Q4 Preview Impact: Social media chatter intensified around Super Micro Computer after preliminary fourth-quarter figures revealed gross margins climbing sharply to 17 percent from roughly 8 percent alongside more than 60 billion dollars in fresh orders.
Backlog Momentum: Observers noted the record backlog rising 53 percent sequentially and questioned why the shares have not advanced more aggressively despite the doubled earnings potential ahead of the full August 11 report.
Market Context: Discussions also touched on competitive pressures from larger rivals and past governance concerns yet many highlighted the positive inflection in fundamentals as a key driver of renewed interest.
Note: This discussion summary was generated from an AI condensation of post data.
Super Micro Computer Revenue
Super Micro Computer had revenues of $10.2B in Q3 2026. This is an increase of 122.68% 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 322 institutional investors add shares of Super Micro Computer stock to their portfolio, and 356 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MARSHALL WACE, LLP added 7,142,269 shares (+15612.2%) to their portfolio in Q1 2026, for an estimated $154,987,237
- DEFIANCE ETFS, LLC added 6,220,438 shares (+inf%) to their portfolio in Q1 2026, for an estimated $134,983,504
- CITADEL ADVISORS LLC removed 5,049,691 shares (-75.6%) from their portfolio in Q1 2026, for an estimated $109,578,294
- UBS GROUP AG added 4,662,848 shares (+62.9%) to their portfolio in Q1 2026, for an estimated $101,183,801
- DISCIPLINED GROWTH INVESTORS INC /MN removed 4,650,333 shares (-48.3%) from their portfolio in Q1 2026, for an estimated $100,912,226
- JANE STREET GROUP, LLC added 4,292,164 shares (+3367.9%) to their portfolio in Q1 2026, for an estimated $93,139,958
- MORGAN STANLEY removed 3,615,903 shares (-32.0%) from their portfolio in Q1 2026, for an estimated $78,465,095
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 Analyst Ratings
Wall Street analysts have issued reports on $SMCI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/04/2026
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 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.
