How Can I Beat the S&P 500? What the Evidence Says
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SMCI Stock vs the S&P 500: Returns, Risk and Crash History
Super Micro Computer, Inc., technology (market value $20.6 billion), an S&P 500 member: how it compared with the S&P 500, how it behaved in every crash since 2008, its risk‑adjusted returns and what analysts said. Returns to Oct 30, 2026; analyst data as of Nov 9, 2026.
What changed since Nov 2
Exent re-checks this page every day. Ratings appear 30 days after they are published; the top‑ranked analysts’ calls are not counted here, they are in Gems.
20% Buy ratings (was 24%)21 analysts covering (was 22)14 4★+ analysts covering (was 15)
Key takeaways
- SMCI returned +830.8% over the 5 years to Oct 30, 2026 versus +75.9% for the S&P 500: it beat the index.
- Its 5-year Sharpe ratio was 0.83 against 0.58 for the S&P 500.
- Its deepest crisis drawdown was −64.3% in the global financial crisis (2007–09) (S&P 500: −56.5%).
- Five‑year volatility was 84.6% and beta 2.16.
- 21 analysts rated it in the past year; 20% of their latest calls were Buy.
- SMCI beat earnings estimates in 7 of its last 12 reports; the stock moved 13.5% on average, up or down, around each report.
What do the best‑ranked analysts on SMCI say now? See it in Exent Gems →
In this article
- Did SMCI beat the S&P 500?
- What Wall Street analysts say about SMCI
- SMCI returns by year vs the S&P 500
- SMCI risk-adjusted returns: Sharpe, Sortino and volatility
- How SMCI behaved in past crashes
- What moves with SMCI, and what doesn’t
- Latest SMCI upgrades, downgrades and price‑target changes
- Do analysts get SMCI right?
- How SMCI moves after earnings
- Where SMCI’s revenue comes from
- Members of Congress who traded SMCI
- Are SMCI insiders buying or selling?
- How much of SMCI is sold short?
- How many institutions own SMCI?
- Is SMCI diluting shareholders?
- SMCI financial health scores
- What SMCI talks about on earnings calls
- Which ETFs hold SMCI?
- How much is SMCI’s CEO paid?
- The right benchmark for SMCI
- Other technology stocks
- Data and methodology
Did SMCI beat the S&P 500?
Over the 5 years to Oct 30, 2026, Super Micro Computer, Inc. (SMCI) returned +830.8% including dividends, versus +75.9% for the S&P 500 (SPY). It beat the index by 754.9 percentage points, or +56.2% a year against +12.0%.
| Period | SMCI | S&P 500 | SMCI per year | S&P 500 per year | Result |
|---|---|---|---|---|---|
| 1 year | −36.6% | +12.0% | −36.6% | +12.0% | Lagged |
| 3 years | +37.6% | +87.4% | +11.2% | +23.3% | Lagged |
| 5 years | +830.8% | +75.9% | +56.2% | +12.0% | Beat |
| 10 years | +1,290% | +316.3% | +30.1% | +15.3% | Beat |
- 1 year
- SMCI
- −36.6%
- S&P 500
- +12.0%
- SMCI per year
- −36.6%
- S&P 500 per year
- +12.0%
- Result
- Lagged
- 3 years
- SMCI
- +37.6%
- S&P 500
- +87.4%
- SMCI per year
- +11.2%
- S&P 500 per year
- +23.3%
- Result
- Lagged
- 5 years
- SMCI
- +830.8%
- S&P 500
- +75.9%
- SMCI per year
- +56.2%
- S&P 500 per year
- +12.0%
- Result
- Beat
- 10 years
- SMCI
- +1,290%
- S&P 500
- +316.3%
- SMCI per year
- +30.1%
- S&P 500 per year
- +15.3%
- Result
- Beat
Total return with dividends reinvested, from month-end prices to Oct 30, 2026. Beating the index on raw return is only half the story: the next section adjusts for the risk taken. See also how to beat the S&P 500.
SMCI is in the S&P 500 (members as of Oct 20, 2026); the list shows every member’s return against the index.
What Wall Street analysts say about SMCI
In the 12 months to 30 days ago, 21 analysts published 163 ratings on SMCI. Their latest calls were 20% Buy, 60% Hold and 20% Sell. 14 of them rank 4★ or higher in Exent’s analyst scoring, which is based on each analyst’s past price‑target hit rate and returns.
The consensus 12‑month price target was $41.60 (range $18.00–$65.00), +49.7% from the last price. Remember that the average analyst’s target is hit only about half the time: how accurate are price targets?
| Top‑ranked analyst covering | Firm | Stars | Price‑target hit rate |
|---|---|---|---|
| ??? | ??? | 5.0★ | 73.5% |
| ??? | ??? | 5.0★ | 63.0% |
| ??? | ??? | 5.0★ | 58.7% |
| ??? | ??? | 5.0★ | 61.1% |
| ??? | ??? | 5.0★ | 67.8% |
Other analysts covering SMCI: Ananda Baruah · Mark Newman · Katherine Murphy · George Notter · Tim Long
Ratings are shown with a 30‑day delay. Who the top‑ranked analysts on SMCI are, their live calls and the median target of only the top‑rated analysts are in Exent Gems.
The average analyst’s target is reached about 53.1% of the time; Exent Gems is built on the top 50 of Exent’s ranking,where some reached 90% or more over the last two years. Unlock the top 50 analysts.
SMCI returns by year vs the S&P 500
SMCI beat the S&P 500 in 5 of the 9 full calendar years shown.
| Year | SMCI | S&P 500 | Difference |
|---|---|---|---|
| 2026 (to Oct 30, 2026) | +12.6% | +11.7% | +0.9% |
| 2025 | −4.0% | +17.7% | −21.7% |
| 2024 | +7.2% | +24.9% | −17.7% |
| 2023 | +246.3% | +26.2% | +220.1% |
| 2022 | +87.0% | −18.2% | +105.2% |
| 2021 | +38.5% | +28.7% | +9.8% |
| 2020 | +32.1% | +18.3% | +13.8% |
| 2019 | +73.9% | +31.2% | +42.7% |
| 2018 | −34.0% | −4.6% | −29.4% |
| 2017 | −25.6% | +21.7% | −47.3% |
SMCI risk-adjusted returns: Sharpe, Sortino and volatility
Over 5 years, SMCI had a Sharpe ratio of 0.83 against 0.58 for the S&P 500, so it earned more return per unit of risk than the index. Its annualized volatility was 98.7% and its beta 2.16: it tended to move about 2.2× as much as the market.
| Metric | SMCI | S&P 500 |
|---|---|---|
| Annual return | +56.2% | +12.0% |
| Volatility (annualized) | 98.7% | 15.5% |
| Sharpe ratio | 0.83 | 0.58 |
| Sortino ratio | 1.85 | 0.91 |
| Max drawdown (month-end) | −77.5% | −23.9% |
| Beta to the S&P 500 | 2.16 | 1.00 |
How SMCI behaved in past crashes
SMCI’s deepest fall in the crises below was −64.3% in the global financial crisis (2007–09), against −56.5% for the S&P 500. The last column turns that into money: what a $100,000 position would have lost from peak to trough.
| Crisis | SMCI | S&P 500 | Loss on $100,000 |
|---|---|---|---|
| Global financial crisis (2007–09) | −64.3% | −56.5% | −$64,350 |
| 2018 trade-war selloff | −45.6% | −20.2% | −$45,580 |
| COVID crash (Feb–Mar 2020) | −42.6% | −34.1% | −$42,650 |
| 2022 inflation bear market | −31.2% | −25.4% | −$31,220 |
| 2025 tariff selloff | −50.5% | −19.0% | −$50,510 |
| Window | SMCI max drawdown |
|---|---|
| Last 1 year | −66.2% |
| Last 3 years | −84.8% |
| Last 5 years | −84.8% |
| Last 10 years | −84.8% |
Peak‑to‑trough declines from daily prices inside each crisis window. A crash replay does not predict the next crisis; it shows how much room a holding needs. Run the same replay on a whole portfolio with the crash test.
What moves with SMCI, and what doesn’t
Correlation runs from −1 (moves opposite) to +1 (moves in lockstep). Over the last 60 months of monthly returns, SMCI’s correlation with the S&P 500 was 0.34, with the Nasdaq‑100 0.43, with long Treasuries (TLT) 0.04 and with gold (GLD) −0.06.
Adding a 5% SMCI position to an S&P 500 portfolio would have moved its 5‑year volatility from 15.5% to 17.0%.
| Least correlated large caps | Correlation | Most correlated large caps | Correlation |
|---|---|---|---|
| DUK | −0.22 | NVDA | 0.54 |
| NEM | −0.21 | ORCL | 0.49 |
| BMY | −0.19 | AMD | 0.44 |
| REGN | −0.15 | DELL | 0.43 |
| PM | −0.13 | MSFT | 0.42 |
Holdings that are highly correlated behave like one position in a selloff. See how to find hidden overlap.
Latest SMCI upgrades, downgrades and price‑target changes
No named analyst changed a rating or price target on SMCI in the 5 weeks to Oct 12, 2026 (calls are shown 30 days after publication). The top‑ranked analysts’ calls are in Exent Gems. See all of the latest analyst upgrades and downgrades.
Do analysts get SMCI right?
Of the 217 analyst price targets on SMCI set from 2019 until a year ago, 66.4% were reached within 12 months (data to Oct 20, 2026), 2.2 points below the 68.6% hit rate of the median stock in Exent’s study of 794 stocks. Targets that were reached took a median of 28 days. The median target sat 22.0% above the share price on the day it was set.
Where analysts said SMCI would be by now: a year ago, 12 analysts had a price target on SMCI, and the median of their latest targets was $44.00. On Oct 20, 2026 SMCI closed at $32.47, 26.2% below it.
66.4%of targets reached within 12 monthsMedian stock: 68.6%
28 daysmedian time to reach a target
−26.2%price now vs the median target set a year ago
| After | Calls | Move on the call | 3 months vs S&P 500 |
|---|---|---|---|
| Upgrades of SMCI | 6 | +5.4% | −3.3% |
| Upgrades, all stocks | 11,514 | +2.5% | +3.4% |
| Downgrades of SMCI | 12 | −10.1% | +32.1% |
| Downgrades, all stocks | 10,700 | −3.0% | −1.6% |
The move on the call runs from the close before the rating change to the close after it; the last column is the stock’s return minus the S&P 500’s over the next three months. Averages of rating changes on SMCI through Sep 15, 2026; analysts are not named here. Do analyst upgrades move stocks?
How SMCI moves after earnings
SMCI beat the consensus earnings‑per‑share estimate in 7 of its last 12 quarterly reports, through the one on Aug 11, 2026, and the revenue estimate in 4 of 12. From the close before each report to the close after it, the stock moved 13.5% on average, up or down, against 6.8% for the average report across the 1,002 US stocks Exent tracks. It rose after 6 of the 12 reports. In 2 of the 7 beats the stock still fell.
7/12earnings beats
±13.5%average move per report
6/12reports followed by a rise
| Report | EPS vs estimate | Revenue vs estimate | Stock move |
|---|---|---|---|
| Aug 11, 2026 | $1.70 vs $0.92 | −4.1% | +19.5% |
| May 5, 2026 | $0.84 vs $0.62 | −17.3% | +24.1% |
| Feb 3, 2026 | $0.69 vs $0.49 | +21.7% | +13.6% |
| Nov 4, 2025 | $0.35 vs $0.37 | −14.0% | −17.2% |
| Aug 5, 2025 | $0.41 vs $0.45 | −3.7% | −19.6% |
| May 6, 2025 | $0.31 vs $0.41 | −8.1% | +1.0% |
| Feb 11, 2025 | $0.51 vs $0.58 | +0.5% | −7.0% |
| Nov 5, 2024 | $0.75 vs $0.73 | −6.2% | −12.8% |
Reported earnings per share against the consensus estimate, revenue surprise in percent, and the stock’s price change over the two sessions around the report. How stocks move after earnings
Where SMCI’s revenue comes from
In fiscal 2026 (the year to Jun 30, 2026), SMCI’s largest reported region was the United States, with 70.9% of its $39.1 billion revenue. By region: United States 70.9%; Asia 15.5%; Europe 6.8%; Other region 6.7%.
By business, the largest segment was Server And Storage Systems, with 56.2% of $958.6 million revenue (−97.5% on the year before).
| Segment | Revenue | Share | Growth |
|---|---|---|---|
| Server And Storage Systems | $538.3 million | 56.2% | −97.5% |
| Subsystems and accessories | $420.3 million | 43.8% | −36.4% |
From SMCI’s annual filings; segment growth compares fiscal 2026 with the year before. Regions are as each company reports them, so one company’s “Asia Pacific” is not another’s. China counts the regions a company reports as China, Greater China or Hong Kong; a separately reported Taiwan is not counted. Which S&P 500 companies depend most on China?
Members of Congress who traded SMCI
As of Oct 20, 2026, 7 members of Congress had disclosed 18 trades in SMCI (8 buys and 10 sales) in STOCK Act disclosures filed with the House and Senate. The latest public trade is dated Jan 13, 2026.
| Trade date | Member | Type | Amount |
|---|---|---|---|
| Jan 13, 2026 | Ro Khanna | Sale | $1,001–$15,000 |
| Dec 31, 2025 | John Boozman | Sale | $1,001–$15,000 |
| Dec 11, 2025 | John Boozman | Buy | $1,001–$15,000 |
| Nov 12, 2025 | Gilbert Cisneros | Sale | $1,001–$15,000 |
| Sep 5, 2025 | Gilbert Cisneros | Buy | $1,001–$15,000 |
| May 2, 2025 | ??? | Sale | $15,001–$50,000 |
| Apr 30, 2025 | ??? | Buy | $15,001–$50,000 |
| Apr 8, 2025 | Rob Bresnahan | Sale | $1,001–$15,000 |
| Apr 1, 2025 | Julie Johnson | Sale | $1,001–$15,000 |
| Mar 25, 2025 | Ashley Moody | Buy | $100,001–$250,000 |
Amounts are the ranges members report, not exact values. The STOCK Act gives members up to 45 days to disclose a trade, so trades appear weeks after they are made. Locked names belong to the 10 members whose stock buys did best; who they are is in Exent Radar. See every member’s disclosed trades
Are SMCI insiders buying or selling?
In the 12 months to Oct 20, 2026, SMCI insiders made no open‑market purchases and 8 sales worth $3.5 million, according to SEC Form 4 filings. The last open‑market purchase on record was on Feb 1, 2024.
After the 9 insider purchases of $10,000 or more since 2012, SMCI beat the S&P 500 by an average of 278.6 percentage points over the next 12 months; 89% of them were followed by a beat. Across all 17,865 insider purchases in Exent’s study, the average was +17.2% and the median +1.0% against the index.
| Date | Insider | Role | Value |
|---|---|---|---|
| Feb 1, 2024 | Chan Shiu Leung | Director | $1.1 million |
| Aug 11, 2023 | Chan Shiu Leung | Director | $523,720 |
| May 11, 2023 | Chan Shiu Leung | Director | $401,640 |
| May 10, 2023 | Chan Shiu Leung | Director | $133,090 |
| Feb 3, 2023 | Chan Shiu Leung | Director | $256,440 |
The table lists the latest open‑market purchases on record, leaving out the last 30 days. The chart counts Form 4 purchases and sales by calendar quarter. Purchases are open‑market buys; sales include planned sales under 10b5‑1 trading plans. Do insider buys beat the market?
How much of SMCI is sold short?
As of the Sep 30, 2026 settlement date, 15.66% of SMCI’s float was sold short: 87.4 million shares, or 2.3 days of average trading volume to cover. A year earlier (Oct 15, 2025) it was 15.16%. The median across the 997 US stocks Exent tracks was 4.77%, so SMCI is more heavily shorted than most.
From FINRA short‑interest reports, filed twice a month; the bars show the short share of the float at each month‑end. Days to cover divides the shares short by the average daily volume. The most shorted stocks
How many institutions own SMCI?
At the end of Q2 2026 (Jun 30, 2026), 900 institutions reported holding SMCI in 13F filings, up 91 from the quarter before and down from 934 a year earlier. Their reported holdings add up to 75.1% of SMCI’s shares. In the quarter 448 institutions added to their positions and 253 cut them.
90013F holders
152new positions
88positions closed
75.1%of shares held by 13F filers
Investment managers with over $100 million in US equities file 13F reports within 45 days of each quarter end, so this is the latest complete quarter. Holdings can add up to more than 100% when shares are lent and counted twice. Which stocks institutions are buying and selling
Is SMCI diluting shareholders?
SMCI’s diluted share count rose 30.1% over the five fiscal years to fiscal 2026 and rose 11.0% in fiscal 2026 alone. Each share now owns a smaller slice of the company. The median change across the 1,005 US stocks Exent tracks was −0.1%.
Stock‑based compensation was $412.1 million in fiscal 2026, 1.1% of revenue. SMCI did not buy back shares in fiscal 2026.
+11.0%share count, 1 year
+30.1%share count, 5 years
1.1%stock pay as % of revenue
0.00%buyback yield
Weighted‑average diluted shares from SMCI’s annual income statements; stock‑based compensation and buybacks from its cash‑flow statement. Stock dilution and stock‑based compensation, explained
SMCI financial health scores
In Exent’s Oct 20, 2026 snapshot, SMCI’s Altman Z‑score was 3.54, in the safe zone (where 465 of the 794 non‑financial US stocks Exent tracks sit). Its Piotroski F‑score was 3 out of 9; 94% of scored stocks reach 3 or more.
3.54Altman Z‑score: safe zone
3/9Piotroski F‑score
The Altman Z‑score combines five balance‑sheet and earnings ratios into one bankruptcy‑risk score: below 1.81 is the distress zone, 1.81–2.99 grey, above 2.99 safe. It is not meaningful for banks, insurers and REITs. The Piotroski F‑score counts nine yes/no tests of profitability, leverage and efficiency; 8–9 is strong, 0–2 weak. Both come from the latest annual statements. Which stocks have the highest bankruptcy risk?
What SMCI talks about on earnings calls
On its latest earnings call (Aug 11, 2026), SMCI’s executives and analysts mentioned AI 46 times, against 18 on the call before (May 5, 2026); the average across 455 S&P 500 calls that quarter was 12.9. After AI, the most mentioned topic was data centers (29).
| Mentions | Aug ’26 | May ’26 | Feb ’26 | Nov ’25 |
|---|---|---|---|---|
| AI | 46 | 18 | 16 | 23 |
| AI agents | 8 | 1 | 0 | 1 |
| Data centers | 29 | 25 | 29 | 21 |
| Tariffs | 11 | 6 | 3 | 0 |
| China | 0 | 1 | 0 | 0 |
| Recession | 0 | 0 | 0 | 0 |
- AI
- Aug ’26
- 46
- May ’26
- 18
- Feb ’26
- 16
- Nov ’25
- 23
- AI agents
- Aug ’26
- 8
- May ’26
- 1
- Feb ’26
- 0
- Nov ’25
- 1
- Data centers
- Aug ’26
- 29
- May ’26
- 25
- Feb ’26
- 29
- Nov ’25
- 21
- Tariffs
- Aug ’26
- 11
- May ’26
- 6
- Feb ’26
- 3
- Nov ’25
- 0
- China
- Aug ’26
- 0
- May ’26
- 1
- Feb ’26
- 0
- Nov ’25
- 0
- Recession
- Aug ’26
- 0
- May ’26
- 0
- Feb ’26
- 0
- Nov ’25
- 0
Word counts in the full transcript of each call, prepared remarks and Q&A, newest first. “AI” also counts generative AI and large language models; “AI agents” counts agentic AI. Which companies talk most about AI?
Which ETFs hold SMCI?
As of Oct 20, 2026, 57 of the 304 ETFs Exent tracks held SMCI. Its largest weight is in DTCR (Global X Data Center & Digital Infrastructure ETF), at 3.03% of the fund.
| ETF | Fund | Weight of SMCI |
|---|---|---|
| DTCR | Global X Data Center & Digital Infrastructure ETF | 3.03% |
| PTF | Invesco Dorsey Wright Technology Momentum ETF | 2.44% |
| CHAT | Tidal Trust II - Roundhill Generative AI & Technology ETF | 1.30% |
| VOT | Vanguard Mid-Cap Growth Index Fund | 0.53% |
| IGPT | Invesco AI and Next Gen Software ETF | 0.30% |
| VO | Vanguard Mid-Cap Index Fund ETF Shares | 0.22% |
| RSP | Invesco S&P 500 Equal Weight ETF | 0.17% |
| IWS | iShares Russell Mid-Cap Value ETF | 0.16% |
Owning several of these funds stacks the same position. How much do VOO, QQQ and VTI overlap?
How much is SMCI’s CEO paid?
Charles Liang, SMCI’s President, Chief Executive Officer and Chairman of the Board, received total pay of $442 for fiscal 2025, down 100.0% from $28.1 million for fiscal 2024, according to the company’s proxy statement filed with the SEC on Mar 3, 2026. The median CEO pay across the 378 S&P 500 companies Exent tracks was $17.2 million, so SMCI’s CEO earned less than most.
| Pay component | Amount | Share of total |
|---|---|---|
| Salary | $1 | 0.2% |
| Other | $441 | 99.8% |
| Other top executives | Role | Total pay, 2025 |
|---|---|---|
| David Weigand | Senior Vice President, Chief Financial Officer and Chief Compliance Officer | $2.0 million |
| George Kao | Former Senior Vice President, Operations | $1.9 million |
| Don Clegg | Senior Vice President, Worldwide Sales | $1.3 million |
Figures from the summary compensation table of the proxy statement; awards count at their grant‑date value, so one large multi‑year grant can make a single year stand out. CEO pay across the S&P 500
The right benchmark for SMCI
Exent matches every holding to the index with the most similar risk. For SMCI that is MDY. Comparing a holding with an index that carries very different risk makes good results look bad and risky ones look clever. Read why the S&P 500 is the wrong benchmark for most portfolios.
Other technology stocks
| Ticker | Name | 5‑year return | Volatility (5y) |
|---|---|---|---|
| AAPL | Apple Inc. | +135.9% | 28.0% |
| NVDA | NVIDIA Corporation | +704.3% | 51.1% |
| MSFT | Microsoft Corporation | +64.0% | 26.5% |
| AVGO | Broadcom Inc. | +570.0% | 44.7% |
| MU | Micron Technology, Inc. | +1,211% | 51.9% |
| AMD | Advanced Micro Devices, Inc. | +319.9% | 58.3% |
| PLTR | Palantir Technologies Inc. | +611.4% | 64.4% |
| ORCL | Oracle Corporation | +45.7% | 40.4% |
Data and methodology
Returns are total returns from month‑end adjusted closing prices (dividends reinvested) through Oct 30, 2026. Crisis drawdowns and trailing maximum drawdowns use daily prices. Analyst coverage counts ratings published in the last 12 months, shown with a 30‑day delay. Full method: Exent methodology.
Company data as of Oct 20, 2026. The move around an earnings report runs from the close before it to the close after it; a price target counts as hit when the stock closed at or beyond it within 12 months (Exent analyst data). Revenue by region and segment, share counts and executive pay come from company filings; insider trades from SEC Form 4, short interest from FINRA, institutional ownership from 13F filings, Congress trades from STOCK Act disclosures filed with the House and Senate, federal contracts from USAspending.gov. Filings from the last 30 days are shown as counts only.
Past performance does not guarantee future results. Historical figures are calculated by Exent from market data and are for education only; they are not investment advice or a recommendation to buy or sell any security.
Check SMCI with Exent Gems
Wall Street’s average SMCI price target is 49.7% above the latest share price. See what the best‑ranked analysts on SMCI say now in Exent Gems.
- Exent ranks Wall Street analysts by their past price‑target hit rate and returns, and keeps the best‑ranked few.
- Gems shows who the top‑ranked analysts covering SMCI are, their live calls and the median target of only the top‑rated analysts.
- Gems flags the stocks where several top‑ranked analysts agree: a starting point for your own research, not a promise.
Frequently asked questions
Yes. SMCI returned +1,290% (+30.1% a year) over the 10 years to Oct 30, 2026, versus +316.3% (+15.3% a year) for the S&P 500, including dividends.
Yes. As of Oct 20, 2026, SMCI (Super Micro Computer, Inc.) is one of the 503 stocks in the S&P 500.
No. As of Oct 20, 2026, SMCI (Super Micro Computer, Inc.) is not one of the 101 stocks in the Nasdaq-100.
SMCI fell −64.3% from peak to trough during the global financial crisis (2007–09), versus −56.5% for the S&P 500.
SMCI fell −42.6% from peak to trough during the covid crash (feb–mar 2020), versus −34.1% for the S&P 500.
SMCI fell −31.2% from peak to trough during the 2022 inflation bear market, versus −25.4% for the S&P 500.
Over the 5 years to Oct 30, 2026, SMCI’s Sharpe ratio was 0.83 and its Sortino ratio 1.85, versus 0.58 and 0.91 for the S&P 500.
SMCI’s 5‑year annualized volatility was 84.6%, higher than the S&P 500’s 17.0%, with a beta of 2.16.
Among large US stocks, the lowest correlations with SMCI over the last 60 months were DUK (−0.22), NEM (−0.21), BMY (−0.19). Its correlation with long Treasuries (TLT) was 0.04 and with gold (GLD) −0.06.
SMCI beat the consensus earnings-per-share estimate in 7 of its last 12 quarterly reports through Aug 11, 2026, and the revenue estimate in 4 of 12. The stock moved 13.5% on average, up or down, from the close before each report to the close after it.
Charles Liang, SMCI’s President, Chief Executive Officer and Chairman of the Board, received $442 in total pay for fiscal 2025, including a $1 salary and $0 in stock and option awards valued at grant, according to the proxy statement filed with the SEC on Mar 3, 2026. The median S&P 500 CEO received $17.2 million.
Yes. As of Oct 20, 2026, 7 members of Congress had disclosed 18 trades in SMCI (8 buys and 10 sales) in STOCK Act disclosures filed with the House and Senate.
As of the Sep 30, 2026 settlement date, 15.66% of SMCI’s float was sold short (87.4 million shares, 2.3 days to cover), according to FINRA short-interest reports. A year earlier it was 15.16%.
Yes. SMCI’s diluted share count rose 30.1% over the five fiscal years to fiscal 2026 and rose 11.0% in the latest year. Stock-based compensation was 1.1% of revenue.
What do the best‑ranked analysts say on SMCI now?
Exent ranks Wall Street analysts by their track record. Gems shows who the top‑ranked analysts on SMCI are, their latest calls and the stocks where several of them agree.
See this week’s GemsLimited offer$1.95 for full access· full access
Educational content, not investment advice. Examples are illustrative; past performance does not guarantee future results.