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Super Micro Computer

SMCI · Nasdaq, Nasdaq · Electronic Computers
Insider buys (12 months)
0
Insider sales (12 months)
$15.7M
8-K reports (12 months)
20
Tracked investors holding
4

At a glance

Super Micro Computer reported 2025 revenue of $21.97B, up 46.6% from $14.99B in 2024. Over 4 years since 2021 ($3.56B), that is growth of about 57.6% a year. Operating margin was 5.7%, up from 3.5% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 3 insiders reported 0 open-market purchases and 4 sales ($15.7M). 2 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $7.7M by Director Liang Chiu-Chu Sara Liu on Sep 8, 2026.

Super Micro Computer filed 20 current reports (Form 8-K) in the last 12 months, most often for officer or director change (7), results of operations (6), material agreement (5) and other events (2). The latest officer or director change was reported on Oct 15, 2026. It reported a material agreement or a completed acquisition or disposal 5 times.

4 of the 20 investors tracked here held Super Micro Computer at the last quarter end, worth $315.8M combined. It is the largest weight for Soros Fund Management (1.8% of its portfolio), followed by Renaissance Technologies (0.3%). New this quarter: Soros Fund Management. Added: Renaissance Technologies, Bridgewater Associates and National Pension Service (Korea).

Annual results

2021
Revenue $3.56B
Op. $123.9M
2022
Revenue $5.2B
Op. $335.2M
2023
Revenue $7.12B
Op. $761.1M
2024
Revenue $14.99B
Op. $1.21B
2025
Revenue $21.97B
Op. $1.25B
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$111.9M$285.2M$640M$1.15B$1.05B
Diluted EPS$2.09$0.53$1.14$1.92$1.68

Fiscal year ends Jun 30 · incorporated in CA

Tracked investors holding (13F)

Renaissance TechnologiesAdded$199M · 0.3% · held 4 quarters
Soros Fund ManagementNew$111.5M · 1.8% · held 2 quarters
National Pension Service (Korea)Added$2.9M · 0.0% · held 7 quarters
Bridgewater AssociatesAdded$2.4M · 0.0% · held 7 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined