Integrity Alliance LLC. Has $407,000 Stock Position in Super Micro Computer, Inc. $SMCI

Integrity Alliance LLC. lowered its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 62.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,298 shares of the company’s stock after selling 13,688 shares during the quarter. Integrity Alliance LLC.’s holdings in Super Micro Computer were worth $407,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Blue Trust Inc. raised its holdings in Super Micro Computer by 16.1% during the second quarter. Blue Trust Inc. now owns 1,557 shares of the company’s stock valued at $76,000 after buying an additional 216 shares in the last quarter. Hartford Investment Management Co. raised its stake in shares of Super Micro Computer by 0.8% in the 2nd quarter. Hartford Investment Management Co. now owns 30,976 shares of the company’s stock valued at $1,518,000 after acquiring an additional 235 shares in the last quarter. Securian Asset Management Inc. lifted its holdings in Super Micro Computer by 0.9% in the 2nd quarter. Securian Asset Management Inc. now owns 26,834 shares of the company’s stock worth $1,315,000 after purchasing an additional 246 shares during the last quarter. Wealthcare Advisory Partners LLC lifted its holdings in Super Micro Computer by 1.2% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 21,798 shares of the company’s stock worth $1,068,000 after purchasing an additional 248 shares during the last quarter. Finally, TD Private Client Wealth LLC lifted its holdings in Super Micro Computer by 46.0% in the 2nd quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock worth $39,000 after purchasing an additional 252 shares during the last quarter. 84.06% of the stock is currently owned by institutional investors.

Super Micro Computer Stock Up 3.2%

Shares of SMCI stock opened at $51.96 on Friday. Super Micro Computer, Inc. has a 12 month low of $17.25 and a 12 month high of $66.44. The firm has a market cap of $30.88 billion, a PE ratio of 31.30, a price-to-earnings-growth ratio of 1.30 and a beta of 1.55. The stock has a 50 day moving average of $48.26 and a 200-day moving average of $45.49. The company has a quick ratio of 3.25, a current ratio of 5.25 and a debt-to-equity ratio of 0.74.

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). Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The business had revenue of $5.76 billion for the quarter, compared to analyst estimates of $5.88 billion. During the same quarter last year, the firm earned $6.25 earnings per share. The firm’s quarterly revenue was up 8.5% compared to the same quarter last year. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. On average, equities analysts predict that Super Micro Computer, Inc. will post 1.86 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms recently weighed in on SMCI. The Goldman Sachs Group set a $30.00 target price on Super Micro Computer and gave the stock a “sell” rating in a report on Thursday, October 23rd. Wall Street Zen upgraded Super Micro Computer from a “sell” rating to a “hold” rating in a report on Saturday, October 18th. Citigroup restated a “neutral” rating and issued a $52.00 target price (up from $37.00) on shares of Super Micro Computer in a report on Friday, July 11th. Rosenblatt Securities boosted their target price on Super Micro Computer from $50.00 to $60.00 and gave the stock a “buy” rating in a report on Friday, October 24th. Finally, Raymond James Financial restated an “outperform” rating and issued a $53.00 target price on shares of Super Micro Computer in a report on Thursday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Super Micro Computer has an average rating of “Hold” and a consensus price target of $47.57.

Insider Buying and Selling

In related news, SVP George Kao sold 40,000 shares of the company’s stock in a transaction on Friday, August 22nd. The stock was 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 directly owned 21,820 shares in the company, valued at approximately $957,461.60. This represents a 64.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO David E. Weigand sold 25,000 shares of the company’s stock in a transaction on Monday, September 15th. The shares were sold at an average price of $45.14, for a total value of $1,128,500.00. Following the completion of the transaction, the chief financial officer owned 100,188 shares of the company’s stock, valued at $4,522,486.32. The trade was a 19.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 90,000 shares of company stock valued at $3,890,950. Corporate insiders own 16.30% of the company’s stock.

Super Micro Computer Company 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.