Super Micro Computer, Inc. $SMCI Shares Bought by Quent Capital LLC

Key Points

• Quent Capital LLC boosted its stake in Super Micro Computer by 27,103.4%, buying an additional 48,515 shares to hold 48,694 shares worth about $1.425 million per its latest 13F filing.
• Super Micro reported quarterly revenue of $12.68 billion (up 123.4% year‑over‑year) and EPS of $0.69 vs. $0.49 expected, and set Q3 2026 guidance around $0.60 EPS, while analysts maintain a consensus "Hold" rating with an average target of $35.64.
• Shares remain volatile after reports that Oracle canceled a large Supermicro order worth roughly $1.1–$1.4 billion, and multiple securities lawsuits have been filed, creating ongoing legal and revenue uncertainty.

Quent Capital LLC lifted its stake in Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 27,103.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,694 shares of the company's stock after buying an additional 48,515 shares during the period. Quent Capital LLC's holdings in Super Micro Computer were worth $1,425,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Hazlett Burt & Watson Inc. grew its stake in 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 in the last quarter. Flagship Harbor Advisors LLC acquired a new stake in Super Micro Computer during the fourth quarter valued at approximately $25,000. Advisors Asset Management Inc. acquired a new stake in Super Micro Computer during the first quarter valued at approximately $39,000. Murphy & Mullick Capital Management Corp lifted its holdings in Super Micro Computer by 42.1% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 1,165 shares of the company's stock worth $57,000 after buying an additional 345 shares during the last quarter. Finally, Aventura Private Wealth LLC bought a new position in Super Micro Computer during the 4th quarter worth approximately $35,000. Institutional investors own 84.06% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on SMCI shares. Wall Street Zen upgraded Super Micro Computer from a "sell" rating to a "hold" rating in a report on Sunday, February 15th. Northland Securities restated a "market perform" rating and set a $22.00 price objective on shares of Super Micro Computer in a research note on Monday, March 23rd. Citigroup decreased their price objective on shares of Super Micro Computer from $39.00 to $25.00 and set a "neutral" rating for the company in a report on Tuesday, March 24th. The Goldman Sachs Group boosted their target price on shares of Super Micro Computer from $26.00 to $27.00 and gave the company a "sell" rating in a research note on Wednesday, February 4th. Finally, Sanford C. Bernstein dropped their target price on shares of Super Micro Computer from $42.00 to $37.00 and set a "market perform" rating on the stock in a report on Wednesday, February 4th. Four analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company's stock. According to MarketBeat.com, Super Micro Computer currently has a consensus rating of "Hold" and an average target price of $35.64.

Super Micro Computer Stock Up 8.7%

NASDAQ:SMCI opened at $29.08 on Friday. The company has a current ratio of 1.70, a quick ratio of 1.01 and a debt-to-equity ratio of 0.67. The stock has a 50 day moving average of $27.94 and a 200-day moving average of $33.71. The firm has a market capitalization of $17.42 billion, a PE ratio of 21.70, a price-to-earnings-growth ratio of 0.50 and a beta of 1.64. Super Micro Computer, Inc. has a 52 week low of $19.48 and a 52 week high of $62.36.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last announced its quarterly 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. Super Micro Computer had a return on equity of 13.22% and a net margin of 3.11%.The business had revenue of $12.68 billion for the quarter, compared to the consensus estimate of $10.34 billion. During the same quarter last year, the business posted $0.59 EPS. The business's revenue was up 123.4% on a year-over-year basis. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. Analysts predict that Super Micro Computer, Inc. will post 1.9 EPS for the current year.

Super Micro Computer News Summary

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 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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