Clarity Wealth Advisors LLC Makes New Investment in Super Micro Computer, Inc. $SMCI

Clarity Wealth Advisors LLC acquired a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) during the first quarter, HoldingsChannel.com reports. The institutional investor acquired 22,110 shares of the company’s stock, valued at approximately $503,000.

Other hedge funds also recently modified their holdings of the company. Norges Bank acquired a new position in Super Micro Computer in the 4th quarter valued at $136,569,000. Clear Street Group Inc. purchased a new stake in shares of Super Micro Computer in the third quarter worth about $147,631,000. Dimensional Fund Advisors LP grew its position in Super Micro Computer by 833.8% in the third quarter. Dimensional Fund Advisors LP now owns 2,939,536 shares of the company’s stock valued at $140,882,000 after acquiring an additional 2,624,746 shares in the last quarter. Invesco Ltd. grew its holdings in Super Micro Computer by 21.2% during the 4th quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock valued at $291,347,000 after purchasing an additional 1,738,749 shares in the last quarter. Finally, Amundi grew its holdings in Super Micro Computer by 188.8% during the 4th quarter. Amundi now owns 2,421,891 shares of the company’s stock valued at $70,889,000 after purchasing an additional 1,583,229 shares in the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

Super Micro Computer Trading Down 1.6%

NASDAQ:SMCI opened at $27.22 on Friday. The stock has a market cap of $16.37 billion, a PE ratio of 14.40, a price-to-earnings-growth ratio of 0.35 and a beta of 1.95. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29. The stock’s 50-day moving average is $33.68 and its two-hundred day moving average is $30.87. Super Micro Computer, Inc. has a fifty-two week low of $19.48 and a fifty-two week high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.63 by $0.21. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The firm had revenue of $10.24 billion during the quarter, compared to analysts’ expectations of $12.39 billion. During the same quarter last year, the firm earned $0.31 earnings per share. The business’s revenue for the quarter 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. As a group, equities research analysts forecast that Super Micro Computer, Inc. will post 2.13 earnings per share for the current fiscal year.

Key Super Micro Computer News

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

• Positive Sentiment: Supermicro announced a partnership with StorMagic to deliver virtualized edge infrastructure solutions, which could support its growth in edge computing, remote offices, and small data centers. StorMagic, Supermicro (SMCI) Partner to Deliver Virtualized Edge Infrastructure Solutions
• Neutral Sentiment: GraniteShares announced monthly distributions for its Autocallable SMCI ETF, reflecting continued investor interest in SMCI-linked trading products rather than a direct operational change for Super Micro. GraniteShares Announces Monthly Distributions for its Autocallable ETFs
• Neutral Sentiment: Some market commentary continues to frame SMCI as a major AI-infrastructure play and a potential beneficiary of datacenter spending, helping keep the stock in focus despite the recent controversy. Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July
• Negative Sentiment: Investors remain worried about the Taiwan probe, which involves alleged illegal export of Nvidia chips and has already led to employee detentions and questioning by prosecutors. Super Micro Faces Export-Control Scrutiny in Taiwan
• Negative Sentiment: Super Micro’s attempt to reassure customers and say it is not the target of the investigation has not fully calmed the market, suggesting the headline risk is still weighing on sentiment. Super Micro’s Comments on Chip Smuggling Inquiry Lift the Stock

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on SMCI shares. Argus reissued a “hold” rating on shares of Super Micro Computer in a research report on Friday, March 20th. JPMorgan Chase & Co. raised their price objective on Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Rosenblatt Securities upped their price objective on Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. The Goldman Sachs Group reissued a “sell” rating on shares of Super Micro Computer in a report on Wednesday, May 6th. Finally, Raymond James Financial decreased their target price on Super Micro Computer from $45.00 to $39.00 in a research note on Friday, June 12th. Four analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $38.57.

Super Micro Computer Company 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.