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 32.0591
  • Book/Share 9.9341
  • PB 2.9908
  • Debt/Equity 0.7321
  • CurrentRatio 5.3941
  • ROIC 0.0661

 

  • MktCap 17736008410.0
  • FreeCF/Share 0.3318
  • PFCF 81.3903
  • PE 24.6086
  • 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
Resumed SMCI Goldman -- Sell -- $26 Jan. 13, 2026
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

News

Why Super Micro Computer Stock Is Skyrocketing Today
SMCI
Published: February 18, 2025 by: The Motley Fool
Sentiment: Positive

Super Micro Computer (SMCI 11.29%) stock is surging again Tuesday. The company's share price was up 11.8% as of 1:30 p.m.

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image for news Why Super Micro Computer Stock Is Skyrocketing Today
Super Micro surges to be top performer in S&P 500 on hopes of big AI server deals
IVV, SMCI, SPLG, SPXL, SPY, SSO, UPRO, VOO
Published: February 18, 2025 by: Market Watch
Sentiment: Positive

Shares of Super Micro Computer Inc. were soaring Tuesday, continuing a four-day trading streak, with the stock now the best performer in the S&P 500 this year on hopes of some very hefty artificial-intelligence server deals in the near future.

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image for news Super Micro surges to be top performer in S&P 500 on hopes of big AI server deals
Supermicro Rally Rolls on After Rosy 2026 Revenue Forecast Last Week
SMCI
Published: February 18, 2025 by: Investopedia
Sentiment: Positive

Super Micro Computer (SMCI) shares soared higher Tuesday, putting it on pace to extend its streak of gains since the company predicted significant sales growth in 2026 driven by demand for artificial intelligence servers.

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image for news Supermicro Rally Rolls on After Rosy 2026 Revenue Forecast Last Week
Super Micro Computer: Why I Took A Position And Believe It Will Move Higher
SMCI
Published: February 18, 2025 by: Seeking Alpha
Sentiment: Positive

I invested in Super Micro Computer with shares and options, despite its risks, due to its critical role in AI infrastructure and potential high ROI. SMCI faces significant risks, including potential accounting issues and a competitive market, but its partnerships and revenue projections make it a calculated risk for me. I bought call options and shares, expecting Nvidia's earnings to boost SMCI, and anticipate positive catalysts if SMCI's 10-K is cleared by BDO.

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image for news Super Micro Computer: Why I Took A Position And Believe It Will Move Higher
Super Micro: Not Risk Free, But A Game Changer
SMCI
Published: February 18, 2025 by: Seeking Alpha
Sentiment: Positive

Super Micro has overcome accounting concerns and is poised to thrive, with U.S. hyperscalers driving AI data center spending. Despite a sales hit from the 10-K delay, the AI server company guided FY25 revenues to $23.5 to $25.0 billion, with a potential target of $40 billion in FY26. Super Micro raised $700 million via a convertible debt offering in a sign of a return in investor confidence.

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image for news Super Micro: Not Risk Free, But A Game Changer
Up 25% in the Last Week, Is It Safe to Buy Super Micro Computer Stock Again?
SMCI
Published: February 17, 2025 by: The Motley Fool
Sentiment: Positive

It's been a wild six months for Super Micro Computer (SMCI 13.32%).

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image for news Up 25% in the Last Week, Is It Safe to Buy Super Micro Computer Stock Again?
Super Micro Stock Is Dividing the Street. Why SMCI's Great Run Is Under Threat.
SMCI
Published: February 17, 2025 by: Barrons
Sentiment: Negative

The server maker's shares rallied last week after a second-quarter business update, but that doesn't mean it's in the clear yet.

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image for news Super Micro Stock Is Dividing the Street. Why SMCI's Great Run Is Under Threat.
Super Micro Computer: Make Sure You Buy Before Feb 25
SMCI
Published: February 17, 2025 by: Seeking Alpha
Sentiment: Positive

SMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26. Margin erosion is a headwind and although there are positive catalysts ahead associated with new Blackwell products, I am unsure about whether those margin boosts would be permanent. Valuations have corrected sharply closer to longer-term averages. SMCI stock trades at a ~30% premium to those averages currently, but this is justified given >60% YoY growth ahead.

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image for news Super Micro Computer: Make Sure You Buy Before Feb 25
Super Micro Computer's Roller-Coaster Ride Continues. What Should Investors Do With the Stock?
SMCI
Published: February 17, 2025 by: The Motley Fool
Sentiment: Neutral

Super Micro Computer (SMCI 13.32%) shares have continued to be extremely volatile, with the stock surging ahead of its preliminary earnings report, only to dip nearly 10% the session before its report. The stock then bounced around following the announcement of its result.

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image for news Super Micro Computer's Roller-Coaster Ride Continues. What Should Investors Do With the Stock?
Why Super Micro Computer Stock Is Skyrocketing Today
SMCI
Published: February 14, 2025 by: The Motley Fool
Sentiment: Positive

Super Micro Computer (SMCI 9.37%) stock is posting another day of big gains in Friday's trading. The server specialist's share price was up 9.5% as of 1:40 p.m.

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image for news Why Super Micro Computer Stock Is Skyrocketing Today
Super Micro Computer Q2 Results: It's The Final Countdown
SMCI
Published: February 14, 2025 by: Seeking Alpha
Sentiment: Neutral

Super Micro Computer, Inc. reported mixed Q2 results but remains bullish on 2025, driven by Nvidia Blackwell products and AI infrastructure spending. The February 25th deadline for releasing delayed financials is crucial, with potential outcomes ranging from delisting to minimal amendments. SMCI's stock could either soar to $100 or plummet to $10, making it a high-risk, high-reward investment.

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image for news Super Micro Computer Q2 Results: It's The Final Countdown
Ride the AI Infrastructure Buildout with These 2 Stocks: SMCI, VRT
SMCI, VRT
Published: February 14, 2025 by: Zacks Investment Research
Sentiment: Neutral

Earnings season has given us a better feel on the AI outlook, with several of the Mag 7 companies doubling down on their rich CapEx plans concerning their infrastructure build outs.

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image for news Ride the AI Infrastructure Buildout with These 2 Stocks: SMCI, VRT
Nasdaq 100 and S&P 500: Tech Sector Strong as Apple and Super Micro Surge
AAPL, IVV, SMCI, SPLG, SPXL, SPY, SSO, UPRO, VOO
Published: February 14, 2025 by: FXEmpire
Sentiment: Positive

US indices hold weekly gains as inflation fears ease. Apple soars 6%, boosting tech stocks, while investors focus on Fed policy and trade updates.

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image for news Nasdaq 100 and S&P 500: Tech Sector Strong as Apple and Super Micro Surge
Super Micro Computer: Why A Breakout Move Higher Could Surprise The Bears
SMCI
Published: February 14, 2025 by: Seeking Alpha
Sentiment: Neutral

Super Micro Computer, Inc. investors have avoided getting hammered further, as I explained why its November lows have held on resiliently. The market has turned its attention to Blackwell production ramp, diverting its attention from the company's delayed regulatory filings. SMCI still faces a race to meet its compliance with Nasdaq listing requirements, suggesting the coast isn't clear yet.

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image for news Super Micro Computer: Why A Breakout Move Higher Could Surprise The Bears
SMCY: Collecting Income From Super Micro Computer Uncertainty
SMCI
Published: February 14, 2025 by: Seeking Alpha
Sentiment: Neutral

The YieldMax SMCI Option Income Strategy ETF launched in September 2024, tracking Super Micro Computer, with a current AUM of approximately $112M. SMCY offers an estimated annual dividend yield of over 97%, generated from an underlying synthetic option strategy against SMCI. Investors can use SMCY as a way to capitalize on SMCI's price volatility and uncertainty; timing entry when SMCI stabilizes could make SMCY more attractive.

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image for news SMCY: Collecting Income From Super Micro Computer Uncertainty
Massive News for Super Micro Stock Investors
SMCI
Published: February 14, 2025 by: The Motley Fool
Sentiment: Neutral

Super Micro Computer (SMCI 6.55%) updated investors with preliminary results that relieved some concerns.

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image for news Massive News for Super Micro Stock Investors
Is Super Micro Computer Stock Finally Out of the Woods?
SMCI
Published: February 13, 2025 by: The Motley Fool
Sentiment: Positive

Early last year, Super Micro Computer (SMCI 2.77%) was one of the biggest artificial intelligence (AI) winners. The stock soared 188% in the first half as customers rushed to the equipment maker for servers, workstations, and other elements crucial to AI data centers.

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image for news Is Super Micro Computer Stock Finally Out of the Woods?
Supermicro Announces Pricing of Private Placement of $700.0 Million of New 2.25% Convertible Senior Notes Due 2028 and Pricing of Amended Convertible Senior Notes Due 2029
SMCI
Published: February 12, 2025 by: Business Wire
Sentiment: Neutral

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc (NASDAQ: SMCI) (“Supermicro” or the “Company”) today announced the pricing of $700.0 million aggregate principal amount of newly issued 2.25% Convertible Senior Notes due 2028 (the “New Convertible Notes”) pursuant to privately negotiated agreements (the “Subscription”). The Company also announced the amended pricing terms of its existing $1.725 billion aggregate principal amount of Convertible Senior Notes due 2029 (the “Existing Not.

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image for news Supermicro Announces Pricing of Private Placement of $700.0 Million of New 2.25% Convertible Senior Notes Due 2028 and Pricing of Amended Convertible Senior Notes Due 2029
Super Micro Rides AI Server Boom, Analysts See Big 2026 Growth Despite Near-Term Challenges
SMCI
Published: February 12, 2025 by: Benzinga
Sentiment: Positive

Artificial intelligence server company Super Micro Computer, Inc.'s SMCI stock has risen over 1,336% in the last five years, backed by demand for AI hardware and infrastructure in line with the AI boom.

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image for news Super Micro Rides AI Server Boom, Analysts See Big 2026 Growth Despite Near-Term Challenges
Super Micro price target boosts on 2026 sales potential despite ‘uninspiring' quarter
SMCI
Published: February 12, 2025 by: Proactive Investors
Sentiment: Neutral

Super Micro Computer Inc (NASDAQ:SMCI) may have delivered “softer uninspiring” preliminary quarterly results but there is a more robust future ahead highlighted by the company's $40 billion guidance for 2026 and the news its financial filing is in the works, analysts at Wedbush believe. Analysts repeated their ‘Neutral' rating on the stock but boosted their price target to $40 from $24 following the release of Super Micro's preliminary financial results for the fiscal second quarter after Tuesday's closing bell.

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image for news Super Micro price target boosts on 2026 sales potential despite ‘uninspiring' quarter
Super Micro Computer Q2 Earnings: Differentiating Facts From Distraction
SMCI
Published: February 12, 2025 by: Seeking Alpha
Sentiment: Positive

In an earnings season where investors are expecting nothing less of perfection, Super Micro Computer's post-earnings rally on a modest quarter accompanied by a slashed FY25 guidance is a real head-scratcher. Despite optimism on management's FY26 revenue guidance of $40 billion, it's important to remember there's currently limited reliability to the preliminary figures disclosed by management in the quarterly update. A deeper dive into management's commentary also shows signs of potential differences in their views of whether SMCI can meet its outstanding filing requirements by Nasdaq's February 25 deadline.

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image for news Super Micro Computer Q2 Earnings: Differentiating Facts From Distraction
Super Micro Computer: Shorts Cover, Time To Buy (Rating Upgrade)
SMCI
Published: February 12, 2025 by: Seeking Alpha
Sentiment: Positive

A massive short-covering taking place in the Super Micro Computer stock after-hours trading: Bears started to panic. The downward pressure may be finally coming to an end now. Effectively, the firm missed on both the top and bottom lines as the consensus was waiting for $5.77 billion in sales and ~$0.61 EPS, according to Seeking Alpha data. On the other hand, SMCI's strong relationship with Nvidia and readiness to offer advanced tech solutions underpin its competitive edge and future growth potential.

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image for news Super Micro Computer: Shorts Cover, Time To Buy (Rating Upgrade)
Super Micro's Big Reveal
SMCI
Published: February 12, 2025 by: Seeking Alpha
Sentiment: Positive

Super Micro Computer reaffirmed its February 25 compliance deadline while delivering stronger-than-expected financials, easing prior concerns and solidifying its medium-term growth trajectory. Despite limited access to credit markets, SMCI posted solid FQ2 revenue of $5.65B. FY2026 revenue projected to reach $40B, signaling confidence in long-term demand.

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image for news Super Micro's Big Reveal
Super Micro Computer: Stellar FY2026 Sales Projection Could Prove Overly Ambitious - Sell
SMCI
Published: February 12, 2025 by: Seeking Alpha
Sentiment: Neutral

Super Micro Computer reported mediocre Q2/FY2025 results and issued Q3 guidance below expectations as sales continue to be impacted by limited availability of Nvidia's latest generation Blackwell GPUs. The company also reduced full-year FY2025 projections. However, managements optimism remains unbridled, as evidenced by its stellar $40 billion FY2026 revenue guidance. Super Micro Computer expects to become current with its regulatory filing requirements ahead of the February 25 Nasdaq deadline.

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image for news Super Micro Computer: Stellar FY2026 Sales Projection Could Prove Overly Ambitious - Sell
Super Micro Computer, Inc. (SMCI) Q2 2025 Earnings Call Transcript
SMCI
Published: February 11, 2025 by: Seeking Alpha
Sentiment: Neutral

Super Micro Computer, Inc. (NASDAQ:SMCI ) Q2 2025 Earnings Conference Call February 12, 2025 5:00 PM ET Company Participants Michael Staiger - VP, IR and Corporate Development Charles Liang - Founder, President, CEO and Chairman David Weigand - SVP and CFO Conference Call Participants Michael Ng - Goldman Sachs Ananda Baruah - Loop Capital Samik Chatterjee - JPMorgan Ruplu Bhattachary - Bank of America Nehal Chokshi - Northland Jon Tanwanteng - CJS Securities Quinn Bolton - Needham & Company George Wang - Barclays Aaron Rakers - Wells Fargo Operator Thank you for standing by. Founder, President and Chief Executive Officer, …

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image for news Super Micro Computer, Inc. (SMCI) Q2 2025 Earnings Call Transcript
Super Micro 'confident' it will meet SEC deadline and reach $40 billion next fiscal year
SMCI
Published: February 11, 2025 by: CNBC
Sentiment: Positive

CEO Charles Liang said he is "confident" that the company will file its delayed annual report by the U.S. Securities and Exchange Commission's Feb. 25 deadline. The company also said it expects to hit $40 billion in revenue in fiscal 2026.

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image for news Super Micro 'confident' it will meet SEC deadline and reach $40 billion next fiscal year
Supermicro Says It Expects To Meet Filing Deadline as Preliminary Q2 Results Underwhelm
SMCI
Published: February 11, 2025 by: Investopedia
Sentiment: Negative

Super Micro Computer (SMCI) reported preliminary second-quarter results below prior estimates and said it expects to submit its delayed regulatory filings ahead of a Feb. 25 deadline to avoid delisting.

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image for news Supermicro Says It Expects To Meet Filing Deadline as Preliminary Q2 Results Underwhelm
Super Micro Computer cuts full year revenue guidance
SMCI
Published: February 11, 2025 by: CNBC Television
Sentiment: Negative

CNBC's Kristina Partsinevelos joins 'Closing Bell Overtime' to talk SUper Micro Computer cutting its full year guidance.

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image for news Super Micro Computer cuts full year revenue guidance
EARNINGS ALERT: SMCI, DASH, LYFT, ZG
LYFT, SMCI
Published: February 11, 2025 by: Schwab Network
Sentiment: Neutral

Breaking news hits the earnings panel as Supermicro (SMCI) reports its preliminary earnings ahead of its planned business update. Oliver Renick, Caroline Woods and Kevin Green talk about the highly-anticipated numbers following the release of the report.

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image for news EARNINGS ALERT: SMCI, DASH, LYFT, ZG
SMCI's Volatility Divides Analysts & Investors, Financials Biggest Question Mark
SMCI
Published: February 11, 2025 by: Schwab Network
Sentiment: Negative

Sales for Supermicro (SMCI) show strength. It's recent financial reports, or lack thereof, do not.

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image for news SMCI's Volatility Divides Analysts & Investors, Financials Biggest Question Mark

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.