Recent discussions on X about Super Micro Computer (SMCI) have been ignited by the company's latest quarterly earnings report, which fell short of expectations. Many users are expressing concern over the reported revenue miss and the lowered fiscal year 2026 guidance, with some highlighting a significant drop in stock price following the announcement. The tone on the platform reflects a sense of unease about the company's near-term prospects amidst competitive pressures.
Despite the negative reactions, there are voices on X pointing to potential long-term opportunities, particularly tied to the ongoing demand for AI infrastructure. Some discussions emphasize that while margins are under pressure, the broader industry trends could still favor SMCI if it navigates current challenges. This mix of pessimism and cautious optimism keeps the conversation dynamic and heated.
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 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 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 5 sales selling 746,293 shares for an estimated $36,827,187.
- CHARLES LIANG (President and CEO) has made 0 purchases and 5 sales selling 746,293 shares for an estimated $36,811,881.
- 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 2 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- 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 14 analysts offer price targets for $SMCI in the last 6 months, with a median target of $46.5.
Here are some recent targets:
- Matt Bryson from Wedbush set a target price of $48.0 on 08/06/2025
- An analyst from Goldman Sachs set a target price of $27.0 on 08/06/2025
- N. Quinn Bolton from Needham set a target price of $60.0 on 08/06/2025
- 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
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.
