Strs Ohio Purchases 70,021 Shares of Super Micro Computer, Inc. $SMCI

Strs Ohio raised its position in Super Micro Computer, Inc. (NASDAQ:SMCI) by 41.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 237,299 shares of the company’s stock after buying an additional 70,021 shares during the quarter. Strs Ohio’s holdings in Super Micro Computer were worth $6,946,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in SMCI. Flagship Harbor Advisors LLC purchased a new position in Super Micro Computer during the fourth quarter worth about $25,000. Concord Wealth Partners boosted its holdings in shares of Super Micro Computer by 2,564.1% in the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock worth $30,000 after purchasing an additional 1,000 shares in the last quarter. Hazlett Burt & Watson Inc. boosted its holdings in shares of Super Micro Computer by 68.6% in the 3rd quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock worth $31,000 after purchasing an additional 269 shares in the last quarter. Aventura Private Wealth LLC purchased a new position in shares of Super Micro Computer in the 4th quarter worth about $35,000. Finally, Torren Management LLC purchased a new position in shares of Super Micro Computer in the 4th quarter worth about $38,000. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Super Micro Computer

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

• Positive Sentiment: SMCI participated as an investor in Panthalassa’s $140M Series B financing, signaling the company is deploying capital into adjacent renewable/AI infrastructure initiatives and aligning with prominent tech investors — a modest positive credibility/partnership signal. Panthalassa Raises $140 Million to Power AI at Sea
• Neutral Sentiment: Analyst/preview coverage ahead of the quarter highlights key items to watch (revenue/margin trends, guidance): upcoming earnings are a near-term catalyst that could swing the stock either way depending on customer retention and gross-margin trajectory. Super Micro (SMCI) Stock: Q3 Earnings Preview and What Wall Street Expects
• Neutral Sentiment: More earnings-preview coverage outlines what to monitor in the print (order trends, hyperscaler exposure) — the report due after the close is the immediate event risk. Super Micro (SMCI) Q1 Earnings Report Preview: What To Look For
• Neutral Sentiment: Industry funding news (DeepInfra $107M Series B) underscores strong demand for inference and AI infrastructure that benefits server vendors over time, a sector tailwind but not a direct company-specific catalyst. DeepInfra Closes $107M Series B to Power Production-Scale AI Inference
• Negative Sentiment: Heightened governance and legal scrutiny: multiple law firms (Faruqi & Faruqi, Rosen, Glancy Prongay Wolke & Rotter, etc.) are filing/class action reminders with a May 26, 2026 lead-plaintiff deadline — this increases headline risk, potential legal costs, and investor uncertainty. SMCI INVESTOR NOTICE: Faruqi & Faruqi, LLP Reminds Super Micro (SMCI) Investors of Securities Class Action Deadline on May 26, 2026
• Negative Sentiment: Sell-side and independent bearish commentary: Seeking Alpha and other outlets cite intensifying governance/operational headwinds and allege a major contract cancellation (reported as ~ $1.4B), arguing those issues pose meaningful revenue and margin risk — such narratives can pressure sentiment ahead of the report. Super Micro Computer: Get Out Before Earnings
• Negative Sentiment: Wedbush and other coverage flag uncertainty around another corporate governance issue as the company enters earnings, reinforcing investor caution and the potential for volatile trading until clarity is provided. Super Micro Computer Faces Uncertainty Over Governance Issue, Wedbush Says

Analyst Ratings Changes

A number of equities analysts have recently issued reports on SMCI shares. Wall Street Zen upgraded Super Micro Computer from a “sell” rating to a “hold” rating in a report on Sunday, February 15th. Sanford C. Bernstein cut their price objective on Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating for the company in a report on Wednesday, February 4th. Northland Securities reiterated a “market perform” rating and issued a $22.00 price objective on shares of Super Micro Computer in a report on Monday, March 23rd. Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a research note on Friday, March 27th. Finally, Argus reissued a “hold” rating on shares of Super Micro Computer in a research note on Friday, March 20th. Four research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, Super Micro Computer currently has an average rating of “Hold” and a consensus price target of $35.64.

Super Micro Computer Stock Performance

Super Micro Computer stock opened at $27.92 on Tuesday. The company has a quick ratio of 1.01, a current ratio of 1.70 and a debt-to-equity ratio of 0.67. The company has a market capitalization of $16.72 billion, a P/E ratio of 20.84, a PEG ratio of 0.51 and a beta of 1.69. The stock’s 50 day moving average is $27.67 and its 200 day moving average is $32.76. Super Micro Computer, Inc. has a twelve month low of $19.48 and a twelve month high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last issued its earnings results on Tuesday, February 3rd. The company reported $0.69 EPS for the quarter, beating 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 business had revenue of $12.68 billion for the quarter, compared to the consensus estimate of $10.34 billion. During the same period last year, the business posted $0.59 EPS. The company’s revenue was up 123.4% compared to the same quarter last year. On average, equities research analysts predict that Super Micro Computer, Inc. will post 1.9 earnings per share for the current fiscal year.

Super Micro Computer 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.