Gateway Investment Advisers LLC Sells 15,620 Shares of Super Micro Computer, Inc. $SMCI

Gateway Investment Advisers LLC lessened its position in Super Micro Computer, Inc. (NASDAQ:SMCI) by 19.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 65,906 shares of the company’s stock after selling 15,620 shares during the period. Gateway Investment Advisers LLC’s holdings in Super Micro Computer were worth $1,929,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Flagship Harbor Advisors LLC bought a new position in shares of Super Micro Computer in the fourth quarter worth approximately $25,000. Concord Wealth Partners lifted its stake in shares of Super Micro Computer by 2,564.1% in the fourth quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock worth $30,000 after buying an additional 1,000 shares in the last quarter. Hazlett Burt & Watson Inc. lifted its stake in shares of Super Micro Computer by 68.6% in the third quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock worth $31,000 after buying an additional 269 shares in the last quarter. Aventura Private Wealth LLC bought a new position in shares of Super Micro Computer in the fourth quarter worth approximately $35,000. Finally, Torren Management LLC bought a new position in shares of Super Micro Computer in the fourth quarter worth approximately $38,000. Institutional investors own 84.06% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on SMCI. Rosenblatt Securities upped their target price on shares of Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a research note on Wednesday. Sanford C. Bernstein dropped their target price on shares of Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating on the stock in a research note on Wednesday, February 4th. Raymond James Financial reiterated an “outperform” rating and issued a $45.00 target price on shares of Super Micro Computer in a research note on Wednesday. Mizuho set a $30.00 target price on shares of Super Micro Computer in a research note on Wednesday. Finally, Citigroup reiterated a “neutral” rating and issued a $31.00 target price (up from $25.00) on shares of Super Micro Computer in a research note on Wednesday. Four equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Super Micro Computer has an average rating of “Hold” and an average price target of $38.00.

Super Micro Computer News Summary

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

• Positive Sentiment: Super Micro’s latest quarter showed an earnings beat and a meaningful margin recovery, helping restore confidence in the company’s ability to convert AI demand into better profitability. Super Micro Rises 5% as Margin Beat, Strong Guide Reignite Short Squeeze Debate
• Positive Sentiment: Analysts turned more constructive after earnings, with several firms raising targets or reiterating upbeat views, which is supporting the stock’s rebound. Super Micro Computer Soars on Earnings Beat. Here’s What Comes Next for SMCI Stock.
• Neutral Sentiment: Super Micro also announced expanded Arm-based server and OCP rack offerings, which adds to its AI infrastructure product lineup but is not an immediate catalyst by itself. Super Micro Computer (SMCI) Expands Arm-Based Server and OCP Rack Offerings
• Negative Sentiment: Ongoing securities class-action headlines and repeated law-firm reminders about the May 26 lead-plaintiff deadline continue to hang over the name and could limit enthusiasm. ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Super Micro Computer, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – SMCI
• Negative Sentiment: More lawsuit alerts and allegations tied to export-control disclosure issues add reputational and legal risk, even as the stock rebounds. Robbins LLP Reminds SMCI Investors of the Securities Class Action Lawsuit Against Super Micro Computer, Inc.

Super Micro Computer Stock Up 5.2%

Shares of Super Micro Computer stock opened at $35.37 on Friday. The company has a market cap of $21.19 billion, a price-to-earnings ratio of 18.71, a price-to-earnings-growth ratio of 0.62 and a beta of 1.69. The company’s 50 day moving average is $27.70 and its 200 day moving average is $32.31. Super Micro Computer, Inc. has a twelve month low of $19.48 and a twelve month high of $62.36. The company has a quick ratio of 1.01, a current ratio of 2.66 and a debt-to-equity ratio of 0.88.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.63 by $0.21. The company had revenue of $10.24 billion for the quarter, compared to the consensus estimate of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The firm’s revenue for the quarter was up 122.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Research analysts anticipate that Super Micro Computer, Inc. will post 1.9 EPS for the current 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.