Super Micro Computer, Inc. (SMCI)
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- symbol SMCI
- Rev/Share 36.7655
- Book/Share 10.5448
- PB 4.041
- Debt/Equity 0.755
- CurrentRatio 5.3173
- ROIC 0.0929
- MktCap 25430414980.0
- FreeCF/Share 2.564
- PFCF 16.5961
- PE 24.2788
- 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
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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Super Micro Computer: Earnings Aren't As Bad As Everyone Thinks (Upgrade)
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive
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, I see the current selloff as a buying opportunity given strong AI-driven demand and undervalued valuation multiples. SMCI's DCBBS platform and rapid deployment capabilities position it as a top AI infrastructure partner, supporting long-term margin expansion.
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Super Micro Computer: The Illusion Of A Miss
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Negative
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 growth from FY 2025's $22 billion result. Q4 FY 2025 non-GAAP gross margin dropped to 9.6%, impacted by hyperscaler mix and next-gen platform ramp costs.
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Super Micro Computer Stock Plummets After Q4 Results
Published: August 06, 2025 by: Schaeffers Research
Sentiment: Negative
Super Micro Computer Inc (NASDAQ:SMCI) stock was last seen down 20.7% at $45.43 today, after the server maker's fiscal fourth-quarter earnings and revenue miss.
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Super Micro Computer and AMD stock prices tumble as AI growth fears overshadow earnings
Published: August 06, 2025 by: Fast Company
Sentiment: Negative
Two of the tech industry's AI hardware companies are seeing their share prices drop after they reported their most recent quarterly earnings after the closing bell yesterday.
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Why Supermicro Stock Is Plunging Today
Published: August 06, 2025 by: Investopedia
Sentiment: Negative
Super Micro Computer (SMCI), shares plunged Wednesday after the server maker reported weaker-than-expected results, as it faced higher costs from tariffs and changes required by a major customer.
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Super Micro Computer Likely To Report Lower Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Published: August 05, 2025 by: Benzinga
Sentiment: Negative
Super Micro Computer, Inc. SMCI will release earnings results for the fourth quarter, after the closing bell on Tuesday, Aug. 5.
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HPC Server and DLC Traction Likely to Boost SMCI's Q4 Earnings
Published: August 01, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer's fourth-quarter fiscal 2025 performance is likely to have benefited from booming demand for AI-servers and DLC.
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Super Micro Should Get A Super Catalyst (Earnings Preview)
Published: August 01, 2025 by: Seeking Alpha
Sentiment: Positive
I maintain my Buy rating on Super Micro Computer, Inc., expecting a strong Q4 driven by robust AI demand, new product launches, and global expansion. SMCI's recent margin pressures and Q3 reset have set a low bar for Q4, creating a high probability for a double-beat on revenue and EPS. The company's rapid expansion in liquid-cooled and Blackwell-based AI solutions, plus a $20 billion DataVolt partnership, positions SMCI for a strong Q4 shipment ramp and margin recovery.
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Should Investors Buy, Sell or Hold SMCI Stock Before Q4 Earnings?
Published: July 31, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer's fourth-quarter fiscal 2025 results are likely to benefit from direct liquid cooling and server offerings.
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Is Wall Street Overreacting? Super Micro Computer Still Looks Like A Buy
Published: July 31, 2025 by: Seeking Alpha
Sentiment: Neutral
Super Micro shows strong revenue growth, with 45–51% YoY guidance for FY25. SMCI's fundamentals remain robust, with solid financials, and healthy debt metrics compared to peers. Short-term risks include shipment delays, customer hesitation due to upcoming GPU cycles and $200–300M annualized cost headwinds from U.S.-China tariffs.
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Buy or Sell Super Micro Stock Ahead of Earnings?
Published: July 31, 2025 by: Forbes
Sentiment: Positive
Super Micro Computer (NASDAQ:SMCI) is expected to announce its Q4 2025 earnings close to August 5, 2025 (June year). The stock has performed exceptionally well in recent months leading up to the fourth quarter earnings, increasing by nearly 60% in the past three months.
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RAVEL Expands Its Orchestrate AI Software and Launches New Turnkey AI Workload Solution Pre-Configured for Supermicro Systems to Accelerate AI Adoption
Published: July 30, 2025 by: GlobeNewsWire
Sentiment: Neutral
New solutions eliminate friction in deploying, managing, and scaling AI workloads—from creative studios to data centers New solutions eliminate friction in deploying, managing, and scaling AI workloads—from creative studios to data centers
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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