Signal Advisors Wealth LLC Takes $2.27 Million Position in Super Micro Computer, Inc. $SMCI

Key Points

• Signal Advisors Wealth LLC recently acquired 46,347 shares of Super Micro Computer, Inc. ($SMCI), valued at approximately $2,271,000, signaling growing interest from institutional investors.
• Insider trading activity includes Director Liang Chiu-Chu Sara Liu selling 200,000 shares for $12 million and CFO David E. Weigand selling 25,000 shares worth $1.13 million, indicating notable executive transactions.
• Super Micro Computer has received varied analyst ratings, with a consensus of "Hold" and an average target price now adjusted to $45.36.

Signal Advisors Wealth LLC purchased a new position in Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 46,347 shares of the company's stock, valued at approximately $2,271,000.

A number of other institutional investors have also modified their holdings of SMCI. Vanguard Group Inc. boosted its stake in Super Micro Computer by 3.9% in the first quarter. Vanguard Group Inc. now owns 64,407,769 shares of the company's stock valued at $2,205,322,000 after acquiring an additional 2,415,276 shares during the period. Charles Schwab Investment Management Inc. boosted its holdings in shares of Super Micro Computer by 3.3% during the first quarter. Charles Schwab Investment Management Inc. now owns 3,771,630 shares of the company's stock valued at $129,141,000 after acquiring an additional 120,496 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Super Micro Computer by 2.7% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,892,772 shares of the company's stock worth $99,049,000 after acquiring an additional 76,776 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Super Micro Computer by 6,368.8% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,815,996 shares of the company's stock valued at $85,832,000 after purchasing an additional 2,772,464 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD increased its stake in shares of Super Micro Computer by 15.7% in the first quarter. Price T Rowe Associates Inc. MD now owns 1,642,682 shares of the company's stock valued at $56,246,000 after purchasing an additional 223,427 shares during the period. Institutional investors own 84.06% of the company's stock.

Insider Activity at Super Micro Computer

In related news, SVP George Kao sold 40,000 shares of the stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $43.88, for a total value of $1,755,200.00. Following the completion of the transaction, the senior vice president owned 21,820 shares of the company's stock, valued at $957,461.60. This represents a 64.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Liang Chiu-Chu Sara Liu sold 200,000 shares of Super Micro Computer stock in a transaction that occurred on Monday, July 28th. The shares were sold at an average price of $60.00, for a total value of $12,000,000.00. Following the sale, the director directly owned 40,426,120 shares in the company, valued at $2,425,567,200. The trade was a 0.49% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 490,000 shares of company stock worth $27,890,950 in the last three months. Corporate insiders own 16.30% of the company's stock.

Analyst Upgrades and Downgrades

SMCI has been the topic of several recent analyst reports. Citigroup reissued a "neutral" rating and set a $52.00 target price (up previously from $37.00) on shares of Super Micro Computer in a report on Friday, July 11th. Barclays lifted their target price on Super Micro Computer from $29.00 to $45.00 and gave the stock an "equal weight" rating in a report on Thursday, August 7th. The Goldman Sachs Group raised their price objective 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. Bank of America initiated coverage on shares of Super Micro Computer in a research note on Wednesday, July 9th. They set an "underperform" rating and a $35.00 target price for the company. Finally, Mizuho lifted their price target on shares of Super Micro Computer from $40.00 to $47.00 and gave the stock a "neutral" rating in a research report on Thursday, July 3rd. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, Super Micro Computer presently has a consensus rating of "Hold" and a consensus price target of $45.36.

Super Micro Computer Stock Down 0.3%

Shares of Super Micro Computer stock traded down $0.13 on Friday, hitting $45.81. 28,652,634 shares of the company traded hands, compared to its average volume of 24,149,948. Super Micro Computer, Inc. has a 12-month low of $17.25 and a 12-month high of $66.44. 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 company has a market cap of $27.22 billion, a PE ratio of 27.60, a PEG ratio of 1.15 and a beta of 1.56. The company has a 50-day moving average price of $47.61 and a 200 day moving average price of $42.30.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last issued its quarterly earnings data on Tuesday, August 5th. The company reported $0.41 earnings per share (EPS) 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 business had revenue of $5.76 billion during the quarter, compared to the consensus estimate of $5.88 billion. During the same quarter in the prior year, the company posted $6.25 earnings per share. The company's revenue for the quarter 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. Sell-side analysts predict that Super Micro Computer, Inc. will post 1.86 earnings per share for the current 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.