Global Retirement Partners LLC Purchases Shares of 14,336 Super Micro Computer, Inc. $SMCI

Key Points

• Global Retirement Partners LLC bought a new stake of 14,336 shares in Super Micro Computer (SMCI) during Q2, valued at about $703,000.
• CFO David E. Weigand sold 25,000 shares on Sept. 15 at an average $45.14, cutting his ownership by roughly 19.97% to 100,188 shares, signaling notable insider selling.
• Super Micro missed recent quarterly expectations—EPS $0.35 vs. $0.46 estimate and revenue $5.02B vs. $6.48B (down 15.5% YoY)—and analysts have trimmed price targets, leaving an average rating of Hold and an average target of $48.38.

Global Retirement Partners LLC purchased a new stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 14,336 shares of the company's stock, valued at approximately $703,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Anfield Capital Management LLC bought a new stake in Super Micro Computer during the 2nd quarter valued at $25,000. Eastern Bank bought a new stake in shares of Super Micro Computer during the first quarter valued at about $29,000. Beaird Harris Wealth Management LLC acquired a new stake in Super Micro Computer in the first quarter worth about $34,000. TD Private Client Wealth LLC grew its position in Super Micro Computer by 46.0% in the 2nd quarter. TD Private Client Wealth LLC now owns 800 shares of the company's stock valued at $39,000 after buying an additional 252 shares in the last quarter. Finally, Orion Capital Management LLC bought a new position in Super Micro Computer in the 2nd quarter valued at about $39,000. 84.06% of the stock is owned by institutional investors.

Insider Activity at Super Micro Computer

In other Super Micro Computer news, CFO David E. Weigand sold 25,000 shares of the firm's stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $45.14, for a total value of $1,128,500.00. Following the completion of the transaction, the chief financial officer directly owned 100,188 shares in the company, valued at $4,522,486.32. This trade represents a 19.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 16.30% of the stock is currently owned by insiders.

Super Micro Computer Stock Performance

SMCI opened at $33.96 on Friday. The company has a quick ratio of 3.25, a current ratio of 5.25 and a debt-to-equity ratio of 0.74. The firm has a market cap of $20.27 billion, a PE ratio of 20.46, a P/E/G ratio of 1.30 and a beta of 1.50. The business has a fifty day simple moving average of $45.77 and a 200-day simple moving average of $45.97. Super Micro Computer, Inc. has a fifty-two week low of $25.71 and a fifty-two week high of $66.44.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last announced its earnings results on Tuesday, November 4th. The company reported $0.35 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.46 by ($0.11). Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The company had revenue of $5.02 billion for the quarter, compared to analyst estimates of $6.48 billion. During the same period last year, the firm earned $0.73 earnings per share. The firm's revenue for the quarter was down 15.5% on a year-over-year basis. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. FY 2026 guidance at EPS. As a group, equities analysts predict that Super Micro Computer, Inc. will post 1.86 EPS for the current fiscal year.

Analyst Ratings Changes

A number of analysts have recently weighed in on SMCI shares. Raymond James Financial reduced their price target on shares of Super Micro Computer from $53.00 to $50.00 and set an "outperform" rating for the company in a research note on Wednesday, November 5th. Mizuho cut their target price on Super Micro Computer from $50.00 to $45.00 and set a "neutral" rating for the company in a research report on Wednesday, November 5th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Super Micro Computer in a research note on Monday. Barclays dropped their price objective on Super Micro Computer from $45.00 to $43.00 and set an "equal weight" rating on the stock in a research note on Wednesday, November 5th. Finally, Rosenblatt Securities decreased their target price on Super Micro Computer from $60.00 to $55.00 and set a "buy" rating for the company in a research note on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Hold" and an average target price of $48.38.

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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