NEW YORK, December 30, 2025, 20:14 ET — Market closed.
- Super Micro Computer shares closed down 1.4% on Tuesday after an SEC filing disclosed an operations leadership change.
- The company said its head of operations will retire at year-end and an engineering executive will assume the role.
- Traders are watching for an amended filing on transition terms and the next quarterly update after the Dec. 31 quarter-end.
Super Micro Computer (SMCI.O) shares closed down 1.4% at $29.65 on Tuesday after the server maker disclosed that its senior vice president of operations will retire at the end of 2025, according to a regulatory filing. 1
The timing puts fresh attention on execution at a company that depends on tight production schedules to ship high-end servers used in artificial intelligence data centers, with its December quarter ending on Wednesday.
The stock’s move also came during a choppy, holiday-thin session that left major indexes slightly lower, with technology shares lagging. “It’s just a healthy rebalancing of allocations,” said Mark Hackett, chief market strategist at Nationwide. 2
In a Form 8-K — an SEC report companies use to disclose material events — Super Micro said George Kao, senior vice president of operations, informed the company he will retire on Dec. 31. The filing said Tom Xiao, senior corporate vice president of engineering, will assume Kao’s responsibilities.
Super Micro said it does not expect disruption to operations or its strategic roadmap, and that Kao will assist with the transition by remaining as a consultant. The company said it would disclose the terms of the consulting arrangement in an amended filing.
The stock traded between $30.35 and $29.64 on Tuesday and finished near the day’s low. About 21.2 million shares changed hands, according to Yahoo Finance data.
Investors have focused this year on whether Super Micro can turn demand into on-time deliveries and stable margins as competition intensifies among server makers. Super Micro sells systems built around graphics processing units (GPUs) — chips that power much of today’s AI computing — and has leaned on early access to new Nvidia platforms to win deals.
In its last earnings update, Super Micro said late-stage configuration upgrades by a large customer shifted about $1.5 billion of revenue into the December quarter and forecast second-quarter revenue of $10 billion to $11 billion. It also said it had more than $13 billion in orders tied to Nvidia’s Blackwell Ultra-based GB300 line. 3
Super Micro has also faced investor scrutiny over financial reporting. In August, the company reiterated weaknesses in internal control over financial reporting, a risk factor that has weighed on sentiment around the stock. 4
Before Wednesday’s session, U.S. stock markets are scheduled to trade regular hours on New Year’s Eve and close for New Year’s Day. The bond market is set for an early close, and investors will also parse a light U.S. economic calendar that includes weekly jobless claims and the Case-Shiller home price index. 5
For Super Micro, the next signposts include any follow-up SEC disclosure on Kao’s consulting arrangement and the company’s next quarterly report for the period ending Dec. 31. The company has not announced a reporting date; third-party calendars currently list February windows for the next release, but those dates can shift. 6
On the chart, traders have been keying on the $30 area as a near-term pivot after Tuesday’s close near $29.65. A break below Tuesday’s $29.64 low would put the focus on whether buyers defend the late-December range, while a rebound above $30.35 would signal a quick reset in risk appetite.
For investors, the next session is less about the title change and more about proof that Super Micro can keep shipments on track into the new year, defend margins against larger rivals, and deliver results consistent with its own forecast for the December quarter.
