$SMCI ($SMCI) is expected to release its quarterly earnings data on Tuesday, November 4th after market close, per Finnhub. Analysts are expecting revenue of $6,118,312,093 and earnings of $0.41 per share.
You can see Quiver Quantitative's $SMCI stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
$SMCI Insider Trading Activity
$SMCI insiders have traded $SMCI stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $SMCI stock by insiders over the last 6 months:
- LIANG CHIU-CHU SARA LIU has made 0 purchases and 4 sales selling 700,000 shares for an estimated $34,504,621.
- CHARLES LIANG (President and CEO) has made 0 purchases and 4 sales selling 700,000 shares for an estimated $34,489,315.
- DAVID E WEIGAND (SVP, Chief Financial Officer) has made 0 purchases and 4 sales selling 117,000 shares for an estimated $5,085,274.
- GEORGE KAO (SVP, OPERATIONS) has made 0 purchases and 2 sales selling 68,400 shares for an estimated $3,057,624.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SMCI Hedge Fund Activity
We have seen 69 institutional investors add shares of $SMCI stock to their portfolio, and 85 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MIZUHO MARKETS AMERICAS LLC added 703,690 shares (+inf%) to their portfolio in Q3 2025, for an estimated $33,734,898
- BELVEDERE TRADING LLC removed 463,642 shares (-50.4%) from their portfolio in Q3 2025, for an estimated $22,226,997
- THAMES CAPITAL MANAGEMENT LLC removed 260,350 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $12,481,179
- SG AMERICAS SECURITIES, LLC removed 119,256 shares (-36.6%) from their portfolio in Q3 2025, for an estimated $5,717,132
- DNB ASSET MANAGEMENT AS removed 100,355 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $4,918,398
- NEPSIS INC. removed 62,383 shares (-15.5%) from their portfolio in Q3 2025, for an estimated $2,990,641
- DONOGHUE FORLINES LLC removed 53,020 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $2,598,510
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SMCI Congressional Stock Trading
Members of Congress have traded $SMCI stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SMCI stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 09/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$SMCI Analyst Ratings
Wall Street analysts have issued reports on $SMCI in the last several months. We have seen 3 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Sell" rating on 10/24/2025
- Rosenblatt issued a "Buy" rating on 10/24/2025
- B of A Securities issued a "Underperform" rating on 07/09/2025
- Raymond James issued a "Outperform" rating on 05/13/2025
- Needham issued a "Buy" rating on 05/07/2025
To track analyst ratings and price targets for $SMCI, check out Quiver Quantitative's $SMCI forecast page.
$SMCI Price Targets
Multiple analysts have issued price targets for $SMCI recently. We have seen 13 analysts offer price targets for $SMCI in the last 6 months, with a median target of $45.0.
Here are some recent targets:
- Samik Chatterjee from JP Morgan set a target price of $43.0 on 10/24/2025
- Kevin Cassidy from Rosenblatt set a target price of $60.0 on 10/24/2025
- Michael Ng from Goldman Sachs set a target price of $30.0 on 10/24/2025
- Mark Newman from Bernstein set a target price of $46.0 on 09/16/2025
- Tim Long from Barclays set a target price of $45.0 on 08/07/2025
- N. Quinn Bolton from Needham set a target price of $60.0 on 08/06/2025
- Matt Bryson from Wedbush set a target price of $48.0 on 08/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
