Argus Research Turns Bullish on Super Micro Computer (SMCI) Following Q1 2026 Results
On November 7, 2025, Argus Research upgraded Super Micro Computer, Inc. (NASDAQ:SMCI) from “Hold” to “Buy” with a $64 price target.
Super Micro Computer Inc. (SMCI)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 11,658,300 | $558,898,902 | -25% | 0.09% | |
| 2. | 10,115,400 | $484,932,276 | +16% | 0.07% | |
| 3. | 6,716,900 | $322,008,186 | +7% | 0.18% | |
| 4. | 4,967,000 | $238,117,980 | +11% | 0.35% | |
| 5. | D E Shaw D. E. Shaw | 4,552,290 | $218,236,783 | +346% | 0.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $568.00 | 2,000 | $1,136,000.00 | 42,917 | 2024-02-01 | Filing | |
| $261.86 | 2,000 | $523,719.80 | 40,917 | 2023-08-11 | Filing | |
| $269.28 | 2,000 | $538,560.00 | 38,917 | 2023-08-11 | Filing | |
| $133.88 | 3,000 | $401,640.00 | 33,000 | 2023-05-11 | Filing | |
| $133.09 | 1,000 | $133,089.90 | 30,000 | 2023-05-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $45.14 | 25,000 | $1,128,500.00 | 100,188 | 2025-09-15 | Filing | |
| $40.85 | 300 | $12,255.99 | 100,188 | 2025-09-03 | Filing | |
| $40.28 | 24,700 | $995,024.68 | 100,488 | 2025-09-03 | Filing | |
| $43.88 | 40,000 | $1,755,200.00 | 21,820 | 2025-08-22 | Filing | |
| $60.00 | 200,000 | $12,000,000.00 | 40,426,120 | 2025-07-28 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 68,848,777 | $3,300,610,369 | 0.05% | |
| 2. | 40,593,417 | $1,946,048,397 | 0.03% | |
| 3. | 22,195,837 | $1,064,068,426 | 0.04% | |
| 4. | 20,083,800 | $962,817,372 | 0.11% | |
| 5. | 18,569,500 | $890,221,830 | 0.14% |
News See All
11 Best AI Infrastructure Stocks to Buy Right Now
The market is seeing a reshaping in global capital flows, corporate strategies, and investor sentiment amid the emergence of artificial intelligence (AI) as the defining force of the ongoing market cycle...
Super Micro (SMCI) Tumbles 11% as Q1 Earnings Disappoint
Super Micro extended its losing streak to a third straight day on Wednesday, shedding 11.52 percent to close at $42.03 apiece after announcing disappointing earnings results in the first quarter of fiscal...
Super Micro Computer, Inc. (NASDAQ:SMCI) Q1 2026 Earnings Call Transcript
Operator: Thank you for standing by. My name is Matt, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Super Micro Computer, Inc. Business Update Call.
Supermicro Launches New 6U 20-Node MicroBlade with AMD EPYC 4005
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best NASDAQ growth stocks to buy for the next 5 years.
10 Best NASDAQ Growth Stocks to Buy for the Next 5 Years
On October 24, Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, appeared on CNBC to suggest that the tech rally is grounded in fundamentals, not speculation, though rising excitement...
Jim Cramer’s Recent Insights on These 24 Stocks
On Monday, Mad Money host Jim Cramer discussed that the earnings reports from the major tech giants this week will play an important role in shaping how the market performs over the next several months...
Super Micro Computer (SMCI) Announces Availability of Data Center Building Block Solutions®
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Most Promising AI Stocks to Buy Right Now.
14 Most Promising AI Stocks to Buy Right Now
Goldman Sachs Research anticipates the US economy to have a potential growth rate of over 2% over the upcoming few years, with some additional acceleration over the coming decade.
Super Micro (SMCI) Slashes 8.7% as Revenues Seen to Fall
Super Micro extended losses to a third day on Thursday, shedding 8.72 percent to close at $47.92 apiece as investors sold off positions following weak preliminary results that missed its own previous ...
Hedge Fund Resource Center Billionaire Hedge Funds
