Super Micro Computer, Inc. (SMCI)
NasdaqGS · Price as of · Delayed Quote
- Profitability20/20
Profitable and growing: $2.23B net income over the last four reported quarters, up from $819.7M the year before.
- Insider buying vs selling15/20
The last 20 Form 4s show no open-market buys or sells (grants and option exercises don't count either way). Neutral. Separately, 4 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings1/15
Share count up 10.5% in a year and 6 offering-related filings. Heavy dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts16
- Implied upside+7.0%
- Target range$15.00 to $60.00
- EPS expected$1.04 +196%
- A year ago$0.35
- Revenue expected$14.97B +198%
- Estimate range$0.80 to $1.08
SMCI closed at $39.59 on Sep 4, up 34.8% since Aug 6. Chart read: price above both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 50% of the 52-week range ($20.53 to $58.68).
Insider buying and selling at Super Micro Computer, Inc. (SMCI)
The most recent Form 4 on record for Super Micro Computer, Inc. (SMCI) is November 26, 2025, when Sherman Tuan, Director, sold $1.6M of stock. Nothing in the filing ties this one to a pre-arranged plan, so it was the filer's own call.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Sherman Tuan · Director | Sell | $1.6M | November 26, 2025 | Own call |
| George Kao · SVP, OPERATIONS | Sell | $1.9M | November 24, 2025 | Own call |
| George Kao · SVP, OPERATIONS | Sell | $1.8M | August 22, 2025 | Own call |
| Liang Chiu-Chu Sara Liu · Director | Sell | $12.0M | July 28, 2025 | Routine |
| Charles Liang · President and CEO | Sell | $12.0M | July 28, 2025 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Liu Liang Chiu-Chu Sara · Director | $4.0M | September 4, 2026 | Not yet reported | Routine |
| Liu Liang Chiu-Chu Sara · Director | $3.7M | September 3, 2026 | Not yet reported | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 144 | September 4, 2026 | View on EDGAR |
| 144 | September 3, 2026 | View on EDGAR |
| 4 | August 31, 2026 | FORM 4 |
| 4 | August 31, 2026 | FORM 4 |
| 4 | August 31, 2026 | FORM 4 |
| 10-K | August 31, 2026 | 10-K |
| 4 | August 19, 2026 | FORM 4 |
| 4 | August 19, 2026 | FORM 4 |
Super Micro Computer news
All 12 articles
Super Micro's (SMCI) financial statements passed. Its internal controls failed for a third year.
BDO USA issued its third straight adverse opinion on Super Micro's internal controls, the same day it gave the company's fiscal 2026 financial statements a clean sign-off. Revenue grew 78% to $39.06 billion.
Super Micro's (SMCI) revenue landed at the low end of guidance. The stock is up 25% anyway (July 22, 2026)
Super Micro Computer's preliminary Q4 update showed more than $60 billion of new orders and gross margin guidance that nearly doubled, but revenue landed at the low end of its own range. The stock is up about 25% anyway.
Articles that mention Super Micro Computer without it being the main subject.
Dell (DELL) raises its full-year outlook by $25 billion as AI server backlog nearly doubles to $95 billion
Dell booked a record $60.9 billion of AI server orders in the quarter ended July 31 and exited with a $95 billion AI backlog, up from $51.3 billion in May. Revenue rose 58% to $47.0 billion, fiscal 2027 guidance moved to $192 billion, and free cash flow fell 47% as inventory doubled.
The new US import ban covers cotton, tomatoes, and the capacitor supply chain behind AI servers
DHS added 43 Chinese companies to the UFLPA Entity List on July 31, 2026. Two of them sit in the aluminum electrolytic capacitor chain, the parts that fill AI server power supplies. Nichicon and Nippon Chemi-Con had already raised prices in June, citing aluminum foil costs.
Tesla (TSLA) and Alphabet (GOOGL) are falling hard. The rest of the AI trade isn't (July 23, 2026)
Tesla and Alphabet kept falling through Thursday morning even as chipmakers, neoclouds and photonics stocks held up fine. Oil topped $100 a barrel after Trump threatened to bomb Iranian infrastructure over any new attack on shipping.
Frequently asked questions
When does SMCI report earnings?
Super Micro Computer, Inc. (SMCI) is scheduled to report quarterly results on November 3, 2026 (estimated). The 17-analyst consensus is $1.04 per share on revenue of $14.97B for the quarter ending September 30, 2026, against $0.35 and $5.02B a year earlier. It has beaten the consensus EPS estimate in 3 of the last four quarters. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for SMCI?
16 analysts cover Super Micro Computer, Inc. (SMCI). No consensus rating has been published. The average price target is $42.38, in a range of $15.00 to $60.00.
Are insiders buying or selling SMCI?
We track Form 4 filings for Super Micro Computer, Inc. (SMCI). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see SMCI SEC filings?
Recent filings are listed on this page, newest first. The latest is a 144 filed September 4, 2026.