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…
$DELL now feels like an obvious long especially after the $SMCI news. Earnings in 2 weeks also
The DOJ is reportedly investigating whether Alice Huang was involved in smuggling $SMCI made servers into China. She’s obviously the same woman U.S. officials suspect of spying on former $NVDA CEO Jensen Huang. https://t.co/k6GsQro108
$SMCI is the best case study in the market for a hard lesson. A stock can grow as fast as it wants and print amazing fundamentals, and headlines like these will still cap it. Today, Semafor reports a DOJ probe focused on Supermicro’s connection to Alice Huang, the alleged spy…
BREAKING: The DOJ is probing Alice Huang, the woman suspected as a spy targeting Jensen Huang, over whether she was involved in smuggling products made by Super Micro Computer, $SMCI, to China, per Bloomberg SMCI’s stock extends losses to -14% on the day. https://t.co/aj9zXBYy4P
$SMCI How is this thing not a zero!? https://t.co/237s2iw3ir https://t.co/HhsasCl9RQ
$SMCI Killing people all over again. Its a serial killer
19 analysts rate SMCI Hold on consensus.
Consensus price target: $42.38 (+57.32% upside from $26.94)
| Insider | Date | Transaction | Shares | Value |
|---|---|---|---|---|
| Liang Charles director, 10 percent owner, President and CEO | Oct 7, 2026 | Sale | 100,000 | $4.5M |
| Liu Liang Chiu-Chu Sara director, 10 percent owner: | Oct 7, 2026 | Sale | 100,000 | $4.5M |
| TUAN SHERMAN director | Nov 26, 2025 | Sale | 48,630 | $1.6M |
| KAO GEORGE SVP, OPERATIONS | Nov 24, 2025 | Sale | 56,904 | $1.87M |
| Fiscal year | Revenue | Revenue YoY | Net income |
|---|---|---|---|
| 2026 | $39.06B | +77.79% | $2.23B |
| 2025 | $21.97B | +46.59% | $1.05B |
| 2024 | $14.99B | +110.42% | $1.15B |
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