Legal & General Group Plc Has $115.81 Million Position in Super Micro Computer, Inc. $SMCI

Key Points

• Legal & General Group Plc increased its stake in Super Micro Computer by 1.6% in the fourth quarter, ending with 3,956,726 shares worth about $115.8 million. Institutional ownership remains high, with hedge funds and institutions holding 84.06% of the stock.
• Super Micro stock was up 8.1% in Friday trading, opening at $41.30, while the company’s market cap stood at $24.84 billion. The shares have traded between $19.48 and $62.36 over the past 12 months.
• The company reported strong year-over-year revenue growth of 122.7% in its latest quarter and beat EPS estimates, though revenue came in below forecasts. Analysts currently have a Hold consensus, with an average price target of $38.43.

Legal & General Group Plc raised its stake in Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 1.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,956,726 shares of the company's stock after purchasing an additional 63,877 shares during the period. Legal & General Group Plc owned 0.66% of Super Micro Computer worth $115,813,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Hazlett Burt & Watson Inc. increased its holdings in shares of Super Micro Computer by 68.6% in the third quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company's stock valued at $31,000 after purchasing an additional 269 shares during the last quarter. Fairscale Capital LLC lifted its holdings in shares of Super Micro Computer by 12.5% during the third quarter. Fairscale Capital LLC now owns 2,693 shares of the company's stock worth $129,000 after buying an additional 300 shares in the last quarter. CI Investments Inc. grew its stake 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. CIBC Private Wealth Group LLC grew its stake in shares of Super Micro Computer by 11.8% in the third quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company's stock valued at $154,000 after acquiring an additional 339 shares in the last quarter. Finally, Murphy & Mullick Capital Management Corp grew its stake in shares of Super Micro Computer by 42.1% in the third quarter. Murphy & Mullick Capital Management Corp now owns 1,165 shares of the company's stock valued at $57,000 after acquiring an additional 345 shares in the last quarter. 84.06% of the stock is currently owned by institutional investors and hedge funds.

Super Micro Computer Trading Up 8.1%

Shares of Super Micro Computer stock opened at $41.30 on Friday. The company has a market capitalization of $24.84 billion, a price-to-earnings ratio of 21.85, a PEG ratio of 0.64 and a beta of 1.69. The company has a quick ratio of 1.29, a current ratio of 2.66 and a debt-to-equity ratio of 0.88. Super Micro Computer, Inc. has a 12-month low of $19.48 and a 12-month high of $62.36. The firm's 50-day moving average price is $28.43 and its two-hundred day moving average price is $30.73.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last announced 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 firm had revenue of $10.24 billion for the quarter, compared to the consensus estimate of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The business's revenue for the quarter was up 122.7% on a year-over-year basis. During the same period in the prior year, the company posted $0.31 earnings per share. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. On average, analysts forecast that Super Micro Computer, Inc. will post 2.12 earnings per share for the current fiscal year.

Analysts Set New Price Targets

SMCI has been the topic of several research reports. Bank of America decreased their price target on shares of Super Micro Computer from $34.00 to $24.00 and set an "underperform" rating on the stock in a research note on Tuesday, March 24th. Northland Securities upped their price target on shares of Super Micro Computer from $22.00 to $34.00 in a research note on Wednesday, May 6th. Sanford C. Bernstein decreased their price target on shares of Super Micro Computer from $42.00 to $37.00 and set a "market perform" rating on the stock in a research note on Wednesday, February 4th. Citigroup restated a "neutral" rating and issued a $31.00 price target (up from $25.00) on shares of Super Micro Computer in a research note on Wednesday, May 6th. Finally, JPMorgan Chase & Co. upped their price target on shares of 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 equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $38.43.

Key Stories Impacting Super Micro Computer

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

• Positive Sentiment: Super Micro said it worked with Taiwanese authorities to stop an illegal diversion of its server technology, helping police arrest suspects and seize 50 servers reportedly headed for the restricted China market. That suggests the company is taking export-control compliance more seriously, which can ease investor concerns. Supermicro Collaborates with Taiwanese Authorities to Prevent Illicit Diversion of Server Technology
• Positive Sentiment: AI infrastructure demand remains a major tailwind for SMCI. Dell raised its outlook on strong AI data-center spending, and analysts noted that cloud and tech giants are still ramping AI capex, which supports demand for Super Micro’s GPU-optimized servers. Dell raises annual forecasts as AI data center buildout fuels demand
• Positive Sentiment: Recent coverage also highlighted a new customer win with Verda, which selected Super Micro’s NVIDIA-powered rack-scale systems for an AI cloud deployment in Europe. That reinforces the company’s growth narrative in AI infrastructure. Stock Market Today, May 28: Super Micro Computer Jumps After Collaboration With Taiwanese Authorities Thwarts Illegal Export Attempt
• Neutral Sentiment: Some articles described the stock as simply outperforming peers on a strong trading day, which reflects momentum but adds little new fundamental information. Super Micro Computer Inc. stock outperforms competitors on strong trading day
• Negative Sentiment: There is still some overhang from earlier reports about Taiwan smuggling investigations and Nvidia pressuring SMCI to strengthen compliance practices. While today’s news is more constructive, investors may remain alert to export-control and governance risks. Nvidia Pressure Puts Super Micro Compliance And AI Server Future In Focus
• Negative Sentiment: Rosen Law Firm also issued a deadline notice for SMCI stockholders with large losses, keeping litigation risk in the background. SMCI Deadline Today: Rosen Law Firm Urges Super Micro Computer, Inc. NASDAQ: SMCI Stockholders...

Super Micro Computer Company 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.

Want to see what other hedge funds are holding SMCI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report).

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.