Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$24.3B
647M shares
52-week range
$19.48 – $58.78
52% from low
Sector
ELECTRONIC COMPUTERS
Exchange
NASDAQ
CS
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.comNo one on the platform currently holds SMCI.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 73,888 | $1.7M |
| Renaissance Technologiesas of 2026-03-31 | 59,400 | $1.4M |
| Execution date | Ratio |
|---|---|
| 2024-10-01 | 10-for-1 |
No one on the platform has traded SMCI yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $53.0B | +34.0% | $3.24 | $2.54–$4.79 | 12.3× | 11 |
| 2028 | $63.4B | +19.7% | $3.68 | $3.23–$4.11 | 10.8× | 3 |
| 2029 | $65.9B | +3.9% | $4.34 | $3.71–$5.23 | 9.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-11 | $0.92 | $1.70 | +84.2% |
| 2026-05-05 | $0.62 | $0.84 | +36.1% |
| 2026-02-03 | $0.49 | $0.69 | +40.8% |
| 2025-11-04 | $0.37 | $0.35 | -6.6% |
| 2025-08-05 | $0.45 | $0.41 | -7.9% |
| 2025-05-06 | $0.41 | $0.31 | -24.5% |
| 2025-02-25 | $0.58 | $0.51 | -12.7% |
| 2024-11-05 | $0.73 | $0.75 | +2.5% |
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.
$SMCI Something bullish is that we havent had the giant shrek candles like those highlighted that often precedes a decent pullback.
View on StockTwits ↗$SMCI What this does tell me though is that they bought AFTER the dilution news, they then sold less than 10% seeing how the market was reacting to the ATM news. So they bought knowing and doing the calcs about dilution at $30, the market narratives created risk so they sold, perhaps and we do no know yet as it has not been 45 days they purchased when it dropped to $22 following that narrative. What I will say though is at $30 they saw the dilution as a positive EVEN BEFORE the prelims, STELLAR earnings and INCREASED guidance for FY27.
View on StockTwits ↗$SMCI When big shorters like Soros and Citadel go long, everyone must also. When they smell even an ounce of extra fat in a stock they short to kill it.
View on StockTwits ↗$SMCI great day. I expected a classic dump to 35, but something is different. Large orders came in. We could see a retest of 42.30, break that and those higher numbers are possible. Its actually interesting. Not smci-like. It might cook monday.
View on StockTwits ↗$SMCI brothers - good weekend- for scum of the earth shorty pos i am hodl till 100+ and beyond
View on StockTwits ↗$SMCI The thing I am wierd about is why the Jane street ammednment even appeard as something noteworthy to show to investors in the sec filings. Its not like we get reports on every institution that sells. Thats why I was speculative about if it was due to options and they had to report something that materially changed holdings overnight. However looking further into it, they just sold without knowing about prelims, earnings and guidance. Seems like the sell was a nothing burger.
View on StockTwits ↗$SMCI I hope they start pumping out PRs next week. Maybe Trump will actually get out of Iran. How high we going? 45? 50? 60?
View on StockTwits ↗$TMC Ignore the noise and the biased agendas on this forum. 97% of the commentary here is absolute nonsense designed to sway sentiment. Focus on your own due diligence and watch where institutional money is moving. $SMCI just delivered a record-breaking, unexpected earnings beat, and just like $TMC, the institutions are aggressively loading up. This isn't financial advice, but I am building my position for next week and rotating all my extra profits straight into $TMC.
View on StockTwits ↗$SMCI Wouldnt be surprised to see ALOT of filings about purchases in the next 45 to 60 days. Afterall these reports lag reality, they filed the report 44 days after their sell, so in around 45 to 60 days we will see who bought up.
View on StockTwits ↗$SMCI They bought on the 11th, 1 day after the announcement on the 10th of June about dilution at around $30 spot. Then on the 30th at around $30 spot they sold common stock, not the preferred. Following that sell, management released the prelim figures, and in August the Earnings far surpassed even the prelims, and upgraded FY27 forecasts far beyond street forecasts.
View on StockTwits ↗$SMCI If you suck at trading like me. FIFO stands for First-In, First-Out. It is an inventory management and accounting method. It assumes that the oldest goods bought or made are sold or used first. Its main counterpart, LIFO, stands for Last-In, First-Out, which assumes the newest goods are sold first. know which one your platform does
View on StockTwits ↗$SMCI The CEOs of SMCI and NVDA are close friends; the SMCI CEO provided immense support to NVDA during its early, struggling days. Consequently, now SMCI can source as many GPU chips as it wants from NVDA without being subject to the quotas that limit other companies.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.