Super Micro Computer, Inc. (SMCI)

US — Technology Sector
Peers: PSTG  HPQ  HPE  NTAP  SNDK  KEYS  RGTI  BR  TER  MDB 

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Key Metrics & Ratings

  • symbol SMCI
  • Rev/Share 35.3454
  • Book/Share 10.9525
  • PB 3.1035
  • Debt/Equity 0.7321
  • CurrentRatio 5.3941
  • ROIC 0.0728

 

  • MktCap 20230042097.0
  • FreeCF/Share 0.3659
  • PFCF 92.8354
  • PE 25.536
  • Debt/Assets 0.332
  • DivYield 0
  • ROE 0.1246

 

  • Rating B-
  • 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

TSLA, PLTR and SMCI Forecast – Stocks Look Soft in Early Monday Trading
PLTR, SMCI, TSLA
Published: December 01, 2025 by: FXEmpire
Sentiment: Negative

U.S. stocks appear soft in pre-market trade, with Tesla, Palantir, and Super Micro Computer all set to open lower. Despite early weakness, key support zones suggest potential dip-buying opportunities, though choppy conditions continue to limit conviction.

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image for news TSLA, PLTR and SMCI Forecast – Stocks Look Soft in Early Monday Trading
These Are the S&P 500's Best and Worst Stocks in the Third Quarter
ORCL, SMCI
Published: November 28, 2025 by: Barrons
Sentiment: Neutral

Lithium miner Albemarle came out on top, while Super Micro Computer led the list of worst performers.

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image for news These Are the S&P 500's Best and Worst Stocks in the Third Quarter
SMCI Aims for $36B in FY26 Revenues: Is the Growth Target Realistic?
SMCI
Published: November 27, 2025 by: Zacks Investment Research
Sentiment: Positive

Super Micro Computer targets $36B in FY26 revenues despite a quarterly dip, betting on AI demand and its modular data center strategy to drive growth.

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image for news SMCI Aims for $36B in FY26 Revenues: Is the Growth Target Realistic?
Super Micro: Oversold, Just Above Strong Support Level
SMCI
Published: November 26, 2025 by: Seeking Alpha
Sentiment: Positive

Super Micro Computer has experienced significant volatility recently, dropping from $60 to near $30, a key support level. In addition to being just above a strong support level of $30, SMCI is also massively oversold. Despite a notable FY2026 revenue guidance boost, the stock's recent price movement leaves it massively undervalued, with its P/S ratio near crisis levels.

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image for news Super Micro: Oversold, Just Above Strong Support Level
TSLA, PLTR and SMCI Forecast – Major Stocks Look Positive Early on Wednesday
PLTR, SMCI, TSLA
Published: November 26, 2025 by: FXEmpire
Sentiment: Positive

Major stocks show continued strength in early Wednesday trade, with Tesla, Palantir, and Super Micro Computer all displaying bullish setups. Key support levels remain firm as markets head into thin holiday conditions around Thanksgiving.

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image for news TSLA, PLTR and SMCI Forecast – Major Stocks Look Positive Early on Wednesday
Why NVDIA, AMD and Super Micro Computer Are Down Big Today
AMD, NVDA, SMCI
Published: November 25, 2025 by: 24/7 Wall Street
Sentiment: Neutral

On a day when the tech sector is doing its best to prop up market sentiment, some of its biggest names are lagging behind.

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image for news Why NVDIA, AMD and Super Micro Computer Are Down Big Today
Missed the AI Boom? These 2 Crushed Stocks Could Be Your Second Chance
ORCL, SMCI
Published: November 25, 2025 by: MarketBeat
Sentiment: Negative

Last month, when concerns about an AI bubble spilled over and sparked a sell-off, stocks spent several weeks in a pullback. However, the fallout adversely affected some equities more than others—even those that have no direct ties to the AI industry.

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image for news Missed the AI Boom? These 2 Crushed Stocks Could Be Your Second Chance
How Bad Can It Get For SMCI Stock?
SMCI
Published: November 25, 2025 by: Forbes
Sentiment: Negative

Super Micro Computer (SMCI) shares are down 31.0% over the last 21 trading days. This recent decline highlights worries regarding intensified competition in the AI server market and shrinking margins following an earnings miss.

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image for news How Bad Can It Get For SMCI Stock?
Investors Heavily Search Super Micro Computer, Inc. (SMCI): Here is What You Need to Know
SMCI
Published: November 24, 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.

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image for news Investors Heavily Search Super Micro Computer, Inc. (SMCI): Here is What You Need to Know
Super Micro Computer: Valuation Reset Looks Way Overdone
SMCI
Published: November 20, 2025 by: Seeking Alpha
Sentiment: Positive

Super Micro Computer, Inc. suffered after the recent earnings release, but Nvidia's solid outlook assurances has lent a calming influence. SMCI faces near-term margin pressures and fierce competition, but its rapid deployment and hyperscaler focus underpin its growth strategy. SMCI is expected to increase its capacity to prime for the expanded ramp up. Opportunities beyond the hyperscalers are also expected to improve.

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image for news Super Micro Computer: Valuation Reset Looks Way Overdone
Supermicro Announces Participation in Upcoming Investor Events
SMCI
Published: November 20, 2025 by: Business Wire
Sentiment: Neutral

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 participation in the upcoming investor conferences: UBS Global Technology and AI Conference Date: December 1-2, 2025 1x1 meetings only Location: Scottsdale, AZ Raymond James TMT & Consumer Conference Date: December 8, 2025 Fireside Chat: 1:40pm ET Location: New York, NY Barclays Global Technology C.

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image for news Supermicro Announces Participation in Upcoming Investor Events
SMCI Declines 18% in 6 Months: Should You Hold or Fold the Stock?
SMCI
Published: November 19, 2025 by: Zacks Investment Research
Sentiment: Negative

Super Micro Computer stock slide deepens as margin pressure, cash flow strains and rapid expansion raise fresh concerns for investors.

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image for news SMCI Declines 18% in 6 Months: Should You Hold or Fold the Stock?
Supermicro Announces New AI Factory Cluster Solutions Based on NVIDIA Enterprise Reference Architectures and NVIDIA Blackwell AI Infrastructure to Simplify the Deployment of AI at Scale
SMCI
Published: November 18, 2025 by: PRNewsWire
Sentiment: Neutral

Supermicro offers complete, turnkey solutions based on NVIDIA-Certified Systems™ with the latest-generation NVIDIA accelerated computing platforms, leveraging Supermicro Data Center Building Block Solutions® (DCBBS) to accelerate time-to-online Full-stack solutions comprising Supermicro's industry-leading portfolio of AI-optimized systems, NVIDIA software stack, and NVIDIA Spectrum-X Ethernet, streamlining the process of AI development from concept to production at any scale Supermicro's AI Factory solutions are based on NVIDIA Enterprise Reference Architectures with Supermicro single and multi-rack validation & testing to ensure seamless plug-and-play deployment SAN JOSE, Calif. and ST. LOUIS , Nov. 18, 2025 /PRNewswire/ -- Supercomputing Conference -- Super Micro Computer, Inc. (SMCI), …

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image for news Supermicro Announces New AI Factory Cluster Solutions Based on NVIDIA Enterprise Reference Architectures and NVIDIA Blackwell AI Infrastructure to Simplify the Deployment of AI at Scale
Supermicro Showcases the Future of HPC Clusters and AI Infrastructure at Supercomputing 2025
SMCI
Published: November 17, 2025 by: PRNewsWire
Sentiment: Neutral

In-booth demos will feature new Data Center Building Block Solutions® (DCBBS) incorporating NVIDIA GB300 NVL72 and NVIDIA HGX™ B300 Systems Future-ready data centers are designed to drive energy efficiency, scalability, performance, and reduce time-to-online Advanced cooling products, including Rear Door Heat Exchangers and Sidecar Cooling Distribution Units will be on display SAN JOSE, Calif. and ST. LOUIS , Nov. 17, 2025 /PRNewswire/ -- Supercomputing Conference -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, will showcase its latest AI Factory, HPC, and liquid-cooled data center innovations at Supercomputing 2025 (SC25) in …

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image for news Supermicro Showcases the Future of HPC Clusters and AI Infrastructure at Supercomputing 2025
TSLA, PLTR and SMCI Forecast – Tech Stocks Look Bland in Premarket
PLTR, SMCI, TSLA
Published: November 17, 2025 by: FXEmpire
Sentiment: Negative

Major US stocks appear soft in pre-market trade, with Tesla, Palantir, and Super Micro Computer all drifting toward potential support zones. Despite near-term weakness, each remains in broader, longer-term structures where traders may watch for eventual bounces.

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image for news TSLA, PLTR and SMCI Forecast – Tech Stocks Look Bland in Premarket
Super Micro Computer (NASDAQ: SMCI) Stock Price Prediction and Forecast (Nov 2025)
SMCI
Published: November 13, 2025 by: 24/7 Wall Street
Sentiment: Positive

Super Micro Computer Inc. (NASDAQ: SMCI) stock has its bullish supporters, some of whom feel it can withstand global trade issues and that it may be one of the best artificial intelligence (AI) stocks going forward.

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image for news Super Micro Computer (NASDAQ: SMCI) Stock Price Prediction and Forecast (Nov 2025)
Super Micro: A Rare Window Of Opportunity For The Patient
SMCI
Published: November 12, 2025 by: Seeking Alpha
Sentiment: Positive

Super Micro Computer, Inc.'s Q1 revenue miss largely reflects timing and scale factors, not structural weakness, signaling a temporary digestion phase common to high-growth compounders. SMCI's strong backlog, record-setting deals, and consistent guidance track record point to sustained demand and potential for a $36 billion FY26 revenue. Margin compression and elevated R&D spending are short-term pressures, while the Data Center Building Block Solutions program positions SMCI for long-term margin expansion and higher profitability.

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image for news Super Micro: A Rare Window Of Opportunity For The Patient
SMCI Stock Tests Support: Time To Buy?
SMCI
Published: November 12, 2025 by: Forbes
Sentiment: Neutral

Super Micro Computer (SMCI) stock has declined by close to 30% over the last month, following disappointing quarterly earnings results and margin concerns. However, the stock ought to be on your radar now.

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image for news SMCI Stock Tests Support: Time To Buy?
DELL vs. SMCI: Which AI-Server Stock Should You Buy Right Now?
DELL, SMCI
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.

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image for news DELL vs. SMCI: Which AI-Server Stock Should You Buy Right Now?
How SMCI is Leveraging DCBBS to Capture Growth From the AI Boom?
SMCI
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.

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image for news How SMCI is Leveraging DCBBS to Capture Growth From the AI Boom?
Here is What to Know Beyond Why Super Micro Computer, Inc. (SMCI) is a Trending Stock
SMCI
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.

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image for news Here is What to Know Beyond Why Super Micro Computer, Inc. (SMCI) is a Trending Stock
SMCI Q1 Earnings Surpass Expectations, Revenues Decline Y/Y
SMCI
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.

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image for news SMCI Q1 Earnings Surpass Expectations, Revenues Decline Y/Y
Is SMCI Stock Beating The Competition?
SMCI
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.

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image for news Is SMCI Stock Beating The Competition?
Wall Street Loves Qualcomm, NVIDIA, and Super Micro Stocks Today
NVDA, QCOM, SMCI
Published: November 06, 2025 by: 24/7 Wall Street
Sentiment: Positive

The image featured for this article is © Thapana_Studio / Shutterstock.com

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image for news Wall Street Loves Qualcomm, NVIDIA, and Super Micro Stocks Today
Super Micro: When AI Dreams Meet Cash Reality
SMCI
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.

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image for news Super Micro: When AI Dreams Meet Cash Reality
Why SMCI stock is crushing today
SMCI
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.

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image for news Why SMCI stock is crushing today
Supermicro shares fall on fiscal first quarter earnings miss
SMCI
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.

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image for news Supermicro shares fall on fiscal first quarter earnings miss
SMCI stock price: here's why Supermicro may crash further
SMCI
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.

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image for news SMCI stock price: here's why Supermicro may crash further
700 Billion Reasons Why These Are 3 Must-Buy Stocks for 2026
ANET, SMCI, TSM
Published: November 03, 2025 by: 24/7 Wall Street
Sentiment: Positive

per share

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image for news 700 Billion Reasons Why These Are 3 Must-Buy Stocks for 2026
Super Micro Computer: Optimistic Heading Into Q1, But Can't Rule Out An EPS Miss
SMCI
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.

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image for news Super Micro Computer: Optimistic Heading Into Q1, But Can't Rule Out An EPS Miss

About Super Micro Computer, Inc. (SMCI)

  • IPO Date 2007-03-29
  • Website https://www.supermicro.com
  • Industry Computer Hardware
  • CEO Charles Liang
  • Employees 5684

Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software. The company provides application-optimized server solutions, rackmount and blade servers, storage, and subsystems and accessories; and server software management solutions, such as Server Management Suite, including Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories. Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and technical documentation, and training services. Additionally, it offers help desk and on-site product support services for its server and storage systems; and customer support services, including ongoing maintenance and technical support for its products. The company provides its products to enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing markets. It sells its products through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. The company was incorporated in 1993 and is headquartered in San Jose, California.