Super Micro Computer, Inc. $SMCI Shares Acquired by Sei Investments Co.

Sei Investments Co. boosted its position in Super Micro Computer, Inc. (NASDAQ:SMCI) by 134.8% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 144,238 shares of the company’s stock after purchasing an additional 82,820 shares during the quarter. Sei Investments Co.’s holdings in Super Micro Computer were worth $3,284,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Advisors Asset Management Inc. bought a new stake in Super Micro Computer during the 1st quarter valued at $39,000. EverSource Wealth Advisors LLC lifted its holdings in Super Micro Computer by 42.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock valued at $171,000 after acquiring an additional 1,036 shares during the last quarter. Baird Financial Group Inc. boosted its holdings in Super Micro Computer by 54.9% during the second quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock worth $929,000 after buying an additional 6,718 shares in the last quarter. Flow Traders U.S. LLC bought a new stake in shares of Super Micro Computer during the 2nd quarter worth $277,000. Finally, Daiwa Securities Group Inc. boosted its position in shares of Super Micro Computer by 3.4% in the 2nd quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock valued at $4,198,000 after purchasing an additional 2,799 shares during the period. 84.06% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Super Micro Computer

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

• Positive Sentiment: An analyst reiterated a Buy rating, citing strong fourth-quarter demand, a robust backlog, better pricing power and gross margins expected to outperform earlier forecasts. The company’s valuation is also near multiyear lows, potentially limiting downside if earnings meet expectations. Super Micro Computer Is A Bargain Heading Into Q4 Earnings
• Positive Sentiment: News highlighting Supermicro’s AI rack expansion and its AMD Instinct Coder role reinforced expectations that the company is broadening its AI infrastructure offerings beyond traditional configurations. Why Super Micro Is Up After AI Rack Expansion And AMD Instinct Coder Role
• Positive Sentiment: Supermicro’s Open Storage Summit will feature 21 ecosystem partners and focus on enterprise AI, inference, agentic AI and cloud storage, supporting the company’s positioning as a provider of complete AI and data-center systems. Supermicro’s Seventh Annual Open Storage Summit
• Positive Sentiment: A projected expansion of the global data-center solutions market to $1.33 trillion by 2031 provides a favorable long-term demand backdrop for Super Micro and other AI infrastructure suppliers. Data Center Solutions Market Forecast
• Neutral Sentiment: Wall Street is awaiting the Aug. 11 earnings report. Investors will assess whether AI infrastructure demand and delayed deployment conversions can offset concerns about margin pressure; revenue may come in near the low end of guidance. Super Micro Q4 Earnings Preview
• Negative Sentiment: Super Micro’s dependence on Nvidia remains a risk, particularly as major customers such as SpaceX reportedly plan to build AI infrastructure around Nvidia chips, potentially intensifying supplier concentration concerns. Super Micro’s Nvidia Dependence

Super Micro Computer Price Performance

NASDAQ:SMCI opened at $31.13 on Friday. The company has a market capitalization of $18.72 billion, a price-to-earnings ratio of 16.47, a PEG ratio of 0.35 and a beta of 1.95. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.29 and a current ratio of 2.66. Super Micro Computer, Inc. has a 52 week low of $19.48 and a 52 week high of $58.78. The company has a 50-day moving average of $31.26 and a 200-day moving average of $30.46.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, beating the consensus estimate of $0.63 by $0.21. The company had revenue of $10.24 billion for the quarter, compared to analyst estimates of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The company’s revenue was up 122.7% compared to the same quarter last year. During the same period in the prior year, the company posted $0.31 EPS. As a group, equities research analysts anticipate that Super Micro Computer, Inc. will post 2.1 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms recently commented on SMCI. Northland Securities set a $36.00 price objective on shares of Super Micro Computer in a research note on Wednesday, July 22nd. Weiss Ratings restated a “hold (c)” rating on shares of Super Micro Computer in a report on Wednesday, June 24th. The Goldman Sachs Group reissued a “sell” rating on shares of Super Micro Computer in a research report on Wednesday, May 6th. Raymond James Financial lowered their price target on Super Micro Computer from $45.00 to $39.00 in a report on Friday, June 12th. Finally, Wolfe Research began coverage on Super Micro Computer in a research note on Thursday, June 11th. They issued a “peer perform” rating on the stock. Four equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Super Micro Computer currently has an average rating of “Hold” and an average target price of $39.21.

About Super Micro Computer

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.