Rep. Gilbert Ray Cisneros, Jr. Buys Super Micro Computer, Inc. (NASDAQ:SMCI) Stock

Key Points

• Representative Gilbert Ray Cisneros, Jr. purchased between $1,001 and $15,000 in shares of Super Micro Computer, Inc. (NASDAQ:SMCI) on September 5th, a move disclosed on October 10th.
• Super Micro Computer reported earnings of $0.41 per share for the last quarter, missing estimates, with revenues reaching $5.76 billion, yet up 8.5% year-over-year.
• Analysts have set the average target price for Super Micro Computer at $45.36, with varying ratings from "Strong Buy" to "Sell."

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Super Micro Computer, Inc. (NASDAQ:SMCI). In a filing disclosed on October 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in Super Micro Computer stock on September 5th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of StandardAero NYSE: SARO on 10/1/2025.
• Sold $1,001 - $15,000 in shares of Amdocs NASDAQ: DOX on 10/1/2025.
• Purchased $1,001 - $15,000 in shares of Waters NYSE: WAT on 9/30/2025.
• Sold $15,001 - $50,000 in shares of Fortive NYSE: FTV on 9/30/2025.
• Purchased $1,001 - $15,000 in shares of StandardAero NYSE: SARO on 9/30/2025.
• Purchased $1,001 - $15,000 in shares of APi Group NYSE: APG on 9/30/2025.
• Sold $1,001 - $15,000 in shares of GoDaddy NYSE: GDDY on 9/30/2025.
• Purchased $1,001 - $15,000 in shares of PTC NASDAQ: PTC on 9/30/2025.
• Purchased $1,001 - $15,000 in shares of CoStar Group NASDAQ: CSGP on 9/30/2025.
• Purchased $1,001 - $15,000 in shares of Mitsubishi Heavy Industries OTCMKTS: MHVYF on 9/30/2025.

Super Micro Computer Price Performance

Shares of NASDAQ:SMCI traded down $1.64 during midday trading on Tuesday, reaching $53.11. 19,656,530 shares of the company's stock were exchanged, compared to its average volume of 50,404,043. The company has a debt-to-equity ratio of 0.74, a quick ratio of 3.25 and a current ratio of 5.25. The company's 50 day simple moving average is $46.48 and its two-hundred day simple moving average is $43.67. Super Micro Computer, Inc. has a 12 month low of $17.25 and a 12 month high of $66.44. The firm has a market capitalization of $31.56 billion, a PE ratio of 31.99, a price-to-earnings-growth ratio of 1.32 and a beta of 1.55.

Super Micro Computer (NASDAQ:SMCI - Get Free Report) last posted its quarterly earnings results on Tuesday, August 5th. The company reported $0.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.44 by ($0.03). Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%.The business had revenue of $5.76 billion during the quarter, compared to analyst estimates of $5.88 billion. The business's revenue for the quarter was up 8.5% on a year-over-year basis. During the same period last year, the company earned $6.25 EPS. Super Micro Computer has set its Q1 2026 guidance at 0.400-0.520 EPS. FY 2026 guidance at EPS. Equities research analysts expect that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

Insider Activity at Super Micro Computer

In other news, Director Liang Chiu-Chu Sara Liu sold 200,000 shares of Super Micro Computer stock in a transaction on Monday, July 28th. The stock was sold at an average price of $60.00, for a total value of $12,000,000.00. Following the completion of the sale, the director directly owned 40,426,120 shares of the company's stock, valued at approximately $2,425,567,200. This trade represents a 0.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP George Kao sold 40,000 shares of the business's stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $43.88, for a total value of $1,755,200.00. Following the sale, the senior vice president owned 21,820 shares of the company's stock, valued at approximately $957,461.60. The trade was a 64.70% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 490,000 shares of company stock worth $27,890,950. 16.30% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

SMCI has been the subject of a number of recent research reports. Needham & Company LLC increased their target price on Super Micro Computer from $39.00 to $60.00 and gave the stock a "buy" rating in a report on Wednesday, August 6th. Barclays upped their price target on Super Micro Computer from $29.00 to $45.00 and gave the company an "equal weight" rating in a research report on Thursday, August 7th. The Goldman Sachs Group lifted their price objective on Super Micro Computer from $24.00 to $27.00 and gave the company a "sell" rating in a report on Wednesday, August 6th. JPMorgan Chase & Co. reduced their target price on shares of Super Micro Computer from $46.00 to $45.00 and set a "neutral" rating on the stock in a research note on Wednesday, August 6th. Finally, Mizuho increased their target price on shares of Super Micro Computer from $40.00 to $47.00 and gave the stock a "neutral" rating in a research report on Thursday, July 3rd. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, Super Micro Computer currently has a consensus rating of "Hold" and an average target price of $45.36.

Institutional Trading of Super Micro Computer

Several large investors have recently made changes to their positions in the business. Vanguard Group Inc. lifted its position in Super Micro Computer by 2.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,152,948 shares of the company's stock worth $3,242,156,000 after buying an additional 1,745,179 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Super Micro Computer by 2.7% in the second quarter. Geode Capital Management LLC now owns 13,752,581 shares of the company's stock worth $671,316,000 after acquiring an additional 364,411 shares during the last quarter. Disciplined Growth Investors Inc. MN raised its stake in shares of Super Micro Computer by 16.5% in the second quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company's stock worth $476,905,000 after acquiring an additional 1,381,046 shares during the last quarter. Invesco Ltd. lifted its position in shares of Super Micro Computer by 31.6% during the second quarter. Invesco Ltd. now owns 8,639,784 shares of the company's stock worth $423,436,000 after purchasing an additional 2,073,978 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in shares of Super Micro Computer by 5.3% during the second quarter. Charles Schwab Investment Management Inc. now owns 3,971,739 shares of the company's stock worth $194,655,000 after purchasing an additional 200,109 shares in the last quarter. Institutional investors own 84.06% of the company's stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California's 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027. Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California's 31st Congressional District. He declared candidacy for the 2026 election. Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor's degree in political science from George Washington University in 1994, a master's in business administration from Regis University in 2002, and a master's degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Super Micro Computer Company Profile

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.

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