$SMCI stock rose 7% this week, according to our price data from Polygon.
It has been the 29th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched.
Here is what we see in our data on $SMCI (you can track the company live on Quiver's $SMCI stock page):
$SMCI Insider Trading Activity
$SMCI insiders have traded $SMCI stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SMCI stock by insiders over the last 6 months:
- GEORGE KAO (SVP, OPERATIONS) sold 56,904 shares for an estimated $1,868,220
- SHERMAN TUAN sold 48,630 shares for an estimated $1,604,790
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SMCI Hedge Fund Activity
We have seen 328 institutional investors add shares of $SMCI stock to their portfolio, and 603 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 9,879,767 shares (-74.0%) from their portfolio in Q4 2025, for an estimated $289,180,780
- JPMORGAN CHASE & CO removed 4,805,017 shares (-81.4%) from their portfolio in Q4 2025, for an estimated $140,642,847
- GOLDMAN SACHS GROUP INC added 4,511,082 shares (+173.6%) to their portfolio in Q3 2025, for an estimated $216,261,271
- D. E. SHAW & CO., INC. removed 3,713,707 shares (-81.6%) from their portfolio in Q4 2025, for an estimated $108,700,203
- CANADA PENSION PLAN INVESTMENT BOARD added 2,834,987 shares (+344.2%) to their portfolio in Q4 2025, for an estimated $82,980,069
- MARSHALL WACE, LLP removed 2,775,740 shares (-98.4%) from their portfolio in Q4 2025, for an estimated $81,245,909
- CITADEL ADVISORS LLC added 2,439,473 shares (+57.6%) to their portfolio in Q4 2025, for an estimated $71,403,374
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 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SMCI stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/11 and 1 sale worth up to $15,000 on 12/31.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 11/12.
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:
- CJS Securities issued a "Market Underperform" rating on 03/20/2026
- Needham issued a "Buy" rating on 02/04/2026
- Argus Research issued a "Buy" rating on 11/06/2025
- Rosenblatt issued a "Buy" rating on 11/05/2025
- Goldman Sachs issued a "Sell" rating on 10/24/2025
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 $34.0.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $32.0 on 03/25/2026
- Asiya Merchant from Citigroup set a target price of $25.0 on 03/24/2026
- Ruplu Bhattacharya from B of A Securities set a target price of $24.0 on 03/24/2026
- Nehal Chokshi from Northland Capital Markets set a target price of $22.0 on 03/23/2026
- Tim Long from Barclays set a target price of $38.0 on 02/04/2026
- N. Quinn Bolton from Needham set a target price of $40.0 on 02/04/2026
- Katherine Murphy from Goldman Sachs set a target price of $26.0 on 01/13/2026
You can track data on $SMCI on Quiver Quantitative.
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.
