Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Super Micro Computer, Inc. (NASDAQ:SMCI)

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 Stock Down 5.7%

SMCI opened at $29.84 on Thursday. Super Micro Computer, Inc. has a 12 month low of $25.71 and a 12 month high of $66.44. The company has a current ratio of 5.39, a quick ratio of 2.95 and a debt-to-equity ratio of 0.72. The business’s 50-day moving average price is $41.41 and its 200-day moving average price is $45.20. The company has a market cap of $17.81 billion, a P/E ratio of 23.87, a P/E/G ratio of 0.64 and a beta of 1.52.

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

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on SMCI. Zacks Research upgraded shares of Super Micro Computer from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. Raymond James Financial cut their price target on shares of Super Micro Computer from $53.00 to $50.00 and set an “outperform” rating on the stock in a report on Wednesday, November 5th. The Goldman Sachs Group set a $34.00 price objective on shares of Super Micro Computer and gave the company a “sell” rating in a research report on Wednesday, November 5th. Sanford C. Bernstein lowered their price objective on shares of Super Micro Computer from $46.00 to $42.00 and set a “market perform” rating for the company in a research note on Wednesday, November 5th. Finally, Needham & Company LLC dropped their target price on shares of Super Micro Computer from $60.00 to $51.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $48.38.

Institutional Investors Weigh In On Super Micro Computer

A number of large investors have recently modified their holdings of the stock. Vanguard Group Inc. lifted its holdings in Super Micro Computer by 4.1% in the third quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock worth $3,300,610,000 after buying an additional 2,695,829 shares during the period. Geode Capital Management LLC raised its position in shares of Super Micro Computer by 2.7% in the 2nd 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 in the last quarter. Disciplined Growth Investors Inc. MN raised its position in shares of Super Micro Computer by 16.5% in the 2nd 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 in the last quarter. Invesco Ltd. lifted its stake in shares of Super Micro Computer by 31.6% in the 2nd quarter. Invesco Ltd. now owns 8,639,784 shares of the company’s stock valued at $423,436,000 after purchasing an additional 2,073,978 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted 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 valued at $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.