Proem Advisors LLC Sells 83,000 Shares of Super Micro Computer, Inc. $SMCI

Proem Advisors LLC reduced its position in Super Micro Computer, Inc. (NASDAQ:SMCI) by 22.6% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 285,000 shares of the company’s stock after selling 83,000 shares during the quarter. Super Micro Computer comprises about 0.9% of Proem Advisors LLC’s holdings, making the stock its 20th largest position. Proem Advisors LLC’s holdings in Super Micro Computer were worth $11,705,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of SMCI. Z3 Capital Partners LLC increased its stake in shares of Super Micro Computer by 0.6% during the third quarter. Z3 Capital Partners LLC now owns 114,574 shares of the company’s stock worth $4,706,000 after acquiring an additional 725 shares during the period. Public Sector Pension Investment Board lifted its position in Super Micro Computer by 513.0% in the third quarter. Public Sector Pension Investment Board now owns 618,712 shares of the company’s stock valued at $24,210,000 after purchasing an additional 517,783 shares during the period. Global Retirement Partners LLC lifted its position in Super Micro Computer by 74.8% in the third quarter. Global Retirement Partners LLC now owns 21,943 shares of the company’s stock valued at $901,000 after purchasing an additional 9,388 shares during the period. Rothschild Investment LLC lifted its position in Super Micro Computer by 253.7% in the third quarter. Rothschild Investment LLC now owns 6,894 shares of the company’s stock valued at $283,000 after purchasing an additional 4,945 shares during the period. Finally, Cercano Management LLC boosted its holdings in Super Micro Computer by 82.3% in the 3rd quarter. Cercano Management LLC now owns 14,510 shares of the company’s stock valued at $596,000 after purchasing an additional 6,550 shares in the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Super Micro raised its fiscal 2027 revenue forecast to $72 billion–$82 billion from $65 billion–$72 billion, and its CEO described the new range as conservative. The outlook reinforces expectations for sustained demand for its AI servers. Article: Super Micro CEO Calls a $72 Billion to $82 Billion Outlook “Very, Very Conservative”
• Positive Sentiment: A director bought 1,715 shares for about $49,941, increasing his direct holdings by 24.31%. The purchase may signal confidence, though it is modest relative to the company’s scale. Article: Director Scott Angel purchases shares
• Positive Sentiment: Zacks added SMCI to its Rank #1 (Strong Buy) list, and Northland Securities raised its Q4 2028 EPS estimate. These are supportive analyst signals, though they do not eliminate execution and cash-flow risks. Article: New Strong Buy Stocks for November 10th
• Neutral Sentiment: Super Micro announced plans to participate in upcoming investor conferences; the announcement itself provides no new financial guidance. Article: Supermicro Announces Participation in Upcoming Investor Events
• Negative Sentiment: The sharp sales growth—revenue nearly quadrupled to $19.9 billion in the September quarter—was accompanied by operating cash flow of negative $434 million. Rising receivables and inventory tied up cash, raising concerns about working-capital needs and how effectively growth converts into cash. Article: Super Micro Computer Stocks Fall as Cash Drain Shadows Fourfold Sales Jump
• Negative Sentiment: Declines in NVIDIA shares weighed on AI-server makers, including Super Micro, as supplier-related uncertainty spread across the hardware sector. This adds broader industry pressure beyond company-specific cash-flow concerns. Article: Super Micro Falls as NVIDIA’s Slide Drags AI Server Stocks

Super Micro Computer Stock Performance

Shares of SMCI opened at $27.79 on Wednesday. The company has a 50-day simple moving average of $37.08 and a 200-day simple moving average of $32.62. The company has a quick ratio of 1.66, a current ratio of 3.02 and a debt-to-equity ratio of 0.56. The company has a market capitalization of $18.32 billion, a PE ratio of 5.93, a P/E/G ratio of 0.41 and a beta of 2.17. Super Micro Computer, Inc. has a 52-week low of $19.48 and a 52-week high of $51.40.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings data on Tuesday, November 3rd. The company reported $1.81 EPS for the quarter, beating the consensus estimate of $1.28 by $0.53. The firm had revenue of $19.95 billion during the quarter, compared to analysts’ expectations of $16.29 billion. Super Micro Computer had a net margin of 6.77% and a return on equity of 38.97%. The business’s revenue for the quarter was up 297.5% compared to the same quarter last year. During the same quarter last year, the business earned $0.35 earnings per share. Equities research analysts predict that Super Micro Computer, Inc. will post 4.52 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Bank of America lifted their price objective on Super Micro Computer from $38.00 to $39.00 and gave the company an “underperform” rating in a report on Wednesday, November 4th. Mizuho increased their target price on Super Micro Computer from $35.00 to $43.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 6th. The Goldman Sachs Group reissued a “sell” rating and issued a $34.00 price target (up from $30.00) on shares of Super Micro Computer in a report on Wednesday, August 12th. Northland Securities set a $36.00 price target on Super Micro Computer in a report on Wednesday, July 22nd. Finally, Wedbush lifted their price target on Super Micro Computer from $34.00 to $40.00 and gave the company a “neutral” rating in a research note on Wednesday, August 12th. Four equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $41.29.

Insider Buying and Selling at Super Micro Computer

In other news, Director Chiu-Chu Liang sold 100,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total transaction of $4,502,000.00. Following the sale, the director owned 337,506 shares of the company’s stock, valued at $15,194,520.12. The trade was a 22.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Liang sold 100,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total value of $4,502,000.00. Following the sale, the chief executive officer directly owned 337,506 shares in the company, valued at $15,194,520.12. This trade represents a 22.86% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 400,000 shares of company stock valued at $16,442,000. Corporate insiders own 16.10% of the company’s stock.

Super Micro Computer Profile

Super Micro Computer, Inc. designs and sells server and storage systems, networking equipment, and related software and services. Its offerings include systems for data centers, cloud computing, enterprise applications, high-performance computing, artificial intelligence, and edge computing. The company emphasizes application-optimized solutions, including integrated rack-scale systems that combine computing, storage, networking, and management tools. It also provides system configuration, deployment, and support services.