Havemeyer Place LP Takes Position in Super Micro Computer, Inc. $SMCI

Havemeyer Place LP purchased a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 42,913 shares of the company’s stock, valued at approximately $1,256,000.

Several other large investors have also recently modified their holdings of SMCI. Advisors Asset Management Inc. bought a new position in shares of Super Micro Computer during the 1st quarter worth approximately $39,000. EverSource Wealth Advisors LLC raised its stake in shares of Super Micro Computer by 42.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock worth $171,000 after acquiring an additional 1,036 shares in the last quarter. Baird Financial Group Inc. raised its stake in shares of Super Micro Computer by 54.9% during the 2nd quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock worth $929,000 after acquiring an additional 6,718 shares in the last quarter. Flow Traders U.S. LLC bought a new position in shares of Super Micro Computer during the 2nd quarter worth approximately $277,000. Finally, Daiwa Securities Group Inc. raised its stake in shares of Super Micro Computer by 3.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock worth $4,198,000 after acquiring an additional 2,799 shares in the last quarter. Institutional investors own 84.06% of the company’s stock.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Super Micro continues to benefit from strong investor interest in AI infrastructure, including recent product launches and partnership wins that keep the company positioned as a key supplier in the AI server market.
• Positive Sentiment: Recent analyst activity has remained supportive overall, with multiple price targets in the recent range above the stock’s prior trading levels, suggesting Wall Street still sees upside potential.
• Neutral Sentiment: The company has been expanding its AI data center lineup, including systems built around AMD, NVIDIA, Arm and Intel platforms, which supports its long-term growth narrative but does not appear to be the immediate trading catalyst.
• Neutral Sentiment: Shares have been volatile after a strong May rally, so some of today’s weakness may simply reflect profit-taking after a rapid run-up.
• Negative Sentiment: Renewed export-control and legal overhangs are resurfacing, including reports tied to alleged diversion or smuggling of Nvidia-equipped servers associated with Super Micro, which continues to hurt sentiment.
• Negative Sentiment: Broader weakness in AI and semiconductor stocks, along with a sharp drop in the Nasdaq, is pressuring SMCI as traders reassess the pace of AI demand and valuation levels.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. Raymond James Financial reiterated an “outperform” rating and set a $45.00 price objective on shares of Super Micro Computer in a research note on Wednesday, May 6th. JPMorgan Chase & Co. boosted their price objective on shares of Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Rosenblatt Securities boosted their price objective on shares of Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. 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 note on Wednesday, May 6th. Finally, CJS Securities upgraded shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $39.00.

Super Micro Computer Stock Performance

Shares of Super Micro Computer stock opened at $41.64 on Monday. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88. Super Micro Computer, Inc. has a 12-month low of $19.48 and a 12-month high of $62.36. The firm has a market capitalization of $25.04 billion, a price-to-earnings ratio of 22.03, a PEG ratio of 0.69 and a beta of 1.86. The firm’s 50 day simple moving average is $31.02 and its two-hundred day simple moving average is $31.13.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, beating 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 business had revenue of $10.24 billion for the quarter, compared to analyst estimates of $12.39 billion. During the same quarter in the prior year, the business posted $0.31 EPS. Super Micro Computer’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. Analysts predict that Super Micro Computer, Inc. will post 2.12 EPS for the current year.

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.