Hsbc Holdings PLC Grows Stock Holdings in Super Micro Computer, Inc. $SMCI

Key Points

• HSBC Holdings PLC increased its stake in Super Micro Computer by 13.7% in the fourth quarter, buying 137,180 more shares and bringing its total holding to 1,134,891 shares worth about $33.2 million.
• Institutional ownership remains very high, with 84.06% of SMCI stock held by institutions, and several other funds also boosted their positions during the period.
• Analyst sentiment is mixed but broadly cautious: the stock has a Hold consensus rating with a $38.57 average price target, even as some firms raised targets while others lowered them.

Hsbc Holdings PLC increased its position in Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 13.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,134,891 shares of the company's stock after buying an additional 137,180 shares during the period. Hsbc Holdings PLC owned about 0.19% of Super Micro Computer worth $33,203,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. CI Investments Inc. lifted its position in shares of Super Micro Computer by 12.1% in the third quarter. CI Investments Inc. now owns 3,001 shares of the company's stock valued at $144,000 after acquiring an additional 324 shares in the last quarter. MCF Advisors LLC grew its position in shares of Super Micro Computer by 9.6% during the fourth quarter. MCF Advisors LLC now owns 3,696 shares of the company's stock worth $108,000 after purchasing an additional 325 shares in the last quarter. CIBC Private Wealth Group LLC grew its position in shares of Super Micro Computer by 11.8% during the third quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company's stock worth $154,000 after purchasing an additional 339 shares in the last quarter. City State Bank raised its stake in Super Micro Computer by 4.9% during the 4th quarter. City State Bank now owns 7,500 shares of the company's stock valued at $220,000 after purchasing an additional 350 shares during the period. Finally, Newbridge Financial Services Group Inc. raised its stake in Super Micro Computer by 8.3% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 4,897 shares of the company's stock valued at $143,000 after purchasing an additional 375 shares during the period. 84.06% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

SMCI has been the topic of several recent analyst reports. Northland Securities lifted their price objective on shares of Super Micro Computer from $22.00 to $34.00 in a research report on Wednesday, May 6th. Weiss Ratings restated a "hold (c)" rating on shares of Super Micro Computer in a research report on Friday, March 27th. Rosenblatt Securities upped their target price on shares of Super Micro Computer from $32.00 to $40.00 and gave the stock a "buy" rating in a research report on Wednesday, May 6th. Wedbush cut 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. Finally, Raymond James Financial reduced their price target on shares of Super Micro Computer from $45.00 to $39.00 in a report on Friday, June 12th. Four investment 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. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $38.57.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Supermicro unveiled a new AI data center blueprint built around NVIDIA’s Vera Rubin platform at ISC 2026, including liquid-cooled racks and end-to-end infrastructure support. That reinforced its position in the AI server buildout and sparked fresh optimism about order growth and backlog conversion. Article title
• Positive Sentiment: GF Securities reportedly upgraded Super Micro to Buy and set a higher price target, adding to the bullish tone around the stock after the recent selloff. Article title
• Positive Sentiment: Investor sentiment also improved as analysts and traders focused on Supermicro’s large AI server order pipeline and the potential for stronger revenue if those orders are converted into shipments. Article title
• Neutral Sentiment: Recent coverage highlighted that the stock remains highly tied to the broader AI hardware trade, with momentum influenced by NVIDIA-related announcements and semiconductor sector strength. Article title
• Negative Sentiment: Some articles emphasized cash flow, debt, dilution, and margin concerns, noting that Supermicro’s recent capital raise could pressure shareholders even as it funds AI server demand. Article title
• Negative Sentiment: After the prior rally, the stock also gave back some of those gains as traders reassessed valuation and the impact of financing overhangs, contributing to the day’s weaker trading. Article title

Super Micro Computer Stock Performance

NASDAQ SMCI opened at $33.32 on Wednesday. The stock has a market capitalization of $20.04 billion, a PE ratio of 17.63, a P/E/G ratio of 0.59 and a beta of 1.86. The business has a 50 day simple moving average of $33.44 and a two-hundred day simple moving average of $31.10. 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.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.63 by $0.21. The business had revenue of $10.24 billion for the quarter, compared to the consensus estimate of $12.39 billion. Super Micro Computer had a return on equity of 17.49% and a net margin of 3.70%.The company's revenue was up 122.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, research analysts predict that Super Micro Computer, Inc. will post 2.11 EPS 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.

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