Super Micro Computer, INC

Market Movers (8-K)

NASDAQ
Supermicro announced preliminary Q4 FY26 results, estimating revenues near the low end of guidance but significantly exceeding gross margin expectations due to favorable product mix, with record backlog orders exceeding $60 billion.
NASDAQ
Super Micro Computer, Inc. has entered into an underwriting agreement to issue and sell 75,000,000 depositary shares representing mandatory convertible preferred stock, with an option for underwriters to purchase an additional 11,250,000 shares.
Capital raise
NASDAQ
Super Micro Computer, Inc. has launched a $7 billion capital raise through common stock and preferred stock offerings to fund $39 billion in AI server orders.
Capital raise
NASDAQ
Super Micro Computer, Inc. filed an 8-K to supplement and update its risk factor disclosures regarding operations, legal exposure, and trade compliance.
NASDAQ
Super Micro Computer, Inc. reported the retirement of its Senior Vice President of Worldwide Sales, Don Clegg, effective May 15, 2026, with a transition to a consulting role.
NASDAQ
Super Micro Computer announced its third quarter fiscal year 2026 financial results, reporting net sales of $10.2 billion and a net income of $483 million.

Quarterly Earnings (10-Q)

NASDAQ
Super Micro Computer, Inc. announced a significant increase in net sales and net income for the third quarter of fiscal year 2026, driven by strong demand for AI GPU related products.
Better than expected
NASDAQ
Super Micro Computer reports surging Q2 revenue driven by AI and datacenter demand, but faces significant gross margin compression and persistent internal control weaknesses.
Capital raise
Delay expected
NASDAQ
Super Micro Computer, Inc. reported a 15.5% decrease in net sales and a 60.3% drop in net income for Q1 FY26, primarily due to delayed customer orders and competitive pricing.
Worse than expected
Delay expected
NASDAQ
Super Micro Computer's Q3 2025 shows a sales increase driven by AI and data center demand, but gross margins declined due to competitive pricing and strategic shifts.
Worse than expected
NASDAQ
Super Micro Computer's Q2 2025 shows significant revenue growth driven by AI and data center demand, but gross margin declined and material weaknesses in internal controls persist.
Worse than expected
Capital raise
Delay expected
NASDAQ
Super Micro Computer Inc. (SMCI) announces a significant surge in first-quarter 2025 revenue, driven by AI and data center demand, while addressing ongoing internal control challenges.
Better than expected
Capital raise
Delay expected

Annual Reports (10-K)

NASDAQ
Super Micro Computer, Inc. reports significant revenue growth in fiscal year 2025 driven by strong demand for AI and rack-scale solutions, despite a decrease in net income and gross margin.
Delay expected
Capital raise
Worse than expected
NASDAQ
Super Micro Computer's 10-K filing highlights significant revenue growth alongside identified material weaknesses in internal control over financial reporting.
Delay expected
Capital raise
Worse than expected

Insider Trading (Form 4)

NASDAQ
Liang Chiu-Chu Sara Liu reports on changes in beneficial ownership of Super Micro Computer, Inc. (SMCI) common stock.
NASDAQ
Super Micro Computer's CFO, David E. Weigand, reported transactions involving restricted stock units and common stock, including acquisitions and tax withholdings.
NASDAQ
Charles Liang, Director and President/CEO of Super Micro Computer, Inc., reported significant transactions involving common stock and restricted stock units.
NASDAQ
Super Micro Computer, Inc. SVP, Chief Business Officer Vikranth Malyala reports changes in beneficial ownership of company stock.
NASDAQ
Director Robert L. Blair acquired 5,383 shares of Super Micro Computer, Inc. (SMCI) common stock upon the vesting of restricted stock units.
NASDAQ
Director Scott Angel reported a transaction involving the acquisition of 5,383 shares of common stock in Super Micro Computer, Inc. (SMCI).

Proxy Statements (Def-14A)

NASDAQ
Super Micro Computer, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Super Micro Computer is asking stockholders to approve an amended equity and incentive compensation plan to attract and retain talent in a competitive market.

Schedule 13G - Passive Investments

NASDAQ
Vanguard Portfolio Management has reported beneficial ownership of over 32.9 million shares, representing 5.09% of Super Micro Computer's common stock as of June 30, 2026.
NASDAQ
Multiple entities, including Capital Ventures International and various Susquehanna affiliates, report a combined 6.2% stake in Super Micro Computer, Inc.
NASDAQ
Jane Street Group, LLC and its affiliates have reported a beneficial ownership of 8.5% in Super Micro Computer, Inc. common stock, totaling over 56.6 million shares.
NASDAQ
Jane Street Group, LLC and its affiliates have reported beneficial ownership of 8.5% of Super Micro Computer, Inc.'s common stock, totaling over 56.6 million shares.
NASDAQ
Vanguard Capital Management reports beneficial ownership of 37,930,655 shares, representing 6.31% of Super Micro Computer's common stock as of March 31, 2026.
NASDAQ
The Vanguard Group reported 0% beneficial ownership of Super Micro Computer Inc. common stock following an internal realignment that disaggregates reporting to its subsidiaries.