Amundi Has $38.50 Million Stock Position in Super Micro Computer, Inc. $SMCI

Amundi decreased its position in Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 30.2% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 1,690,969 shares of the company's stock after selling 730,922 shares during the period. Amundi owned about 0.28% of Super Micro Computer worth $38,503,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. OVERSEA CHINESE BANKING Corp Ltd grew its stake in Super Micro Computer by 210.8% during the 4th quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 49,806 shares of the company's stock valued at $1,498,000 after acquiring an additional 33,782 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its position in shares of Super Micro Computer by 54.7% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 107,789 shares of the company's stock worth $3,155,000 after purchasing an additional 38,098 shares in the last quarter. Generali Asset Management SPA SGR boosted its holdings in shares of Super Micro Computer by 235.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 70,389 shares of the company's stock worth $2,060,000 after purchasing an additional 49,389 shares during the period. Strs Ohio grew its position in Super Micro Computer by 41.9% during the fourth quarter. Strs Ohio now owns 237,299 shares of the company's stock valued at $6,946,000 after purchasing an additional 70,021 shares in the last quarter. Finally, Quent Capital LLC grew its position in Super Micro Computer by 27,103.4% during the fourth quarter. Quent Capital LLC now owns 48,694 shares of the company's stock valued at $1,425,000 after purchasing an additional 48,515 shares in the last quarter. 84.06% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Wedbush decreased their target price 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. Citigroup restated a "neutral" rating and issued a $33.00 target price (up from $31.00) on shares of Super Micro Computer in a research note on Monday, July 13th. 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 report on Wednesday, May 6th. Needham & Company LLC raised their price target on Super Micro Computer from $40.00 to $46.00 and gave the stock a "buy" rating in a research note on Wednesday, July 22nd. Finally, Northland Securities set a $36.00 price target on Super Micro Computer in a report on Wednesday, July 22nd. Four analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Hold" and an average price target of $39.21.

Key Stories Impacting Super Micro Computer

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

• Positive Sentiment: Expanded AI rack portfolio: Supermicro announced 10 new precision-engineered rack models for high-density AI data centers. The systems support ORv3 liquid-cooling integration, factory pre-assembly, modular deployment and loads exceeding 5,500 pounds, potentially shortening customers’ time to online and supporting higher computing density. The announcement reinforces SMCI’s positioning in AI data-center infrastructure. Supermicro Expands DCBBS with Precision-Engineered AI Rack Series to Accelerate Deployment and Time-to-Online
• Positive Sentiment: AI demand remains the central growth opportunity: The product launch could help Supermicro capture additional data-center spending as customers seek integrated liquid-cooled solutions for increasingly demanding AI workloads. Investors are also focused on the company’s upcoming earnings report, which could provide updates on demand, margins and execution. Related Super Micro coverage
• Neutral Sentiment: Heavy investor attention: SMCI was identified as a trending stock on Zacks, indicating elevated investor interest, but the report did not provide a new fundamental catalyst. Analysts remain divided ahead of earnings, with options-related coverage suggesting the release could produce a substantial move. Super Micro Computer Is a Trending Stock
• Negative Sentiment: ITC patent investigation: The U.S. International Trade Commission opened an investigation into alleged infringement of Netlist memory patents by SMCI and other companies. Possible remedies could include import restrictions affecting certain servers or data-center hardware, adding legal and shipment risk. Super Micro Faces ITC Patent Investigation
• Negative Sentiment: Volatility and execution concerns: Recent coverage highlighted underperformance, a sharp prior selloff and bearish analyst views. While valuation-focused commentary describes the stock as potentially undervalued, the conflicting outlook reflects concerns about earnings volatility, margins and the company’s ability to convert strong AI revenue growth into sustained profits.

Super Micro Computer Stock Performance

Shares of NASDAQ SMCI opened at $28.40 on Monday. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.29 and a current ratio of 2.66. The firm has a market cap of $17.08 billion, a price-to-earnings ratio of 15.03, a P/E/G ratio of 0.34 and a beta of 1.95. The business's 50-day simple moving average is $32.21 and its 200-day simple moving average is $30.45. 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 - Get Free Report) last posted its earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, topping 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 firm had revenue of $10.24 billion during the quarter, compared to analyst estimates of $12.39 billion. During the same period in the previous year, the company earned $0.31 EPS. The company's revenue for the quarter was up 122.7% on a year-over-year basis. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. As a group, equities research analysts expect that Super Micro Computer, Inc. will post 2.1 earnings per share for the current fiscal year.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.