Baird Financial Group Inc. Makes New $419,000 Investment in Super Micro Computer, Inc. $SMCI

Key Points

• Baird Financial Group Inc. made a new investment of approximately $419,000 in Super Micro Computer, purchasing 12,237 shares during the first quarter.
• Insider trading activity included the Director selling 300,000 shares for $13.5 million, representing a 0.45% decrease in ownership, while the CFO sold 25,000 shares valued at over $1 million.
• Analysts have set various target prices for Super Micro shares, with a consensus rating of "Hold" and a target price of $45.31, reflecting mixed sentiment on the stock's future performance.

Baird Financial Group Inc. purchased a new position in Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm purchased 12,237 shares of the company's stock, valued at approximately $419,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Robeco Institutional Asset Management B.V. acquired a new stake in Super Micro Computer in the 1st quarter worth $5,408,000. AlphaQuest LLC boosted its position in shares of Super Micro Computer by 352.4% during the 1st quarter. AlphaQuest LLC now owns 4,927 shares of the company's stock valued at $169,000 after acquiring an additional 3,838 shares in the last quarter. Gibraltar Capital Management Inc. acquired a new stake in shares of Super Micro Computer during the 1st quarter valued at about $205,000. Sequoia Financial Advisors LLC boosted its position in shares of Super Micro Computer by 43.2% during the 1st quarter. Sequoia Financial Advisors LLC now owns 19,243 shares of the company's stock valued at $659,000 after acquiring an additional 5,804 shares in the last quarter. Finally, Capital Advisors Inc. OK boosted its position in shares of Super Micro Computer by 39.8% during the 1st quarter. Capital Advisors Inc. OK now owns 47,251 shares of the company's stock valued at $1,618,000 after acquiring an additional 13,451 shares in the last quarter. 84.06% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Super Micro Computer

In other Super Micro Computer news, Director Liang Chiu-Chu Sara Liu sold 300,000 shares of the business's stock in a transaction dated Wednesday, June 18th. The shares were sold at an average price of $45.00, for a total value of $13,500,000.00. Following the completion of the transaction, the director directly owned 66,903,640 shares of the company's stock, valued at approximately $3,010,663,800. The trade was a 0.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO David E. Weigand sold 25,000 shares of the business's stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $40.29, for a total transaction of $1,007,250.00. Following the completion of the transaction, the chief financial officer directly owned 100,188 shares of the company's stock, valued at approximately $4,036,574.52. This represents a 19.97% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 1,065,000 shares of company stock valued at $53,762,450. Insiders own 16.30% of the company's stock.

Analysts Set New Price Targets

Several analysts have recently weighed in on SMCI shares. Wedbush reiterated a "neutral" rating and set a $30.00 target price on shares of Super Micro Computer in a research report on Monday, August 4th. JPMorgan Chase & Co. decreased their target price on shares of Super Micro Computer from $46.00 to $45.00 and set a "neutral" rating on the stock in a research report on Wednesday, August 6th. Mizuho lifted their target price on shares of Super Micro Computer from $40.00 to $47.00 and gave the company a "neutral" rating in a research report on Thursday, July 3rd. Barclays lifted their target price on shares of Super Micro Computer from $29.00 to $45.00 and gave the company an "equal weight" rating in a research report on Thursday, August 7th. Finally, The Goldman Sachs Group lifted their target price on shares of Super Micro Computer from $24.00 to $27.00 and gave the company a "sell" rating in a research report on Wednesday, August 6th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $45.31.

Super Micro Computer Trading Up 2.3%

Shares of SMCI stock opened at $43.91 on Thursday. Super Micro Computer, Inc. has a 12-month low of $17.25 and a 12-month high of $66.44. The company has a market capitalization of $26.09 billion, a P/E ratio of 26.45, a P/E/G ratio of 1.07 and a beta of 1.56. The firm has a 50-day moving average price of $48.15 and a 200 day moving average price of $42.24. The company has a quick ratio of 3.25, a current ratio of 5.25 and a debt-to-equity ratio of 0.74.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last announced its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing analysts' consensus estimates of $0.44 by ($0.03). Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The company had revenue of $5.76 billion during the quarter, compared to the consensus estimate of $5.88 billion. During the same period in the prior year, the firm posted $6.25 earnings per share. The company's revenue was up 8.5% on a year-over-year basis. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. Research analysts forecast that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

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.

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