SMCI Super Micro Computer, Inc.
What matters nowUpdated 7 h ago
- Latest development: Supermicro filed a Form 8-K on October 8, 2026 reporting a director or officer change, covering an event dated October 7 1. The company's FY2026 annual report (10-K, filed August 31, 2026) is the most recent full-year filing 2.
- Recent trading: The pooled 24/7 venue price was $39.01 on October 13, 2026, down 1.49% from the $39.60 previous close. Recent large moves were -5.74% on October 12, -5.11% on October 8 (the day of the 8-K filing 1), +4.03% on October 2, -5.26% on September 28 and +4.31% on September 25.
- Key numbers: Fiscal 2026 net sales were $39.1 billion, up 78% from $22.0 billion, with a gross margin of 10.8%, operating margin of 7.1% and net margin of 5.7%. Trailing EPS is $3.25, giving a P/E of 12.0, an EV/EBITDA of 9.1 and a market cap of $25.6 billion, while trailing free cash flow was -$7.0 billion.
- Positioning: Insiders made six sales totalling 600,000 shares, worth $24.4 million, in the last 180 days, all of them planned sales, and recorded no insider purchases over the same period.
- Context: Federal prosecutors unsealed an indictment in March 2026 charging three people tied to the company with diverting AI servers to China. The company says it was not named as a defendant, and its Board is reviewing certain transactions; export-control investigations and the Board review are listed as ongoing catalysts.
- What is next: Q1 fiscal 2027 results are estimated for November 4, 2026 (not yet confirmed), and quarterly options expiration falls on December 18, 2026. Ahead of that, the September CPI print is due October 14, 2026 at 12:30 UTC, and Polymarket odds put a no-change decision at the October 2026 Fed meeting at 81.5%, with a 25 bp increase at 17.5%.
Valuation & fundamentalsFull financials →
TTM through 2026-06-30 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp SMCIUSDT · just now | 39.31 | +0.03% | $2.8M | $1.5M | 0.0000% |
| bitget perp SMCIUSDT · just now | 39.32 | +0.05% | $614.1K | $1.1M | 0.0000% |
| okx perp SMCI-USDT-SWAP · just now | 39.25 | −0.13% | $460.9K | $316.5K | 0.0000% |
| bybit perp SMCIUSDT · just now | 39.34 | +0.10% | $314.8K | $481.0K | 0.0226% |
| hyperliquid perp para:SMCI · just now | 39.24 | −0.14% | $44.1K | $246.2K | 0.0060% |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
Super Micro fiscal 2026 sales reach $39.1 billion; fiscal 2027 guided to $65-72 billion with Q1 at $14.5-15.5 billion
Super Micro reported fourth-quarter fiscal 2026 net sales of $11.1 billion, with gross margin of 17.5% and net income of $1.18 billion.
Two Super Micro Taiwan employees detained in Keelung probe of AI server exports; company says it is not a target
Taiwanese prosecutors in Keelung questioned four Super Micro Taiwan-unit employees in an investigation into alleged illegal export of Nvidia-equipped AI servers.
Super Micro proposes $7.0 billion of equity and equity-linked financing to fund about $39 billion of AI server orders
Super Micro proposed about $7.0 billion of equity and equity-linked financing to buy components for roughly $39 billion of advanced AI server orders from more than 20 customers.
Super Micro launches 12 server platforms built on Intel Xeon 6+ processors
Super Micro launched 12 new server platforms built for Intel Xeon 6+ processors, spanning its Hyper, SuperBlade, FlexTwin and GrandTwin families.
Super Micro names Matthew Thauberger Chief Revenue Officer as Don Clegg retires
Super Micro appointed Matthew Thauberger as Chief Revenue Officer, putting him in charge of the global revenue organization across direct, channel, hyperscale and strategic sales for its AI and infrastructure products.
Super Micro fiscal Q3 2026 sales fall to $10.2 billion; Q4 guided to $11.0-12.5 billion
Super Micro reported net sales of $10.2 billion for the quarter ended March 31, 2026.
Super Micro's independent directors open an investigation into the March export-control indictment
Super Micro confirmed that two independent directors, Lead Independent Director Scott Angel and Audit Committee Chair Tally Liu, are leading an investigation into the March indictment of three people formerly tied to the company.
Super Micro shares fall 8% after co-founder is charged in $2.5 billion AI server export case
Super Micro shares fell about 8% after the U.S.
Super Micro puts two employees on leave and ends contractor relationship after export-control indictment
Super Micro said it was told that day that the indictment had been unsealed and that it was not named as a defendant.
Super Micro reports fiscal Q2 2026 sales of $12.7 billion and guides Q3 to at least $12.3 billion
Super Micro reported net sales of $12.7 billion for the quarter ended December 31, 2025, sharply higher than a year earlier.
Super Micro expands edge and desktop lineup, including a GB300-based Super AI Station
At CES in Las Vegas, Super Micro added NVIDIA, Intel and AMD-powered edge, desktop and client systems.
Supermicro reports fiscal Q1 2026 results: revenue $5.02B, down 15% from a year earlier
Supermicro filed a Form 8-K with the SEC on Nov 4, 2025, 4:08 PM ET, reporting an event dated Nov 4, 2025.