Distributor expansion: Market observers noted Super Micro Computer's recent move to appoint a Japanese distributor for pre-configured servers, marking an early step in broader international sales efforts. This development drew attention amid ongoing AI infrastructure interest. Analysts on social media discussed potential revenue implications without consensus.
Trading volatility: Discussions highlighted short positions succeeding on recent price dips while others projected targets for the coming week based on AI demand signals. Earnings guidance from prior updates continues to fuel debate around margins and backlog strength. Overall activity reflected divided views on near-term momentum.
Note: This discussion summary was generated from an AI condensation of post data.
Super Micro Computer Revenue
Super Micro Computer 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.
Super Micro Computer Hedge Fund Activity
We have seen 425 institutional investors add shares of Super Micro Computer stock to their portfolio, and 409 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
- POINT72 ASSET MANAGEMENT, L.P. added 4,723,283 shares (+14760.3%) to their portfolio in Q2 2026, for an estimated $138,533,890
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.
Super Micro Computer 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. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
