Super Micro Computer, Inc. (SMCI)
What changed in recent filings
- Revenue +123% YoYQuarter ended Mar 31, 2026
- US segment 59% → 71%Jun 30, 2025 → Jun 30, 2026
- Risk factors — 2 added · 6 removed · new: Climate change may have a long-term impact … +110-K Jun 30, 2025 → Jun 30, 2026 · filed this month
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Company overview
A specialist in designing and assembling AI server systems, with NVIDIA-GPU-based servers as its flagship products.
What is the IT Hardware sector?
PCs, servers, and storage. Benefits from data centers alongside chips.
Super Micro Computer, Inc. is classified under the IT Hardware sector. See peers below.
Super Micro Computer, Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Super Micro Computer, Inc. vs IT Hardware sector benchmark
Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
SMCI revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-03-31 revenue was $10.2B, +122.7% YoY.
The largest segment is US, 68.7% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the US segment (about 76% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
SMCI segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
7 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding Super Micro Computer, Inc.
Per SEC N-PORT · 2026-04-30 · by weight · factual
SMCI on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the IT Hardware average
Peers · IT Hardware
SMCI FAQ
What is Super Micro Computer, Inc. (SMCI)?
A specialist in designing and assembling AI server systems, with NVIDIA-GPU-based servers as its flagship products.
What sector is Super Micro Computer, Inc. in?
Super Micro Computer, Inc. is classified under IT Hardware. PCs, servers, and storage. Benefits from data centers alongside chips.
What are Super Micro Computer, Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 77.8%, Operating margin 13.4%, Net margin 5.7%, ROE 15.4%. Definitions and interpretation are available on Stocklore.
What are Super Micro Computer, Inc.'s main revenue segments?
The largest segment is US, about 68.7% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Super Micro Computer, Inc. (SMCI) stock?
On Stocklore you can see SMCI's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.