Fjarde AP Fonden Fourth Swedish National Pension Fund Grows Stake in Super Micro Computer, Inc. $SMCI

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 70.5% during the 1st quarter, HoldingsChannel reports. The fund owned 143,600 shares of the company’s stock after purchasing an additional 59,400 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Super Micro Computer were worth $3,270,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in SMCI. Flagship Harbor Advisors LLC purchased a new position in shares of Super Micro Computer in the 4th quarter worth approximately $25,000. Elyxium Wealth LLC bought a new stake in Super Micro Computer in the fourth quarter worth $26,000. Arax Advisory Partners bought a new stake in Super Micro Computer in the fourth quarter worth $28,000. SHP Wealth Management purchased a new position in Super Micro Computer during the fourth quarter worth $29,000. Finally, Concord Wealth Partners boosted its stake in Super Micro Computer by 2,564.1% during the fourth 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. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

Super Micro Computer Stock Performance

Super Micro Computer stock opened at $26.48 on Tuesday. The company has a 50 day moving average price of $33.65 and a 200-day moving average price of $30.81. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.29 and a current ratio of 2.66. Super Micro Computer, Inc. has a fifty-two week low of $19.48 and a fifty-two week high of $62.36. The company has a market capitalization of $15.93 billion, a PE ratio of 14.05, a P/E/G ratio of 0.34 and a beta of 1.94.

Super Micro Computer (NASDAQ:SMCI) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.63 by $0.21. The company had revenue of $10.24 billion for 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%.Super Micro Computer’s revenue was up 122.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. As a group, equities analysts forecast that Super Micro Computer, Inc. will post 2.13 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages have recently weighed in on SMCI. CJS Securities raised shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research note on Wednesday, May 6th. The Goldman Sachs Group reiterated a “sell” rating on shares of Super Micro Computer in a report on Wednesday, May 6th. Wedbush decreased their price objective on shares of 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. Argus restated a “hold” rating on shares of Super Micro Computer in a research report on Friday, March 20th. Finally, JPMorgan Chase & Co. upped their target price on Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Four investment 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. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $38.57.

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.