Super Micro Computer, Inc. (SMCI)

SMCI's stock has experienced significant upward trends, increasing by approximately 60.77% over the past six months, with a 27.04% rise in the last month. Despite reporting a miss on Q4 FY2025 earnings per share and revenue, the stock rose by 1.2% in aftermarket trading. Insider selling has been noted, with CFO David E. Weigand selling 25,000 shares in September 2025.

Super Micro Computer has historically experienced strong seasonality in its second and fourth fiscal quarters. October has shown a chance of being a "green month" for the stock, with 52.63% of previous Octobers closing higher than September over 18 years.

Super Micro Computer, Inc. (SMCI) is an American information technology company specializing in high-performance server and storage solutions. The company operates within the Information Technology sector, focusing on Electronic Technology and Computer Processing Hardware industries. SMCI provides advanced server and storage systems for enterprise data centers, cloud computing, AI, 5G, and edge computing. Its product portfolio includes AI Servers, Server Systems, Storage Solutions, Embedded Systems, Workstations and Networking Devices, Modular Server Subsystems and Accessories, and Software and Services.

Super Micro Computer, Inc. has a global presence with operations in the United States, Asia, and Europe. The company has manufacturing facilities in Silicon Valley (USA), the Netherlands, Taiwan, and Malaysia.

Super Micro Computer's brand reputation has faced scrutiny due to past accounting controversies. A Hindenburg Research report in 2024 alleged accounting manipulations, related party transactions, and sanctions violations. A special committee investigation concluded in December 2024 found no material accounting issues but recommended leadership changes and improvements to internal controls. Despite these challenges, Supermicro is recognized as a market share leader in AI servers and has strong partnerships, including with NVIDIA.

Super Micro Computer, Inc. is primarily owned by institutional shareholders (51.24%), followed by Super Micro Computer insiders (28.06%), and retail investors (20.71%). Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Key individual shareholders include Liang Chiuchu Sara Liu (12.56% ownership), Charles Liang (11.58% ownership), and Yihshyan Wally Liaw (2.88% ownership).