M&T Bank Corp Buys 189,986 Shares of Super Micro Computer, Inc. $SMCI

Key Points

• M&T Bank Corp boosted its stake in Super Micro Computer by 804.5% in Q4, adding 189,986 shares to hold 213,600 shares worth about $6.25 million.
• SMCI remains volatile: Oracle reportedly canceled a roughly $1.1–$1.4 billion order and multiple securities lawsuits have emerged, yet the stock has recently rallied (up ~8.7%) on AI demand and momentum.
• Analysts hold a consensus "Hold" rating with a $35.64 price target, while the company recently beat expectations with $12.68 billion in revenue (up 123% YoY) and $0.69 EPS.

M&T Bank Corp boosted its stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 804.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 213,600 shares of the company's stock after acquiring an additional 189,986 shares during the period. M&T Bank Corp's holdings in Super Micro Computer were worth $6,252,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. Tokio Marine Asset Management Co. Ltd. boosted its holdings in shares of Super Micro Computer by 1.4% during the 3rd quarter. Tokio Marine Asset Management Co. Ltd. now owns 19,374 shares of the company's stock valued at $929,000 after purchasing an additional 266 shares during the last quarter. 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 worth $31,000 after purchasing an additional 269 shares during the last quarter. Fairscale Capital LLC increased its holdings in shares of Super Micro Computer by 12.5% in the third quarter. Fairscale Capital LLC now owns 2,693 shares of the company's stock worth $129,000 after purchasing an additional 300 shares during the last quarter. MassMutual Private Wealth & Trust FSB lifted its position in shares of Super Micro Computer by 14.2% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 2,459 shares of the company's stock worth $118,000 after buying an additional 305 shares in the last quarter. Finally, WealthPlan Investment Management LLC lifted its position in shares of Super Micro Computer by 4.6% in the third quarter. WealthPlan Investment Management LLC now owns 6,891 shares of the company's stock worth $330,000 after buying an additional 305 shares in the last quarter. 84.06% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

SMCI has been the subject of several research analyst reports. Mizuho cut their price target on Super Micro Computer from $33.00 to $25.00 and set a "neutral" rating for the company in a report on Monday, April 6th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Super Micro Computer in a report on Friday, March 27th. Barclays set a $38.00 target price on Super Micro Computer and gave the company an "equal weight" rating in a research report on Wednesday, February 4th. Northland Securities reissued a "market perform" rating and issued a $22.00 target price on shares of Super Micro Computer in a report on Monday, March 23rd. Finally, Rosenblatt Securities reduced their price target on shares of Super Micro Computer from $50.00 to $32.00 and set a "buy" rating on the stock in a research report on Wednesday, March 25th. Four investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $35.64.

Key Super Micro Computer News

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

• Positive Sentiment: Buyers focused on SMCI’s AI momentum and recent upside thesis; a 247WallStreet midday piece says the stock jumped despite the Oracle contract news, pointing to continued demand for AI infrastructure and bargain-hunting after the prior selloff. Super Micro Computer Stock Jumps 9% Despite Oracle Canceling $1.4B Contract: What's Really Driving the Move?
• Positive Sentiment: Technical/forward-looking analyst takes are constructive: another 247WallStreet piece argues SMCI’s setup into mid‑2026 offers “a clearer risk/reward” and that the name is positioned for further upside, which can attract momentum and speculative flows. SMCI Stock Price Prediction: The Tech Stock Is Ready For A Strong Upside
• Neutral Sentiment: Market/sector context: some premarket/sector note pieces flagged softness in tech and bond market noise that likely amplified SMCI’s intraday moves; these macro factors can swing sentiment independently of company fundamentals. TSLA, PLTR and SMCI Forecasts – Tech Looks Weak in Premarket
• Negative Sentiment: Oracle reportedly canceled a large order for Super Micro server racks (reports estimate ~$1.1–1.4B), which triggered an earlier sharp drop and remains the principal headline risk investors are pricing. That lost order raises near‑term revenue uncertainty and sparked volatility. Oracle Cuts Super Micro Order, Shares Sink
• Negative Sentiment: Legal overhang: multiple law firms have filed or solicited lead‑plaintiff interest in securities lawsuits covering the same period and set a May 26, 2026 deadline — this increases litigation risk and could pressure sentiment until resolved. ROSEN, NATIONAL INVESTOR COUNSEL, Encourages Super Micro Computer, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - SMCI

Super Micro Computer Trading Up 8.7%

SMCI stock opened at $29.08 on Friday. Super Micro Computer, Inc. has a twelve month low of $19.48 and a twelve month high of $62.36. The stock has a market capitalization of $17.42 billion, a price-to-earnings ratio of 21.70, a price-to-earnings-growth ratio of 0.50 and a beta of 1.64. The company has a quick ratio of 1.01, a current ratio of 1.70 and a debt-to-equity ratio of 0.67. The firm's fifty day simple moving average is $27.94 and its two-hundred day simple moving average is $33.71.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last released its earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.49 by $0.20. The firm had revenue of $12.68 billion during the quarter, compared to analyst estimates of $10.34 billion. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.22%. The business's revenue was up 123.4% on a year-over-year basis. During the same quarter last year, the business earned $0.59 EPS. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. As a group, analysts anticipate that Super Micro Computer, Inc. will post 1.9 earnings per share for the current 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.

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