12,500 Shares in Super Micro Computer, Inc. $SMCI Acquired by Murchinson Ltd.

Murchinson Ltd. purchased a new position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 12,500 shares of the company’s stock, valued at approximately $428,000.

Several other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in Super Micro Computer by 3.9% during the 1st quarter. Vanguard Group Inc. now owns 64,407,769 shares of the company’s stock worth $2,205,322,000 after purchasing an additional 2,415,276 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in Super Micro Computer by 3.3% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 3,771,630 shares of the company’s stock worth $129,141,000 after purchasing an additional 120,496 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Super Micro Computer by 6,368.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,815,996 shares of the company’s stock worth $85,832,000 after purchasing an additional 2,772,464 shares during the last quarter. Price T Rowe Associates Inc. MD increased its stake in Super Micro Computer by 15.7% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 1,642,682 shares of the company’s stock worth $56,246,000 after acquiring an additional 223,427 shares during the period. Finally, Nuveen LLC bought a new position in Super Micro Computer during the 1st quarter worth $53,031,000. 84.06% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have commented on SMCI. Raymond James Financial began coverage on Super Micro Computer in a research note on Wednesday, June 25th. They set an “outperform” rating on the stock. Barclays raised their price objective on Super Micro Computer from $29.00 to $45.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 7th. Needham & Company LLC raised their price objective on Super Micro Computer from $39.00 to $60.00 and gave the stock a “buy” rating in a research note on Wednesday, August 6th. Citigroup restated a “neutral” rating and set a $52.00 price objective (up previously from $37.00) on shares of Super Micro Computer in a research note on Friday, July 11th. Finally, Bank of America began coverage on Super Micro Computer in a research note on Wednesday, July 9th. They set an “underperform” rating and a $35.00 price objective on the stock. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $45.31.

Insiders Place Their Bets

In other news, Director Liang Chiu-Chu Sara Liu sold 300,000 shares of Super Micro Computer stock in a transaction on Wednesday, June 18th. The stock was sold at an average price of $45.00, for a total value of $13,500,000.00. Following the transaction, the director owned 66,903,640 shares in the company, valued at approximately $3,010,663,800. This trade represents a 0.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO David E. Weigand sold 25,000 shares of Super Micro Computer stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $40.29, for a total value of $1,007,250.00. Following the completion of the transaction, the chief financial officer owned 100,188 shares in the company, valued at approximately $4,036,574.52. The trade was a 19.97% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 1,065,000 shares of company stock worth $53,762,450. 16.30% of the stock is currently owned by company insiders.

Super Micro Computer Trading Down 0.7%

Shares of SMCI opened at $40.41 on Friday. Super Micro Computer, Inc. has a 52-week low of $17.25 and a 52-week high of $66.44. The business’s fifty day moving average is $48.51 and its 200-day moving average is $42.57. The company has a debt-to-equity ratio of 0.74, a quick ratio of 3.25 and a current ratio of 5.25. The firm has a market cap of $24.01 billion, a price-to-earnings ratio of 24.34, a PEG ratio of 1.01 and a beta of 1.56.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.44 by ($0.03). Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The business had revenue of $5.76 billion during the quarter, compared to the consensus estimate of $5.88 billion. During the same quarter in the previous year, the business posted $6.25 EPS. The company’s revenue for the quarter was up 8.5% on a year-over-year basis. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. Equities analysts anticipate that Super Micro Computer, Inc. will post 1.86 EPS for the current fiscal year.

Super Micro Computer Profile

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.