SMCI
Held · Bookmarked
0 · 0
portfolios · users
Platform exposure
—
13F filers
2
institutions
Market cap
$21.6B
647M shares
52-week range
$19.48 – $62.36
34% from low
Sector
ELECTRONIC COMPUTERS
Exchange
NASDAQ
CS
Borrow rate
0.27%
Easy to borrow
Price (6 mo)
Super Micro Computer, Inc. Common Stock
Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, high-performance computing, and the Internet of Things embedded markets. Its solutions include servers, storage systems, modular blade servers, workstations, full-rack scale solutions, networking devices, server sub-systems, and server management. These turn-key solutions are designed, developed, validated, and installed for AI datacenters. The company has one operating segment that develops and provides high-performance server solutions based upon a, modular and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.
www.supermicro.com- Employees
- 6,238
- IPO / List date
- Mar 29, 2007
- HQ
- SAN JOSE, CA
Held by traders on TradeandTell
No one on the platform currently holds SMCI.
Super investors & insiders
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 1,637,100 | $49.9M |
| Bridgewater Associatesas of 2026-03-31 | 73,888 | $1.7M |
- Form 4 filed Jun 22, 2026↗
- Form 4 filed Jun 22, 2026↗
- Form 4 filed Jun 12, 2026↗
- Form 4 filed May 28, 2026↗
- Form 4 filed May 28, 2026↗
- Form 4 filed May 12, 2026↗
- Form 4 filed May 12, 2026↗
- Form 4 filed May 12, 2026↗
- Form 4 filed May 12, 2026↗
- Form 4 filed May 12, 2026↗
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Stock splits
| Execution date | Ratio |
|---|---|
| 2024-10-01 | 10-for-1 |
Recent trades on TradeandTell
No one on the platform has traded SMCI yet.
$SMCI chatter on StockTwits
$SMCI I hope everyone on this board realizes how much of a gem this stock is. Its a gift and the ability to buy this stock at these prices is like buying Baltimore and Ohio railroad stock in 1827. If this was an American run company the price would be 70$ right now. The hangup seems to be the way Charles runs things and his some what shady activity. Rest assured in the end the technology and demand will far outweigh the questionable moves the chinaman has done... 60$ by or before Halloween for sure and 110$ is inevitable.
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$SMCI where are all the "under 30 Dollar" guys? Close ur short pos and get bulls - $45 by next week - mark it
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$SMCI are we about to witness a $DELL moment! larger order book, revenue sky rocketing. chatgpt assigns a probability of 10%-20% for a potential US stake. If I were Dell, I would have scooped it up! building position in shares and calls. target 70-90.
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$SMCI war is ending, market should crash now :P
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$SMCI been saving the juice for a moment like this
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@JMT25 i see it now $HOOD yes the trend line from top to bottom was left over from earlier that was the downtrend, it chopped thru it then failed. I'll often use those to spot break outs here's 5 min $SMCI for example
View on StockTwits ↗$SMCI Recent Performance: SMCI's stock rebounded with a 15% surge linked to AI demand and a new partnership with NVIDIA, showcasing strong fiscal Q3 results. Market Sentiment: Retail sentiment has turned bullish on StockTwits, with message volume surging 1,600% following the company's positive performance and new product announcements.
View on StockTwits ↗$SMCI NVIDIA Partnership and AI Demand Fuel SMCI’s Growth Story Supermicro’s shares went up sharply on Monday after the company unveiled an AI and high-performance computing data center blueprint at the ISC 2026 conference held in Hamburg, Germany, built around NVIDIA’s Vera Rubin NVL4 platform, citing prnewswire.com. The blueprint leverages Supermicro’s DCBBS platform, which integrates servers, networking, cooling and power systems to help supercomputing centers deploy faster. Supermicro’s collaboration with NVIDIA to deploy AI-optimized high-performance servers has positioned the company as a major supplier of infrastructure for large-scale AI and machine learning applications, reinforcing its long-term growth potential.
View on StockTwits ↗$SMCI Key Takeaways Supermicro unveiled an AI data center blueprint built on NVIDIA's Vera Rubin NVL4. SMCI reported fiscal Q3 2026 revenues of $10.2B, more than doubling year over year. SMCI posted a $6.6B operating cash outflow and carried $8.8B in debt in Q3.
View on StockTwits ↗$SMCI retest breakout and building cup n handle Sry bears - its over🐻🔥
View on StockTwits ↗$SMCI Super Micro Computer (SMCI) has transformed from a business that builds servers with narrow margins into a vertical AI infrastructure company through the adoption of the Data Center Building Block Solutions (DCBBS). Since my last coverage SMCI is up 5.8% and the trend has been resulting in margin expansion as illustrated by the recovery in Q3 FY26 gross margin to 10.1% from 6.4% seen in Q2 due to deployment delays. With the move away from hyperscalers and towards enterprise AI, sovereign AI and NeoCloud deployments, SMCI is generating better revenue through liquid cooling, integrated AI factories, software and services. DCBBS is forecast to generate more than 25% of net profits, suggesting that the market is underestimating the earnings multiple growth potential for SMCI.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.