SMCI
Super Micro Computer, Inc.
NasdaqGS Technology United States
43,19 $US
-1.14% today
+39.50% YTD · -20.93% 1Y
34
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
19
Hedge funds tracked
Latest available SEC 13F filings
68
/ 100
STRONG

Analysis Super Micro Computer, Inc. (SMCI) — Kairos Score 68/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

About Super Micro Computer, Inc.

Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company offers liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also provides workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company offers remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, SuperCloud Director, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it provides rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.

Key info

👔
CEO
Mr. Charles Liang
📍
HQ
980 Rock Avenue, San Jose, CA, 95131, United States
👥
Employees
7 000
💰
Market cap
28 236 371 000,00 $US
📊
P/E
12.7
💸
Dividend yield
—

🕴️ Insider activity (90 days)

34 transactions — 0 buys and 3 sales reported by Super Micro Computer, Inc. executives.

LL
Liu Liang Chiu-Chu Sara
2026-09-04
Sell
LL
Liu Liang Chiu-Chu Sara
2026-09-03
Sell
LL
Liu Liang Chiu-Chu Sara
2026-09-03
Sell

🏦 Hedge Funds

19 institutional funds report a position on SMCI in their latest SEC quarterly filing.

TENOR CAPITAL MANAGEMENT Co., L.P.
VANGUARD GROUP INC
BlackRock, Inc.
VANGUARD CAPITAL MANAGEMENT LLC
VANGUARD PORTFOLIO MANAGEMENT LLC

📰 Recent news

15 recent articles on SMCI.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

Spot marked changes in search interest around the stocks being followed.

📧

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Companies in the same sector as Super Micro Computer, Inc.

Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of SMCI on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 34 insider transactions over 90 days
✅ All 19 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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