Super Micro Computer, Inc. $SMCI Shares Bought by Quantinno Capital Management LP

Quantinno Capital Management LP grew its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 49.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 155,225 shares of the company’s stock after purchasing an additional 51,049 shares during the period. Quantinno Capital Management LP’s holdings in Super Micro Computer were worth $3,534,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. Flagship Harbor Advisors LLC purchased a new position in Super Micro Computer in the 4th quarter valued at approximately $25,000. Elyxium Wealth LLC purchased a new stake in shares of Super Micro Computer during the fourth quarter worth $26,000. Arax Advisory Partners acquired a new stake in shares of Super Micro Computer in the fourth quarter valued at $28,000. SHP Wealth Management acquired a new stake in shares of Super Micro Computer in the fourth quarter valued at $29,000. Finally, Concord Wealth Partners boosted its holdings in Super Micro Computer by 2,564.1% in the fourth quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock valued at $30,000 after purchasing an additional 1,000 shares during the period. Institutional investors and hedge funds own 84.06% of the company’s stock.

Super Micro Computer News Roundup

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 Stock Performance

Shares of Super Micro Computer stock opened at $31.13 on Friday. The firm has a market capitalization of $18.72 billion, a P/E ratio of 16.47, a P/E/G ratio of 0.37 and a beta of 1.95. Super Micro Computer, Inc. has a 52 week low of $19.48 and a 52 week high of $58.78. 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 firm’s 50 day moving average is $31.26 and its two-hundred day moving average is $30.46.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on SMCI shares. Wedbush lowered their target price on 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. Rosenblatt Securities set a $45.00 price objective on Super Micro Computer and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Mizuho cut their target price on shares of Super Micro Computer from $44.00 to $34.00 and set a “neutral” rating on the stock in a research note on Thursday, July 23rd. The Goldman Sachs Group reaffirmed a “sell” rating on shares of Super Micro Computer in a report on Wednesday, May 6th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a research note on Wednesday, June 24th. Four research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, Super Micro Computer presently 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.