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NASDAQ NMS - GLOBAL MARKET · Technology · CIK 0001375365
$33.72
-5.20% · delayed ~15 min
Last price from Oct 22, 2026
$22.15B market value
From Super Micro Computer, Inc.'s FY2026 10-K, filed Aug 31, 2026 · read the filing
Super Micro Computer makes computers and computing hardware. It took in $39.06B last year, which makes it a large company. Of every dollar it sells, about 6 cents is left as profit.
The financial picture is led by growth, with profitability and debt worth watching.
A conclusion from the filings, not a recommendation. Detailed figures and supporting evidence appear in their dedicated sections below.
Financial health
Generally healthy, with a few things to watch.
From Super Micro Computer, Inc.'s FY2026 annual filing · share price scored separately
Largest year-over-year changes in FY2026
Revenue
$21.97B → $39.06B
Gross profit
$2.43B → $4.23B
Operating income
$1.25B → $2.77B
Profit
$1.05B → $2.23B
Measured against FY2025, from the 10-K filed Aug 31, 2026
Improved: +77.8%
$21.97B to $39.06BCritical
Why it matters: Sales are what everything else is built on. A fall can be lost customers, lower prices, or a business the company sold — the filing itself says which.
How the latest move compares (quote delayed ~15 min), and what was published around it
SMCI fell 5.20% on the latest quote. The average Technology company tracked here moved −1.23%, and the S&P 500 −1.04%. That is 4.0 points below its sector and 4.2 points below the market.
Expectations
Not from the filings — what other people are betting on, and what the price already assumes.
Opinions from 25 analysts covering this company, as of . Their views, not this site's.
Of 25 analysts publishing on this company, 4 say buy, 14 say hold, 5 say sell and 2 say strong sell. Analysts are paid to publish a view and are wrong often; the split above says how much they agree with each other, which is the part a single headline rating hides.
Published by Finnhub. Analyst coverage skews towards larger companies and towards optimism — sell ratings are rare across the whole market, so a company with none is ordinary rather than endorsed.
The essentials
Each answered from the filings, with the numbers behind it.
Yes. It keeps about 6 cents of every dollar of sales as profit, earning $2.23B last year. Note that operations still consumed cash despite the reported profit.
Yes, quickly. Sales grew 77.8% last year.
Manageable. For every $1 it owes, it owns $1.94 in assets.
Core operating and valuation reference metrics
Income
This company pays no dividend. It keeps its profits and reinvests them in the business instead, so any return would have to come from the share price.
Figures from the FY2026 annual filing
Last year it earned $2.23B and generated -$6.81B of cash from operations.
Reported annual figures
As reported to the SEC, in USD. Hover or show sources to see where each figure came from.
| Income statement | FY202610-K · Aug 31, 2026Filing for FY2026 | FY202510-K · Aug 28, 2025Filing for FY2025 | FY202410-K · Feb 25, 2025Filing for FY2024 | FY202310-K · Feb 25, 2025Filing for FY2023 | FY202210-K · Feb 25, 2025Filing for FY2022 | ChangeFY2026 vs FY2025 |
|---|---|---|---|---|---|---|
| RevenueWhat is this? | $39.06B | $21.97B | $14.99B | $7.12B | $5.20B | +77.8% |
| Cost of revenue | $34.84B | $19.54B | $12.93B | $5.84B | $4.40B | +78.3% |
| Gross profit | $4.23B | $2.43B | $2.06B | $1.28B | $800.0M | +74.0% |
| Gross marginGross profit ÷ revenueWhat is this? | 10.8% | 11.1% | 13.8% | 18.0% | 15.4% | −0.2 pts |
| Selling, general and administrative | $332.9M | $267.2M | $197.3M | $99.6M | $102.4M | +24.6% |
| Operating income | $2.77B | $1.25B | $1.21B | $761.1M | $335.2M | +121.1% |
| Operating marginOperating income ÷ revenueWhat is this? | 7.1% | 5.7% | 8.1% | 10.7% | 6.5% | +1.4 pts |
| Interest expense | $194.6M | $59.6M | $19.4M | $10.5M | $6.4M | +226.6% |
| Income before tax | $2.79B | $1.21B | $1.21B | $754.3M | $336.8M | +130.2% |
| Net income | $2.23B | $1.05B | $1.15B | $640.0M | $285.2M | +112.7% |
| Net marginNet income ÷ revenueWhat is this? | 5.7% | 4.8% | 7.7% | 9.0% | 5.5% | +0.9 pts |
| Earnings per shareNet income ÷ shares outstanding at the period end — close to, but not the same as, the reported EPSWhat is this? | $3.40 | $1.77 | $1.96 | $1.21 | $5.45 | +92.3% |
† calculated from other reported figures, such as total liabilities as assets minus equity.
This company's latest filing beside its peers' stored scores
| Company | Health | F-Score | Revenue growth | Profit margin | P/E | Debt to equity |
|---|---|---|---|---|---|---|
| SMCISuper Micro Computer, Inc. · this page | 7.3/10 | 2/8 |
Insider activity, ownership stakes and what's coming — straight from EDGAR, before any article is written about it
Officers, directors and major shareholders must report within two business days of a trade.
Sold on the open market — 100,000 shares at $45.02 ($4.5M)
Holds 337,506 shares after this filing.
Sold on the open market — 100,000 shares
20 recent filings, newest first. Each is labelled from its form and item numbers, not from its wording.
Published results
Read the filingHad a director or senior officer leave or join
Read the filingWrite down why you are following Super Micro Computer, Inc., what has to go right and what would change your mind, then see each new annual report measured against it. Sign in to start one.
Go deeper
Every figure above traces back to a filing in the timeline, each linked to the document itself.
The 24 subsidiaries named in its 10-K, incorporated across 20 places. A filer lists the significant ones and may leave the rest out, so this is the floor rather than the full count.
Every company's figures are checked for internal consistency: the balance sheet adding up, figures sharing one currency, cash flow and share counts within plausible ranges, and how recent the latest annual report is. Nothing here changes a figure.
Financial figures are from SMCI's 10-K for fiscal year 2026 (period ending 2026-06-30, filed Aug 31, 2026), reported under the US GAAP taxonomy. View the source filing.
3 of 4 scored areas had enough reported figures to judge
The score averages profitability, growth, debt and accounting. Accounting had too few reported figures and is left out of the average rather than counted as a weakness, so a company is never marked down for a figure it did not publish. Cash generation is shown for context and already feeds profitability. Valuation is scored separately, because a share price says nothing about whether the business is sound. 8 of the 9 Piotroski checks could be evaluated. How the score works
Each year scored only from its annual report as it was first filed
| Fiscal year | Health | F-Score | Scored from |
|---|---|---|---|
| FY2026 | 7.3 | 2/8 | 10-K, filed Aug 31, 2026 |
| FY2025 | 7.3 | 6/8 | 10-K, filed Aug 28, 2025 |
| FY2024 | 8.7 | 3/8 | 10-K, filed Feb 25, 2025 |
| FY2023 | 8.0 | 9/9 | 10-K, filed Aug 28, 2023 |
| FY2022 | 5.0 | 4/9 | 10-K, filed Aug 29, 2022 |
| FY2021 | 8.0 | 5/9 | 10-K, filed Aug 27, 2021 |
A later restatement never reaches back into an earlier year, and every year is scored without a share price, so the latest point can differ a little from the headline score, which uses today's price.
Every check behind the three models, and what each one tests
2 of 8 checks passed
Nine yes-or-no tests of whether this year's finances improved on last year's. One could not be evaluated and is excluded from the total rather than counted as a failure.
3.56
In the safe zone
For this model, above 2.99 is safe and below 1.81 is distress.
Distance from bankruptcy, from a model fitted on companies that did and did not go bust. It describes a balance sheet's shape today; it does not forecast a failure.
not reported — This company has not reported enough of the required figures to calculate this score.
This company has not reported enough of the required figures to calculate this score.
Screens eight accounting ratios for the pattern earnings manipulators tend to leave. A flag is a reason to read the filing closely, never evidence of wrongdoing.
Every figure above comes from the FY2026 filing as filed with the SEC.
Improved: +74.0%
$2.43B to $4.23BCritical
Why it matters: What is left of sales after the direct cost of producing them. It normally moves with revenue, so a move out of step with revenue is the part worth noticing.
Improved: +121.1%
$1.25B to $2.77BCritical
Why it matters: Profit from running the business, before interest and tax. Less exposed than profit to one-off financing and tax items, so a clearer read on the business itself.
Improved: +112.7%
$1.05B to $2.23BCritical
Why it matters: Profit swings far more than sales do, and one-off items — a legal settlement, a tax charge, an asset sale — move it without the underlying business changing.
Deteriorated: turned negative
$1.53B to -$6.97BCritical
Why it matters: Cash left after paying for the plant that produced it — the money genuinely available for dividends, buybacks or paying down debt. Harder to flatter than profit.
Improved: +92.3%
$1.77 to $3.40Critical
Why it matters: Profit divided by the shares in issue at the period end, so it sits close to but not on the company's own reported figure. It can rise with no growth in profit when the company buys back stock — read it beside the share count.
Improved: +45.5%
$5.17B to $7.52BCritical
Why it matters: A falling cash pile is only a warning if the company is consuming it. Paying down debt, buying back stock and paying a dividend all reduce cash by choice.
Deteriorated: +10.6%
594.1M to 656.9MCritical
Why it matters: New shares divide the same company into more pieces, so each existing holding owns slightly less of it. Often pay for staff or an acquisition rather than anything wrong.
Changed: +27.3%
$127.2M to $162.0MSignificant
Why it matters: Neither good nor bad on its own. Heavy spending is a company building capacity or a company struggling to stand still, and the two look identical in this figure.
Improved: +1.4 pts
5.7% to 7.1%Notable
Why it matters: What survives each sale after running the business. A falling operating margin beside a steady gross margin points at overheads — wages, marketing, research — rather than pricing.
2 other measures barely moved. Figures compare the two most recent annual filings — read the latest one. Moves are graded on fixed lines — 5%, 15% and 40% for amounts, and 1, 3 and 8 points for margins — as notable, significant or critical. Nothing here reads the management commentary, which is where a company explains its own numbers.
These coincide with the move in time. None is presented as its cause: a price can move on news that names no company, on the wider market, or on trading that no document records.
Filter by minute, hour, day or week — or compare against peers
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Measured on and published about a week later — this is a fortnightly snapshot, not a live position.
About 13.3% of this company's shares have been borrowed and sold by people expecting to buy them back cheaper. That is a bet the price falls. Those people can be wrong, and when a heavily shorted share rises they have to buy it back, which pushes it up further.
Collected by FINRA from broker-dealers twice a month. It counts positions, not intentions, and some of it is hedging rather than a directional bet against the company.
Nothing in this section is a figure this company reported about itself. These are expectations and positions — what the price implies, what analysts have published, what short sellers are betting, and what large funds held at the last count. WylthIQ reports them; it does not endorse them, does not forecast prices, and takes no view on whether any of them will turn out to be right.
The trailing P/E is 19.1x — investors pay $19.1 for each $1 of trailing profit.
This company has not reported enough of the required figures to calculate this score.
| 77.8% |
| 5.7% |
| 9.93x |
| 1.07x |
| WDCWESTERN DIGITAL CORP | 8.0/10 | 7/9 | 35.7% | 72.9% | 13.57x | 0.56x |
|---|
| HPEHewlett Packard Enterprise Co | 4.7/10 | 5/8 | 13.8% | 0.2% | 1282.91x | 2.07x |
|---|
| NTAPNetApp, Inc. | 9.0/10 | 8/9 | 5.4% | 18.4% | 32.64x | 6.95x |
|---|
| HPQHP INC | 6.0/10 | 5/9 | 3.2% | 4.6% | 12.29x | -121.72x |
|---|
| Median of peers | 7.0/10 | — | 9.6% | 11.5% | 23.11x | 1.32x |
|---|
Peers come from the company's industry classification. A difference describes the companies; it does not rank them.
Holds 337,506 shares after this filing.
Sold on the open market — 42,565 shares at $36.60 ($1.6M)
Holds 594,941 shares after this filing.
Sold on the open market — 57,435 shares at $37.62 ($2.2M)
Holds 537,506 shares after this filing.
Sold on the open market — 100,000 shares at $40.00 ($4.0M)
Holds 437,506 shares after this filing.
Sold on the open market — 42,565 shares at $36.60 ($1.6M)
Holds 594,941 shares after this filing.
Sold on the open market — 57,435 shares at $37.62 ($2.2M)
Holds 537,506 shares after this filing.
Sold on the open market — 100,000 shares at $40.00 ($4.0M)
Holds 437,506 shares after this filing.
Notice filed ahead of a planned sale — the sale itself has not necessarily happened yet.
Filed notice to sell 100,000 shares ($4.5M) on or after .
Shares originally obtained via Founder Shares.
Filed notice to sell 100,000 shares ($4.0M) on or after .
Shares originally obtained via Founder Shares.
Filed notice to sell 100,000 shares ($3.7M) on or after .
Shares originally obtained via Founder Shares.
Not investment advice, and not a signal to act on by itself — a filing says what happened, not why, and insiders trade for ordinary reasons having nothing to do with where they think the company is headed.
Had a director or senior officer leave or join
Annual report for FY2026
Revenue +77.8% · Operating margin +1.4 pts · Gross profit +74.0% — against FY2025
Read the filingPublished results
Read the filingReported another event
Read the filingPublished results
Read the filingSigned a material agreement · Changed the rights attached to its shares · Amended its charter or changed its financial year
Read the filingSigned a material agreement · Made a Regulation FD disclosure
Read the filingReported another event
Read the filingHad a director or senior officer leave or join
Read the filingQuarterly report for Q3 FY2026
Revenue +122.7% · Operating margin +2.9 pts · Gross profit +131.4% — against Q3 FY2025
Read the filingPublished results
Read the filingHad a director or senior officer leave or join · Held a shareholder vote
Read the filingHad a director or senior officer leave or join
Read the filingProxy statement for a shareholder meeting
Read the filingQuarterly report for Q2 FY2026
Revenue +123.4% · Operating margin −2.8 pts · Cash +186.1% — against Q2 FY2025
Read the filingPublished results
Read the filingSigned a material agreement
Read the filingSigned a material agreement · Received shareholder director nominations · Reported another event
Read the filingSource: Exhibit 21 of the 10-K filed 2026-08-31. These are legal entities, not brands or acquisitions — a company that bought a business may hold it inside an entity named here, or inside one small enough that the rule does not require naming it at all.
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Primary sources and further research