Jones Financial Companies Lllp Raises Holdings in Super Micro Computer, Inc. $SMCI

Jones Financial Companies Lllp grew its holdings in Super Micro Computer, Inc. (NASDAQ:SMCI) by 23.5% in the third quarter, Holdings Channel reports. The firm owned 98,858 shares of the company’s stock after buying an additional 18,784 shares during the quarter. Jones Financial Companies Lllp’s holdings in Super Micro Computer were worth $4,530,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Blue Trust Inc. increased its holdings in 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 in the last quarter. Securian Asset Management Inc. boosted its holdings in shares of Super Micro Computer by 0.9% during 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 during the last quarter. Tokio Marine Asset Management Co. Ltd. grew its stake in shares of Super Micro Computer by 1.4% in the third quarter. Tokio Marine Asset Management Co. Ltd. now owns 19,374 shares of the company’s stock worth $929,000 after acquiring an additional 266 shares during the period. Hazlett Burt & Watson Inc. raised its holdings in shares of Super Micro Computer by 68.6% during the third quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock valued at $31,000 after purchasing an additional 269 shares during the last quarter. Finally, DAVENPORT & Co LLC lifted its position in Super Micro Computer by 0.9% during the second quarter. DAVENPORT & Co LLC now owns 32,295 shares of the company’s stock valued at $1,583,000 after purchasing an additional 297 shares during the period. 84.06% of the stock is owned by institutional investors.

Key Stories Impacting Super Micro Computer

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

• Positive Sentiment: Blowout Q2 results and raised guidance — Revenue surged ~123% YoY to ~$12.7B and adjusted EPS beat expectations; management gave stronger-than-expected next-quarter and full-year revenue/earnings guidance, which is driving the rally. Super Micro Computer Tumbles on AI Boom Backlash
• Positive Sentiment: AI server demand and strategic product mix — Investors are buying the narrative that hyperscaler AI demand (NVIDIA/AMD chips) and traction in higher‑margin Data Center Building Block Solutions (DCBBS) can lift long‑term profitability if DCBBS grows as guided. MarketBeat SMCI Coverage
• Neutral Sentiment: Value/analyst debate — Bullish commentary and value score pieces highlight low P/E vs. growth, but views vary; some see it as a long‑term value/AI play while others urge caution. Why SMCI is a Top Value Stock
• Neutral Sentiment: Heavy intraday volume and momentum — The earnings beat triggered large, volatile flows (gaps and spikes), so short-term price moves may be driven as much by momentum trading as by fundamentals. Shares Gap Up After Earnings
• Negative Sentiment: Severe margin compression — Adjusted gross margin fell to ~6.4%, a multiyear low, driven by product mix, expedite costs and pricing pressure; margins are the key risk to sustainable profitability. Seeking Alpha Margin Analysis
• Negative Sentiment: Mixed analyst actions and some bearish takes — Several firms cut price targets (Goldman maintained a sell at $27; others trimmed targets), and some analysts/strategists warn the post‑earnings rally could be a trap. Goldman Sachs Price Target

Super Micro Computer Stock Performance

NASDAQ:SMCI opened at $34.38 on Friday. The stock has a 50-day simple moving average of $31.35 and a two-hundred day simple moving average of $41.14. Super Micro Computer, Inc. has a 52-week low of $27.60 and a 52-week high of $66.44. The company has a debt-to-equity ratio of 0.67, a quick ratio of 2.95 and a current ratio of 1.70. The firm has a market capitalization of $20.52 billion, a PE ratio of 25.66, a P/E/G ratio of 0.63 and a beta of 1.53.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data on Tuesday, February 3rd. The company reported $0.69 EPS for the quarter, topping the consensus estimate of $0.49 by $0.20. Super Micro Computer had a return on equity of 13.22% and a net margin of 3.11%.The firm had revenue of $12.68 billion for the quarter, compared to the consensus estimate of $10.34 billion. During the same quarter last year, the company earned $0.59 earnings per share. The business’s revenue for the quarter was up 123.4% compared to the same quarter last year. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. Analysts forecast that Super Micro Computer, Inc. will post 1.86 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. Argus set a $64.00 target price on shares of Super Micro Computer in a research report on Thursday, November 6th. Wedbush dropped their price target on Super Micro Computer from $48.00 to $42.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 5th. JPMorgan Chase & Co. reduced their price objective on Super Micro Computer from $43.00 to $40.00 and set a “neutral” rating for the company in a research report on Wednesday, November 5th. Rosenblatt Securities reissued a “buy” rating and issued a $55.00 target price on shares of Super Micro Computer in a report on Monday, February 2nd. Finally, Wall Street Zen downgraded Super Micro Computer from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. Eight research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $44.13.

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.