Allstate Corp Acquires 21,472 Shares of Super Micro Computer, Inc. $SMCI

Allstate Corp increased its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 114.1% in the 4th quarter, HoldingsChannel reports. The firm owned 40,297 shares of the company’s stock after acquiring an additional 21,472 shares during the period. Allstate Corp’s holdings in Super Micro Computer were worth $1,179,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Hazlett Burt & Watson Inc. grew its stake in Super Micro Computer by 68.6% in the third quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock valued at $31,000 after acquiring an additional 269 shares during the period. Flagship Harbor Advisors LLC acquired a new stake in Super Micro Computer in the fourth quarter valued at approximately $25,000. Elyxium Wealth LLC acquired a new stake in Super Micro Computer in the fourth quarter valued at approximately $26,000. Concord Wealth Partners grew its stake in Super Micro Computer by 2,564.1% in the fourth quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock valued at $30,000 after acquiring an additional 1,000 shares during the period. Finally, Advisors Asset Management Inc. purchased a new position in shares of Super Micro Computer during the first quarter valued at approximately $39,000. 84.06% of the stock is currently owned by institutional investors.

Super Micro Computer Price Performance

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 company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29. The stock’s 50 day simple moving average is $28.74 and its 200 day simple moving average is $30.84. The firm has a market cap of $27.72 billion, a price-to-earnings ratio of 24.39, a PEG ratio of 0.69 and a beta of 1.69.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share 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 company had revenue of $10.24 billion for the quarter, compared to analyst estimates of $12.39 billion. During the same period in the previous year, the company posted $0.31 earnings per share. The firm’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. As a group, analysts predict that Super Micro Computer, Inc. will post 2.12 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on SMCI shares. Barclays dropped their price target 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. Mizuho boosted their target price on Super Micro Computer from $30.00 to $36.00 and gave the company a “neutral” rating in a research note on Tuesday, May 12th. Argus restated a “hold” rating on shares of Super Micro Computer in a research note on Friday, March 20th. Wedbush decreased their price objective on Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 6th. Finally, The Goldman Sachs Group restated a “sell” rating on shares of Super Micro Computer in a research note on Wednesday, May 6th. Four equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Super Micro Computer has a consensus rating of “Hold” and a consensus price target of $38.43.

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

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.