Market Cap
$27.0B
SMCI
Super Micro Computer, Inc.
$43.69 ▲ +4.22%
Prev close $41.92Market cap$27.0B
12-mo target$42.38 (-3.0%)
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)42 New Institutional Positions8 Institutional Exits Artificial IntelligenceSemiconductors
Snapshot
The big-picture read on SMCI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$13.5B
Inst. Activity
42 buys / 8 sells
Insider Activity
$0.00 buy / $15.4M sell
Insider Net $
-$15.4M
Social Sentiment
64° Warm
SEC Reports
10
Congressional
2 trades
Price chart 30d +15.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 other
Kuehn Law Encourages Investors of Super Micro Computer, Inc. to Contact Law Firm
NEW YORK, Sept. 17, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is inve
Sep 4, 2026 Insider
Liu Liang Chiu-Chu Sara sold 100,000 shares
Director @ $40.00 ($4.0M)
Sep 4, 2026 Insider
Liang Charles sold 100,000 shares
President and CEO @ $40.00 ($4.0M)
Sep 3, 2026 Insider
Liang Charles sold 57,435 shares
President and CEO @ $37.62 ($2.2M)
Jun 30, 2026 Inst.
JANE STREET GROUP, LLC — DOUBLED
28,787,183 shares ($844.3M)
Jun 30, 2026 Inst.
Jun 15, 2026 SEC UBS Group AG — ADD
19,689,932 shares ($577.5M)
Super Micro Computer filed an 8-K formalizing the underwriting agreement for its $3.68 billion mandatory convertible pre
8-K — Impact 7/10
Super Micro Computer is amending its $2B revolving credit facility to accommodate a $3.68B mandatory convertible preferr
8-K — Impact 7/10
Analyst ratings buy % -31.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2024 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 23, 2024 | Loop Capital | MAINTAIN | Buy | 54% |
| Sep 18, 2024 | Needham | INITIATE | Buy | 50% |
| Sep 17, 2024 | Mizuho | INITIATE | Neutral | 52% |
| Sep 6, 2024 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Sep 4, 2024 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Aug 28, 2024 | CFRA | DOWNGRADE | Hold | 64% |
| Aug 28, 2024 | Barclays | REITERATE | Overweight | 54% |
| Aug 28, 2024 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 8, 2024 | Goldman Sachs | MAINTAIN | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 13 | 4 | 0 | 37% | |
| Aug 1, 2026 | 3 | 7 | 13 | 3 | 1 | 37% | |
| Jul 1, 2026 | 4 | 7 | 13 | 3 | 1 | 39% | |
| Jun 1, 2026 | 4 | 7 | 11 | 3 | 1 | 42% | |
| May 1, 2026 | 4 | 7 | 10 | 5 | 0 | 42% | |
| Apr 1, 2026 | 4 | 7 | 10 | 5 | 0 | 42% | |
| Mar 1, 2026 | 4 | 10 | 9 | 3 | 0 | 54% | |
| Feb 1, 2026 | 4 | 10 | 9 | 3 | 0 | 54% |
Price targets
Where 16 covering analysts think SMCI trades over the next 12 months.
$42.38 -3.0% upside Hold
Current$43.69 Low$15.00 Median$42.50 High$60.00 16 analysts
$15.00$60.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood -13.8%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
64°
Warm
BearishNeutralBullish
Recent posts
SMCI or ORCL
▲ 1 · 💬 1· ⚡ 0.5
Is SMCI a good buy?
▲ 1 · 💬 4· ⚡ 0.5
Here is an interesting SMCI position.
▲ 1 · 💬 0· ⚡ 0.5
SMCI What can be expected by the end of the year?
▲ 1 · 💬 0· ⚡ 0.5
773 paper positions across 177 tickers, biggest name 1.8 percent. I went looking for concentration risk and found no opinion at all
▲ 1 · 💬 2· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 1 bullish, 6 bearish, 0 mixed, 3 neutral · avg impact 5.7/10.
BEARISH8-K7/10
Super Micro Computer filed an 8-K formalizing the underwriting agreement for its $3.68 billion manda
Jun 15, 2026
BEARISH8-K7/10
Super Micro Computer is amending its $2B revolving credit facility to accommodate a $3.68B mandatory
Jun 12, 2026
BEARISH424B57/10
Super Micro Computer is raising approximately $3.68 billion through a mandatory convertible preferre
Jun 12, 2026
BEARISH424B57/10
Super Micro Computer is offering $1.25 billion of common stock under a preliminary prospectus supple
Jun 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
other
Kuehn Law Encourages Investors of Super Micro Computer, Inc. to Contact Law Firm
NEW YORK, Sept. 17, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors o
Sep 14, 2026
ftd
FTD: SMCI — 4,600 shares ($0.2M) failed to deliver
Settlement: 20260914, Price: $40.10, FTD Value: $184,460, SUPER MICRO COMPUTER INC COM N
Sep 11, 2026
ftd
FTD: SMCI — 29,892 shares ($1.1M) failed to deliver
Settlement: 20260911, Price: $37.38, FTD Value: $1,117,362.96, SUPER MICRO COMPUTER INC COM N
Sep 9, 2026
ftd
FTD: SMCI — 170,475 shares ($6.9M) failed to deliver
Settlement: 20260909, Price: $40.26, FTD Value: $6,863,323.5, SUPER MICRO COMPUTER INC COM N
Sep 8, 2026
ftd
FTD: SMCI — 45,171 shares ($1.8M) failed to deliver
Settlement: 20260908, Price: $39.59, FTD Value: $1,788,319.89, SUPER MICRO COMPUTER INC COM N
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.04 | $0.80–$1.08 | 196.3% | +0.0% | 14↑ 0↓ | $15.0B | 17 |
| Next Q | $1.04 | $0.85–$1.22 | 50.5% | -0.4% | 14↑ 0↓ | $16.3B | 17 |
| Current FY | $4.34 | $3.50–$5.13 | 19.5% | -0.0% | 16↑ 0↓ | $67.1B | 18 |
| Next FY | $5.33 | $3.53–$7.26 | 22.8% | +0.0% | 8↑ 0↓ | $78.8B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.037 | — |
| 7d ago | $1.037 | — |
| 30d ago | $1.037 | — |
| 60d ago | $0.655 | +0.382 |
| 90d ago | $0.661 | +0.376 |
Institutional ownership
Which big funds own SMCI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.5B total value (452,743,844 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 42 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 47,686,321 | $1.4B | 10.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 36,356,823 | $1.1B | 7.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 32,864,645 | $963.9M | 7.2% | — |
| JANE STREET GROUP, LLC | 28,787,183 | $844.3M | 6.3% | DOUBLED +551.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,733,400 | $784.1M | 5.8% | ADD +81.0% |
| STATE STREET CORP | 24,635,554 | $722.6M | 5.4% | — |
| UBS Group AG | 19,689,932 | $577.5M | 4.3% | ADD +63.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 15,510,079 | $453.2M | 3.4% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,560,900 | $427.1M | 3.2% | ADD +81.0% |
| Invesco Ltd. | 11,716,747 | $343.7M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | DOUBLED | 4,419,606 | 28,787,183 | +551.4% | $844.3M |
| UBS Group AG | ADD | 12,073,477 | 19,689,932 | +63.1% | $577.5M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 3,443,369 | 11,085,764 | +221.9% | $325.1M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 5,432,942 | 7,682,632 | +41.4% | $225.3M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 59,400 | 6,785,600 | +11323.6% | $199.0M |
| NORGES BANK | NEW | — | 6,312,211 | — | $185.1M |
| Point72 Asset Management, L.P. | DOUBLED | 32,000 | 4,755,283 | +14760.3% | $139.5M |
| MARSHALL WACE, LLP | TRIM | 7,188,017 | 4,618,753 | -35.7% | $135.5M |
| CITADEL ADVISORS LLC | DOUBLED | 1,627,721 | 3,542,512 | +117.6% | $103.9M |
| NATIONAL BANK OF CANADA /FI/ | ADD | 2,654,679 | 3,366,183 | +26.8% | $98.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$15.4M — $0.00 bought, $15.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Liu Liang Chiu-Chu Sara | Director | SELL | 100,000 | $40.00 | $4.0M |
| Sep 4, 2026 | Liang Charles | President and CEO | SELL | 100,000 | $40.00 | $4.0M |
| Sep 3, 2026 | Liang Charles | President and CEO | SELL | 57,435 | $37.62 | $2.2M |
| Sep 3, 2026 | Liang Charles | President and CEO | SELL | 42,565 | $36.60 | $1.6M |
| Sep 3, 2026 | Liu Liang Chiu-Chu Sara | Director | SELL | 57,435 | $37.62 | $2.2M |
| Sep 3, 2026 | Liu Liang Chiu-Chu Sara | Director | SELL | 42,565 | $36.60 | $1.6M |
| Aug 27, 2026 | WEIGAND DAVID E | SVP, Chief Financial Officer | AWARD | 24,093 | — | — |
| Aug 27, 2026 | Xiao Jin | Sr. Corporate VP, Engineering | AWARD | 2,112 | — | — |
| Aug 27, 2026 | Malyala Vikranth | SVP, Chief Business Officer | AWARD | 8,060 | — | — |
| Aug 17, 2026 | WEIGAND DAVID E | SVP, Chief Financial Officer | TAX W/H | 3,308 | $38.28 | $126.6K |
Congressional trades
SMCI trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | SUPER MICRO COMPUTER INC | Jan 13, 2026(14d) |
| Dec 11, 2025 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | SUPER MICRO COMPUTER INC | Jan 13, 2026(34d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SMCI.
Shares short
95,156,102
Settlement Sep 15, 2026
Change vs prior
+1.8%
Semi-monthly cycle
Days to cover
2.7
At avg daily volume
Of shares outstanding
≈14.5%
Estimate — not % of float
All SMCI filing & press-release reports (10)
- 8-K reportJun 15, 2026
- 8-K reportJun 12, 2026
- 424B5 reportJun 12, 2026
- 424B5 reportJun 10, 2026
- 424B5 reportJun 10, 2026
- S-3ASR reportJun 9, 2026
- 8-K reportJun 9, 2026
- 8-K reportApr 20, 2026
- DEFA14A reportMar 3, 2026
- INST-CLUSTER reportFeb 28, 2026