$SMCI
Super Micro Computer, Inc. · NasdaqGS · Technology
- Market cap
- 26.01B
- Volume
- 53.63M
- P/E
- 12.14
- Day range
- 37.92 – 40.91
- 52w range
- 19.48 – 58.78
- Analyst target
- 42.38
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$SMCI +4.54% at 39.59 George Soros and 0 other tracked billionaires hold it. $AAPL $HPQ $NVDA https://billionairestrading.com/stocks/SMCI
Company summary
Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company provides liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also offers workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company provides remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it offers rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.
Institutional ownership
Institutions hold 69.53% · insiders 12.73% · 1,108 institutions
| Holder | Shares | Value | % held | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 47.69M | $1.89B | 7.26% | 2026-06-30 |
| Vanguard Capital Management LLC | 36.36M | $1.44B | 5.53% | 2026-06-30 |
| Vanguard Portfolio Management LLC | 32.86M | $1.30B | 5.00% | 2026-06-30 |
| Jane Street Group, LLC | 28.79M | $1.14B | 4.38% | 2026-06-30 |
| State Street Corporation | 24.64M | $975.32M | 3.75% | 2026-06-30 |
| UBS Group AG | 19.69M | $779.52M | 3.00% | 2026-06-30 |
| Geode Capital Management, LLC | 15.51M | $614.04M | 2.36% | 2026-06-30 |
| Invesco Ltd. | 11.72M | $463.87M | 1.78% | 2026-06-30 |
| Goldman Sachs Group Inc | 11.09M | $438.89M | 1.69% | 2026-06-30 |
| Two Sigma Investments, LP | 9.78M | $387.34M | 1.49% | 2026-06-30 |
Hedge fund & billionaire activity
Insider transactions
| Insider | Role | Transaction | Shares | Date |
|---|---|---|---|---|
| WEIGAND DAVID E | Chief Financial Officer | — | 6.5K | 2026-08-17 |
| XIAO JIN | Officer | — | 4.0K | 2026-08-17 |
| MALYALA VIKRANTH | Officer | — | 6.0K | 2026-08-17 |
| THAUBERGER MATTHEW | Officer | — | 2.3K | 2026-08-17 |
| LIANG CHARLES | Chief Executive Officer | — | 3.6K | 2026-08-17 |
| LIU LIANG CHIU-CHU SARA | Director and Beneficial Owner of more than 10% of a Class of Security | — | 3.6K | 2026-08-17 |
| CHEUNG KENNETH | Officer | — | 2.3K | 2026-08-17 |
| WEIGAND DAVID E | Chief Financial Officer | — | 1.5K | 2026-08-10 |
| XIAO JIN | Officer | — | 3.0K | 2026-08-10 |
| MALYALA VIKRANTH | Officer | — | 3.2K | 2026-08-10 |
| THAUBERGER MATTHEW | Officer | — | 1.2K | 2026-08-10 |
| LIANG CHARLES | Chief Executive Officer | — | 3.1K | 2026-08-10 |
Analyst ratings
Consensus score — (1 = strong buy, 5 = sell) · mean target 42.38
- BarclaysEqual-Weightmain2024-10-02
- Loop CapitalBuymain2024-09-23
- NeedhamBuyinit2024-09-18
- MizuhoNeutralinit2024-09-17
- JP MorganNeutraldown2024-09-06
- BarclaysEqual-Weightdown2024-09-04
- CFRAHolddown2024-08-28
- BarclaysOverweightreit2024-08-28
- Wells FargoEqual-Weightmain2024-08-28
- Goldman SachsNeutralmain2024-08-08
Earnings
Next report: 2026-11-03
| Quarter | EPS actual | EPS estimate | Surprise |
|---|---|---|---|
| 3Q2025 | 0.35 | 0.39 | -0.04 |
| 4Q2025 | 0.69 | 0.49 | 0.20 |
| 1Q2026 | 0.84 | 0.62 | 0.22 |
| 2Q2026 | 1.70 | 0.96 | 0.74 |
SEC filings
- 10-KPeriodic Financial Reports2026-08-31Open
- 8-KCorporate Changes & Voting Matters2026-08-11Open
- 8-KCorporate Changes & Voting Matters2026-08-05Open
- 8-KCorporate Changes & Voting Matters2026-07-21Open
- 8-A12BTrading Registrations2026-06-15Open
- 8-KCorporate Changes & Voting Matters2026-06-12Open
- S-3ASROffering Registrations2026-06-09Open
- S-8Offering Registrations2026-06-08Open
- SDSpecialized Disclosure Report filed pursuant to Section 1502 of the Dodd-Frank Wall Street Reform and Consumer Protection Act relating to the use of conflict minerals (Rule 13p-1)2026-05-29Open
- 8-KCorporate Changes & Voting Matters2026-05-18Open
Latest SMCI news
- Palantir Stock Leads August Rally -- Nvidia, Salesforce and Super Micro Jump
Palantir Crushes Tech Stocks in August: Salesforce Nears 40% Gain, Super Micro Jumps
Mon, 07 Sep 2026 21:58:55 +0000
- Super Micro Has Gained 35% in 2026. What Would It Take to Get SMCI Stock Up to $50?
Super Micro has outpaced the S&P 500 this year, yet its peers left it far behind, and a key cash flow problem explains why the $50 price target remains out of reach for now.
Mon, 07 Sep 2026 15:50:08 +0000
- SMCI Stock Is at a Crossroads. The Next Move Could Be Huge
Super Micro Computer has swung from accounting scandal fears to record AI orders, and after a blowout quarter that sent shares surging nearly 30% in a single month, our model now points to a setup where the upside and downside cases tell very different stories.
Sun, 06 Sep 2026 12:30:12 +0000
- Super Micro Surges 7% as Semiconductors Lead a Flat Tape; Hewlett Packard Enterprise Falls 3%, Dell Edges Higher
Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.
Fri, 04 Sep 2026 18:05:14 +0000
- Supermicro's Revenue Boom Just Ran Into a Profit Test
Revenue jumped 78% to $39.1 billion last year, but investors are still waiting for more consistent margins.
Fri, 04 Sep 2026 17:29:46 +0000
- Hardware & Infrastructure Stocks Q2 Teardown: Super Micro (NASDAQ:SMCI) Vs The Rest
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Super Micro (NASDAQ:SMCI) and the rest of the hardware & infrastructure stocks fared in Q2.
Fri, 04 Sep 2026 15:18:10 +0000
- SMCI Rises 29% Year to Date: Time to Buy, Sell or Hold the Stock?
Super Micro Computer gains 29% YTD as record backlog, AI partnerships and rising shipments fuel growth, while improving margins add to its appeal.
Fri, 04 Sep 2026 14:28:00 +0000
- DELL Stock Hits 52-Week High: Does it Have More Room to Run?
Dell Technologies hits a 52-week high as record AI server orders, a $95B backlog and broad IT refresh demand fuel hopes for further stock upside.
Fri, 04 Sep 2026 18:15:00 +0000