Super Micro Computer, Inc. $SMCI Stock Position Increased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in Super Micro Computer, Inc. (NASDAQ:SMCI) by 13.3% during the 4th quarter, HoldingsChannel reports. The firm owned 1,141,658 shares of the company’s stock after buying an additional 134,380 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Super Micro Computer were worth $35,346,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of SMCI. Clear Street Group Inc. bought a new stake in Super Micro Computer in the 3rd quarter valued at about $147,631,000. Vanguard Group Inc. lifted its position in Super Micro Computer by 4.1% in the 3rd quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock valued at $3,300,610,000 after purchasing an additional 2,695,829 shares during the last quarter. Dimensional Fund Advisors LP lifted its position in Super Micro Computer by 833.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 2,939,536 shares of the company’s stock valued at $140,882,000 after purchasing an additional 2,624,746 shares during the last quarter. Disciplined Growth Investors Inc. MN lifted its position in Super Micro Computer by 16.5% in the 2nd quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock valued at $476,905,000 after purchasing an additional 1,381,046 shares during the last quarter. Finally, UG Investment Advisers Ltd. bought a new stake in Super Micro Computer in the 3rd quarter valued at about $1,009,000. 84.06% of the stock is currently owned by institutional investors.

Super Micro Computer Stock Up 5.2%

SMCI stock opened at $35.37 on Friday. Super Micro Computer, Inc. has a 52 week low of $19.48 and a 52 week high of $62.36. The company has a market capitalization of $21.19 billion, a price-to-earnings ratio of 18.71, a price-to-earnings-growth ratio of 0.65 and a beta of 1.69. The firm’s 50-day moving average is $27.70 and its two-hundred day moving average is $32.31. The company has a current ratio of 2.66, a quick ratio of 1.01 and a debt-to-equity ratio of 0.88.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, topping analysts’ consensus estimates of $0.63 by $0.21. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The company had revenue of $10.24 billion for the quarter, compared to the consensus estimate of $12.39 billion. During the same period in the previous year, the firm earned $0.31 EPS. Super Micro Computer’s revenue was up 122.7% on a year-over-year basis. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, analysts forecast that Super Micro Computer, Inc. will post 1.9 earnings per share for the current fiscal year.

Key Super Micro Computer News

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

• Positive Sentiment: Super Micro’s latest quarter showed an earnings beat and a meaningful margin recovery, helping restore confidence in the company’s ability to convert AI demand into better profitability. Super Micro Rises 5% as Margin Beat, Strong Guide Reignite Short Squeeze Debate
• Positive Sentiment: Analysts turned more constructive after earnings, with several firms raising targets or reiterating upbeat views, which is supporting the stock’s rebound. Super Micro Computer Soars on Earnings Beat. Here’s What Comes Next for SMCI Stock.
• Neutral Sentiment: Super Micro also announced expanded Arm-based server and OCP rack offerings, which adds to its AI infrastructure product lineup but is not an immediate catalyst by itself. Super Micro Computer (SMCI) Expands Arm-Based Server and OCP Rack Offerings
• Negative Sentiment: Ongoing securities class-action headlines and repeated law-firm reminders about the May 26 lead-plaintiff deadline continue to hang over the name and could limit enthusiasm. ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Super Micro Computer, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – SMCI
• Negative Sentiment: More lawsuit alerts and allegations tied to export-control disclosure issues add reputational and legal risk, even as the stock rebounds. Robbins LLP Reminds SMCI Investors of the Securities Class Action Lawsuit Against Super Micro Computer, Inc.

Wall Street Analyst Weigh In

A number of analysts have commented on SMCI shares. Wall Street Zen upgraded shares of Super Micro Computer from a “sell” rating to a “hold” rating in a research report on Sunday, February 15th. Bank of America dropped their price target on shares of Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating on the stock in a research report on Tuesday, March 24th. Northland Securities boosted their price target on shares of Super Micro Computer from $22.00 to $34.00 in a research report on Wednesday. Citigroup restated a “neutral” rating and set a $31.00 price target (up from $25.00) on shares of Super Micro Computer in a research report on Wednesday. Finally, The Goldman Sachs Group restated a “sell” rating on shares of Super Micro Computer in a research report on Wednesday. Four investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $38.00.

About Super Micro Computer

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.