Fifth Third Bancorp Has $1.49 Million Position in Super Micro Computer, Inc. $SMCI

Fifth Third Bancorp grew its holdings in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) by 240.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,217 shares of the company’s stock after buying an additional 46,037 shares during the quarter. Fifth Third Bancorp’s holdings in Super Micro Computer were worth $1,485,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SMCI. Flagship Harbor Advisors LLC bought a new stake in Super Micro Computer during the fourth quarter worth about $25,000. Elyxium Wealth LLC acquired a new position in shares of Super Micro Computer during the 4th quarter worth approximately $26,000. Arax Advisory Partners bought a new stake in shares of Super Micro Computer during the 4th quarter worth approximately $28,000. SHP Wealth Management bought a new stake in shares of Super Micro Computer during the 4th quarter worth approximately $29,000. Finally, Concord Wealth Partners boosted its holdings in shares of Super Micro Computer by 2,564.1% in the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock valued at $30,000 after buying an additional 1,000 shares during the last quarter. 84.06% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Super Micro Computer

Here are the key news stories impacting Super Micro Computer this week:

• Positive Sentiment: Super Micro said gross margin is now expected to be 15% to 17%, far above its prior 8.2% to 8.4% outlook, easing investor concerns about profitability and helping explain the stock’s surge. Super Micro Computer stock surges 20% on margin recovery
• Positive Sentiment: The company disclosed more than $60 billion in new orders in the quarter and a record backlog, reinforcing the view that demand for its AI servers remains very strong. Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC CPUs
• Positive Sentiment: Super Micro also introduced a new H15 server portfolio powered by 6th Gen AMD EPYC CPUs and optimized for next-generation AI workloads, which supports its growth narrative in AI infrastructure. Supermicro Introduces New Server Portfolio
• Neutral Sentiment: Several analysts raised price targets or upgraded the stock, while others stayed cautious, suggesting expectations remain mixed despite the stronger update.
• Negative Sentiment: Revenue is still expected near the low end of guidance, and some reports warned that fulfilling the huge backlog may require additional financing or capital raises, tempering the bullish reaction.
• Negative Sentiment: Northland and Mizuho kept a more restrained view on the name, with one cutting near-term EPS estimates and another lowering its price target, showing concerns have not fully disappeared.

Super Micro Computer Price Performance

Shares of SMCI opened at $31.20 on Friday. The firm has a market capitalization of $18.76 billion, a PE ratio of 16.51, a PEG ratio of 0.40 and a beta of 1.94. The company’s 50-day moving average is $32.70 and its 200-day moving average is $30.52. Super Micro Computer, Inc. has a fifty-two week low of $19.48 and a fifty-two week high of $62.36. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.66 and a quick ratio of 1.29.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, May 5th. The company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.63 by $0.21. The business had revenue of $10.24 billion during the quarter, compared to the consensus estimate of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. Super Micro Computer’s revenue was up 122.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Equities analysts forecast that Super Micro Computer, Inc. will post 2.11 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. JPMorgan Chase & Co. raised their target price on shares of Super Micro Computer from $28.00 to $32.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. The Goldman Sachs Group reiterated a “sell” rating on shares of Super Micro Computer in a research note on Wednesday, May 6th. Rosenblatt Securities set a $45.00 price objective on shares of Super Micro Computer and gave the company a “buy” rating in a research report on Wednesday. Citigroup reaffirmed a “neutral” rating and issued a $33.00 target price (up from $31.00) on shares of Super Micro Computer in a report on Monday, July 13th. Finally, Raymond James Financial cut their target price on shares of Super Micro Computer from $45.00 to $39.00 in a research note on Friday, June 12th. Four equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Super Micro Computer currently has an average rating of “Hold” and an average target price of $39.21.

About Super Micro Computer

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.