AI Partnership Buzz: Recent chatter on X about Super Micro Computer (SMCI) has centered on its deepened partnership with Nvidia for AI factory systems. Many users are excited about the potential for growth in AI infrastructure, with some noting a significant stock jump following related announcements. The focus remains on how this collaboration could drive future revenue.
Stock Performance Concerns: Despite the AI hype, posts on X also highlight a steep decline in SMCI's stock price, with some pointing to a drop of over 60% from its peak. Discussions often mention margin pressures and revenue shortfalls as key worries, alongside broader tech sector underperformance. Sentiment is split, with a few users still seeing long-term value in the stock.
Audit Completion News: Another topic gaining traction on X is the recent completion of an audit by a special committee, reportedly finding no evidence of wrongdoing at SMCI. This news sparked a pre-market surge, as noted in several posts, reigniting interest among traders. However, skepticism persists among some about the stock's overall trajectory.
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 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 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.
- 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.
Super Micro Computer Revenue
Super Micro Computer 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.
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 372 institutional investors add shares of Super Micro Computer stock to their portfolio, and 396 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
- Samik Chatterjee from JP Morgan set a target price of $40.0 on 11/05/2025
- N. Quinn Bolton from Needham set a target price of $51.0 on 11/05/2025
- 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
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.
