SMCI — Super Micro Computer Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Super Micro Computer Inc

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-nod… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$35.37
Market Cap$20.19B
Float500.6M
Shares Outstanding600.5M
P/E (Forward)12.99
P/E (TTM)17.69
Price/Sales (TTM)0.60
vs. Analyst Target+3.9% to analyst PT
Profit Margin3.70%
Operating Margin (TTM)6.11%
Revenue (TTM)$33.70B
Earnings Growth (YoY)326.00%
Dividend RateNone
Analyst Target Price$36.75 (18 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $3.34B $84.3M $526M $116M
2021 $3.56B $112M $535M $149M
2022 $5.20B $285M $800M $376M
2023 $7.12B $640M $1.28B $800M
2024 $14.94B $1.21B $2.11B $1.29B
2025 $21.97B $1.05B $2.43B $1.33B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $5.76B $195M
Sep 2025 $5.02B $168M
Dec 2025 $12.68B $401M
Mar 2026 $10.24B $1.02B

Ownership & Float

Insider Ownership13.9%
Institutional Ownership57.3%
Short Float17.3%
% of All Funds Holding8.50%
Number of Funds Holding656

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$27.31Near-term / short-term trend
Weekly40-Week SMA$35.95Medium-term trend
Weekly80-Week SMA$37.17Cyclical trend (business cycle)
Weekly200-Week SMA$36.10Secular trend (multi-year)
Monthly10-Month SMA$35.16Near-term monthly trend
Monthly20-Month SMA$36.40Medium-term monthly trend
Monthly40-Month SMA$40.41Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$70.00 resistance 1.42x 20 months ago

Historical Earnings Reactions (77 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.33% 1.32% 61.04% 15.77% -24.66%
1 Day 2.42% 1.97% 58.44% 31.21% -25.19%
1 Week 1.54% -0.80% 44.74% 53.51% -32.07%
2 Weeks 3.43% 1.23% 52.63% 59.68% -33.04%
1 Month 7.50% 3.87% 61.84% 114.17% -33.56%

Next earnings: May 5, 2026

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan10.7%63.2%19
Feb8.9%52.6%19
Mar-1.0%47.4%19
Apr-0.7%50.0%20
May11.1%52.6%19
Jun2.3%52.6%19
Jul2.3%57.9%19
Aug-5.0%36.8%19
Sep1.5%52.6%19
Oct-4.2%52.6%19
Nov4.8%68.4%19
Dec3.9%63.2%19

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.27% 53.2% 903
Tuesday 0.24% 50.3% 987
Wednesday 0.16% 52.3% 985
Thursday -0.03% 50.3% 966
Friday 0.11% 49.8% 963

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 57.3%

Insider Transactions — Smart Summary

Total insider ownership: 13.9%

Founder-led management: Charles Liang (Founder, Chairman of the Board, President & CEO), Wally Liaw (Senior Vice President, Business Development), Sara Liu (Co-Founder, Senior VP & Director)

12-Month Insider Activity Summary

Total Filings13
Net Value-$43.5M
Net Shares Change-1,515,630
% of Float-0.3%
C-Suite Filings9
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Liang Charles President and CEO -$34.5M 3 1 sell
Liu Liang Chiu-Chu Sara -$21.0M 2 1 sell
KAO GEORGE SVP, OPERATIONS -$4.2M 3 3 sell
WEIGAND DAVID E SVP, Chief Financial Officer -$2.9M 1 1 sell
TUAN SHERMAN -$1.6M 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-16 – 2025-05-22 4 4 -$22.2M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2025-12-01 TUAN SHERMAN -$1.6M Transaction at $33.00, now +7.2%
2025-11-26 KAO GEORGE SVP, OPERATIONS -$1.3M Transaction at $21.45, now +64.9%
2025-05-22 WEIGAND DAVID E SVP, Chief Financial Officer -$2.9M Transaction at $44.02, now -19.7%
2025-05-16 Liang Charles President and CEO -$9.0M Transaction at $44.95, now -21.3%
2025-08-26 KAO GEORGE SVP, OPERATIONS -$1.6M Transaction at $23.29, now +51.9%
2025-05-16 KAO GEORGE SVP, OPERATIONS -$1.2M Transaction at $24.28, now +45.7%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Super Micro Computer Inc (SMCI) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for SMCI on Trend Edge →