Charles Liang, the President and CEO of $SMCI, sold 100,000 shares of the company on 09-04-2026 for an estimated $4,000,000. We received data on the trade from a recent SEC filing. This was a sale of approximately 18.6% of their shares of this class of stock. Following this trade, they now own 437,506 shares of this class of $SMCI stock.
$SMCI Insider Trading Activity
$SMCI insiders have traded $SMCI stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 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 3 sales selling 200,000 shares for an estimated $7,718,583.
- CHARLES LIANG (President and CEO) has made 0 purchases and 3 sales selling 200,000 shares for an estimated $7,718,583.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SMCI Hedge Fund Activity
We have seen 420 institutional investors add shares of $SMCI stock to their portfolio, and 416 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JANE STREET GROUP, LLC added 24,367,577 shares (+551.4%) to their portfolio in Q2 2026, for an estimated $714,701,033
- TWO SIGMA INVESTMENTS, LP added 8,876,913 shares (+978.8%) to their portfolio in Q2 2026, for an estimated $260,359,858
- GOLDMAN SACHS GROUP INC added 7,642,395 shares (+221.9%) to their portfolio in Q2 2026, for an estimated $224,151,445
- UBS GROUP AG added 7,616,455 shares (+63.1%) to their portfolio in Q2 2026, for an estimated $223,390,625
- RENAISSANCE TECHNOLOGIES LLC added 6,726,200 shares (+11323.6%) to their portfolio in Q2 2026, for an estimated $197,279,446
- DEFIANCE ETFS, LLC removed 6,220,438 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $182,445,446
- CITADEL ADVISORS LLC removed 5,049,691 shares (-75.6%) from their portfolio in Q1 2026, for an estimated $109,578,294
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$SMCI Revenue
$SMCI had revenues of $11.1B in Q4 2026. This is an increase of 93.16% from the same period in the prior year.
You can track SMCI financials on Quiver Quantitative's SMCI stock page.
You can access data on SMCI stock through the Quiver Quantitative API.
$SMCI Price Targets
Multiple analysts have issued price targets for $SMCI recently. We have seen 9 analysts offer price targets for $SMCI in the last 6 months, with a median target of $34.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $44.0 on 06/01/2026
- Tim Long from Barclays set a target price of $34.0 on 05/07/2026
- N. Quinn Bolton from Needham set a target price of $40.0 on 05/06/2026
- Matt Bryson from Wedbush set a target price of $34.0 on 05/06/2026
- Samik Chatterjee from JP Morgan set a target price of $32.0 on 05/06/2026
- Asiya Merchant from Citigroup set a target price of $31.0 on 05/06/2026
- Kevin Cassidy from Rosenblatt set a target price of $40.0 on 05/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
