Nvidia AI Factory Deal: Super Micro Computer has recently sparked significant buzz on X due to its new AI factory systems deal with Nvidia. Posts on the platform highlight a 3% stock jump following the announcement, with many users focusing on the potential for growth in AI infrastructure. The discussion often centers on how this partnership could position the company as a key player in the AI market.
AMD GPU Solutions: Another hot topic on X is the company’s expansion of air-cooled AI solutions featuring AMD Instinct MI355X GPUs. Users have noted a pre-market stock rise of over 6% tied to this development, with some expressing optimism about the performance boost for AI workloads. This news keeps the conversation lively as investors weigh the impact on future earnings.
Market Sentiment Shifts: Despite the positive updates, X discussions also reflect concern over recent stock weakness, with some pointing to a bearish breakout and potential further declines. A mix of panic and optimism permeates the chatter, as users debate whether current prices reflect fundamentals or emotional reactions. The volatility keeps the ticker a focal point for traders online.
Note: This discussion summary was generated from an AI condensation of post data.
Super Micro Computer Insider Trading Activity
Super Micro Computer 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 has made 0 purchases and 2 sales selling 500,000 shares for an estimated $25,500,000.
- CHARLES LIANG (President and CEO) has made 0 purchases and 2 sales selling 500,000 shares for an estimated $25,500,000.
- DAVID E WEIGAND (SVP, Chief Financial Officer) has made 0 purchases and 3 sales selling 50,000 shares for an estimated $2,135,780.
- GEORGE KAO (SVP, OPERATIONS) sold 40,000 shares for an estimated $1,755,200
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Super Micro Computer 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.
Super Micro Computer Hedge Fund Activity
We have seen 369 institutional investors add shares of Super Micro Computer stock to their portfolio, and 391 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COATUE MANAGEMENT LLC removed 8,866,735 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $434,558,682
- 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
- NORGES BANK added 2,723,732 shares (+789.6%) to their portfolio in Q2 2025, for an estimated $133,490,105
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Super Micro Computer Analyst Ratings
Wall Street analysts have issued reports on $SMCI in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- B of A Securities issued a "Underperform" rating on 07/09/2025
To track analyst ratings and price targets for Super Micro Computer, check out Quiver Quantitative's $SMCI forecast page.
Super Micro Computer 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:
- Tim Long from Barclays set a target price of $43.0 on 11/06/2025
- Jim Kelleher from Argus Research set a target price of $64.0 on 11/06/2025
- Vijay Rakesh from Mizuho set a target price of $45.0 on 11/05/2025
- An analyst from KGI Securities set a target price of $60.0 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
- Samik Chatterjee from JP Morgan set a target price of $40.0 on 11/05/2025
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.
