We just received data on a new analyst forecast for $SMCI. Vijay Rakesh from Mizuho set a price target of 31.0 for SMCI.
To track analyst ratings and price targets for $SMCI, check out Quiver Quantitative's $SMCI forecast page.
Should you buy $SMCI?
Some analysts are better than others. To view the past performance of Mizuho, check out Quiver’s Analyst Ratings dashboard. You can also see Quiver’s Analyst Buys Strategy, which uses a proprietary method to track the companies being recommended by the top Wall Street analysts.
$SMCI Price Targets
Multiple analysts have issued price targets for $SMCI recently. We have seen 11 analysts offer price targets for $SMCI in the last 6 months, with a median target of $43.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $31.0 on 01/09/2026
- Jim Kelleher from Argus Research set a target price of $64.0 on 11/06/2025
- Tim Long from Barclays set a target price of $43.0 on 11/06/2025
- Michael Ng from Goldman Sachs set a target price of $34.0 on 11/05/2025
- Matt Bryson from Wedbush set a target price of $42.0 on 11/05/2025
- N. Quinn Bolton from Needham set a target price of $51.0 on 11/05/2025
- An analyst from KGI Securities set a target price of $60.0 on 11/05/2025
$SMCI Insider Trading Activity
$SMCI insiders have traded $SMCI stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 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 sold 200,000 shares for an estimated $12,000,000
- CHARLES LIANG (President and CEO) sold 200,000 shares for an estimated $12,000,000
- GEORGE KAO (SVP, OPERATIONS) has made 0 purchases and 2 sales selling 96,904 shares for an estimated $3,623,420.
- DAVID E WEIGAND (SVP, Chief Financial Officer) has made 0 purchases and 3 sales selling 50,000 shares for an estimated $2,135,780.
- 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 Revenue
$SMCI had revenues of $5B in Q1 2026. This is a decrease of -15.49% from the same period in the prior year.
You can track SMCI financials on Quiver Quantitative's SMCI stock page.
$SMCI Congressional Stock Trading
Members of Congress have traded $SMCI stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 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. has traded it 2 times. They made 1 purchase worth up to $15,000 on 09/05 and 1 sale worth up to $15,000 on 11/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$SMCI Hedge Fund Activity
We have seen 374 institutional investors add shares of $SMCI stock to their portfolio, and 367 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 4,511,082 shares (+173.6%) to their portfolio in Q3 2025, for an estimated $216,261,271
- CITADEL ADVISORS LLC added 3,743,281 shares (+756.7%) to their portfolio in Q3 2025, for an estimated $179,452,891
- JPMORGAN CHASE & CO added 3,546,184 shares (+150.3%) to their portfolio in Q3 2025, for an estimated $170,004,060
- D. E. SHAW & CO., INC. added 3,529,404 shares (+345.0%) to their portfolio in Q3 2025, for an estimated $169,199,627
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,038,136 shares (+83.5%) to their portfolio in Q3 2025, for an estimated $145,648,239
- VANGUARD GROUP INC added 2,695,829 shares (+4.1%) to their portfolio in Q3 2025, for an estimated $129,238,042
- DIMENSIONAL FUND ADVISORS LP added 2,624,746 shares (+833.8%) to their portfolio in Q3 2025, for an estimated $125,830,323
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
