Super Micro ComputerSMCI
About: Super Micro Computer Inc provides high-performance server technology services to cloud computing, data center, Big Data, high-performance computing, and "Internet of Things" embedded markets. Its solutions include server, storage, blade and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.
Employees: 5,126
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
1,152% more repeat investments, than reductions
Existing positions increased: 388 | Existing positions reduced: 31
0% less first-time investments, than exits
New positions opened: 221 | Existing positions closed: 222
3.91% less ownership
Funds ownership: 55.15% [Q3] → 51.24% (-3.91%) [Q4]
5% less funds holding
Funds holding: 683 [Q3] → 650 (-33) [Q4]
26% less call options, than puts
Call options by funds: $3.41B | Put options by funds: $4.6B
27% less capital invested
Capital invested by funds: $12.5B [Q3] → $9.17B (-$3.37B) [Q4]
47% less funds holding in top 10
Funds holding in top 10: 17 [Q3] → 9 (-8) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Loop Capital Ananda Baruah 68% 1-year accuracy 23 / 34 met price target | 11%downside $50 | Buy Maintained | 12 Feb 2025 |
Wedbush Matt Bryson 51% 1-year accuracy 21 / 41 met price target | 29%downside $40 | Neutral Maintained | 12 Feb 2025 |
JP Morgan Samik Chatterjee 62% 1-year accuracy 41 / 66 met price target | 38%downside $35 | Underweight Maintained | 12 Feb 2025 |
Northland Capital Markets Nehal Chokshi 36% 1-year accuracy 5 / 14 met price target | 2%upside $57 | Outperform Reiterated | 12 Feb 2025 |
Financial journalist opinion
Based on 132 articles about SMCI published over the past 30 days
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