Mitchell Capital Management Co. Sells 14,789 Shares of Super Micro Computer, Inc. $SMCI

Mitchell Capital Management Co. trimmed its position in Super Micro Computer, Inc. (NASDAQ:SMCI) by 19.3% during the 4th quarter, HoldingsChannel reports. The firm owned 61,812 shares of the company’s stock after selling 14,789 shares during the quarter. Mitchell Capital Management Co.’s holdings in Super Micro Computer were worth $1,809,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in shares of Super Micro Computer by 4.1% in the third quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock worth $3,300,610,000 after purchasing an additional 2,695,829 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Super Micro Computer by 0.3% in the fourth quarter. Geode Capital Management LLC now owns 13,808,499 shares of the company’s stock worth $402,627,000 after purchasing an additional 41,314 shares during the last quarter. Disciplined Growth Investors Inc. MN increased its holdings in shares of Super Micro Computer by 16.5% in the second quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock worth $476,905,000 after purchasing an additional 1,381,046 shares during the last quarter. Norges Bank bought a new stake in shares of Super Micro Computer in the fourth quarter worth about $136,569,000. Finally, Legal & General Group Plc increased its holdings in shares of Super Micro Computer by 1.6% in the fourth quarter. Legal & General Group Plc now owns 3,956,726 shares of the company’s stock worth $115,813,000 after purchasing an additional 63,877 shares during the last quarter. 84.06% of the stock is owned by institutional investors.

Key Super Micro Computer News

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

• Positive Sentiment: Dell’s strong AI-server demand and raised outlook lifted the entire AI hardware group, with traders betting Super Micro can benefit from the same data-center spending trend. Super Micro Computer Rallies on Dell AI Demand Signal, Compliance Update
• Positive Sentiment: Super Micro said it worked with Taiwanese authorities to stop an illegal shipment of 50 servers, which investors viewed as a compliance win and a sign the company is tightening controls. Supermicro Collaborates with Taiwanese Authorities to Prevent Illicit Diversion of Server Technology
• Positive Sentiment: Recent coverage highlighted SMCI’s sharp revenue growth and CEO commentary that the company’s transformation into a full data-center infrastructure provider is accelerating, reinforcing the bullish AI growth narrative. Dell, Rocket Lab, Palantir, and More Stocks That Explain the Market Today
• Neutral Sentiment: Some reports focused on SMCI nearing a “golden cross” technically, suggesting momentum traders may be adding to the stock, but this is more of a chart-driven signal than a fundamental catalyst. Here’s why the SMCI stock price is nearing a golden cross
• Negative Sentiment: Compliance scrutiny is still a risk: Nvidia has pushed Super Micro to strengthen controls after the Taiwan export case, keeping regulatory issues in focus even as the stock rallies. Nvidia Pressure Puts Super Micro Compliance And AI Server Future In Focus

Analyst Upgrades and Downgrades

SMCI has been the topic of several research reports. JPMorgan Chase & Co. lifted their target price on Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. CJS Securities raised Super Micro Computer from a “market underperform” rating to a “market perform” rating in a report on Wednesday, May 6th. Barclays reduced their target price on Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating on the stock in a report on Wednesday, May 6th. Sanford C. Bernstein dropped their price target on Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating for the company in a research report on Wednesday, February 4th. Finally, Argus reiterated a “hold” rating on shares of Super Micro Computer in a research report on Friday, March 20th. Four analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $38.43.

Super Micro Computer Stock Up 11.6%

Shares of NASDAQ:SMCI opened at $46.09 on Friday. Super Micro Computer, Inc. has a 1 year low of $19.48 and a 1 year high of $62.36. The business has a 50 day simple moving average of $28.74 and a two-hundred day simple moving average of $30.84. The firm has a market capitalization of $27.72 billion, a PE ratio of 24.39, a price-to-earnings-growth ratio of 0.77 and a beta of 1.69. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.63 by $0.21. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The business had revenue of $10.24 billion during the quarter, compared to analyst estimates of $12.39 billion. During the same quarter in the previous year, the business earned $0.31 earnings per share. The company’s revenue for the quarter was up 122.7% compared to the same quarter last year. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, equities analysts predict that Super Micro Computer, Inc. will post 2.12 EPS for the current year.

Super Micro Computer Company 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.