Insiders Trades
Super Micro Computer, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 05 Feb 2024.
Super Micro Computer, Inc.: what insiders have been doing
Super Micro Computer, Inc. is a Technology company. Its directors and officers file their transactions with SEC (Form 4). Between 18 October 2025 and 18 October 2026, 15 insiders published 84 filings.
There is no open-market purchase to report; the filings show 5 sales worth €12.0M by 3 insiders. Biggest ticket of the year: €4.0M, sold by Liu Liang Chiu-Chu Sara and made public on 9 October 2026 (0.016% of market cap).
The median gap between a trade and its publication by SEC (Form 4) is 2 days. US insiders must file a Form 4 within two business days of a trade. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
Compared with its exchange (5,813 companies, median 19 filings), a count of 84 filings is above the norm. The full history, which starts in 2016, counts 9 purchases against 41 sales. For the fiscal year to 30 June 2026, the annual 10-K puts revenue at 39.06 bn USD and net income at 2.23 bn USD.
For comparison within the same sector, see the insider buying recorded at Core Scientific, Inc./tx and Gitlab Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
358
Thresholds
n/a
Buy Volume
€3M
9 ops. · all time
Sell Volume
€75M
41 ops. · all time
Who traded when
BuySaleCharles Liang8 sales
Liang Chiu-Chu Sara Liu8 sales
David E. Weigand1 sale
Kao George1 sale
Tuan Sherman1 sale
Since the insiders bought
- -53.8%Entry US$68.16 · Close at T+365 US$31.49
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Super Micro Computer, Inc. Hold (neutral), based on 15 analysts. Average price target: US$42.27.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 12,892 of 24,148 companies
49.7
score / 100
Value52
Quality48
FCF yld-34%
Earn yld11%
EV/EBITDA9.5x
ROE21%
Gross mgn11%
Net mgn5.6%
Debt/EBITDA2.8x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended June 2026 · cache
US$35.78
Analyst consensus
15 analystsHold
US$15.00Target US$42.27(+18%)US$60.00
Income statement
RevenueUS$39.1B
Gross profitUS$4.2B11% margin
EBITDAUS$3.1B8% margin
Net incomeUS$2.2B5.7% margin
Valuation
PER (trailing)11.0x
PER (forward)6.7x
P/Book2.3x
Beta2.01
Balance sheet & cash
Market capUS$23.1B
Total debtUS$8.8B
Free Cash Flow-US$7B
Debt / Equity64%
Profitability & ownership
ROE21.5%
ROA7.9%
% insiders12.7%
% institutions69.6%
Last declaration on 9 October 2026
Declarations358 total
▼
Same trade as the filing by Liang Chiu-Chu Sara Liu, counted once · View ↗
100,000 shares@ US$45.020.016% mcap6.0% of flowCommon StockSEC:0001392942-26-000014:0
100,000 shares@ US$45.020.016% mcap5.2% of flowCommon StockSEC:0001392941-26-000015:0
100,000 shares@ US$45.01590.016% mcap5.4% of flowCommonSEC144:0001969223-26-001066
42,565 shares@ US$36.600.0057% mcap2.1% of flowCommon StockSEC:0001392942-26-000013:0
57,435 shares@ US$37.620.0079% mcap3.0% of flowCommon StockSEC:0001392942-26-000013:1
100,000 shares@ US$40.000.015% mcap5.5% of flowCommon StockSEC:0001392942-26-000013:2
▼
Same trade as the filing by Charles Liang, counted once · View ↗
42,565 shares@ US$36.600.0057% mcap1.9% of flowCommon StockSEC:0001392941-26-000014:0
▼
Same trade as the filing by Charles Liang, counted once · View ↗
57,435 shares@ US$37.620.0079% mcap2.7% of flowCommon StockSEC:0001392941-26-000014:1
▼
Same trade as the filing by Charles Liang, counted once · View ↗
100,000 shares@ US$40.000.015% mcap4.9% of flowCommon StockSEC:0001392941-26-000014:2
100,000 shares@ US$40.00050.015% mcap4.9% of flowCommonSEC144:0001969223-26-001000
100,000 shares@ US$37.18530.014% mcap4.6% of flowCommonSEC144:0001969223-26-000990
3,650 sharesCommon StockSEC:0001392942-26-000012:0
3,650 sharesCommon StockSEC:0001392941-26-000013:0
6,000 sharesCommon StockSEC:0002135314-26-000010:0
6,500 sharesCommon StockSEC:0001777404-26-000013:0
3,053 shares@ US$38.280.0004% mcap69.1% of flowCommon StockSEC:0002135314-26-000010:1
808 shares@ US$38.280.0001% mcap36.9% of flowCommon StockSEC:0001492126-26-000011:1
2,250 sharesCommon StockSEC:0001492126-26-000011:0
1,970 shares@ US$38.280.0003% mcap0.1% of flowCommon StockSEC:0001392942-26-000012:1
1,970 shares@ US$38.280.0003% mcap0.1% of flowCommon StockSEC:0001392941-26-000013:1
3,308 shares@ US$38.280.0005% mcap1.4% of flowCommon StockSEC:0001777404-26-000013:1
2,250 sharesCommon StockSEC:0002148161-26-000010:0
1,145 shares@ US$38.280.0002% mcap70.0% of flowCommon StockSEC:0002148161-26-000010:1
25 of 358 declarations
About Super Micro Computer, Inc.
Super Micro Computer, Inc. (NASDAQ: SMCI) is a U.S.-listed company traded on the NASDAQ market in the United States. It is a major infrastructure technology provider focused on servers, storage systems, networking, and integrated data center solutions for AI, cloud, enterprise IT, 5G/edge, and high-performance computing workloads. Founded in 1993 and headquartered in San Jose, California, Supermicro built its franchise around a fast time-to-market model and a broad “building-block” product architecture that lets customers configure systems for specific performance, power-efficiency, and deployment requirements.
The company’s core offering includes server platforms, rack-scale solutions, storage subsystems, and complete data center building block solutions. Over time, its product mix has shifted toward AI-optimized infrastructure, particularly systems designed for GPU-heavy workloads and large-scale model training and inference. Supermicro emphasizes in-house engineering and manufacturing capabilities, with the majority of development in the United States and additional operations in Asia and Europe. It also promotes its “green computing” positioning, highlighting energy-efficient designs and lower total cost of ownership for customers.
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From a competitive standpoint, Supermicro operates in a highly contested market alongside large OEMs and infrastructure vendors such as Dell Technologies, HPE, Lenovo, and other specialized system integrators. Its differentiation lies in speed, customization, and early support for new hardware standards, which has helped it benefit from the sharp increase in capital spending tied to AI data center buildouts. The company also reports a global presence across more than 100 countries, giving it broad commercial reach beyond the U.S. market.
Recent developments have reinforced Supermicro’s strategic focus on expansion. In 2025, the company announced continued investment in U.S. manufacturing capacity, including additional Silicon Valley expansion, to support growing AI infrastructure demand. It also closed a $2.3 billion convertible note offering to help fund further U.S. and global manufacturing expansion and to extend its product line from systems and racks toward more complete data center building block solutions. In addition, Supermicro launched a U.S. federal entity to deepen its presence in the government market, underscoring a push to broaden end-market exposure.
For investors, SMCI remains a high-growth technology name closely tied to the AI infrastructure cycle. The company’s appeal comes from its strong positioning in next-generation server architectures and its ability to move quickly as demand evolves, but it also faces intense competition, execution risk, and the need to scale manufacturing efficiently while maintaining margin discipline.
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