Moors & Cabot Inc. Sells 27,508 Shares of Super Micro Computer, Inc. $SMCI

Moors & Cabot Inc. trimmed its position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 41.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 38,984 shares of the company’s stock after selling 27,508 shares during the quarter. Moors & Cabot Inc.’s holdings in Super Micro Computer were worth $1,141,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Advisors Asset Management Inc. purchased a new position in shares of Super Micro Computer in the 1st quarter valued at approximately $39,000. EverSource Wealth Advisors LLC lifted its stake in shares of 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 purchasing an additional 1,036 shares during the period. Baird Financial Group Inc. lifted its stake in shares of Super Micro Computer by 54.9% in the 2nd quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock valued at $929,000 after purchasing an additional 6,718 shares during the period. Flow Traders U.S. LLC purchased a new position in shares of Super Micro Computer in the 2nd quarter valued at approximately $277,000. Finally, Daiwa Securities Group Inc. lifted its stake 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.

Analysts Set New Price Targets

A number of brokerages have recently commented on SMCI. Mizuho boosted their target price on shares of Super Micro Computer from $30.00 to $36.00 and gave the company a “neutral” rating in a report on Tuesday, May 12th. Barclays dropped their target price on shares of Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating on the stock in a report on Wednesday, May 6th. Wedbush dropped their target price on shares of Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating on the stock in a report on Wednesday, May 6th. Raymond James Financial restated an “outperform” rating and set a $45.00 target price on shares of Super Micro Computer in a report on Wednesday, May 6th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $38.43.

Key Super Micro Computer News

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

• Positive Sentiment: Dell’s strong AI-server demand and raised outlook lifted the entire AI hardware group, with traders betting Super Micro can benefit from the same data-center spending trend. Super Micro Computer Rallies on Dell AI Demand Signal, Compliance Update
• Positive Sentiment: Super Micro said it worked with Taiwanese authorities to stop an illegal shipment of 50 servers, which investors viewed as a compliance win and a sign the company is tightening controls. Supermicro Collaborates with Taiwanese Authorities to Prevent Illicit Diversion of Server Technology
• Positive Sentiment: Recent coverage highlighted SMCI’s sharp revenue growth and CEO commentary that the company’s transformation into a full data-center infrastructure provider is accelerating, reinforcing the bullish AI growth narrative. Dell, Rocket Lab, Palantir, and More Stocks That Explain the Market Today
• Neutral Sentiment: Some reports focused on SMCI nearing a “golden cross” technically, suggesting momentum traders may be adding to the stock, but this is more of a chart-driven signal than a fundamental catalyst. Here’s why the SMCI stock price is nearing a golden cross
• Negative Sentiment: Compliance scrutiny is still a risk: Nvidia has pushed Super Micro to strengthen controls after the Taiwan export case, keeping regulatory issues in focus even as the stock rallies. Nvidia Pressure Puts Super Micro Compliance And AI Server Future In Focus

Super Micro Computer Stock Performance

Shares of Super Micro Computer stock opened at $46.09 on Friday. The stock has a market cap of $27.72 billion, a price-to-earnings ratio of 24.39, a PEG ratio of 0.77 and a beta of 1.69. The firm’s 50-day moving average is $28.74 and its 200 day moving average is $30.84. Super Micro Computer, Inc. has a 1 year low of $19.48 and a 1 year high of $62.36. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.63 by $0.21. The company had revenue of $10.24 billion for the quarter, compared to analysts’ expectations of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. Super Micro Computer’s revenue was up 122.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Sell-side analysts anticipate that Super Micro Computer, Inc. will post 2.12 EPS for the current fiscal year.

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.