Fjarde AP Fonden Fourth Swedish National Pension Fund Buys 13,300 Shares of Super Micro Computer, Inc. $SMCI

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in Super Micro Computer, Inc. (NASDAQ:SMCI) by 11.7% during the 2nd quarter, HoldingsChannel reports. The firm owned 127,400 shares of the company’s stock after buying an additional 13,300 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Super Micro Computer were worth $6,244,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Blue Trust Inc. boosted its stake in shares of Super Micro Computer by 16.1% in the 2nd quarter. Blue Trust Inc. now owns 1,557 shares of the company’s stock worth $76,000 after buying an additional 216 shares during the last quarter. Hartford Investment Management Co. lifted its holdings in Super Micro Computer by 0.8% in the second 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 during the period. Securian Asset Management Inc. lifted its holdings in Super Micro Computer by 0.9% in the second 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 during the period. Wealthcare Advisory Partners LLC boosted its position in Super Micro Computer by 1.2% in the second quarter. Wealthcare Advisory Partners LLC now owns 21,798 shares of the company’s stock worth $1,068,000 after purchasing an additional 248 shares during the last quarter. Finally, TD Private Client Wealth LLC grew its stake in shares of Super Micro Computer by 46.0% during the 2nd quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock valued at $39,000 after purchasing an additional 252 shares during the period. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

Super Micro Computer Stock Performance

Shares of NASDAQ SMCI opened at $52.69 on Thursday. The stock has a market cap of $31.31 billion, a PE ratio of 31.74, a price-to-earnings-growth ratio of 1.25 and a beta of 1.55. Super Micro Computer, Inc. has a 1 year low of $17.25 and a 1 year high of $66.44. The firm has a fifty day moving average price of $47.93 and a 200-day moving average price of $45.24. The company has a debt-to-equity ratio of 0.74, a current ratio of 5.25 and a quick ratio of 3.25.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing analysts’ consensus estimates of $0.44 by ($0.03). The firm had revenue of $5.76 billion for the quarter, compared to analysts’ expectations of $5.88 billion. Super Micro Computer had a net margin of 4.77% and a return on equity of 17.14%. The firm’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same quarter last year, the firm posted $6.25 EPS. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. Equities 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 related news, SVP George Kao sold 40,000 shares of the business’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $43.88, for a total value of $1,755,200.00. Following the transaction, the senior vice president directly owned 21,820 shares of the company’s stock, valued at approximately $957,461.60. The trade was a 64.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO David E. Weigand sold 25,000 shares of the stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $45.14, for a total transaction of $1,128,500.00. Following the sale, the chief financial officer directly owned 100,188 shares of the company’s stock, valued at approximately $4,522,486.32. This trade represents a 19.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 90,000 shares of company stock valued at $3,890,950. Corporate insiders own 16.30% of the company’s stock.

Wall Street Analysts Forecast Growth

SMCI has been the topic of a number of research reports. JPMorgan Chase & Co. dropped their price objective on shares of Super Micro Computer from $45.00 to $43.00 and set a “neutral” rating on the stock in a report on Friday, October 24th. Zacks Research upgraded shares of Super Micro Computer to a “hold” rating in a research report on Monday, August 11th. Citigroup reiterated a “neutral” rating and set a $52.00 price target (up previously from $37.00) on shares of Super Micro Computer in a research note on Friday, July 11th. Rosenblatt Securities upped their price objective on Super Micro Computer from $50.00 to $60.00 and gave the stock a “buy” rating in a research note on Friday, October 24th. Finally, Northland Securities lifted their target price on Super Micro Computer from $59.00 to $67.00 in a research report on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Super Micro Computer has a consensus rating of “Hold” and an average price target of $47.57.

Super Micro Computer Company 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.