Traders Buy High Volume of Super Micro Computer Call Options (NASDAQ:SMCI)

Posted by Brenda Bartman on May 22nd, 2026

Super Micro Computer, Inc. (NASDAQ:SMCI – Get Free Report) was the recipient of some unusual options trading on Friday. Investors purchased 353,707 call options on the company. This is an increase of 42% compared to the typical volume of 248,282 call options.

Institutional Investors Weigh In On Super Micro Computer

Several large investors have recently added to or reduced their stakes in SMCI. Flagship Harbor Advisors LLC bought a new stake in Super Micro Computer during the fourth quarter valued at $25,000. Elyxium Wealth LLC purchased a new position in Super Micro Computer in the 4th quarter worth approximately $26,000. Arax Advisory Partners purchased a new stake in Super Micro Computer during the 4th quarter valued at $28,000. SHP Wealth Management purchased a new position in shares of Super Micro Computer in the fourth quarter worth $29,000. Finally, Concord Wealth Partners increased its stake in shares of Super Micro Computer by 2,564.1% in the 4th quarter. Concord Wealth Partners now owns 1,039 shares of the company’s stock worth $30,000 after purchasing an additional 1,000 shares in the last quarter. Institutional investors own 84.06% of the company’s stock.

Super Micro Computer Trading Up 6.3%

NASDAQ:SMCI traded up $2.10 during trading hours on Friday, hitting $35.56. 26,768,551 shares of the company were exchanged, compared to its average volume of 36,437,902. The stock has a market capitalization of $21.38 billion, a price-to-earnings ratio of 18.81, a price-to-earnings-growth ratio of 0.56 and a beta of 1.69. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88. Super Micro Computer has a one year low of $19.48 and a one year high of $62.36. The company has a fifty day simple moving average of $27.81 and a 200 day simple moving average of $30.96.

Super Micro Computer (NASDAQ:SMCI – Get Free Report) last issued its earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.63 by $0.21. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The business had revenue of $10.24 billion for the quarter, compared to analysts’ expectations of $12.39 billion. During the same quarter in the previous year, the firm posted $0.31 EPS. The business’s revenue for the quarter was up 122.7% compared to the same quarter last year. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS. Sell-side analysts expect that Super Micro Computer will post 2.12 EPS for the current fiscal year.

Key Super Micro Computer News

Here are the key news stories impacting Super Micro Computer this week:

Negative Sentiment: Multiple law firms filed or promoted securities class actions against Super Micro, with lead-plaintiff deadlines centered on May 26, 2026. The allegations say the company and certain executives hid risks related to alleged illegal exports of AI servers and chips to China, which keeps legal uncertainty high for shareholders. Article Title
Negative Sentiment: Fresh reporting highlighted escalating export probes, including a Taiwan investigation involving suspected smuggling of high-performance AI servers and earlier U.S. Justice Department scrutiny. That combination reinforces concerns about compliance, possible penalties, and reputational damage. Article Title
Neutral Sentiment: Analyst and market commentary shows SMCI remains a heavily watched stock, with recent price-target updates and trader interest suggesting continued volatility around the name rather than a clear change in fundamentals. Article Title
Neutral Sentiment: Some commentary points to improving short-term momentum after a sharp rebound from recent lows, but that technical strength is being overshadowed by the legal headlines. Article Title

Analysts Set New Price Targets

A number of research analysts recently commented on SMCI shares. JPMorgan Chase & Co. upped their price objective on Super Micro Computer from $28.00 to $32.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. The Goldman Sachs Group reaffirmed a “sell” rating on shares of Super Micro Computer in a report on Wednesday, May 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Super Micro Computer in a report on Friday, March 27th. Raymond James Financial reaffirmed an “outperform” rating and issued a $45.00 target price on shares of Super Micro Computer in a research report on Wednesday, May 6th. Finally, Northland Securities upped their target price on Super Micro Computer from $22.00 to $34.00 in a research report on Wednesday, May 6th. Four research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Super Micro Computer currently has an average rating of “Hold” and a consensus price target of $38.43.

Get Our Latest Analysis on Super Micro Computer

About Super Micro Computer

(Get Free Report)

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.