Super Micro Computer, Inc. $SMCI Shares Newly Bought by Partners Wealth Management LLC

Partners Wealth Management LLC purchased a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 39,592 shares of the company’s stock, valued at approximately $1,626,000.

Several other large investors also recently made changes to their positions in the business. Soltis Investment Advisors LLC acquired a new stake in Super Micro Computer during the third quarter valued at approximately $207,000. Choreo LLC bought a new stake in Super Micro Computer during the third quarter worth approximately $260,000. North Dakota State Investment Board boosted its holdings in Super Micro Computer by 11.8% during the third quarter. North Dakota State Investment Board now owns 17,063 shares of the company’s stock worth $701,000 after buying an additional 1,796 shares in the last quarter. VestGen Advisors LLC acquired a new position in Super Micro Computer in the third quarter worth approximately $333,000. Finally, Asset Management One Co. Ltd. grew its position in Super Micro Computer by 5.1% in the third quarter. Asset Management One Co. Ltd. now owns 249,722 shares of the company’s stock worth $10,256,000 after buying an additional 12,211 shares during the last quarter. Institutional investors own 84.06% of the company’s stock.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Supermicro’s revenue has nearly doubled, while the company reportedly has an approximately $60 billion order backlog. The combination of strong demand and a comparatively low valuation could support the stock if management demonstrates that backlog is translating into profitable growth. Supermicro Has Already Survived the AI Hype Cycle. What Comes Next?
• Positive Sentiment: Super Micro-backed cloud-computing company Argentum AI is reportedly negotiating roughly $5 billion in financing to purchase AI chips for a data center in Poland. The deal could create additional demand for Supermicro systems and reinforce its exposure to AI infrastructure spending. Why is Super Micro stock soaring today
• Positive Sentiment: The company has introduced an NVIDIA Vera CPU rack and announced collaborations with Nokia and Nutanix, expanding its offerings across dense AI computing, AI-enabled telecom networks and private enterprise inference. Does Super Micro Computer Have a Bigger AI Infrastructure Story Now?
• Neutral Sentiment: Super Micro previously advanced during the broader market session, but the move did not establish a sustained recovery; the stock remains volatile and well below its historical peak. Super Micro Computer Rises Higher Than Market
• Negative Sentiment: Shares have declined in four of the past six sessions and are attempting to recover from a recent two-month low. Technical analysts are also flagging a bearish signal, increasing selling pressure ahead of earnings. Super Micro Stock Dips as Earnings, Bear Signal Loom
• Negative Sentiment: Investors remain concerned about execution following a prior revenue miss, export-control-related legal issues involving people tied to the company and a $5.6 billion stock sale. These issues may heighten scrutiny of next week’s results and guidance. Super Micro Is Down 32% in a Year

Analyst Ratings Changes

Several research firms have issued reports on SMCI. The Goldman Sachs Group reaffirmed 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. Wedbush raised their price objective on Super Micro Computer from $34.00 to $40.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 12th. Raymond James Financial restated an “outperform” rating and issued a $48.00 target price on shares of Super Micro Computer in a report on Wednesday, August 12th. Needham & Company LLC reaffirmed a “buy” rating and set a $46.00 target price on shares of Super Micro Computer in a research report on Wednesday, August 12th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $51.00 target price on shares of Super Micro Computer in a report on Friday, October 16th. Four investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $43.07.

Super Micro Computer Stock Performance

Super Micro Computer stock opened at $34.43 on Friday. The firm’s 50 day simple moving average is $38.30 and its 200-day simple moving average is $32.66. The company has a market cap of $22.62 billion, a P/E ratio of 10.76, a price-to-earnings-growth ratio of 0.56 and a beta of 2.02. The company has a debt-to-equity ratio of 0.65, a current ratio of 3.87 and a quick ratio of 2.07. Super Micro Computer, Inc. has a fifty-two week low of $19.48 and a fifty-two week high of $53.01.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, August 11th. The company reported $1.70 EPS for the quarter, beating the consensus estimate of $0.92 by $0.78. The business had revenue of $11.12 billion during the quarter, compared to the consensus estimate of $11.60 billion. Super Micro Computer had a net margin of 5.71% and a return on equity of 27.83%. The firm’s quarterly revenue was up 93.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.31 EPS. Super Micro Computer has set its Q1 2027 guidance at 1.010-1.100 EPS. As a group, equities research analysts predict that Super Micro Computer, Inc. will post 4.17 EPS for the current year.

Insider Buying and Selling at Super Micro Computer

In other Super Micro Computer news, Director Chiu-Chu Liang sold 100,000 shares of the business’s stock in a transaction on Wednesday, October 7th. The shares were sold at an average price of $45.02, for a total transaction of $4,502,000.00. Following the sale, the director directly 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 document filed 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 stock in a transaction on Wednesday, October 7th. The shares were sold at an average price of $45.02, for a total value of $4,502,000.00. Following the completion of the sale, the chief executive officer 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 400,000 shares of company stock worth $16,442,000. Company insiders own 16.10% of the company’s stock.

Super Micro Computer Company Profile

Super Micro Computer, Inc develops and sells high-performance server and storage systems for data centers, cloud computing, enterprise IT, telecommunications, and other demanding computing environments. The company offers application-optimized servers, workstations, blade and rack systems, storage solutions, networking products, and related infrastructure.

Supermicro also provides systems designed for artificial intelligence, machine learning, accelerated computing, and other workloads that use graphics processing units and specialized processors.