Annex Advisory Services 13F: New $10M Stake in SMCI

Annex Advisory Services has opened a new position in Super Micro Computer, Inc. (SMCI) with 250,344 shares valued at about $10.3 million, according to the firm's latest filing with the SEC on October 16, 2026.

What Changed in Annex Advisory Services' Super Micro Computer Position

The firm took a new stake in Super Micro Computer, marking a significant entry with 250,344 shares. This value correlates with the firm's recent interests in the technology sector, particularly in computer hardware, where the company operates.

Other Institutional Activity in Super Micro Computer

Several other institutional investors have also shown interest in Super Micro Computer. Blackrock Inc. grew its holdings by 4,327,237 shares, bringing its total to about 47.7 million shares worth approximately $1.5 billion. Vanguard Capital Management LLC added 3,460,675 shares for a total of 36.4 million shares valued at around $1.15 billion. Vanguard Portfolio Management LLC increased its position by 3,294,153 shares, ending with approximately 32.9 million shares valued at about $1.04 billion. State Street Corporation also added 2,617,899 shares, totaling about 24.6 million shares worth roughly $779.2 million.

Super Micro Computer, Inc. Stock Down 11.1%

As of October 16, 2026, Super Micro Computer trades at about $31.81, which is below its 50-day moving average of $38.62 by 17.6% and below its 200-day average of $32.46 by 2.0%. The stock is 43.8% off its 52-week high of $56.60 but is 63.3% above its 52-week low of $19.48.

Recent Earnings

In its most recent financial report, Super Micro Computer generated trailing twelve-month revenue of approximately $39.1 billion with an EPS of $3.26. The company is set to report its next earnings on November 3, 2026. Their revenue growth year-over-year has been strong at 93.2%, while their net margin stands at 5.7% with a return on equity of 21.5%.

Insider Buying and Selling at Super Micro Computer, Inc.

Insider transactions include sales by CEO Charles Liang and Director Liang Chiu-Chu Sara Liu, each selling 200,000 shares on September 4, 2026, valued at $7.7 million each. These transactions took place before the recent filing by Annex Advisory Services.

Analysts Set New Price Targets

Analysts maintain a mixed outlook on Super Micro Computer. Citigroup, on October 8, 2026, maintained a Neutral rating with a target price of $45, up from $39. Goldman Sachs has a Sell rating with a target price of $34, while Mizuho has set targets ranging from $35 to $43. The consensus among analysts suggests that the current mean price target is $42.27, which represents a potential upside from the recent trading price.

About Super Micro Computer

Super Micro Computer, Inc. specializes in server and storage solutions. The company is known for its modular and open-standard architecture in technology, serving markets in the U.S., Asia, Europe, and beyond. The recent acquisition by Annex Advisory Services highlights ongoing interest in the tech hardware sector as it continues to grow in the AI and data center markets.

Bottom Line

Watch for Super Micro Computer's upcoming earnings report on November 3, 2026, as well as potential changes in institutional holdings and analyst ratings. The filing reflects holdings as of the reporting period and may not represent Annex Advisory Services' current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.