Super Micro Computer, Inc. (SMCI)
| Market Cap | 25.43B |
| Revenue (ttm) | 21.97B |
| Net Income (ttm) | 1.05B |
| Shares Out | 596.82M |
| EPS (ttm) | 1.68 |
| PE Ratio | 25.39 |
| Forward PE | 16.33 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 31,492,536 |
| Open | 43.30 |
| Previous Close | 43.24 |
| Day's Range | 41.31 - 43.47 |
| 52-Week Range | 17.25 - 66.44 |
| Beta | 1.46 |
| Analysts | Buy |
| Price Target | 46.62 (+9.41%) |
| Earnings Date | Aug 5, 2025 |
About SMCI
Super Micro Computer, Inc., together with its subsidiaries, develops and sells high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. It offers various IT solutions, including complete servers, storage systems, modular blade servers, blades, workstations, full-rack scale solutions, networking devices, server sub-systems, and server management and security software. The company also provides application-optimized server solutions, rackmount and blade servers, ... [Read more]
Financial Performance
In 2025, Super Micro Computer's revenue was $21.97 billion, an increase of 46.59% compared to the previous year's $14.99 billion. Earnings were $1.05 billion, a decrease of -9.01%.
Financial StatementsAnalyst Summary
According to 18 analysts, the average rating for SMCI stock is "Buy." The 12-month stock price target is $46.62, which is an increase of 9.41% from the latest price.
News
PLTR, COIN and SMCI Forecast – Popular Tech Stocks Struggling a Bit in Premarket
The three stocks in this analysis are generally loved by traders, but they are in differing situations. At this point, the markets are trying to also deal with a bit of rotation, as traders are leavin...
Super Micro Computer: Low Valuation But Margins Have To Improve
Revenue and EPS in the recent quarter missed estimates, as EPS guidance also dissapointed, but revenue was above consensus. With DCBBS and increased number of major customers, margin expansion alongsi...
Super Micro Computer: The Hidden Winner In The AI Factory Race
SMCI's recent sell-off overlooks its strong AI infrastructure positioning, robust balance sheet, and leadership in liquid-cooled, rack-scale systems for Blackwell-class AI factories. Despite near-term...
Super Micro Computer: Guidance Implies A Major Growth Inflection In 2H FY2026 (Rating Upgrade)
SMCI missed both revenue and EPS estimates in 4Q FY2025, and issued very weak 1Q FY2026 guidance, sending a 20% pullback. Management slashed FY2026 revenue outlook from $40B to "at least" $33B, but im...
TSLA, PLTR and SMCI Forecast – NASDAQ Giants Look Noisy in Premarket
The three stocks in this analysis all look as if they are a bit noisy. At this point in time, the markets are bullish overall.
Super Micro Computer Sees Modular Infrastructure As The Solution For Its Margin Decline
I'm upgrading Super Micro Computer to a "Buy" with a $74.89 price target, driven by the launch of its Data Center Building Block Solutions (DCBBS). DCBBS is expected to boost margins and diversify SMC...
Is Super Micro Computer The Ultimate AI Value Stock?
Super Micro Computer meets most criteria to be qualified as a "Value Play" according to Peter Lynch's principles of value investing. However, there is more to the story than mere financial metrics. De...
Super Micro Computer: Wait For The GB300 Ramp
I'm neutral on Super Micro Computer due to recent revenue shortfalls, cautious guidance, and deteriorating sentiment reflected in the stock's price action. Gross margins have been sliding since late 2...
Super Micro Computer's Gross Margin Compression Is Temporary
Super Micro Computer, Inc. stock has dropped in price from $60 to $45 following gross margin contraction concerns. Operational analysis shows a high likelihood of gross margin expansion in FY26, leadi...
Super Micro Computer: AI Champion, Priced For Distress
Super Micro Computer, Inc.'s recent earnings miss was minor; FY2026 revenue guidance is robust, highlighting strong AI tailwinds and continued growth potential. AI demand remains powerful, supported b...
Super Micro Stock Falls 23%: Falling Knife Or Buying Opportunity?
Super Micro Computer stock (NASDAQ:SMCI) has declined by close to 23% over the last five trading sessions, falling to about $45 per share. The sell-off follows the company's tough Q4 2025 earnings rep...
Supermicro Expands Its NVIDIA Blackwell System Portfolio with New Direct Liquid-Cooled (DLC-2) Systems, Enhanced Air-Cooled Models, and Front I/O Options to Power AI Factories
New DLC-2 4U Front I/O liquid-cooled system provides up to 40% data center power savings 8U front I/O air-cooled system delivers enhanced system memory configuration flexibility, density, and cold ais...
Stock Market This Week: PLTR, AMD & SMCI Earnings, AAPL's $100B U.S. Investment
Even as President Trump's tariffs took effect this week, stocks rallied and pushed the NDX to new all-time highs. Palantir (PLTR) shined with its 20% rally after posting strong earnings raising guidan...
Supermicro Announces Participation in Upcoming Investor Events
SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced its part...
Super Micro: Buy The Fear
Super Micro's stock is under pressure due to missed earnings as a realist of the prior delayed 10-K. The company faced capital constraints and customer order delays hurting FQ4 results, but a $2.3B de...
Super Micro Computer: I Am Buying The Dip On The Earnings "Miss" That Wasn't One
SMCI's 20% post-earnings drop is a buying opportunity; the market misreads a timing-related revenue miss as a business weakness. SMCI is transforming into a full-stack AI infrastructure leader with DC...
Stock Of The Day: Is This The Bottom For Super Micro?
Super Micro Computer, Inc. SMCI is trading flat on Tuesday. This comes after yesterday's selloff of more than 18%.
Super Micro Computer: I Have Been Waiting For A Drop Like This
Super Micro Computer, Inc.'s 18% post-earnings drop on Wednesday is unjustified. Heightened volatility presents a buying opportunity in a leading AI hardware company at a discounted valuation. Despite...
Super Micro Computer: Expectations Reset, Upside If Execution Follows (Upgrade)
Upgrading Super Micro Computer to Buy as market expectations have reset, de-risking the stock after a messy quarter and cautious guidance. Despite margin pressure and missed earnings, strong operating...
Super Micro Computer: Let's Not Make Another Mistake Again (Downgrade)
Time to downgrade Super Micro Computer, Inc. stock, as I now realize my previous bullish rating may have overstated my confidence in SMCI's recovery. Ongoing intense competition from Dell and HPE, pl...
S&P 500 Gains and Losses Today: Arista Networks Stock Surges, Supermicro Plunges After Earnings Reports
Major U.S. equities indexes pushed higher in the midweek trading session, bolstered by strength in the tech sector following reports that Apple (AAPL) was preparing to announce major investments in do...
Top Stock Movers Now: McDonald's, Shopify, Super Micro Computer, and More
U.S. equites gained at midday, lifted by several strong corporate earnings reports. The Dow Jones Industrial Average, S&P 500, and Nasdaq all advanced.
Super Micro Slumps As Analysts Weigh Nvidia AI Tailwinds Against Margin Pressures
Super Micro Computer SMCI shares are trading lower on Wednesday after the company reported worse-than-expected fourth-quarter financial results.
Super Micro Computer: Earnings Aren't As Bad As Everyone Thinks (Upgrade)
Super Micro Computer, Inc.'s Q4 earnings disappointed on EPS and guidance, triggering a 16% stock drop, but revenue growth and FY26 targets remain robust. Despite margin pressure and high expectations...
Super Micro Computer: The Illusion Of A Miss
The stock dropped on the illusion of a miss, guiding $33B vs. $29.8B, but misjudged against a vague $40B comment. Supermicro guided FY 2026 revenue of at least $33 billion, implying over 50% YoY growt...