American Century Companies Inc. Acquires 416,932 Shares of Super Micro Computer, Inc. $SMCI

Key Points

• American Century Companies raised its stake in Super Micro Computer by 70.5% in Q3, adding 416,932 shares to hold 1,008,567 shares (about 0.17% of the company) valued at $48.35 million.
• In its most recent quarter Super Micro beat expectations with $0.69 EPS (vs. $0.49 expected) and $12.68 billion in revenue (vs. $10.34 billion), a 123.4% year-over-year revenue increase.
• Analyst coverage is mixed—five Buys, eight Holds and two Sells—with a consensus rating of Hold and an average price target of $43.43, while institutional investors own about 84.06% of the stock.

American Century Companies Inc. lifted its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI - Free Report) by 70.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,008,567 shares of the company's stock after buying an additional 416,932 shares during the quarter. American Century Companies Inc. owned about 0.17% of Super Micro Computer worth $48,351,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Anfield Capital Management LLC acquired a new stake in Super Micro Computer during the 2nd quarter worth $25,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of Super Micro Computer in the 2nd quarter worth $25,000. Armstrong Advisory Group Inc. bought a new position in shares of Super Micro Computer in the 3rd quarter worth $29,000. Hazlett Burt & Watson Inc. grew its stake in shares of Super Micro Computer by 68.6% during 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 during the period. Finally, Advisors Asset Management Inc. bought a new stake in Super Micro Computer in the first quarter valued at about $39,000. 84.06% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on SMCI. Argus set a $64.00 target price on Super Micro Computer in a report on Thursday, November 6th. Sanford C. Bernstein cut their price target on shares of Super Micro Computer from $42.00 to $37.00 and set a "market perform" rating on the stock in a research report on Wednesday, February 4th. Zacks Research upgraded shares of Super Micro Computer from a "strong sell" rating to a "hold" rating in a report on Monday, December 8th. Needham & Company LLC lowered their target price on shares of Super Micro Computer from $51.00 to $40.00 and set a "buy" rating for the company in a research note on Wednesday, February 4th. Finally, Weiss Ratings reissued a "hold (c)" rating on shares of Super Micro Computer in a research report on Monday, December 29th. Five research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of "Hold" and a consensus price target of $43.43.

Super Micro Computer Price Performance

Shares of NASDAQ SMCI opened at $32.21 on Friday. The company has a fifty day moving average price of $31.06 and a 200 day moving average price of $38.48. The firm has a market cap of $19.29 billion, a PE ratio of 24.04, a PEG ratio of 0.64 and a beta of 1.52. The company has a current ratio of 1.70, a quick ratio of 1.01 and a debt-to-equity ratio of 0.67. Super Micro Computer, Inc. has a 1-year low of $27.60 and a 1-year high of $62.36.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last released its quarterly earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.49 by $0.20. The firm had revenue of $12.68 billion for the quarter, compared to the consensus estimate of $10.34 billion. Super Micro Computer had a return on equity of 13.22% and a net margin of 3.11%.The company's revenue for the quarter was up 123.4% on a year-over-year basis. During the same quarter last year, the business posted $0.59 EPS. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. Research analysts predict that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal 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.

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