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Super Micro Computer, Inc. (SMCI)

IT Hardware · US stock

What changed in recent filings

  • Revenue +123% YoYQuarter ended Mar 31, 2026

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 · latest quarter (TTM)

Tap a metric name to see its meaning in the glossary.

Super Micro Computer, Inc. vs IT Hardware sector benchmark

Median of 14 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
56.2%vs benchmark 18.0%↑ above
Operating margin
6.1%vs benchmark 25.0%↓ below
Net margin
3.7%vs benchmark 20.1%↓ below
ROE
16.6%vs benchmark 20.3%↓ below

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 United States, 68.7% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the United States segment (about 76% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Super Micro Computer, Inc.

Per SEC N-PORT · 2026-01-31 · by weight · factual

RSPInvesco S&P 500 Equal Weight ETF
0.16%
XLKState Street(R) Technology Select Sector SPDR(R) ETF
0.10%
VOOVANGUARD 500 INDEX FUND
0.02%
SPY
0.02%
IVViShares Core S&P 500 ETF
0.02%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.02%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.02%

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 vs the IT Hardware average
See full SMCI analysis →

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?

Based on the latest quarter (TTM) from SEC filings: Revenue growth (YoY) 56.2%, Operating margin 6.1%, Net margin 3.7%, ROE 16.6%. Definitions and interpretation are available on Stocklore.

What are Super Micro Computer, Inc.'s main revenue segments?

The largest segment is United States, 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, 45-day delay), 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.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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