Norges Bank Takes $136.57 Million Position in Super Micro Computer, Inc. $SMCI

Norges Bank purchased a new stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) in the fourth quarter, Holdings Channel reports. The firm purchased 4,665,832 shares of the company’s stock, valued at approximately $136,569,000.

A number of other hedge funds have also bought and sold shares of the business. Fairscale Capital LLC boosted its position in Super Micro Computer by 12.5% in the third quarter. Fairscale Capital LLC now owns 2,693 shares of the company’s stock worth $129,000 after purchasing an additional 300 shares during the last quarter. CI Investments Inc. increased its position in shares of Super Micro Computer by 12.1% during the 3rd quarter. CI Investments Inc. now owns 3,001 shares of the company’s stock valued at $144,000 after purchasing an additional 324 shares during the last quarter. CIBC Private Wealth Group LLC increased its position in shares of Super Micro Computer by 11.8% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company’s stock valued at $154,000 after purchasing an additional 339 shares during the last quarter. Murphy & Mullick Capital Management Corp raised its stake in shares of Super Micro Computer by 42.1% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 1,165 shares of the company’s stock worth $57,000 after purchasing an additional 345 shares during the period. Finally, City State Bank raised its stake in shares of Super Micro Computer by 4.9% during the 4th quarter. City State Bank now owns 7,500 shares of the company’s stock worth $220,000 after purchasing an additional 350 shares during the period. 84.06% of the stock is currently owned by institutional investors.

Key Headlines Impacting Super Micro Computer

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

• Positive Sentiment: Super Micro is expanding its AI server lineup with new offerings tied to AMD Helios, NVIDIA Vera Rubin, Arm, and Intel Xeon 6+, reinforcing its role as a key supplier in the AI data-center buildout. Assessing Super Micro Computer (SMCI) Valuation After New AI Data Center Launches And Major Partnership Wins
• Positive Sentiment: The company is also being viewed as a beneficiary of the broader AI server rotation, with a focus on its push into edge computing and efforts to defend market share against rivals like Hewlett Packard Enterprise. The Great AI Server Rotation Puts Hewlett Packard Enterprise and Super Micro Computer in Focus (SMCI)
• Positive Sentiment: Recent coverage notes SMCI has climbed sharply since its last earnings report, suggesting investors are still rewarding the company’s return to growth and AI infrastructure momentum. Super Micro (SMCI) Up 36.8% Since Last Earnings Report: Can It Continue?
• Neutral Sentiment: Articles this week also highlight that SMCI has been highly volatile, with sharp daily swings even as the stock has surged over the past month. Why Super Micro Computer Stock Jumped 68% in May
• Negative Sentiment: Super Micro also got hit in a broader tech and AI trade-off day after softer-than-expected guidance from Broadcom raised questions about the pace of AI demand, adding near-term pressure to SMCI shares. Broadcom, Marvell, Sandisk, and More Stocks That Explain Today’s Market
• Negative Sentiment: One report also said SMCI shares fell on Wednesday despite a major AI infrastructure deal with Gorilla Technology, suggesting investors may be concerned about execution, timing, or valuation after the recent run-up. Super Micro Computer Sinks 9%, Gorilla Technology Tumbles 20% Despite $2 Billion India AI Infrastructure Deal
• Negative Sentiment: Some analysts are also warning that the stock’s rapid climb has left valuation stretched, which could limit upside if AI-driven growth fails to keep accelerating. Supermicro Stock Soars 85% in a Month. It’s Time to Worry About Its Valuation.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Northland Securities increased their price target on shares of Super Micro Computer from $22.00 to $34.00 in a research report on Wednesday, May 6th. Citigroup reaffirmed a “neutral” rating and issued a $31.00 price objective (up from $25.00) on shares of Super Micro Computer in a research report on Wednesday, May 6th. Bank of America dropped their target price on shares of Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating on the stock in a research note on Tuesday, March 24th. JPMorgan Chase & Co. increased their target price on shares of Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research report on Wednesday, May 6th. Finally, The Goldman Sachs Group restated a “sell” rating on shares of Super Micro Computer in a research note on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Super Micro Computer has an average rating of “Hold” and an average price target of $39.00.

Super Micro Computer Stock Down 1.1%

SMCI stock opened at $46.90 on Friday. The stock has a fifty day moving average of $30.67 and a 200-day moving average of $31.07. Super Micro Computer, Inc. has a fifty-two week low of $19.48 and a fifty-two week high of $62.36. The company has a market capitalization of $28.21 billion, a price-to-earnings ratio of 24.81, a PEG ratio of 0.79 and a beta of 1.87. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.29 and a current ratio of 2.66.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.63 by $0.21. The business 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 company’s revenue was up 122.7% compared to the same quarter last year. During the same period 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. As a group, equities research analysts predict that Super Micro Computer, Inc. will post 2.12 earnings per share 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.