SMCI Super Micro Computer, Inc.

SMCI Super Micro Computer, Inc.

Technology · Computer Hardware

Market read

Scan convergence 3 scans as of 2026-08-17 3 neutral converging

POC $31.76 · VWAP $34.40 · +11.3% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

3 related perspectives

Watchlists @ai-scan@tech-insider-buys@war-sensitivity

SMCI Price Structure

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Peers

Every watchlist SMCI belongs to, members best 30-day change first — SMCI highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@war-sensitivity
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SMCI+58.3% -3.9%1d +21.8%7d MSFT+22.0% -3.0%1d -5.0%7d COPX+19.1% +1.9%1d -2.4%7d W+15.4% +1.4%1d -0.1%7d BE+8.0% +1.0%1d +10.2%7d AMZN+5.7% -0.5%1d -6.0%7d CCL+5.6% -1.4%1d 0.0%7d USO+5.1% +2.9%1d +3.5%7d DAL+4.1% -2.0%1d -1.8%7d UAE+3.7% -0.5%1d 0.0%7d INDA+1.4% -0.4%1d -1.1%7d JETS+1.3% -2.3%1d -1.9%7d ITB+0.5% -0.9%1d -0.6%7d GAP-0.8% -2.0%1d -6.2%7d AAL-3.7% -2.7%1d -3.8%7d HOOD-3.7% +0.7%1d +1.8%7d ATZ.TO-6.0% -3.0%1d -4.8%7d RH-6.4% -3.2%1d -4.1%7d ASE-10.6% -0.9%1d -9.9%7d NKE-10.7% -4.0%1d -7.2%7d
@tech-insider-buys
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TEAM+69.7% -2.4%1d +4.3%7d SMCI+58.3% -3.9%1d +21.8%7d MDB+40.5% -4.7%1d +5.3%7d CRDO+39.5% +8.8%1d +17.8%7d ESTC+35.5% -3.7%1d +9.4%7d IONQ+34.7% +1.3%1d +10.2%7d WDAY+32.0% -3.8%1d +3.8%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d VEEV+22.0% -2.2%1d +1.6%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d INTU+15.3% -2.9%1d +0.3%7d ASAN+14.8% -3.4%1d -4.2%7d NOW+14.0% -5.1%1d -7.6%7d CRSP+13.6% +1.4%1d +1.6%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d CEG+10.2% -1.5%1d +2.9%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d ADBE+7.1% -3.8%1d -6.9%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d GOOGL-0.8% -0.6%1d -3.8%7d FTNT-3.6% -2.6%1d -5.1%7d HUBS-4.0% -4.0%1d -0.3%7d OKTA-4.1% -2.8%1d -5.0%7d DDOG-4.4% -3.2%1d -5.2%7d QCOM-5.6% -2.2%1d 0.0%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d
@ai-scan
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SMCI+58.3% -3.9%1d +21.8%7d MDB+40.5% -4.7%1d +5.3%7d IONQ+34.7% +1.3%1d +10.2%7d RGTI+32.3% -0.8%1d +5.8%7d WDAY+32.0% -3.8%1d +3.8%7d PATH+31.6% -0.1%1d +2.2%7d SKM+30.5% +3.8%1d +20.1%7d PLTR+30.3% -0.9%1d -1.5%7d STX+26.3% +2.2%1d +24.2%7d QBTS+24.8% -1.4%1d +3.4%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d VEEV+22.0% -2.2%1d +1.6%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d NOW+14.0% -5.1%1d -7.6%7d DLR+13.8% -1.1%1d +3.5%7d T+13.2% -0.8%1d +2.5%7d BBAI+13.0% -1.8%1d -0.6%7d ISRG+13.0% -1.1%1d -0.8%7d WDC+12.3% +5.3%1d +22.3%7d SOUN+12.3% -5.3%1d -5.9%7d CRM+11.8% -2.7%1d -3.3%7d SKHY+11.3% +3.0%1d +26.7%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d VZ+10.3% -0.9%1d +2.2%7d CEG+10.2% -1.5%1d +2.9%7d AI+10.0% -2.3%1d -6.8%7d BOTZ+9.9% +0.2%1d +1.1%7d AIQ+9.0% -0.3%1d +0.8%7d ROBO+8.9% 0.0%1d +1.6%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d EQIX+7.6% -0.4%1d +5.2%7d ADBE+7.1% -3.8%1d -6.9%7d BCE+6.9% -0.5%1d +3.6%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d CSCO+0.9% +1.1%1d -7.9%7d GOOGL-0.8% -0.6%1d -3.8%7d TEM-1.6% -0.9%1d -6.2%7d NEE-2.9% 0.0%1d +1.8%7d FTNT-3.6% -2.6%1d -5.1%7d TAC-4.2% -0.6%1d +3.6%7d DDOG-4.4% -3.2%1d -5.2%7d EOSE-5.1% -2.5%1d -3.0%7d QCOM-5.6% -2.2%1d 0.0%7d VST-6.0% -1.4%1d +2.3%7d TMUS-6.4% -1.4%1d +1.1%7d ENPH-7.0% -4.5%1d -5.5%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d RUN-17.1% -3.5%1d -0.4%7d SEDG-42.4% -5.0%1d -4.5%7d

Decision history

4 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 2 avoid high Avoid: parabolic move -44.0% complete
May 15 avoid high Avoid: parabolic move -2.7% complete
May 1 avoid high Avoid: parabolic move +67.8% complete
Apr 30 exit high Avoid: parabolic move +65.5% complete

Next earnings SMCI reports in 77 days Nov 3

Last report Aug 11

Super Micro's fiscal Q4/full-year 2026 print is confirmed to have happened — the company's own newsroom carries "Supermicro Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results" in tonight's pull, and same-day market-close coverage treated SMCI as one of the day's earnings stories — but NO per-line actuals (EPS/revenue/guide) landed in tonigh...

full note →

Against street estimates

How SMCI's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Aug 11 · projection Aug 17

Result
Aug 11 0.961.70+77.5%Beat
May 5 0.620.84+34.5%Beat
Feb 3 0.490.69+41.4%Beat
Nov 4 '25 0.390.35-10.1%Miss
Aug 5 '25 0.440.41-6.6%Miss
May 6 '25 0.300.31 GAAP ≠ +3.8%Beat
Feb 25 '25 0.750.74 GAAP ≠ -1.9%In line
Aug 6 '24 0.810.63-23.2%Miss

Recent news

Headlines about SMCI from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 7 days ago · Aug 11

SMCI research tape

81 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-08-17 scan 2026-08-14 AI Scan scan Tech Insider Buys scan Monster Scan — 2026-08-14 brief Software Surges While AI Infrastructure Fractures
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Market Brief Software Surges While AI Infrastructure Fractures
AAPLARWASMLAXGNBANB.SWBEPATRCAVAH +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Market Brief The Compute Bill Gets Paid: Nebius +34%, Optical Runs, Memory Goes Ten-for-Ten
ABBNYABCLADMAEHRAEMAPAHAELITE +4 more
Aug 12 The Prints The Prints
LITECRWVSMCICRCLEATJDLQDAVG
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 11 Market Brief The Market Holds Its Breath for CPI. CoreWeave Doesn't.
ACIWAIQARISARKXASANBSTKNCRWV +4 more
Aug 11 The Prints The Prints
CRWVRKLBSMCIRIOTASTSHIMSACHRVST
Aug 11 Catalyst SMCI earnings
SMCI
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 4 Catalyst SMCI earnings
SMCI
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Jun 1 Source $NVDA Vera CPU partner list from GTC Taipei. Early Adopters: OpenAI, Anthropic,
NVDANBISORCLCRWVDELLHPESMCISNX
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Source Dell upstream-suppliers map — memory then microprocessors then hard drives, supply-constrained not demand
DELLMUAMDSTXWDCSMCIHPEVRT#memory-supercycle#ai-power-bottleneck
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 5 Catalyst SMCI earnings
SMCI
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKRFNCRDOALABCLF#ai-power-delivery +4 more
May 4 Source Bro, I'm convinced that $SMCI is way too cheap right now at only $16.8B MC. They
SMCINVDA
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOBECEG +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Scan NVDA Ecosystem Scan
AMATAMDAMKRANETARMASMLAVGOBE +4 more
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 13 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 10 Scan AI Scan
AIAMDAMZNARMASMLAVGODDOGGOOGL +4 more
Apr 3 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDAQCOM +3 more
Apr 3 Scan AI Scan
AMDAMZNARMASMLAVGOGOOGLINTCMETA +4 more
Apr 3 Article Daily Actions
ABBVABTADBEAGROASEBTCCEGCOP +4 more
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Article Daily Actions
ABTADBEAMDASEASMLAVGOBTCCEG +4 more
Mar 26 Scan AI Sector Scan
ADBEAMDAMZNARMASMLAVGOBECEG +4 more
Mar 26 Article Daily Actions
AAOIABBVADBEAEISAMDARMASMLBIIB +4 more
Mar 24 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCFLTCRMCRSP +4 more
Mar 24 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 24 Scan Insider Scan
AAPLAMDAMZNARMASMLAVGOGOOGLINTC +4 more
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 20 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOCEGGEVMRVLMU +4 more
Mar 12 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOBBAIBE +4 more
Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCRDOCRMCRSP +4 more
Mar 10 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDASMCI +2 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan AI Infrastructure
ANETAVGOCEGCSCODLREQIXFTNTGEV +3 more
Mar 3 Scan NVDA Ecosystem Scan
AMATAMDARMASMLAVGODELLHPEMRVL +4 more
Feb 9 Scan NVDA Ecosystem Scan
AMZNANETARMASMLAVGODLREQIXGOOGL +4 more
Feb 9 Scan AI Infrastructure Scan
AMDANETARMASMLAVGOBECEGCFLT +4 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more