GEORGE KAO, the SVP of $SMCI, sold 40,000 shares of the company on 08-22-2025 for an estimated $1,755,200. We received data on the trade from a recent SEC filing. This was a sale of approximately 64.7% of their shares of this class of stock. Following this trade, they now own 21,820 shares of this class of $SMCI stock.
$SMCI Insider Trading Activity
$SMCI insiders have traded $SMCI stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 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 5 sales selling 746,293 shares for an estimated $36,827,187.
- CHARLES LIANG (President and CEO) has made 0 purchases and 5 sales selling 746,293 shares for an estimated $36,811,881.
- GEORGE KAO (SVP, OPERATIONS) has made 0 purchases and 3 sales selling 140,120 shares for an estimated $6,678,336.
- DAVID E WEIGAND (SVP, Chief Financial Officer) sold 67,000 shares for an estimated $2,949,494
- ROBERT L BLAIR has made 0 purchases and 2 sales selling 19,460 shares for an estimated $828,557.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SMCI Hedge Fund Activity
We have seen 4 institutional investors add shares of $SMCI stock to their portfolio, and 23 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DNB ASSET MANAGEMENT AS removed 100,355 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $4,918,398
- MAXI INVESTMENTS CY LTD removed 41,094 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $1,407,058
- OSAIC HOLDINGS, INC. removed 19,596 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $670,967
- KINGS PATH PARTNERS LLC removed 14,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $479,360
- APPLIED FINANCE CAPITAL MANAGEMENT, LLC removed 12,917 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $633,062
- HARVEST FUND MANAGEMENT CO., LTD removed 10,759 shares (-85.7%) from their portfolio in Q2 2025, for an estimated $527,298
- CHICAGO PARTNERS INVESTMENT GROUP LLC removed 10,554 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $361,368
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 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $SMCI stock by members of Congress over the last 6 months:
- REPRESENTATIVE TIM MOORE has traded it 2 times. They made 1 purchase worth up to $50,000 on 04/30 and 1 sale worth up to $50,000 on 05/02.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 02/25 and 1 sale worth up to $15,000 on 04/08.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/01.
- SENATOR ASHLEY MOODY has traded it 2 times. They made 1 purchase worth up to $250,000 on 03/25 and 1 sale worth up to $50,000 on 03/24.
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 08/06/2025
- B of A Securities issued a "Underperform" rating on 07/09/2025
- Raymond James issued a "Outperform" rating on 05/13/2025
- Rosenblatt issued a "Buy" rating on 05/07/2025
- 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 12 analysts offer price targets for $SMCI in the last 6 months, with a median target of $45.0.
Here are some recent targets:
- Tim Long from Barclays set a target price of $45.0 on 08/07/2025
- Matt Bryson from Wedbush set a target price of $48.0 on 08/06/2025
- An analyst from Goldman Sachs set a target price of $27.0 on 08/06/2025
- Samik Chatterjee from JP Morgan set a target price of $45.0 on 08/06/2025
- N. Quinn Bolton from Needham set a target price of $60.0 on 08/06/2025
- Asiya Merchant from Citigroup set a target price of $52.0 on 07/11/2025
- Ruplu Bhattacharya from B of A Securities set a target price of $35.0 on 07/09/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
