Super Micro Computer, Inc. $SMCI Shares Bought by Nomura Asset Management Co. Ltd.

Nomura Asset Management Co. Ltd. lifted its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 9.7% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 182,797 shares of the company’s stock after buying an additional 16,180 shares during the period. Nomura Asset Management Co. Ltd.’s holdings in Super Micro Computer were worth $5,350,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Flagship Harbor Advisors LLC acquired a new position in shares of Super Micro Computer during the 4th quarter worth approximately $25,000. Elyxium Wealth LLC acquired a new position in shares of Super Micro Computer during the 4th quarter worth approximately $26,000. Concord Wealth Partners raised its stake in shares of Super Micro Computer by 2,564.1% during the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock worth $30,000 after buying an additional 1,000 shares during the period. Aventura Private Wealth LLC acquired a new position in shares of Super Micro Computer during the 4th quarter worth approximately $35,000. Finally, Torren Management LLC acquired a new position in shares of Super Micro Computer during the 4th quarter worth approximately $38,000. 84.06% of the stock is owned by institutional investors and hedge funds.

Super Micro Computer Stock Down 1.1%

Shares of NASDAQ:SMCI opened at $46.90 on Friday. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. The business has a fifty day moving average of $30.67 and a two-hundred day moving average of $31.07. The stock has a market cap of $28.21 billion, a P/E ratio of 24.81, a PEG ratio of 0.79 and a beta of 1.87. Super Micro Computer, Inc. has a 52-week low of $19.48 and a 52-week high of $62.36.

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

Key Stories Impacting Super Micro Computer

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

• Positive Sentiment: Super Micro is expanding its AI server lineup with new offerings tied to AMD Helios, NVIDIA Vera Rubin, Arm, and Intel Xeon 6+, reinforcing its role as a key supplier in the AI data-center buildout. Assessing Super Micro Computer (SMCI) Valuation After New AI Data Center Launches And Major Partnership Wins
• Positive Sentiment: The company is also being viewed as a beneficiary of the broader AI server rotation, with a focus on its push into edge computing and efforts to defend market share against rivals like Hewlett Packard Enterprise. The Great AI Server Rotation Puts Hewlett Packard Enterprise and Super Micro Computer in Focus (SMCI)
• Positive Sentiment: Recent coverage notes SMCI has climbed sharply since its last earnings report, suggesting investors are still rewarding the company’s return to growth and AI infrastructure momentum. Super Micro (SMCI) Up 36.8% Since Last Earnings Report: Can It Continue?
• Neutral Sentiment: Articles this week also highlight that SMCI has been highly volatile, with sharp daily swings even as the stock has surged over the past month. Why Super Micro Computer Stock Jumped 68% in May
• Negative Sentiment: Super Micro also got hit in a broader tech and AI trade-off day after softer-than-expected guidance from Broadcom raised questions about the pace of AI demand, adding near-term pressure to SMCI shares. Broadcom, Marvell, Sandisk, and More Stocks That Explain Today’s Market
• Negative Sentiment: One report also said SMCI shares fell on Wednesday despite a major AI infrastructure deal with Gorilla Technology, suggesting investors may be concerned about execution, timing, or valuation after the recent run-up. Super Micro Computer Sinks 9%, Gorilla Technology Tumbles 20% Despite $2 Billion India AI Infrastructure Deal
• Negative Sentiment: Some analysts are also warning that the stock’s rapid climb has left valuation stretched, which could limit upside if AI-driven growth fails to keep accelerating. Supermicro Stock Soars 85% in a Month. It’s Time to Worry About Its Valuation.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on SMCI. Northland Securities upped their target price on Super Micro Computer from $22.00 to $34.00 in a research note on Wednesday, May 6th. Raymond James Financial reaffirmed an “outperform” rating and set a $45.00 target price on shares of Super Micro Computer in a research note on Wednesday, May 6th. Barclays reduced their target price on Super Micro Computer from $38.00 to $34.00 and set an “equal weight” rating for the company in a research note on Wednesday, May 6th. Wedbush reduced their target price on Super Micro Computer from $42.00 to $34.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. Finally, JPMorgan Chase & Co. upped their target price on Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $39.00.

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.