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 Q3 regulatory filings by fund managers ($100M+ AUM)
19% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 235
1.85% less ownership
Funds ownership: 56.99% [Q2] → 55.14% (-1.85%) [Q3]
31% less call options, than puts
Call options by funds: $4.74B | Put options by funds: $6.88B
31% less funds holding
Funds holding: 990 [Q2] → 681 (-309) [Q3]
54% less capital invested
Capital invested by funds: $27B [Q2] → $12.5B (-$14.5B) [Q3]
55% less funds holding in top 10
Funds holding in top 10: 38 [Q2] → 17 (-21) [Q3]
71% less first-time investments, than exits
New positions opened: 121 | Existing positions closed: 419
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Goldman Sachs Michael Ng 77% 1-year accuracy 17 / 22 met price target | 14%downside $28 | Neutral Maintained | 6 Nov 2024 |
JP Morgan Samik Chatterjee 58% 1-year accuracy 36 / 62 met price target | 29%downside $23 | Underweight Downgraded | 6 Nov 2024 |
Wedbush Matt Bryson 37% 1-year accuracy 16 / 43 met price target | 2%downside $32 | Neutral Maintained | 4 Nov 2024 |
Financial journalist opinion
Based on 74 articles about SMCI published over the past 30 days