Northwestern Mutual Wealth Management Co. Grows Holdings in Super Micro Computer, Inc. $SMCI

Northwestern Mutual Wealth Management Co. increased its holdings in Super Micro Computer, Inc. (NASDAQ:SMCI) by 18.9% in the 4th quarter, Holdings Channel reports. The fund owned 127,843 shares of the company’s stock after buying an additional 20,329 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Super Micro Computer were worth $3,742,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of SMCI. Clear Street Group Inc. purchased a new position in shares of Super Micro Computer in the 3rd quarter worth about $147,631,000. Vanguard Group Inc. grew its position in Super Micro Computer by 4.1% during the 3rd quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock valued at $3,300,610,000 after purchasing an additional 2,695,829 shares during the last quarter. Dimensional Fund Advisors LP grew its position in Super Micro Computer by 833.8% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,939,536 shares of the company’s stock valued at $140,882,000 after purchasing an additional 2,624,746 shares during the last quarter. Disciplined Growth Investors Inc. MN increased its stake in Super Micro Computer by 16.5% during the 2nd quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock valued at $476,905,000 after purchasing an additional 1,381,046 shares in the last quarter. Finally, Credit Agricole S A bought a new stake in Super Micro Computer during the 3rd quarter valued at about $30,285,000. 84.06% of the stock is owned by hedge funds and other institutional investors.

Super Micro Computer News Roundup

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

• Positive Sentiment: Super Micro is expanding its AI server lineup with new offerings tied to AMD Helios, NVIDIA Vera Rubin, Arm, and Intel Xeon 6+, reinforcing its role as a key supplier in the AI data-center buildout. Assessing Super Micro Computer (SMCI) Valuation After New AI Data Center Launches And Major Partnership Wins
• Positive Sentiment: The company is also being viewed as a beneficiary of the broader AI server rotation, with a focus on its push into edge computing and efforts to defend market share against rivals like Hewlett Packard Enterprise. The Great AI Server Rotation Puts Hewlett Packard Enterprise and Super Micro Computer in Focus (SMCI)
• Positive Sentiment: Recent coverage notes SMCI has climbed sharply since its last earnings report, suggesting investors are still rewarding the company’s return to growth and AI infrastructure momentum. Super Micro (SMCI) Up 36.8% Since Last Earnings Report: Can It Continue?
• Neutral Sentiment: Articles this week also highlight that SMCI has been highly volatile, with sharp daily swings even as the stock has surged over the past month. Why Super Micro Computer Stock Jumped 68% in May
• Negative Sentiment: Super Micro also got hit in a broader tech and AI trade-off day after softer-than-expected guidance from Broadcom raised questions about the pace of AI demand, adding near-term pressure to SMCI shares. Broadcom, Marvell, Sandisk, and More Stocks That Explain Today’s Market
• Negative Sentiment: One report also said SMCI shares fell on Wednesday despite a major AI infrastructure deal with Gorilla Technology, suggesting investors may be concerned about execution, timing, or valuation after the recent run-up. Super Micro Computer Sinks 9%, Gorilla Technology Tumbles 20% Despite $2 Billion India AI Infrastructure Deal
• Negative Sentiment: Some analysts are also warning that the stock’s rapid climb has left valuation stretched, which could limit upside if AI-driven growth fails to keep accelerating. Supermicro Stock Soars 85% in a Month. It’s Time to Worry About Its Valuation.

Super Micro Computer Stock Performance

Shares of SMCI stock opened at $46.90 on Friday. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. The company has a 50 day moving average price of $30.67 and a 200-day moving average price of $31.07. Super Micro Computer, Inc. has a 52 week low of $19.48 and a 52 week high of $62.36. The firm has a market capitalization of $28.21 billion, a PE ratio of 24.81, a P/E/G ratio of 0.79 and a beta of 1.87.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates 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 company had revenue of $10.24 billion for 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 firm’s revenue for the quarter was up 122.7% compared to the same quarter last year. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. As a group, equities research analysts expect that Super Micro Computer, Inc. will post 2.12 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on SMCI shares. CJS Securities upgraded shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Barclays reduced 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 report on Wednesday, May 6th. The Goldman Sachs Group reaffirmed a “sell” rating on shares of Super Micro Computer in a research report on Wednesday, May 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a research note on Friday, March 27th. Finally, Argus reissued a “hold” rating on shares of Super Micro Computer in a report on Friday, March 20th. Four analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $39.00.

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.