Super Micro Computer, Inc. develops and manufactures high-performance server and storage solutions based on an open, modular architecture. The company is headquartered in San Jose, California.
| Revenue (TTM) | $53.99B |
| Gross Profit (TTM) | $6.30B |
| EBITDA | $4.71B |
| Operating Margin | 10.30% |
| Return on Equity | 32.40% |
| Return on Assets | 11.60% |
| Revenue/Share (TTM) | $87.44 |
| Book Value | $17.99 |
| Price-to-Book | 1.74 |
| Price-to-Sales (TTM) | 0.35 |
| EV/Revenue | 0.595 |
| EV/EBITDA | 7.57 |
| Quarterly Earnings Growth (YoY) | 581.00% |
| Quarterly Revenue Growth (YoY) | 297.50% |
| Shares Outstanding | $656.97M |
| Float | $558.71M |
| % Insiders | 12.66% |
| % Institutions | 69.20% |
Volatility is currently expanding
AI server stocks are clawing back part of Thursday's post-midterm sell-off, and the bounce is uneven across the group. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is at $28.73, up 6% in early trading.
Super Micro Computer's NVIDIA partnership strengthens its AI server offerings with advanced GPUs, liquid cooling and rack-scale systems.
Supermicro is seeing huge revenue growth. Its checkered history and deep ties to the neocloud market make it a riskier investment.
Super Micro Computer, Inc. retains a Strong Buy rating due to robust AI infrastructure demand and outsized revenue increases. SMCI delivered Q1 '27 revenues of $19.95B, beating consensus by $3.7B, and achieved a gross margin of 12.8%, well above guidance. The company's valuation remains compelling at 5.1x P/E, significantly below peers Dell and Hewlett-Packard Enterprise, despite industry-leading growth.
The post-midterm unwind in AI hardware extended into a second straight day of losses, and the biggest server names are taking the hardest hits. Dell Technologies (NYSE:DELL | DELL Price Prediction) stock is at $325.
Super Micro Computer's record AI-driven sales and higher revenue guidance boost its growth outlook.
The KV (key-value) cache solution integrates Supermicro Petascale storage servers, IBM Storage Scale software, NVIDIA Dynamo inference software, and NVIDIA Spectrum-X Ethernet switches Performance testing shows that the KV cache solution reduces Time-to-First-Token (TTFT) for long-context windows compared to systems with no KV cache Customers can dramatically improve inference efficiency through higher GPU utilization, throughput, and infrastructure scalability SAN JOSE, Calif., Nov. 5, 2026 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced a new KV cache storage solution with IBM and NVIDIA.
PALO ALTO, Calif., Nov. 05, 2026 (GLOBE NEWSWIRE) -- Smartbird, Inc. (NASDAQ: BIRD), the enterprise AI infrastructure company, today announced a collaboration with Super Micro Computer, Inc. (NASDAQ: SMCI) (Supermicro) to deliver dedicated, fully managed AI infrastructure tailored to enterprise workloads.
Supermicro shares have sold off hard even as its order backlog hit record levels and a preliminary quarter beat guidance. A single-digit forward multiple on a company growing faster than Dell raises a question worth examining before November 3.
Super Micro Computer, Inc. reported a blowout Q1 FY27 and guided above expected for Q2, plus raised full-year guidance. This is the second quarter SMCI easily surpasses expectations, but the stock price doesn't reflect the benefit, and we don't expect that to change in the short term. AI-related sales now comprise 71% of SMCI's revenue, with growth heavily weighted toward 1H27. So, to us, the outperformance is a function of the next-gen ramp, which has an expiry.
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