Super Micro Computer, Inc. (SMCI)
NasdaqGS · Price as of · Nasdaq Real Time Price
- 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 selling11/20
Insiders are sellers only: 8 sells worth $24.4M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. 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.
- Analysts15
- Implied upside+28.3%
- Target range$15.00 to $60.00
- EPS expected$1.20 +242%
- A year ago$0.35
- Revenue expected$16.26B +224%
- Estimate range$0.80 to $1.87
- Priced move±16.3%
SMCI closed at $33.72 on Oct 22, down 18.6% since Sep 23. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 41% of the 52-week range ($20.53 to $52.69).
Insider buying and selling at Super Micro Computer, Inc. (SMCI)
The most recent Form 4 on record for Super Micro Computer, Inc. (SMCI) is October 7, 2026, when Charles Liang, President and CEO, sold $4.5M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Charles Liang · President and CEO | Sell | $4.5M | October 7, 2026 | Routine |
| Charles Liang · President and CEO | Sell | $7.7M | September 3, 2026 | Routine |
| Liang Chiu-Chu Sara Liu · Director | Sell | $7.7M | September 3, 2026 | Routine |
| 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 | $4.5M | October 7, 2026 | Executed | Routine |
| Liu Liang Chiu-Chu Sara · Director | $4.0M | September 4, 2026 | Executed | Routine |
| Liu Liang Chiu-Chu Sara · Director | $3.7M | September 3, 2026 | Not yet reported | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 3 | October 22, 2026 | FORM 3 |
| 3/A | October 21, 2026 | FORM 3/A |
| 8-K | October 20, 2026 | 8-K |
| 3 | October 20, 2026 | FORM 3 |
| 8-K | October 15, 2026 | 8-K |
| 4 | October 9, 2026 | FORM 4 |
| 4 | October 9, 2026 | FORM 4 |
| 8-K | October 8, 2026 | 8-K |
Super Micro Computer news
All 17 articles
Super Micro (SMCI) says quarterly sales ran $4 billion above its forecast. Its new CFO started six days earlier.
Super Micro now puts its September-quarter sales at $18.5 billion to $19.5 billion. The margin estimate beat the forecast too, though it still trails June's.
Super Micro (SMCI) CEO says SpaceXAI build is moving 'full speed ahead,' teases a year-end surprise
Supermicro CEO Charles Liang said on X that the company is moving full speed ahead on data center work for SpaceXAI and promised a surprise before year-end. He gave no deal size or details.
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.
Kospi rebounds 2.46% as Samsung and SK Hynix rally on Supermicro's sales estimate. Meta reports next.
SK Hynix rose more than Samsung, and foreign investors aren't treating the two chipmakers the same way. The Kospi is still well below its early-October level.
SpaceX (SPCX) seeks $40 billion in Apollo-led debt to buy Nvidia chips
Bond fund Pimco is among the lenders in talks, and the deal may not close until 2027. SpaceX shares slipped after hours while Nvidia and Apollo edged up.
Fujitsu (FJTSY) opens MONAKA server sales in November as global CPU rollout follows
Fujitsu opens sales of its MONAKA servers in Japan and Europe in November 2026, with shipments starting April 2027. The standalone processor is planned for cloud and data center operators in the quarter ending March 2027.
Frequently asked questions
When does SMCI report earnings?
Super Micro Computer, Inc. (SMCI) is scheduled to report quarterly results on November 3, 2026. The 17-analyst consensus is $1.20 per share on revenue of $16.26B for the quarter ended 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 options market is pricing a move of about 16.3% in either direction on the report, based on the cost of the at-the-money straddle expiring November 6, 2026.
What do analysts expect for SMCI?
15 analysts cover Super Micro Computer, Inc. (SMCI). The consensus rating is Hold. The average price target is $43.27, 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 3 filed October 22, 2026.