AI Revenue Surge: Social media chatter highlights Super Micro Computer's ambitious revenue guidance of $65 billion to $72 billion for the coming year, driven by heightened AI infrastructure needs. Traders emphasize the firm's position supplying advanced GPU servers and cooling systems to major data centers. This outlook has sparked renewed interest in its growth trajectory amid expanding hyperscale deployments.
Margin and Backlog Focus: Discussions often center on improving gross margins reaching 17 percent in recent quarters alongside a substantial order backlog entering the new fiscal period. Observers note the company's diversified exposure across enterprise AI and networking solutions as a stabilizing factor. Some participants flag short-term volatility but underscore the underlying demand strength from key technology partners.
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 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 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 3 sales selling 200,000 shares for an estimated $7,718,583.
- CHARLES LIANG (President and CEO) has made 0 purchases and 3 sales selling 200,000 shares for an estimated $7,718,583.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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 421 institutional investors add shares of Super Micro Computer stock to their portfolio, and 415 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
- CITADEL ADVISORS LLC removed 5,049,691 shares (-75.6%) from their portfolio in Q1 2026, for an estimated $109,578,294
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.
