First Trust Advisors LP Has $47.99 Million Stock Position in Super Micro Computer, Inc. $SMCI

First Trust Advisors LP grew its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 37.9% during the third quarter, Holdings Channel reports. The firm owned 1,001,078 shares of the company’s stock after purchasing an additional 275,035 shares during the period. First Trust Advisors LP’s holdings in Super Micro Computer were worth $47,992,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. boosted its holdings in Super Micro Computer by 4.1% in the third quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock worth $3,300,610,000 after purchasing an additional 2,695,829 shares in the last quarter. Geode Capital Management LLC raised its holdings in Super Micro Computer by 2.7% during the second quarter. Geode Capital Management LLC now owns 13,752,581 shares of the company’s stock valued at $671,316,000 after buying an additional 364,411 shares in the last quarter. Disciplined Growth Investors Inc. MN raised its holdings in Super Micro Computer by 16.5% during the second quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock valued at $476,905,000 after buying an additional 1,381,046 shares in the last quarter. Invesco Ltd. lifted its position in shares of Super Micro Computer by 31.6% in the second quarter. Invesco Ltd. now owns 8,639,784 shares of the company’s stock worth $423,436,000 after buying an additional 2,073,978 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its stake in shares of Super Micro Computer by 5.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,971,739 shares of the company’s stock worth $194,655,000 after acquiring an additional 200,109 shares in the last quarter. Institutional investors and hedge funds own 84.06% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Sanford C. Bernstein lowered their price objective on 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. Needham & Company LLC reduced their target price on Super Micro Computer from $51.00 to $40.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Raymond James Financial decreased their target price on Super Micro Computer from $50.00 to $35.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Zacks Research upgraded Super Micro Computer from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. Finally, The Goldman Sachs Group lifted their price target on shares of Super Micro Computer from $26.00 to $27.00 and gave the company a “sell” rating in a research report on Wednesday, February 4th. Five investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $43.43.

Super Micro Computer Price Performance

Shares of SMCI opened at $31.79 on Thursday. The company has a 50-day simple moving average of $31.21 and a 200-day simple moving average of $38.11. The firm has a market capitalization of $19.04 billion, a P/E ratio of 23.72, a P/E/G ratio of 0.63 and a beta of 1.52. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.01 and a current ratio of 1.70. Super Micro Computer, Inc. has a 52 week low of $27.60 and a 52 week high of $62.36.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share for the quarter, beating the consensus estimate of $0.49 by $0.20. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.22%. The business had revenue of $12.68 billion during the quarter, compared to analysts’ expectations of $10.34 billion. During the same quarter last year, the company earned $0.59 earnings per share. The firm’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. On average, equities research analysts expect that Super Micro Computer, Inc. will post 1.86 earnings per share for the current year.

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.