Eurizon Capital SGR S.p.A. Buys New Holdings in Super Micro Computer, Inc. $SMCI

Eurizon Capital SGR S.p.A. bought a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 19,467 shares of the company’s stock, valued at approximately $570,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Clear Street Group Inc. bought a new stake in Super Micro Computer during the 3rd quarter worth approximately $147,631,000. Vanguard Group Inc. increased its holdings in Super Micro Computer by 4.1% during the 3rd quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock worth $3,300,610,000 after purchasing an additional 2,695,829 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in Super Micro Computer by 833.8% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,939,536 shares of the company’s stock worth $140,882,000 after purchasing an additional 2,624,746 shares in the last quarter. Disciplined Growth Investors Inc. MN increased its holdings in Super Micro Computer by 16.5% during the 2nd quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock worth $476,905,000 after purchasing an additional 1,381,046 shares in the last quarter. Finally, Credit Agricole S A bought a new stake in Super Micro Computer during the 3rd quarter worth approximately $30,285,000. 84.06% of the stock is owned by institutional investors.

More Super Micro Computer News

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

• Positive Sentiment: Super Micro unveiled new AI infrastructure platforms with partners including AMD and Arm, highlighting its push into energy-efficient, rack-scale systems for enterprise and edge AI. Supermicro Collaborates with Arm to Deliver a New Class of Energy-Efficient Rack-Scale Infrastructure for Enterprise Agentic AI
• Positive Sentiment: The company also showcased its next-generation AMD Helios platform at Computex, reinforcing expectations that Super Micro can benefit from the expanding AI server buildout. Supermicro Expands Rack-Scale AI Leadership with AMD Helios Platform, Accelerating Deployment and Operational Efficiency
• Positive Sentiment: Super Micro’s $2 billion AI infrastructure deal with Gorilla Technology for India underscores demand for its AI hardware and could support future revenue growth, even though the market reaction has been volatile. Gorilla Technology closes $2B Supermicro AI supply deal in India
• Neutral Sentiment: Super Micro presented at the Bank of America 2026 Global Technology Conference, keeping investors focused on its execution and management commentary rather than any single new financial update. Super Micro Computer, Inc. (SMCI) Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Despite the positive AI deal news, SMCI sold off sharply, likely reflecting investor concern that the market has already priced in much of the AI optimism and that competition is intensifying as enterprise AI demand broadens. Super Micro Computer Sinks 9%, Gorilla Technology Tumbles 20% Despite $2 Billion India AI Infrastructure Deal
• Negative Sentiment: One report noted Gorilla Technology filed to expand shelf-registration capacity, which may have added concern about dilution or capital needs tied to the India project. GRRR Stock Slides Premarket Despite A $2B AI Deal With Supermicro — Here’s Why

Analyst Ratings Changes

A number of brokerages have commented on SMCI. Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a report on Friday, March 27th. Needham & Company LLC reissued a “buy” rating and set a $40.00 price objective on shares of Super Micro Computer in a report on Wednesday, May 6th. Citigroup reissued a “neutral” rating and set a $31.00 price objective (up from $25.00) on shares of Super Micro Computer in a report on Wednesday, May 6th. Barclays decreased their price objective on Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating for the company in a report on Wednesday, May 6th. Finally, Rosenblatt Securities boosted their price objective on Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Four investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $39.00.

Super Micro Computer Price Performance

Shares of NASDAQ SMCI opened at $47.42 on Thursday. Super Micro Computer, Inc. has a twelve month low of $19.48 and a twelve month high of $62.36. The stock’s 50 day moving average price is $30.17 and its 200-day moving average price is $31.00. The company has a market capitalization of $28.52 billion, a PE ratio of 25.09, a PEG ratio of 0.83 and a beta of 1.87. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88.

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

Super Micro Computer Company Profile

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.