Revenue Miss Sparks Debate: Recent discussions on X about Super Micro Computer (SMCI) have centered on the company’s preliminary Q1 sales announcement of $5 billion, significantly below the expected $6.5 billion. Many users expressed concern over the shortfall, pointing to potential issues with market share and delivery delays. The stock saw an immediate drop of about 8.7% following the news, fueling intense reactions.
Analyst Outlook and Recovery Hopes: Despite the negative initial response, some posts on X highlight analyst optimism, with firms like Raymond James and Rosenblatt maintaining positive ratings and raising price targets to $53 and $60, respectively. There’s chatter about a strong backlog and long-term growth potential in AI server demand as reasons for hope. The sentiment remains mixed as short-term setbacks clash with future expectations.
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 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 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.
- 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.
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 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 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 700,000 shares for an estimated $34,504,621.
- CHARLES LIANG (President and CEO) has made 0 purchases and 4 sales selling 700,000 shares for an estimated $34,489,315.
- DAVID E WEIGAND (SVP, Chief Financial Officer) has made 0 purchases and 4 sales selling 117,000 shares for an estimated $5,085,274.
- GEORGE KAO (SVP, OPERATIONS) has made 0 purchases and 2 sales selling 68,400 shares for an estimated $3,057,624.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Super Micro Computer Hedge Fund Activity
We have seen 17 institutional investors add shares of Super Micro Computer stock to their portfolio, and 30 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SG AMERICAS SECURITIES, LLC removed 119,256 shares (-36.6%) from their portfolio in Q3 2025, for an estimated $5,717,132
- DNB ASSET MANAGEMENT AS removed 100,355 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $4,918,398
- NEPSIS INC. removed 62,383 shares (-15.5%) from their portfolio in Q3 2025, for an estimated $2,990,641
- RWQ FINANCIAL MANAGEMENT SERVICES, INC. removed 23,950 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $1,173,789
- APPLIED FINANCE CAPITAL MANAGEMENT, LLC removed 12,917 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $633,062
- OREGON PUBLIC EMPLOYEES RETIREMENT FUND added 12,850 shares (+28.9%) to their portfolio in Q3 2025, for an estimated $616,029
- HARVEST FUND MANAGEMENT CO., LTD removed 10,759 shares (-85.7%) from their portfolio in Q2 2025, for an estimated $527,298
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 3 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 10/24/2025
- Goldman Sachs issued a "Sell" rating on 08/06/2025
- 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
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:
- Kevin Cassidy from Rosenblatt set a target price of $60.0 on 10/24/2025
- Mark Newman from Bernstein set a target price of $46.0 on 09/16/2025
- Tim Long from Barclays set a target price of $45.0 on 08/07/2025
- Samik Chatterjee from JP Morgan set a target price of $45.0 on 08/06/2025
- An analyst from Goldman Sachs set a target price of $27.0 on 08/06/2025
- Matt Bryson from Wedbush set a target price of $48.0 on 08/06/2025
- N. Quinn Bolton from Needham set a target price of $60.0 on 08/06/2025
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.
