Seelaus Asset Management LLC Invests $459,000 in Super Micro Computer, Inc. $SMCI

Seelaus Asset Management LLC bought a new position in Super Micro Computer, Inc. (NASDAQ:SMCI) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 9,360 shares of the company’s stock, valued at approximately $459,000.

Other institutional investors also recently bought and sold shares of the company. Allspring Global Investments Holdings LLC raised its holdings in Super Micro Computer by 1.3% in the first quarter. Allspring Global Investments Holdings LLC now owns 24,367 shares of the company’s stock worth $854,000 after purchasing an additional 302 shares in the last quarter. Golden State Wealth Management LLC raised its holdings in shares of Super Micro Computer by 60.0% during the first quarter. Golden State Wealth Management LLC now owns 1,776 shares of the company’s stock worth $61,000 after purchasing an additional 666 shares during the last quarter. Mather Group LLC. lifted its holdings in shares of Super Micro Computer by 1,526.4% in the 1st quarter. Mather Group LLC. now owns 1,789 shares of the company’s stock valued at $61,000 after buying an additional 1,679 shares during the period. DAVENPORT & Co LLC lifted its holdings in Super Micro Computer by 47.9% in the first quarter. DAVENPORT & Co LLC now owns 31,998 shares of the company’s stock valued at $1,096,000 after acquiring an additional 10,368 shares during the period. Finally, Teacher Retirement System of Texas purchased a new stake in Super Micro Computer during the first quarter worth $2,638,000. 84.06% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

SMCI has been the topic of a number of recent analyst reports. Raymond James Financial reiterated an “outperform” rating and set a $53.00 target price on shares of Super Micro Computer in a research report on Thursday, October 23rd. Sanford C. Bernstein upgraded shares of Super Micro Computer to a “hold” rating in a research report on Tuesday, September 16th. Rosenblatt Securities increased their price target on shares of Super Micro Computer from $50.00 to $60.00 and gave the company a “buy” rating in a research note on Friday, October 24th. Barclays boosted their price target on shares of Super Micro Computer from $29.00 to $45.00 and gave the company an “equal weight” rating in a research note on Thursday, August 7th. Finally, Wall Street Zen upgraded Super Micro Computer from a “sell” rating to a “hold” rating in a report on Saturday, October 18th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $47.57.

Insider Transactions at Super Micro Computer

In other Super Micro Computer news, CFO David E. Weigand sold 25,000 shares of the business’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the sale, the chief financial officer directly owned 100,188 shares in the company, valued at approximately $4,522,486.32. The trade was a 19.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP George Kao sold 40,000 shares of the business’s stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $43.88, for a total transaction of $1,755,200.00. Following the completion of the sale, the senior vice president owned 21,820 shares in the company, valued at approximately $957,461.60. This trade represents a 64.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 90,000 shares of company stock worth $3,890,950. Company insiders own 16.30% of the company’s stock.

Super Micro Computer Price Performance

SMCI stock opened at $51.96 on Monday. Super Micro Computer, Inc. has a 52-week low of $17.25 and a 52-week high of $66.44. The stock’s fifty day simple moving average is $48.26 and its 200-day simple moving average is $45.59. The company has a quick ratio of 3.25, a current ratio of 5.25 and a debt-to-equity ratio of 0.74. The stock has a market capitalization of $30.88 billion, a price-to-earnings ratio of 31.30, a price-to-earnings-growth ratio of 1.30 and a beta of 1.55.

Super Micro Computer (NASDAQ:SMCI) last issued its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing the consensus estimate of $0.44 by ($0.03). The firm had revenue of $5.76 billion during 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 company’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same period last year, the business posted $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. Equities research analysts expect that Super Micro Computer, Inc. will post 1.86 EPS for the current year.

About Super Micro Computer

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.