Super Micro Computer, Inc. (SMCI)
Automate Your Wheel Strategy on SMCI
With Tiblio's Option Bot, you can configure your own wheel strategy including SMCI - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.
Start Your Free Trial NowKey Metrics & Ratings
- symbol SMCI
- Rev/Share 35.3454
- Book/Share 10.9525
- PB 3.6696
- Debt/Equity 0.7321
- CurrentRatio 5.3941
- ROIC 0.0728
- MktCap 23883844249.0
- FreeCF/Share 0.3659
- PFCF 109.6027
- PE 30.194
- Debt/Assets 0.332
- DivYield 0
- ROE 0.1246
- Rating C+
- Score 2
- Recommendation Sell
- P/E Score 2
- DCF Score 1
- P/B Score 2
- D/E Score 1
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Upgrade | SMCI | Argus | Hold | Buy | -- | -- | Nov. 6, 2025 |
| Initiation | SMCI | Bernstein | -- | Market Perform | -- | $46 | Sept. 16, 2025 |
| Resumed | SMCI | BofA Securities | -- | Underperform | -- | $35 | July 9, 2025 |
| Initiation | SMCI | KeyBanc Capital Markets | -- | Sector Weight | -- | -- | June 26, 2025 |
| Resumed | SMCI | Needham | -- | Buy | -- | $39 | May 7, 2025 |
| Initiation | SMCI | Citigroup | -- | Neutral | -- | $39 | April 25, 2025 |
| Downgrade | SMCI | Goldman | Neutral | Sell | $40 | $32 | March 24, 2025 |
| Upgrade | SMCI | JP Morgan | Underweight | Neutral | -- | $45 | March 21, 2025 |
| Initiation | SMCI | Rosenblatt | -- | Buy | -- | $60 | March 10, 2025 |
| Resumed | SMCI | Barclays | -- | Equal Weight | -- | $59 | Feb. 27, 2025 |
News
DELL vs. SMCI: Which AI-Server Stock Should You Buy Right Now?
Published: November 11, 2025 by: Zacks Investment Research
Sentiment: Positive
Dell Technologies' surging AI server sales and expanding PowerEdge lineup position it ahead of Super Micro Computer, which faces platform delays and stretched valuation.
Read More
How SMCI is Leveraging DCBBS to Capture Growth From the AI Boom?
Published: November 11, 2025 by: Zacks Investment Research
Sentiment: Negative
Super Micro Computer's DCBBS, powered by NVIDIA and AMD platforms, drives AI data center growth with high margins despite near-term profit pressure.
Read More
Here is What to Know Beyond Why Super Micro Computer, Inc. (SMCI) is a Trending Stock
Published: November 11, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro (SMCI) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Read More
SMCI Q1 Earnings Surpass Expectations, Revenues Decline Y/Y
Published: November 06, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer beats Q1 earnings estimates but misses on revenues, as margins narrow and free cash flow turns negative.
Read More
Is SMCI Stock Beating The Competition?
Published: November 06, 2025 by: Forbes
Sentiment: Negative
With Super Micro Computer experiencing a drop of -11% in just one day, it is prudent to reassess its position in relation to its competitors. Regularly evaluating alternatives is fundamental to a robust investment strategy.
Read More
Wall Street Loves Qualcomm, NVIDIA, and Super Micro Stocks Today
Published: November 06, 2025 by: 24/7 Wall Street
Sentiment: Positive
The image featured for this article is © Thapana_Studio / Shutterstock.com
Read More
Super Micro: When AI Dreams Meet Cash Reality
Published: November 06, 2025 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer reported Q1 FY2026 revenue of $5.0 billion, down 15% YoY and 13% QoQ, missing guidance due to shipment delays. Gross margin fell to 9.3%, its lowest in two years, while operating cash flow turned negative $918 million, reflecting working-capital strain. Inventories rose $1 billion to $5.7 billion, extending the cash conversion cycle to 123 days and pushing net debt to $575 million.
Read More
Why SMCI stock is crushing today
Published: November 05, 2025 by: Finbold
Sentiment: Negative
Super Micro Computer (NASDAQ: SMCI) shares sank sharply on Tuesday after the AI server specialist posted disappointing fiscal first-quarter results, extending a streak of earnings shortfalls and raising fresh concerns about profitability despite booming demand for artificial intelligence hardware.
Read More
Supermicro shares fall on fiscal first quarter earnings miss
Published: November 05, 2025 by: Proactive Investors
Sentiment: Negative
Super Micro Computer Inc (NASDAQ:SMCI) shares fell more than 7% after it reported fiscal first quarter 2026 results that came in below Wall Street expectations, with both revenue and earnings down from the prior year. For the quarter ended September 30, 2025, the company posted net sales of $5 billion, down from $5.9 billion in the year-ago quarter and below analyst estimates of around $6 billion.
Read More
SMCI stock price: here's why Supermicro may crash further
Published: November 05, 2025 by: Invezz
Sentiment: Negative
The SMCI stock price suffered a harsh reversal in the extended hours after the company published its financial results that missed analysts' estimates. It dropped by as much as 10% to $43.20, down by over 63% from its highest level in 2024 when it was one of the hottest stocks in Wall Street.
Read More
700 Billion Reasons Why These Are 3 Must-Buy Stocks for 2026
Published: November 03, 2025 by: 24/7 Wall Street
Sentiment: Positive
per share
Read More
Super Micro Computer: Optimistic Heading Into Q1, But Can't Rule Out An EPS Miss
Published: November 03, 2025 by: Seeking Alpha
Sentiment: Positive
Despite the October 23 8-K cutting preliminary FQ1 revenue to $5B, Super Micro Computer, Inc. management reiterated ≥$33B FY26 and cited >$12B in new FQ2 design wins. The SMCI downgrade was due to a timing issue and not a cancellation of GB300 rack orders. The Street is still optimistic on the top-line growth from FQ2 onwards. On the execution front, I'll look for reported capacity above 30MW, to confirm throughput sufficient to deliver contracted racks.
Read More
Is Trending Stock Super Micro Computer, Inc. (SMCI) a Buy Now?
Published: October 31, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro (SMCI) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Read More
TSLA, PLTR and SMCI Forecast – Top Tech Stocks Look to Rally on Friday
Published: October 31, 2025 by: FXEmpire
Sentiment: Positive
I expect major tech stocks to bounce on Friday, with Tesla, Palantir, and Super Micro Computer showing bullish setups. Despite short-term noise and resistance levels, dips continue to look like buying opportunities in these strongly up trending markets.
Read More
Super Micro Computer: The Bumpy Ride Worth Taking
Published: October 31, 2025 by: Seeking Alpha
Sentiment: Neutral
Super Micro Computer, Inc. remains a Strong Buy ahead of FQ1 2026 earnings, despite recent volatility and a preliminary revenue miss. SMCI's long-term growth is driven by AI adoption, strategic partnerships with Intel, Micron, and Nvidia, and expansion into new markets like federal contracts and smaller clients. SMCI stock valuation is compelling with a forecasted FY2027 P/E of 15 and a forward P/S below 1, suggesting 45% upside potential over the next year.
Read More
Supermicro Announces U.S Federal Entity to Expand Further into the Federal Market -- Extensive US-Based Manufacturing of AI Server Portfolio Targets the Federal Ecosystem
Published: October 29, 2025 by: PRNewsWire
Sentiment: Neutral
Delivers AI-optimized infrastructure, and energy-efficient computing systems, from the largest design and manufacturing facility in Silicon Valley, California Continued growth within the U.S., with facilities and talent distributed across America SAN JOSE, Calif. , Oct. 29, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a total IT solution provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced the creation of Super Micro Federal LLC to accelerate its expansion into the federal market.
Read More
Supermicro Expands Collaboration with NVIDIA and Strengthens Compliance, Data Integrity, and Quality of U.S.-Based Manufacturing of AI Infrastructure Solutions Optimized for Government Applications
Published: October 28, 2025 by: PRNewsWire
Sentiment: Neutral
Deepening collaboration with NVIDIA to bring NVIDIA Vera Rubin NVL144 and NVIDIA Vera Rubin CPX platforms to market in 2026 to provide more than 3x AI attention acceleration vs. Blackwell Ultra Powered by Data Center Building Block Solutions®, Supermicro introduces a compact 2OU NVIDIA HGX B300 8-GPU system with OCP-based rack-scale design supporting up to 144 GPUs in a single rack Supermicro's San Jose, CA manufacturing ensures solutions are developed, constructed, and validated in the USA, are TAA-compliant, and are Buy American Act-capable Supporting a full-stack NVIDIA AI Factory for Government reference design with expansion of AI solution portfolio, including …
Read More
Analysts Estimate Super Micro Computer (SMCI) to Report a Decline in Earnings: What to Look Out for
Published: October 28, 2025 by: Zacks Investment Research
Sentiment: Negative
Super Micro (SMCI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Read More
SMCI Expands its Server Portfolio: Is it the New Growth Catalyst?
Published: October 27, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer's new 6U 20-Node MicroBlade server with AMD tech boosts its AI, cloud, and HPC edge, driving robust growth and stronger market positioning.
Read More
Wall Street sets SMCI stock price for the next 12 months
Published: October 27, 2025 by: Finbold
Sentiment: Negative
While Super Micro Computer's (NASDAQ: SMCI) has climbed more than 60% year-to-date, with three- and five-year total shareholder returns exceeding 600%, it has been quite volatile this month.
Read More
Super Micro Computer Stock At Support Zone – Bargain Or Trap?
Published: October 24, 2025 by: Forbes
Sentiment: Neutral
Super Micro Computer (SMCI) stock deserves a place on your watchlist. Here's why – it is presently trading within the support zone ($45.52 – $50.32), price points from which it has significantly rebounded in the past.
Read More
Why Super Micro Computer's Stock Is Plunging
Published: October 23, 2025 by: Investopedia
Sentiment: Negative
It's been a tough day for Super Micro Computer's stock.
Read More
Super Micro Stock Tumbles. Why the AI Server Maker Cut Fiscal First-Quarter Revenue Guidance.
Published: October 23, 2025 by: Barrons
Sentiment: Negative
Super Micro says it expects fiscal first-quarter revenue of $5 billion, down from a range of $6 billion to $7 billion.
Read More
Super Micro Computer Stock Drops As Projects Delayed
Published: October 23, 2025 by: Investors Business Daily
Sentiment: Negative
Super Micro Computer cut its sales guidance for its fiscal first quarter ended Sept. 30, saying some customers have postponed deliveries.
Read More
Super Micro's latest financial update adds to credibility concerns
Published: October 23, 2025 by: Market Watch
Sentiment: Negative
The company expects to miss its quarterly revenue target due to order timing. While Super Micro is sticking with its full-year outlook, it has a track record of guidance disappointments.
Read More
Super Micro Computer sales backlog growth good news for Nvidia: analysts
Published: October 23, 2025 by: Proactive Investors
Sentiment: Positive
Wedbush analysts on Thursday weighed in on Super Micro Computer Inc (NASDAQ:SMCI)'s announcement that it is reducing its first quarter revenue guidance, viewing the net revenue implications of the company's new orders as being more positive than negative. Super Micro said the sales shortfall was due to design win upgrades that shifted some expected revenue from the first quarter to the second quarter of fiscal year 2026.
Read More
Super Micro shares fall 6% on weak preliminary results
Published: October 23, 2025 by: CNBC
Sentiment: Negative
Super Micro Computer shares fell after the company released weak preliminary results for its fiscal first quarter of 2026. The company said it expects to report $5 billion in revenue for the quarter, down from its previous guidance of $6 billion to $7 billion.
Read More
Super Micro Computer cuts guidance on revenue deferral, stock slides
Published: October 23, 2025 by: Proactive Investors
Sentiment: Negative
Super Micro Computer Inc (NASDAQ:SMCI) shares fell more than 7% in early Thursday trading as the AI server maker reported preliminary first quarter revenue that fell short of its previous guidance. The company said the shortfall was due to design win upgrades that shifted some expected revenue from the first quarter to the second quarter of fiscal year 2026.
Read More
Super Micro cuts first-quarter revenue forecast
Published: October 23, 2025 by: Reuters
Sentiment: Negative
Super Micro Computer trimmed its first-quarter revenue forecast on Thursday, citing a shift in customer delivery schedules for large artificial intelligence deals.
Read More
Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know
Published: October 20, 2025 by: Zacks Investment Research
Sentiment: Positive
Zacks.com users have recently been watching Super Micro (SMCI) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Read More
About Super Micro Computer, Inc. (SMCI)
- IPO Date 2007-03-29
- Website https://www.supermicro.com
- Industry Computer Hardware
- CEO Charles Liang
- Employees 5684