Super Micro Computer (NASDAQ:SMCI) Shares Unloaded Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Super Micro Computer, Inc. (NASDAQ:SMCI). In a filing disclosed on December 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Super Micro Computer stock on November 12th. 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):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Super Micro Computer Trading Up 5.9%

NASDAQ:SMCI traded up $1.74 on Friday, reaching $31.11. 38,848,431 shares of the stock traded hands, compared to its average volume of 19,793,006. The company has a current ratio of 5.39, a quick ratio of 2.95 and a debt-to-equity ratio of 0.72. Super Micro Computer, Inc. has a 1-year low of $25.71 and a 1-year high of $66.44. The company’s 50 day moving average is $40.40 and its 200-day moving average is $45.02. The firm has a market capitalization of $18.57 billion, a price-to-earnings ratio of 24.89, a price-to-earnings-growth ratio of 0.60 and a beta of 1.52.

Super Micro Computer (NASDAQ:SMCI) last posted its quarterly earnings data on Tuesday, November 4th. The company reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.46 by ($0.11). The firm had revenue of $5.02 billion for the quarter, compared to analyst estimates of $6.48 billion. Super Micro Computer had a return on equity of 12.70% and a net margin of 3.77%.The company’s quarterly revenue was down 15.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.73 earnings per share. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. Equities research analysts anticipate that Super Micro Computer, Inc. will post 1.86 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on SMCI shares. Mizuho dropped their price objective on Super Micro Computer from $50.00 to $45.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 5th. Sanford C. Bernstein dropped their price target on Super Micro Computer from $46.00 to $42.00 and set a “market perform” rating on the stock in a research note on Wednesday, November 5th. Barclays cut their price target on Super Micro Computer from $45.00 to $43.00 and set an “equal weight” rating on the stock in a report on Wednesday, November 5th. Needham & Company LLC lowered their price objective on shares of Super Micro Computer from $60.00 to $51.00 and set a “buy” rating for the company in a research note on Wednesday, November 5th. Finally, Zacks Research upgraded shares of Super Micro Computer from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Eight research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $48.38.

Institutional Investors Weigh In On Super Micro Computer

Several hedge funds and other institutional investors have recently made changes to their positions in SMCI. AIA Group Ltd increased its position in shares of Super Micro Computer by 76.0% during the third quarter. AIA Group Ltd now owns 22,095 shares of the company’s stock valued at $1,059,000 after acquiring an additional 9,541 shares during the last quarter. Peterson Wealth Management purchased a new position in shares of Super Micro Computer in the 3rd quarter worth about $993,000. FNY Investment Advisers LLC grew its position in Super Micro Computer by 52.4% during the third quarter. FNY Investment Advisers LLC now owns 20,068 shares of the company’s stock valued at $962,000 after buying an additional 6,898 shares during the period. IFP Advisors Inc raised its position in Super Micro Computer by 13.4% in the third quarter. IFP Advisors Inc now owns 17,475 shares of the company’s stock worth $838,000 after acquiring an additional 2,060 shares during the period. Finally, CIBC Private Wealth Group LLC boosted its stake in Super Micro Computer by 11.8% in the third quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company’s stock valued at $154,000 after acquiring an additional 339 shares during the last quarter. 84.06% of the stock is owned by institutional investors.

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.

About Super Micro Computer

Super Micro Computer, Inc (Supermicro) is a technology company that designs, develops and manufactures high-performance server, storage and networking solutions for enterprise, cloud, data center, high performance computing (HPC) and edge computing customers. The company’s product portfolio includes rackmount and blade servers, storage subsystems, motherboards, chassis, power supplies and networking components, with an emphasis on high-density, energy-efficient configurations and platforms optimized for GPU-accelerated workloads and artificial intelligence applications.

Headquartered in San Jose, California, Supermicro combines in-house engineering with a global manufacturing and distribution footprint to deliver configurable, application-specific systems.