Moloney Securities Asset Management LLC Makes New Investment in Super Micro Computer, Inc. $SMCI

Moloney Securities Asset Management LLC bought a new position in Super Micro Computer, Inc. (NASDAQ:SMCI) in the second quarter, according to its most recent disclosure with the SEC. The firm bought 13,465 shares of the company’s stock, valued at approximately $660,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Blue Trust Inc. grew its position in Super Micro Computer by 16.1% in the 2nd quarter. Blue Trust Inc. now owns 1,557 shares of the company’s stock valued at $76,000 after acquiring an additional 216 shares in the last quarter. Hartford Investment Management Co. grew its position in Super Micro Computer by 0.8% in the 2nd quarter. Hartford Investment Management Co. now owns 30,976 shares of the company’s stock valued at $1,518,000 after acquiring an additional 235 shares in the last quarter. Securian Asset Management Inc. grew its position in Super Micro Computer by 0.9% in the 2nd quarter. Securian Asset Management Inc. now owns 26,834 shares of the company’s stock valued at $1,315,000 after acquiring an additional 246 shares in the last quarter. Wealthcare Advisory Partners LLC grew its position in Super Micro Computer by 1.2% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 21,798 shares of the company’s stock valued at $1,068,000 after acquiring an additional 248 shares in the last quarter. Finally, TD Private Client Wealth LLC grew its position in Super Micro Computer by 46.0% in the 2nd quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock valued at $39,000 after acquiring an additional 252 shares in the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Needham & Company LLC lifted their target price on Super Micro Computer from $39.00 to $60.00 and gave the company a “buy” rating in a research report on Wednesday, August 6th. The Goldman Sachs Group set a $30.00 price objective on Super Micro Computer and gave the company a “sell” rating in a research note on Thursday. Wall Street Zen upgraded Super Micro Computer from a “sell” rating to a “hold” rating in a research note on Saturday, October 18th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Super Micro Computer in a research note on Wednesday, October 8th. Finally, Bank of America started coverage on Super Micro Computer in a research note on Wednesday, July 9th. They issued an “underperform” rating and a $35.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Super Micro Computer currently has a consensus rating of “Hold” and an average price target of $47.57.

Super Micro Computer Price Performance

SMCI stock opened at $48.29 on Friday. The business has a 50 day moving average price of $47.44 and a 200 day moving average price of $44.73. The stock has a market cap of $28.70 billion, a price-to-earnings ratio of 29.09, a PEG ratio of 1.19 and a beta of 1.55. Super Micro Computer, Inc. has a fifty-two week low of $17.25 and a fifty-two week high of $66.44. The company has a quick ratio of 3.25, a current ratio of 5.25 and a debt-to-equity ratio of 0.74.

Super Micro Computer (NASDAQ:SMCI) last posted its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing the consensus estimate of $0.44 by ($0.03). The business had revenue of $5.76 billion for the quarter, compared to analysts’ expectations of $5.88 billion. Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.Super Micro Computer’s revenue for the quarter was up 8.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.25 EPS. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. Equities research analysts anticipate that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

Insider Transactions at Super Micro Computer

In other Super Micro Computer news, CFO David E. Weigand sold 25,000 shares of Super Micro Computer stock in a transaction that occurred on Monday, September 15th. The stock was sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the transaction, the chief financial officer owned 100,188 shares of the company’s stock, valued at $4,522,486.32. The trade was a 19.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Charles Liang sold 200,000 shares of the business’s stock in a transaction that occurred on Monday, July 28th. The shares were sold at an average price of $60.00, for a total value of $12,000,000.00. Following the completion of the transaction, the chief executive officer directly owned 40,426,120 shares in the company, valued at approximately $2,425,567,200. The trade was a 0.49% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 490,000 shares of company stock worth $27,890,950. 16.30% of the stock is currently owned by corporate insiders.

Super Micro Computer Profile

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.