Super Micro Computer, Inc. (SMCI)
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- symbol SMCI
- Rev/Share 36.7655
- Book/Share 10.5448
- PB 4.2311
- Debt/Equity 0.755
- CurrentRatio 5.3173
- ROIC 0.0929
- MktCap 26627035070.0
- FreeCF/Share 2.564
- PFCF 17.3771
- PE 25.4212
- Debt/Assets 0.3394
- DivYield 0
- ROE 0.1692
- Rating B
- Score 3
- Recommendation Neutral
- P/E Score 2
- DCF Score 4
- 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 |
|---|---|---|---|---|---|---|---|
| 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 |
| Upgrade | SMCI | CFRA | Hold | Buy | -- | $48 | Feb. 11, 2025 |
| Initiation | SMCI | Needham | -- | Buy | -- | $600 | Sept. 18, 2024 |
News
Super Micro Stock Is Spiking. It Unveiled an AI Partnership With Nokia.
Published: September 09, 2025 by: Barrons
Sentiment: Positive
The AI server maker is working with Nokia to create an integrated data-center solution.
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INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in Super Micro Computer, Inc. to Contact Law Firm
Published: September 09, 2025 by: GlobeNewsWire
Sentiment: Neutral
NEW YORK, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Moore Law, PLLC, a shareholder litigation law firm located on Wall Street, is investigating potential claims against:
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Can SMCI's Cooling Platforms Emerge as the Next Revenue Pillar?
Published: September 04, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer's air- and liquid-cooled AI platforms now drive 70% of revenues, powering strong growth.
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Super Micro Computer, Inc. (SMCI) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Published: September 04, 2025 by: Seeking Alpha
Sentiment: Neutral
Super Micro Computer, Inc. (NASDAQ:SMCI ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 9:30 AM EDT Company Participants Michael Staiger - Senior Vice President of Corporate Development Conference Call Participants Asiya Merchant - Citigroup Inc., Research Division Presentation Asiya Merchant VP & Analyst Have Mike Staiger and Krishna here is from SMCI as well. Super Micro is here in the audience.
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PLTR, TSLA and SMCI Forecast – Big Tech Looks to Recover
Published: September 03, 2025 by: FXEmpire
Sentiment: Positive
The three tech stocks in this analysis all look as if they are trying to recover a bit in premarket trading on Wednesday, as the markets are looking ahead to the non-farm payroll announcement on Friday, and are seeing more volume after the summer holiday season is over.
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Super Micro Computer Can Become Wall Street's Biggest AI Comeback Story
Published: August 27, 2025 by: Seeking Alpha
Sentiment: Positive
Super Micro Computer, Inc. missed Q4 consensus, but temporary factors caused the shortfall, not operational issues; 25% QoQ revenue growth shows underlying business resilience despite recent challenges. Management guides "at least $33B" FY2026 revenue versus $31.93 billion consensus, suggesting 50% growth potential with conservative analyst estimates creating upside opportunity. DCBBS technology offers 40% power savings and 20% TCO reduction, positioning SMCI for margin recovery as deployment scales across an expanding customer base.
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Super Micro Expands AI Server Leadership: Can Margins Grow Above 15%?
Published: August 27, 2025 by: Zacks Investment Research
Sentiment: Positive
AI server demand drives SMCI's surge, while integrated solutions and diversification aim to lift profitability.
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SMCI Projects $33B FY26 Revenues: Is the Growth Target Realistic?
Published: August 26, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer targets $33B revenues in FY26, banking on AI demand and data center solutions to fuel growth momentum.
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Super Micro Computer Stock Hasn't Priced in Growth Yet
Published: August 25, 2025 by: MarketBeat
Sentiment: Positive
Speculation and news headlines aside, there is a pretty simple way for investors to know whether a stock has priced in its future growth yet or not, creating a reliable manner to measure whether they should stay invested in a company through the hard times or whether it is time to liquidate and go hunting for the next best deal. This can all be done with a single ratio.
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Lambda Builds AI Factories with Supermicro NVIDIA Blackwell GPU Server Clusters to Deliver Production-ready Next-Gen AI Infrastructure at Scale
Published: August 25, 2025 by: PRNewsWire
Sentiment: Neutral
Expanded AI infrastructure with faster results with Supermicro's GPU-optimized servers Large-scale AI factories for training and inference deployed in record time Supermicro's advanced liquid-cooling reduces power and cooling costs, enabling energy efficiency and sustainability SAN JOSE, Calif. , Aug. 25, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, announced today that Lambda, the Superintelligence Cloud, has deployed a broad portfolio of Supermicro GPU-optimized servers including NVIDIA Blackwell based systems to expand its AI infrastructure and deliver high-performance systems to its customers.
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Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know
Published: August 22, 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.
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Billionaire Philippe Laffont Sold Coatue's Entire Stake in Super Micro Computer and Piled Into This Artificial Intelligence (AI) Goliath for the First Time in 9 Quarters
Published: August 22, 2025 by: The Motley Fool
Sentiment: Negative
In case you missed it, last week marked one of the most important data dumps of the entire quarter. August 14 was the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission.
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SMCI Plunges 25.6% Post Q4 Earnings: Should You Hold or Fold the Stock?
Published: August 21, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer slides 25.6% after a Q4 earnings miss, but its AI-driven server strength suggests long-term growth potential despite near-term challenges.
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PLTR, COIN and SMCI Forecast – Popular Tech Stocks Struggling a Bit in Premarket
Published: August 20, 2025 by: FXEmpire
Sentiment: Neutral
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 leaving some of the highflyers to get into other names in different indices.
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Super Micro Computer: The Hidden Winner In The AI Factory Race
Published: August 19, 2025 by: Seeking Alpha
Sentiment: Positive
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 margin concerns, SMCI's speed, thermal innovation, and global scale make it the right choice for rapid AI data center buildouts. The company is undervalued, trading at less than 1.0x forward EV/sales, with significant upside potential as AI infrastructure spending accelerates.
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Super Micro Computer: Guidance Implies A Major Growth Inflection In 2H FY2026 (Rating Upgrade)
Published: August 17, 2025 by: Seeking Alpha
Sentiment: Neutral
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 implied a major near-term growth inflection in 2H FY2026. Key growth catalysts include large shipments of GB200 systems for NVIDIA's Blackwell and DCBBS, expected to reach 30% of total revenue by next summer.
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Super Micro Computer Sees Modular Infrastructure As The Solution For Its Margin Decline
Published: August 14, 2025 by: Seeking Alpha
Sentiment: Neutral
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 SMCI's customer mix toward higher-margin enterprise AI infrastructure solutions. Despite revenue growth headwinds and inventory build, SMCI's strong balance sheet and capital raise position it well for future growth.
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SMCI vs. CSCO: Which Server Stock is the Better Buy Now?
Published: August 12, 2025 by: Zacks Investment Research
Sentiment: Positive
Cisco's AI-driven server momentum, billion-dollar orders, and lower valuation make it a stronger buy than Super Micro Computer right now.
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Super Micro Computer: AI Champion, Priced For Distress
Published: August 12, 2025 by: Seeking Alpha
Sentiment: Positive
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 by cloud giants' growth and chip industry trends, positioning SMCI to benefit from ongoing sector momentum. SMCI stock valuation is extremely attractive: forward P/E and P/S ratios are low, technicals suggest a rebound, and fair value per share is estimated at $75.
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Super Micro Stock Falls 23%: Falling Knife Or Buying Opportunity?
Published: August 12, 2025 by: Forbes
Sentiment: Negative
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 report, which missed estimates and saw margins contract.
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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
Published: August 11, 2025 by: PRNewsWire
Sentiment: Neutral
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 aisle serviceability The new front I/O air-cooled or liquid-cooled configurations expand customer choice and serve broader AI Factory environments SAN JOSE, Calif. , Aug. 11, 2025 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, HPC, Cloud, Storage, and 5G/Edge, today announced the expansion of its NVIDIA Blackwell system portfolio with the new 4U DLC-2 liquid-cooled NVIDIA HGX B200 system ready for volume shipment and the introduction …
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Super Micro Computer, Inc. (SMCI) Is a Trending Stock: Facts to Know Before Betting on It
Published: August 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.
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Super Micro Computer: Why This Popular AI Stock's Glory Days Are Over
Published: August 11, 2025 by: 24/7 Wall Street
Sentiment: Negative
Key Points in This Article: Super Micro Computer‘s (SMCI) stock has lost nearly two-thirds of its value since peaking at $123 in March 2024, reflecting a sharp decline in momentum.
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Machine learning algorithm predicts SMCI stock price on August 31, 2025
Published: August 08, 2025 by: Finbold
Sentiment: Negative
Super Micro Computer (NASDAQ: SMCI) stock collapsed this week, falling to as low as $44.92 on Wednesday following disappointing fiscal fourth-quarter results. However, artificial intelligence prediction tools are suggesting the stock could see a modest recovery by the end of August.
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Super Micro Computer: I Have Been Waiting For A Drop Like This
Published: August 07, 2025 by: Seeking Alpha
Sentiment: Positive
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 missing fiscal Q4 estimates and sequential gross margin declines, SMCI remains profitable and is set for massive top-line growth in FY 2026. SMCI sees 50% top-line growth in FY 2026, but the EPS outlook for fiscal Q1 '26 disappointed, causing exaggerated selling pressure.
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Super Micro Computer: Expectations Reset, Upside If Execution Follows (Upgrade)
Published: August 07, 2025 by: Seeking Alpha
Sentiment: Neutral
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 cash flow and resolved capital constraints support the SMCI investment case. Management's ambitious $33B revenue target offers upside if achieved, while current valuation already reflects skepticism about execution.
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Super Micro Computer: Let's Not Make Another Mistake Again (Downgrade)
Published: August 07, 2025 by: Seeking Alpha
Sentiment: Neutral
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, plus supply chain constraints around Nvidia's GB300, are weighing on SMCI's growth and margins. Management's rather aggressive revenue target for FY2026 seems increasingly challenging to achieve, likely requiring margin sacrifices to achieve competitive pricing.
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Super Micro Computer Q4 Earnings Miss Estimates, Revenues Rise Y/Y
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Negative
SMCI's fourth-quarter fiscal 2025 results reflect an unfavorable product mix, like low margin hyperscale and GPU rack shipments contracting the bottom line.
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Top Stock Movers Now: McDonald's, Shopify, Super Micro Computer, and More
Published: August 06, 2025 by: Investopedia
Sentiment: Positive
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.
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Super Micro Slumps As Analysts Weigh Nvidia AI Tailwinds Against Margin Pressures
Published: August 06, 2025 by: Benzinga
Sentiment: Negative
Super Micro Computer SMCI shares are trading lower on Wednesday after the company reported worse-than-expected fourth-quarter financial results.
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About Super Micro Computer, Inc. (SMCI)
- IPO Date 2007-03-29
- Website https://www.supermicro.com
- Industry Computer Hardware
- CEO Charles Liang
- Employees 5684