Recent discussions on X about Super Micro Computer (SMCI) have been buzzing with activity, largely driven by the company’s announcement of an exclusive AI server partnership with Digi Power X and reports of eased U.S. export restrictions to China. Many users are highlighting the stock’s significant upward movement, with some pointing to a surge in demand for AI-driven infrastructure as a key catalyst. The anticipation for the upcoming Q4 earnings report on August 5, 2025, is also fueling conversations, as investors speculate on the company’s performance.
While optimism dominates much of the chatter, there are lingering concerns among some participants about past accounting issues, even though recent updates suggest these have been resolved. Posts on X reflect a strong focus on the potential for further growth, with several users noting the strategic importance of SMCI’s positioning in the AI and semiconductor space. The mix of enthusiasm and cautious scrutiny keeps the dialogue dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Super Micro Computer Congressional Stock Trading
Members of Congress have traded $SMCI stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Super Micro Computer Insider Trading Activity
Super Micro Computer insiders have traded $SMCI stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 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 4 sales selling 546,293 shares for an estimated $24,827,187.
- CHARLES LIANG (President and CEO) has made 0 purchases and 4 sales selling 546,293 shares for an estimated $24,811,881.
- GEORGE KAO (SVP, OPERATIONS) has made 0 purchases and 2 sales selling 100,120 shares for an estimated $4,923,136.
- 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.
Super Micro Computer Hedge Fund Activity
We have seen 5 institutional investors add shares of Super Micro Computer stock to their portfolio, and 20 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MAXI INVESTMENTS CY LTD removed 41,094 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $1,407,058
- CIBC WORLD MARKETS CORP removed 18,703 shares (-23.2%) from their portfolio in Q1 2025, for an estimated $640,390
- 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
- INSCRIPTION CAPITAL, LLC removed 11,700 shares (-90.0%) from their portfolio in Q1 2025, for an estimated $400,608
- CHICAGO PARTNERS INVESTMENT GROUP LLC removed 10,554 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $361,368
- IHT WEALTH MANAGEMENT, LLC added 9,975 shares (+inf%) to their portfolio in Q1 2025, for an estimated $341,544
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 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Underperform" rating on 07/09/2025
- Raymond James issued a "Outperform" rating on 05/13/2025
- Needham issued a "Buy" rating on 05/07/2025
- Rosenblatt issued a "Buy" rating on 05/07/2025
- Loop Capital issued a "Buy" rating on 02/26/2025
- Northland Capital Markets issued a "Outperform" rating on 02/12/2025
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 12 analysts offer price targets for $SMCI in the last 6 months, with a median target of $43.5.
Here are some recent targets:
- Samik Chatterjee from JP Morgan set a target price of $46.0 on 07/17/2025
- 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
- Vijay Rakesh from Mizuho set a target price of $47.0 on 07/03/2025
- Simon Leopold from Raymond James set a target price of $41.0 on 05/13/2025
- Kevin Cassidy from Rosenblatt set a target price of $50.0 on 05/07/2025
- Quinn Bolton from Needham set a target price of $39.0 on 05/07/2025
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.
