentiment: Large wave of securities class-action notices — multiple law firms and notice services are soliciting lead plaintiffs and reminding investors of a May 26, 2026 deadline for suits tied to an alleged disclosure/class period; this increases legal overhang and potential litigation costs or settlements. Super Micro Computer, Inc. (SMCI) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
• Negative Sentiment: Analyst downgrade/price-target cut — JPMorgan lowered its price target to $28 and shifted to a neutral view, which can reduce near-term sentiment and broker support. Read More
• Negative Sentiment: High-profile negative commentary — media/TV commentary (e.g., Jim Cramer) flagged concerns about “account irregularities,” which can amplify short-term volatility and investor caution. Jim Cramer Super Micro: “Account Irregularities in My Book Equal Sell”

Wall Street Analyst Weigh In

Several equities research analysts have commented on SMCI shares. Northland Securities reaffirmed a “market perform” rating and set a $22.00 price objective on shares of Super Micro Computer in a report on Monday, March 23rd. JPMorgan Chase & Co. dropped their price objective on shares of Super Micro Computer from $40.00 to $28.00 and set a “neutral” rating on the stock in a report on Thursday. Needham & Company LLC dropped their price objective on shares of Super Micro Computer from $51.00 to $40.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. CJS Securities reaffirmed a “market underperform” rating on shares of Super Micro Computer in a report on Friday, March 20th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Super Micro Computer in a report on Friday, March 27th. Four investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $35.64.

Super Micro Computer Profile

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.