Kovitz Investment Group Partners LLC Buys 49,846 Shares of Super Micro Computer, Inc. $SMCI

Kovitz Investment Group Partners LLC boosted its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 157.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 81,601 shares of the company's stock after buying an additional 49,846 shares during the period. Kovitz Investment Group Partners LLC's holdings in Super Micro Computer were worth $2,794,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the business. Robeco Institutional Asset Management B.V. bought a new stake in Super Micro Computer in the first quarter valued at about $5,408,000. Gibraltar Capital Management Inc. bought a new stake in Super Micro Computer in the first quarter valued at about $205,000. Sequoia Financial Advisors LLC increased its stake in Super Micro Computer by 43.2% in the first quarter. Sequoia Financial Advisors LLC now owns 19,243 shares of the company's stock valued at $659,000 after acquiring an additional 5,804 shares during the period. Capital Advisors Inc. OK increased its stake in Super Micro Computer by 39.8% in the first quarter. Capital Advisors Inc. OK now owns 47,251 shares of the company's stock valued at $1,618,000 after acquiring an additional 13,451 shares during the period. Finally, Nuveen Asset Management LLC boosted its stake in Super Micro Computer by 796.5% in the 4th quarter. Nuveen Asset Management LLC now owns 1,446,722 shares of the company's stock valued at $44,096,000 after buying an additional 1,285,355 shares in the last quarter. Institutional investors and hedge funds own 84.06% of the company's stock.

Analyst Ratings Changes

Several analysts recently commented on the company. Rosenblatt Securities decreased their price target on Super Micro Computer from $55.00 to $50.00 and set a "buy" rating on the stock in a research note on Wednesday, May 7th. Wedbush reaffirmed a "neutral" rating and issued a $30.00 price target on shares of Super Micro Computer in a research note on Monday, August 4th. Mizuho boosted their price target on Super Micro Computer from $40.00 to $47.00 and gave the company a "neutral" rating in a research note on Thursday, July 3rd. Barclays boosted their price target on Super Micro Computer from $29.00 to $45.00 and gave the company an "equal weight" rating in a research note on Thursday, August 7th. Finally, JPMorgan Chase & Co. decreased their price target on Super Micro Computer from $46.00 to $45.00 and set a "neutral" rating on the stock in a research note on Wednesday, August 6th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $44.75.

Super Micro Computer Trading Down 2.8%

Shares of SMCI stock traded down $1.2020 on Wednesday, reaching $42.0380. 19,820,907 shares of the stock were exchanged, compared to its average volume of 55,609,055. The stock has a market cap of $25.09 billion, a PE ratio of 25.29, a P/E/G ratio of 1.14 and a beta of 1.46. Super Micro Computer, Inc. has a one year low of $17.25 and a one year high of $66.44. The company has a debt-to-equity ratio of 0.74, a current ratio of 5.32 and a quick ratio of 3.32. The stock has a 50 day moving average price of $49.02 and a 200 day moving average price of $42.32.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last released its earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share for the quarter, missing analysts' consensus estimates of $0.44 by ($0.03). The firm had revenue of $5.76 billion for the quarter, compared to the consensus estimate of $5.88 billion. Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The company's revenue was up 8.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.25 EPS. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. Equities research analysts forecast that Super Micro Computer, Inc. will post 1.86 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Charles Liang sold 200,000 shares of the business's stock in a transaction on Monday, July 28th. The stock was sold at an average price of $60.00, for a total transaction of $12,000,000.00. Following the completion of the sale, the chief executive officer 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Liang Chiu-Chu Sara Liu sold 200,000 shares of the company's stock in a transaction dated 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 completion of the sale, the director owned 40,426,120 shares of the company's stock, valued at $2,425,567,200. This represents a 0.49% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 1,000,000 shares of company stock valued at $51,000,000. 16.30% of the stock is currently owned by corporate insiders.

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.