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8-K ·Filed Oct 8, 2026

SMCI

Super Micro Computer, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed19d 3h ago SEC0001375365-26-000023
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor for any future board committee assignments or strategic shifts tied to Krishnapura's AI/data center expertise, but this filing alone has no near-term trading catalyst.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d
SMCI ▼ -24.44% at T+5d
NEUTRAL call -24.44% · α vs SPY -22.47% · entry $41.86 → $31.63
Next anchor: T+20d in 9d
Latest observation: T+10 -13.97% FF3 residual α
Entry = T+0 close
Oct 8, 2026
via day close
T+1d
-4.49%
call -4.49% · α -4.43%
$39.98
settled 18d ago
T+5d
-24.44%
call -24.44% · α -22.47%
$31.63
settled 12d ago
T+20d
Pending
in 9d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Super Micro Computer appointed Shesha Krishnapura, a former Intel CTO and Intel Fellow with 35 years of experience in high-performance computing and AI infrastructure, as an independent director effective October 9, 2026. Concurrently, board member Judy Lin retired effective the same date, with the company stating her departure was not due to any disagreement. This is a routine board refresh with no material financial impact.

Key Facts

  • Appointed Shesha Krishnapura as independent director, effective October 9, 2026
  • Krishnapura is a former Intel CTO and Intel Fellow with 35 years of experience in HPC, AI infrastructure, and data center operations
  • Judy Lin retired from the board effective October 9, 2026, after serving since April 2022
  • Lin's retirement was not due to any disagreement with the company
  • Krishnapura will receive standard non-employee director compensation

Financial Impact

No financial impact — routine board refresh with no disclosed compensation changes beyond standard director arrangements

Risk Factors

  • No material risks identified from this filing

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001375365-26-000023
Document: 0001375365-26-000023-index-headers.html0001375365-26-000023
Document: 0001375365-26-000023-index.html0001375365-26-000023
Document: 0001375365-26-000023.txt0001375365-26-000023
17 reports for SMCI
Performance horizon
75% Hit rate @ T+20 6 of 8 directional calls Went positive at some point 8 of 10 best @ T+60▲ +16.56%Feb 28, 2026
Filters
Rows
Reports for SMCI — sortable, filterable
TypeNow
Oct 22, 2026
5d ago
3
NEUTRAL ★ 2/10
$32.94awaiting T+20—$35.09 (+6.53%)
Oct 21, 2026
6d ago
Institutional Cluster
BULLISH ★ 4/10
$33.72awaiting T+20—$35.09 (+4.06%)
Oct 20, 2026
7d ago
8-K
BULLISH ★ 7/10
$35.57awaiting T+20—$35.09 (−1.35%)
Oct 15, 2026
12d ago
8-K
NEUTRAL ★ 3/10
$35.09awaiting T+20—$35.09 (+0.00%)
Oct 8, 2026
19d ago
8-K
NEUTRAL ★ 2/10
$41.86awaiting T+20—$35.09 (−16.17%)
Oct 7, 2026
20d ago
144
NEUTRAL ★ 3/10
$42.77awaiting T+20—$35.09 (−17.96%)
Sep 8, 2026
7w ago
Insider Cluster
BEARISH ★ 5/10
$38.93 $44.94▼ −15.44%▼ −13.24%$35.09 (+9.86%)
Jun 15, 2026
19w ago
8-K
BEARISH ★ 7/10
$30.85 $27.66▲ +10.34%▲ +9.59%$35.09 (−13.74%)
Jun 12, 2026
19w ago
8-K
BEARISH ★ 7/10
$30.85 $27.66▲ +10.34%▲ +9.59%$35.09 (−13.74%)
Jun 12, 2026
19w ago
424B5
BEARISH ★ 7/10
$30.46 $28.31▲ +7.06%▲ +8.84%$35.09 (−15.20%)
Showing 10 of 17

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Oct 8, 2026