Legal & General Group Plc Buys 63,877 Shares of Super Micro Computer, Inc. $SMCI

Legal & General Group Plc lifted its stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 1.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,956,726 shares of the company’s stock after purchasing an additional 63,877 shares during the quarter. Legal & General Group Plc’s holdings in Super Micro Computer were worth $115,813,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Prospera Financial Services Inc grew its holdings in shares of Super Micro Computer by 4.8% during the 4th quarter. Prospera Financial Services Inc now owns 58,219 shares of the company’s stock valued at $1,704,000 after purchasing an additional 2,668 shares during the last quarter. Empirical Asset Management LLC bought a new stake in shares of Super Micro Computer during the 4th quarter valued at approximately $209,000. ABN Amro Investment Solutions grew its holdings in shares of Super Micro Computer by 208.1% during the 4th quarter. ABN Amro Investment Solutions now owns 21,792 shares of the company’s stock valued at $638,000 after purchasing an additional 14,720 shares during the last quarter. Cullen Frost Bankers Inc. bought a new stake in shares of Super Micro Computer during the 4th quarter valued at approximately $62,000. Finally, Larson Financial Group LLC grew its holdings in shares of Super Micro Computer by 50.5% during the 4th quarter. Larson Financial Group LLC now owns 4,658 shares of the company’s stock valued at $136,000 after purchasing an additional 1,563 shares during the last quarter. 84.06% of the stock is owned by institutional investors.

Super Micro Computer News Summary

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

• Positive Sentiment: Super Micro said it worked with Taiwanese authorities to stop an illegal diversion of its server technology, helping police arrest suspects and seize 50 servers reportedly headed for the restricted China market. That suggests the company is taking export-control compliance more seriously, which can ease investor concerns. Supermicro Collaborates with Taiwanese Authorities to Prevent Illicit Diversion of Server Technology
• Positive Sentiment: AI infrastructure demand remains a major tailwind for SMCI. Dell raised its outlook on strong AI data-center spending, and analysts noted that cloud and tech giants are still ramping AI capex, which supports demand for Super Micro’s GPU-optimized servers. Dell raises annual forecasts as AI data center buildout fuels demand
• Positive Sentiment: Recent coverage also highlighted a new customer win with Verda, which selected Super Micro’s NVIDIA-powered rack-scale systems for an AI cloud deployment in Europe. That reinforces the company’s growth narrative in AI infrastructure. Stock Market Today, May 28: Super Micro Computer Jumps After Collaboration With Taiwanese Authorities Thwarts Illegal Export Attempt
• Neutral Sentiment: Some articles described the stock as simply outperforming peers on a strong trading day, which reflects momentum but adds little new fundamental information. Super Micro Computer Inc. stock outperforms competitors on strong trading day
• Negative Sentiment: There is still some overhang from earlier reports about Taiwan smuggling investigations and Nvidia pressuring SMCI to strengthen compliance practices. While today’s news is more constructive, investors may remain alert to export-control and governance risks. Nvidia Pressure Puts Super Micro Compliance And AI Server Future In Focus
• Negative Sentiment: Rosen Law Firm also issued a deadline notice for SMCI stockholders with large losses, keeping litigation risk in the background. SMCI Deadline Today: Rosen Law Firm Urges Super Micro Computer, Inc. (NASDAQ: SMCI) Stockholders…

Super Micro Computer Stock Up 8.1%

NASDAQ:SMCI opened at $41.30 on Friday. The firm’s 50 day simple moving average is $28.43 and its 200 day simple moving average is $30.73. Super Micro Computer, Inc. has a one year low of $19.48 and a one year high of $62.36. The company has a market cap of $24.84 billion, a PE ratio of 21.85, a P/E/G ratio of 0.64 and a beta of 1.69. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, beating the consensus estimate 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 business had revenue of $10.24 billion for the quarter, compared to analysts’ expectations of $12.39 billion. During the same period in the prior year, the business posted $0.31 earnings per share. The firm’s revenue was up 122.7% on a year-over-year basis. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, research analysts anticipate that Super Micro Computer, Inc. will post 2.12 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages recently issued reports on SMCI. Citigroup reaffirmed a “neutral” rating and set a $31.00 price target (up from $25.00) on shares of Super Micro Computer in a report on Wednesday, May 6th. Wedbush cut their target price on shares of Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 6th. Barclays cut their target price on shares of Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating on the stock in a research report on Wednesday, May 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a research report on Friday, March 27th. Finally, Rosenblatt Securities lifted their target price on shares of Super Micro Computer from $32.00 to $40.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Super Micro Computer currently has a consensus rating of “Hold” and an average price target of $38.43.

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.