Super Micro Computer (SMCI)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from SMCI's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Super Micro Computer's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Revenue | $5.2B | $7.1B | $15.0B | $22.0B | $39.1B |
| Net income | $285M | $640M | $1.2B | $1.0B | $2.2B |
| Free cash flow | -$486M | $627M | -$2.6B | $1.5B | -$7.0B |
| EPS (diluted) | $0.53 | $1.14 | $1.92 | $1.68 | $3.26 |
| Operating margin | 6.5% | 10.7% | 8.1% | 5.7% | 7.1% |
Where the revenue comes from
Revenue by products, fiscal 2025.
Superinvestors who own SMCI
From each investor's latest 13F filing (what a 13F shows). 4 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Andrew Redleaf Whitebox Advisors |
Trimmed | $120M | 3.4% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $73M | 0.02% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $1M | 0.00% | Q2 2026 |
| Jay Petschek Corsair Capital Management |
New position | $439,950 | 0.06% | Q2 2026 |
Insider buying
Open-market purchases by Super Micro Computer's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Dec 11, 2025 | John Boozman |
0 | $34.02 | — |
| Dec 11, 2025 | John Boozman |
0 | $34.02 | — |
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In the full deep dive
Questions
Are Super Micro Computer insiders buying the stock?
2 open-market insider purchases of SMCI in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Super Micro Computer?
4 of the superinvestors Investingly tracks hold SMCI in their latest 13F, including Andrew Redleaf, Cliff Asness, Joel Greenblatt.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.