Mirae Asset Global Investments Co. Ltd. Makes New $5.87 Million Investment in Super Micro Computer, Inc. $SMCI

Mirae Asset Global Investments Co. Ltd. acquired a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) during the third quarter, Holdings Channel.com reports. The firm acquired 142,814 shares of the company’s stock, valued at approximately $5,865,000.

Several other institutional investors have also modified their holdings of SMCI. Bradley & Co. Private Wealth Management LLC acquired a new position in shares of Super Micro Computer during the third quarter worth $49,000. Root Financial Partners LLC purchased a new position in Super Micro Computer in the third quarter valued at $55,000. TOP Private Wealth LLC. purchased a new position in Super Micro Computer in the second quarter valued at $42,000. Comprehensive Financial Planning Inc. PA purchased a new position in Super Micro Computer in the second quarter valued at $43,000. Finally, Contravisory Investment Management Inc. acquired a new stake in Super Micro Computer in the second quarter valued at $49,000. 84.06% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Citigroup reaffirmed a “neutral” rating and set a $45.00 price target (up from $39.00) on shares of Super Micro Computer in a report on Thursday, October 8th. Bank of America upped their price objective on Super Micro Computer from $38.00 to $39.00 and gave the stock an “underperform” rating in a research report on Wednesday. Wall Street Zen upgraded Super Micro Computer from a “hold” rating to a “buy” rating in a report on Saturday, October 31st. Stifel Nicolaus set a $42.00 price objective on Super Micro Computer in a report on Wednesday, August 12th. Finally, Northland Securities set a $36.00 target price on Super Micro Computer in a research report on Wednesday, July 22nd. Four analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Super Micro Computer has a consensus rating of “Hold” and a consensus price target of $43.08.

Super Micro Computer Stock Down 8.5%

Shares of NASDAQ:SMCI opened at $27.08 on Friday. The firm has a 50 day simple moving average of $37.64 and a 200-day simple moving average of $32.67. Super Micro Computer, Inc. has a twelve month low of $19.48 and a twelve month high of $51.40. The company has a current ratio of 3.02, a quick ratio of 2.07 and a debt-to-equity ratio of 0.56. The company has a market capitalization of $17.79 billion, a PE ratio of 5.77, a P/E/G ratio of 0.46 and a beta of 2.17.

Super Micro Computer (NASDAQ:SMCI) last posted its earnings results on Tuesday, November 3rd. The company reported $1.81 EPS for the quarter, beating analysts’ consensus estimates of $1.28 by $0.53. The firm had revenue of $19.95 billion for the quarter, compared to the consensus estimate of $16.29 billion. Super Micro Computer had a net margin of 6.77% and a return on equity of 38.97%. The company’s revenue was up 297.5% on a year-over-year basis. During the same period last year, the firm posted $0.35 EPS. On average, equities analysts predict that Super Micro Computer, Inc. will post 4.17 EPS for the current fiscal year.

Insiders Place Their Bets

In other Super Micro Computer news, Director Chiu-Chu Liang sold 100,000 shares of the firm’s stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total transaction of $4,502,000.00. Following the transaction, the director owned 337,506 shares of the company’s stock, valued at approximately $15,194,520.12. This trade represents a 22.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed 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 Super Micro Computer stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $45.02, for a total value of $4,502,000.00. Following the sale, the chief executive officer owned 337,506 shares in the company, valued at $15,194,520.12. This trade represents 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 sold 400,000 shares of company stock valued at $16,442,000. 16.10% of the stock is owned by corporate insiders.

Key Headlines Impacting Super Micro Computer

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

• Positive Sentiment: Super Micro reported fiscal Q1 2027 revenue of $19.95 billion, far above estimates and nearly four times the year-ago figure, and raised its fiscal-year revenue outlook to $72 billion–$82 billion. The results underscore strong AI infrastructure demand. SMCI Q1 Earnings Beat on Large AI Deployments, Outlook Raised
• Positive Sentiment: The company introduced a KV-cache storage solution with IBM and NVIDIA, reporting substantial inference-performance benefits. The collaboration could help customers improve AI infrastructure efficiency and support demand for Supermicro systems. Supermicro launches KV cache solution with IBM and NVIDIA
• Positive Sentiment: Bank of America raised its price target, citing strong sales and AI demand, while noting profitability risks. A Seeking Alpha contributor also maintained a Strong Buy view, pointing to growth and a low valuation relative to peers. BofA lifts Supermicro target despite AI margin concerns
• Neutral Sentiment: Smartbird announced a partnership with Supermicro to provide managed AI clusters, expanding its enterprise infrastructure partner network. The financial contribution to SMCI was not specified. Smartbird expands AI infrastructure partner network with Supermicro
• Negative Sentiment: Shares declined as investors focused on margin and cash-flow concerns despite the earnings beat; analysts also flagged that one customer represents a large share of revenue, creating concentration risk. SMCI stock sinks after Q1 results expose cash strain
• Negative Sentiment: A broader post-election selloff in AI hardware weighed on server makers amid concerns about potential data-center construction limits. This sector pressure may be overshadowing SMCI’s strong company-specific results. AI hardware selloff deepens

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.