Geode Capital Management LLC Purchases 41,314 Shares of Super Micro Computer, Inc. $SMCI

Geode Capital Management LLC lifted its position in Super Micro Computer, Inc. (NASDAQ:SMCI) by 0.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,808,499 shares of the company’s stock after acquiring an additional 41,314 shares during the quarter. Geode Capital Management LLC’s holdings in Super Micro Computer were worth $402,627,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Flagship Harbor Advisors LLC bought a new stake in shares of Super Micro Computer in the 4th quarter worth about $25,000. Elyxium Wealth LLC bought a new stake in shares of Super Micro Computer in the 4th quarter worth about $26,000. Concord Wealth Partners increased its stake in 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 buying an additional 1,000 shares during the period. Hazlett Burt & Watson Inc. increased its stake in 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 buying an additional 269 shares during the period. Finally, Aventura Private Wealth LLC purchased a new position in Super Micro Computer in the 4th quarter worth about $35,000. Institutional investors own 84.06% of the company’s stock.

Super Micro Computer News Summary

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

• Positive Sentiment: Dell’s strong AI-server demand and raised outlook lifted the entire AI hardware group, with traders betting Super Micro can benefit from the same data-center spending trend. Super Micro Computer Rallies on Dell AI Demand Signal, Compliance Update
• Positive Sentiment: Super Micro said it worked with Taiwanese authorities to stop an illegal shipment of 50 servers, which investors viewed as a compliance win and a sign the company is tightening controls. Supermicro Collaborates with Taiwanese Authorities to Prevent Illicit Diversion of Server Technology
• Positive Sentiment: Recent coverage highlighted SMCI’s sharp revenue growth and CEO commentary that the company’s transformation into a full data-center infrastructure provider is accelerating, reinforcing the bullish AI growth narrative. Dell, Rocket Lab, Palantir, and More Stocks That Explain the Market Today
• Neutral Sentiment: Some reports focused on SMCI nearing a “golden cross” technically, suggesting momentum traders may be adding to the stock, but this is more of a chart-driven signal than a fundamental catalyst. Here’s why the SMCI stock price is nearing a golden cross
• Negative Sentiment: Compliance scrutiny is still a risk: Nvidia has pushed Super Micro to strengthen controls after the Taiwan export case, keeping regulatory issues in focus even as the stock rallies. Nvidia Pressure Puts Super Micro Compliance And AI Server Future In Focus

Super Micro Computer Price Performance

Shares of Super Micro Computer stock opened at $46.09 on Monday. The firm’s 50 day moving average price is $28.74 and its 200-day moving average price is $30.77. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. Super Micro Computer, Inc. has a 52-week low of $19.48 and a 52-week high of $62.36. The company has a market cap of $27.72 billion, a P/E ratio of 24.39, a PEG ratio of 0.77 and a beta of 1.86.

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

Wall Street Analysts Forecast Growth

SMCI has been the topic of several recent analyst reports. Mizuho raised their price target on shares of Super Micro Computer from $30.00 to $36.00 and gave the stock a “neutral” rating in a research note on Tuesday, May 12th. Rosenblatt Securities raised their target price on shares of Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. JPMorgan Chase & Co. raised their target price on shares of Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research report on Wednesday, May 6th. CJS Securities raised shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research report on Wednesday, May 6th. Finally, Needham & Company LLC reissued a “buy” rating and set a $40.00 target price on shares of Super Micro Computer in a research report on Wednesday, May 6th. Four investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $38.43.

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.