California Public Employees Retirement System Acquires 71,741 Shares of Super Micro Computer, Inc. $SMCI

California Public Employees Retirement System boosted its stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 11.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 676,479 shares of the company’s stock after acquiring an additional 71,741 shares during the quarter. California Public Employees Retirement System owned about 0.11% of Super Micro Computer worth $33,154,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of SMCI. Vanguard Group Inc. increased its position in shares of Super Micro Computer by 2.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,152,948 shares of the company’s stock valued at $3,242,156,000 after purchasing an additional 1,745,179 shares during the last quarter. Geode Capital Management LLC lifted its position in Super Micro Computer by 2.7% in the second quarter. Geode Capital Management LLC now owns 13,752,581 shares of the company’s stock worth $671,316,000 after buying an additional 364,411 shares during the last quarter. Invesco Ltd. boosted its stake in Super Micro Computer by 31.6% during the second quarter. Invesco Ltd. now owns 8,639,784 shares of the company’s stock worth $423,436,000 after buying an additional 2,073,978 shares during the period. Charles Schwab Investment Management Inc. increased its position in Super Micro Computer by 5.3% during the second quarter. Charles Schwab Investment Management Inc. now owns 3,971,739 shares of the company’s stock valued at $194,655,000 after acquiring an additional 200,109 shares during the last quarter. Finally, Marshall Wace LLP raised its stake in shares of Super Micro Computer by 596.4% in the second quarter. Marshall Wace LLP now owns 3,437,714 shares of the company’s stock valued at $168,482,000 after acquiring an additional 2,944,049 shares during the period. 84.06% of the stock is owned by institutional investors.

Insider Buying and Selling at Super Micro Computer

In related news, CFO David E. Weigand sold 25,000 shares of the company’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $45.14, for a total value of $1,128,500.00. Following the completion of the sale, the chief financial officer directly owned 100,188 shares of the company’s stock, valued at $4,522,486.32. This represents a 19.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 16.30% of the stock is owned by insiders.

Super Micro Computer Stock Performance

Super Micro Computer stock opened at $34.90 on Thursday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 2.95 and a current ratio of 5.39. The company has a market capitalization of $20.83 billion, a PE ratio of 27.92, a P/E/G ratio of 0.71 and a beta of 1.52. The company has a 50 day moving average price of $43.68 and a 200-day moving average price of $45.52. Super Micro Computer, Inc. has a fifty-two week low of $25.71 and a fifty-two week high of $66.44.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings data on Tuesday, November 4th. The company reported $0.35 EPS for the quarter, missing the consensus estimate of $0.46 by ($0.11). The firm had revenue of $5.02 billion for the quarter, compared to analysts’ expectations of $6.48 billion. Super Micro Computer had a return on equity of 12.70% and a net margin of 3.77%.The company’s revenue for the quarter was down 15.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.73 earnings per share. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. As a group, equities analysts forecast that Super Micro Computer, Inc. will post 1.86 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Wedbush cut their price target on shares of Super Micro Computer from $48.00 to $42.00 and set a “neutral” rating on the stock in a report on Wednesday, November 5th. Northland Securities set a $63.00 target price on Super Micro Computer in a research report on Wednesday, November 5th. Rosenblatt Securities cut their target price on Super Micro Computer from $60.00 to $55.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a research note on Monday. Finally, Zacks Research upgraded Super Micro Computer from a “strong sell” rating to a “hold” rating in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $48.38.

Super Micro Computer 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.