Rockefeller Capital Management L.P. Reduces Stake in Super Micro Computer, Inc. $SMCI

Rockefeller Capital Management L.P. reduced its position in Super Micro Computer, Inc. (NASDAQ:SMCI) by 11.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 182,677 shares of the company’s stock after selling 24,608 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Super Micro Computer were worth $5,347,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in SMCI. Advisors Asset Management Inc. bought a new stake in shares of Super Micro Computer during the 1st quarter valued at about $39,000. EverSource Wealth Advisors LLC grew its stake in shares of Super Micro Computer by 42.4% during the second quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock valued at $171,000 after buying an additional 1,036 shares during the last quarter. Baird Financial Group Inc. increased its stake in Super Micro Computer by 54.9% in the 2nd quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock worth $929,000 after purchasing an additional 6,718 shares during the period. Flow Traders U.S. LLC purchased a new position in shares of Super Micro Computer in the second quarter worth $277,000. Finally, Daiwa Securities Group Inc. increased its position in shares of Super Micro Computer by 3.4% in the second quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock valued at $4,198,000 after acquiring an additional 2,799 shares during the period. Institutional investors own 84.06% of the company’s stock.

Key Super Micro Computer News

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

• Positive Sentiment: GF Securities upgraded Super Micro Computer to Buy with a $48 price target, citing continued AI server demand even though it noted roughly 15% dilution could pressure the shares. GF Securities Upgrades Super Micro Computer (SMCI) Stock to Buy
• Positive Sentiment: Super Micro Computer announced/expanded edge AI and sovereign infrastructure efforts, including collaborations with StorMagic and Odine, which support its growth narrative beyond hyperscale data centers. Super Micro Computer (SMCI) Is Up 5.8% After New Edge AI And Sovereign Infrastructure Push
• Positive Sentiment: Investor attention is rising, with Zacks highlighting SMCI as one of its most-watched stocks, which can sometimes reflect growing speculation around the name. Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know
• Positive Sentiment: One article suggested SMCI could be set for a further climb after repricing, reflecting a more constructive short-term view from some market commentary. Stock Price Prediction: Super Micro Computer Set for 10% Climb After Repricing
• Neutral Sentiment: Recent coverage also reiterates that SMCI has been highly volatile over the past year, so traders may be reacting as much to momentum and sentiment as to fundamentals.
• Negative Sentiment: Investors are still weighing earlier governance and legal overhangs tied to the Supermicro/Nvidia server-smuggling case, which can continue to cap enthusiasm for the stock.

Analyst Ratings Changes

A number of equities analysts recently commented on SMCI shares. Rosenblatt Securities upped their target price on Super Micro Computer from $32.00 to $40.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Bank of America reduced their price target on Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating on the stock in a research note on Tuesday, March 24th. Needham & Company LLC reissued a “buy” rating and set a $40.00 price objective on shares of Super Micro Computer in a research report on Wednesday, May 6th. The Goldman Sachs Group restated a “sell” rating on shares of Super Micro Computer in a report on Wednesday, May 6th. Finally, Northland Securities upped their target price on shares of Super Micro Computer from $22.00 to $34.00 in a research report on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $38.57.

Super Micro Computer Stock Down 3.3%

SMCI stock opened at $30.63 on Friday. The stock has a market capitalization of $18.42 billion, a P/E ratio of 16.21, a P/E/G ratio of 0.52 and a beta of 1.87. 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, Inc. has a 1-year low of $19.48 and a 1-year high of $62.36. The business has a fifty day moving average price of $33.72 and a 200-day moving average price of $31.06.

Super Micro Computer (NASDAQ:SMCI) last released its quarterly earnings data 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 company had revenue of $10.24 billion for the quarter, compared to analysts’ expectations of $12.39 billion. During the same period last year, the firm posted $0.31 earnings per share. Super Micro Computer’s 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. Equities analysts forecast that Super Micro Computer, Inc. will post 2.13 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.