MUFG Securities EMEA plc Has $30.74 Million Stake in Super Micro Computer, Inc. $SMCI

MUFG Securities EMEA plc increased its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 10,842.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,050,076 shares of the company’s stock after purchasing an additional 1,040,480 shares during the quarter. MUFG Securities EMEA plc’s holdings in Super Micro Computer were worth $30,736,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Gulf International Bank UK Ltd raised its stake in shares of Super Micro Computer by 1.7% during the fourth quarter. Gulf International Bank UK Ltd now owns 26,748 shares of the company’s stock worth $783,000 after buying an additional 455 shares during the last quarter. Forsta AP Fonden raised its stake in shares of Super Micro Computer by 4.0% during the fourth quarter. Forsta AP Fonden now owns 114,400 shares of the company’s stock worth $3,348,000 after buying an additional 4,400 shares during the last quarter. Norges Bank bought a new stake in shares of Super Micro Computer during the fourth quarter worth approximately $136,569,000. Acorn Wealth Advisors LLC raised its stake in shares of Super Micro Computer by 11.1% during the fourth quarter. Acorn Wealth Advisors LLC now owns 8,902 shares of the company’s stock worth $261,000 after buying an additional 893 shares during the last quarter. Finally, Eurizon Capital SGR S.p.A. bought a new stake in shares of Super Micro Computer during the fourth quarter worth approximately $570,000. 84.06% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on SMCI shares. Rosenblatt Securities boosted their price target 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. Wedbush dropped their price target on shares of Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. Citigroup reissued 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. Barclays dropped their price target on shares of Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating for the company in a research note on Wednesday, May 6th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $40.00 target price on shares of Super Micro Computer in a research note on Wednesday, May 6th. Four investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $38.43.

Super Micro Computer Stock Up 11.6%

Shares of NASDAQ:SMCI opened at $46.09 on Friday. Super Micro Computer, Inc. has a 52 week low of $19.48 and a 52 week high of $62.36. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.29 and a current ratio of 2.66. The company has a market capitalization of $27.72 billion, a PE ratio of 24.39, a PEG ratio of 0.77 and a beta of 1.69. The company has a 50 day moving average price of $28.74 and a two-hundred day moving average price of $30.84.

Super Micro Computer (NASDAQ:SMCI) last issued its earnings results on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, beating the consensus estimate 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 firm had revenue of $10.24 billion during the quarter, compared to the consensus estimate of $12.39 billion. During the same quarter in the prior year, the firm earned $0.31 earnings per share. The business’s quarterly revenue was up 122.7% on a year-over-year basis. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Analysts forecast that Super Micro Computer, Inc. will post 2.12 earnings per share for the current year.

Key Headlines Impacting Super Micro Computer

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

• Positive Sentiment: Dell’s strong AI-server demand and raised outlook lifted the entire AI hardware group, with traders betting Super Micro can benefit from the same data-center spending trend. Super Micro Computer Rallies on Dell AI Demand Signal, Compliance Update
• Positive Sentiment: Super Micro said it worked with Taiwanese authorities to stop an illegal shipment of 50 servers, which investors viewed as a compliance win and a sign the company is tightening controls. Supermicro Collaborates with Taiwanese Authorities to Prevent Illicit Diversion of Server Technology
• Positive Sentiment: Recent coverage highlighted SMCI’s sharp revenue growth and CEO commentary that the company’s transformation into a full data-center infrastructure provider is accelerating, reinforcing the bullish AI growth narrative. Dell, Rocket Lab, Palantir, and More Stocks That Explain the Market Today
• Neutral Sentiment: Some reports focused on SMCI nearing a “golden cross” technically, suggesting momentum traders may be adding to the stock, but this is more of a chart-driven signal than a fundamental catalyst. Here’s why the SMCI stock price is nearing a golden cross
• Negative Sentiment: Compliance scrutiny is still a risk: Nvidia has pushed Super Micro to strengthen controls after the Taiwan export case, keeping regulatory issues in focus even as the stock rallies. Nvidia Pressure Puts Super Micro Compliance And AI Server Future In Focus

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.