Company Analysis

Super Micro Computer, Inc. (SMCI)

Nasdaq: SMCI · Electronic Computers · San Jose, CA · filing with the SEC since 2006
Grade4.9
◀ Past 4.4● Present 5.3▶ Future 5.0
The companyfiscal 2026, as filed
Revenue$39.06B+77.8%
Net income$2.23B+112.7%
Earnings per share$3.26+94.0%
Operating cash flow-$6.81B-510.4%
Cash$7.52B+45.5%
Debt$4.06B+3506.3%
Shareholders’ equity$14.48B+129.8%
Shares, diluted697.3M+11.0%
Return on equity15.4%
The recordfrom its filings
Filings in 2026155
Newest filingNov 12 · 4
Annual reportAug 31, 2026
Quarterly reportNov 6, 2026
Next report due10-Q by Feb 9
Insider sales, 12 months$27.9M
Insider buys, 12 months$0.00
Patents granted144
Filer categoryLarge accelerated filer
Trailing twelve months to Sep 2026Revenue $53.99BNet income $3.66BCash from operations -$6.33Bthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
17181920212223242526
As filed, in USD. Nothing here is a forecast.

The company now

Super Micro Computer, a maker of servers and complete racks for artificial intelligence (AI) data centers, estimated on 20 October 2026 that revenue for its latest quarter reached $18.5 billion to $19.5 billion 2. That quarter ended 30 September and opens fiscal 2027, and its own guidance had been $14.5 billion to $15.5 billion 2.

The company put the jump down to more demand for AI platforms 2. It estimated gross margin, the share of revenue left after production costs, at 12.0% to 12.5%, against guidance of 10.4% to 10.8% 2.

For the year to 30 June 2026 it reported revenue of $39.1 billion, up from $22.0 billion, and net income of $2.2 billion 3. Charles Liang, the founder and chief executive, said the company "generated more than $60 billion in new orders, and booked record backlog entering fiscal 2027" 3.

The full results and a call follow on 3 November 2026 2. Two open questions sit beside the growth: a new finance chief, Mark Long, replaced David Weigand on 14 October, and government inquiries into export controls remain open 41.

As of Oct 28, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.

News

Nov 12, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 12, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 12, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 12, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 12, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 12, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 10, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 10, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 10, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
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SI Assistanton SMCI · research, not advice