Super Micro Computer, Inc. $SMCI Shares Sold by Mezzasalma Advisors LLC

Mezzasalma Advisors LLC decreased its holdings in Super Micro Computer, Inc. (NASDAQ:SMCI) by 10.5% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 29,231 shares of the company’s stock after selling 3,420 shares during the quarter. Mezzasalma Advisors LLC’s holdings in Super Micro Computer were worth $1,433,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently bought and sold shares of SMCI. Vanguard Group Inc. grew its stake in shares of 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 period. Charles Schwab Investment Management Inc. boosted its holdings in Super Micro Computer by 3.3% during the first quarter. Charles Schwab Investment Management Inc. now owns 3,771,630 shares of the company’s stock worth $129,141,000 after buying an additional 120,496 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Super Micro Computer by 2.7% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,892,772 shares of the company’s stock worth $99,049,000 after buying an additional 76,776 shares in the last quarter. Price T Rowe Associates Inc. MD grew its position in Super Micro Computer by 15.7% during the first quarter. Price T Rowe Associates Inc. MD now owns 1,642,682 shares of the company’s stock worth $56,246,000 after buying an additional 223,427 shares during the period. Finally, Nuveen LLC purchased a new position in Super Micro Computer in the first quarter valued at about $53,031,000. Institutional investors and hedge funds own 84.06% of the company’s stock.

Super Micro Computer Trading Down 3.1%

Shares of SMCI stock opened at $52.18 on Friday. The company has a market capitalization of $31.01 billion, a price-to-earnings ratio of 31.43, a PEG ratio of 1.30 and a beta of 1.55. The company has a current ratio of 5.25, a quick ratio of 3.25 and a debt-to-equity ratio of 0.74. The firm has a 50-day moving average price of $46.83 and a 200 day moving average price of $44.12. Super Micro Computer, Inc. has a twelve month low of $17.25 and a twelve month high of $66.44.

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

Insiders Place Their Bets

In other news, Director Liang Chiu-Chu Sara Liu sold 200,000 shares of Super Micro Computer stock in a transaction on Monday, July 28th. The stock was sold at an average price of $60.00, for a total value of $12,000,000.00. Following the completion of the sale, the director owned 40,426,120 shares of the company’s stock, valued at $2,425,567,200. The trade was a 0.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP George Kao sold 40,000 shares of the company’s stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $43.88, for a total value of $1,755,200.00. Following the completion of the transaction, the senior vice president owned 21,820 shares of the company’s stock, valued at $957,461.60. The trade was a 64.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 490,000 shares of company stock valued at $27,890,950. Insiders own 16.30% of the company’s stock.

Wall Street Analyst Weigh In

SMCI has been the subject of a number of research reports. The Goldman Sachs Group lifted their price target on shares of Super Micro Computer from $24.00 to $27.00 and gave the company a “sell” rating in a research report on Wednesday, August 6th. Barclays lifted their price objective on Super Micro Computer from $29.00 to $45.00 and gave the stock an “equal weight” rating in a report on Thursday, August 7th. Raymond James Financial assumed coverage on Super Micro Computer in a report on Wednesday, June 25th. They issued an “outperform” rating on the stock. Citigroup reaffirmed a “neutral” rating and set a $52.00 price target (up previously from $37.00) on shares of Super Micro Computer in a research note on Friday, July 11th. Finally, Sanford C. Bernstein upgraded shares of Super Micro Computer to a “hold” rating in a research report on Tuesday, September 16th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Super Micro Computer presently has an average rating of “Hold” and a consensus target price of $45.36.

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.