WINTON GROUP Ltd Acquires Shares of 49,705 Super Micro Computer, Inc. $SMCI

WINTON GROUP Ltd bought a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 49,705 shares of the company’s stock, valued at approximately $1,455,000.

Several other large investors have also made changes to their positions in the company. Norges Bank acquired a new position in Super Micro Computer in the fourth quarter valued at about $136,569,000. Clear Street Group Inc. bought a new stake in Super Micro Computer during the third quarter worth about $147,631,000. Vanguard Group Inc. increased its holdings in shares of Super Micro Computer by 4.1% during the third quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock worth $3,300,610,000 after buying an additional 2,695,829 shares in the last quarter. Dimensional Fund Advisors LP raised its stake in shares of Super Micro Computer by 833.8% in the third quarter. Dimensional Fund Advisors LP now owns 2,939,536 shares of the company’s stock valued at $140,882,000 after acquiring an additional 2,624,746 shares during the last quarter. Finally, Disciplined Growth Investors Inc. MN raised its stake in shares of Super Micro Computer by 16.5% in 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 acquiring an additional 1,381,046 shares during the last quarter. Institutional investors own 84.06% of the company’s stock.

Super Micro Computer Stock Performance

Super Micro Computer stock opened at $43.99 on Tuesday. The company has a market cap of $26.46 billion, a PE ratio of 23.28, a PEG ratio of 0.69 and a beta of 1.86. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88. Super Micro Computer, Inc. has a 1 year low of $19.48 and a 1 year high of $62.36. The company’s 50-day moving average is $31.46 and its two-hundred day moving average is $31.19.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share for the quarter, topping analysts’ consensus estimates of $0.63 by $0.21. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The business had revenue of $10.24 billion during the quarter, compared to the consensus estimate of $12.39 billion. During the same period in the previous year, the firm posted $0.31 earnings per share. Super Micro Computer’s revenue for the quarter was up 122.7% compared to the same quarter last year. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Equities analysts anticipate that Super Micro Computer, Inc. will post 2.12 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms recently commented on SMCI. Bank of America decreased their price target on Super Micro Computer from $34.00 to $24.00 and set an “underperform” rating on the stock in a research report on Tuesday, March 24th. JPMorgan Chase & Co. lifted their price objective on Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research report on Wednesday, May 6th. CJS Securities raised Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Argus restated a “hold” rating on shares of Super Micro Computer in a report on Friday, March 20th. Finally, Needham & Company LLC restated a “buy” rating and issued a $40.00 target price on shares of Super Micro Computer in a research note on Wednesday, May 6th. Four analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $39.00.

Super Micro Computer Company 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.