Super Micro Computer, Inc. (SMCI)
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- symbol SMCI
- Rev/Share 36.2491
- Book/Share 10.7211
- PB 3.8383
- Debt/Equity 0.3839
- CurrentRatio 6.6615
- ROIC 0.125
- MktCap 24559060700.0
- FreeCF/Share 0.0598
- PFCF 690.2878
- PE 21.2747
- Debt/Assets 0.2281
- DivYield 0
- ROE 0.1921
- Rating A-
- Score 4
- Recommendation Buy
- P/E Score 3
- DCF Score 4
- P/B Score 2
- D/E Score 2
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| 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 |
| Initiation | SMCI | Mizuho | -- | Neutral | -- | $450 | Sept. 17, 2024 |
| Downgrade | SMCI | JP Morgan | Overweight | Neutral | $950 | $500 | Sept. 6, 2024 |
News
SMCI 3.0: The Next Upcycle In H2
Published: May 09, 2025 by: Seeking Alpha
Sentiment: Negative
Supermicro's Q3 FY25 revenue dropped 19% sequentially to $4.6B, while gross margin fell to 9.7% from 11.9% in Q2. Management attributed the decline to delayed customer orders amid the transition from Nvidia's Hopper to next-gen Blackwell GPU platforms. Inventory write-downs tied to older systems compressed margins by 220 basis points, exposing vulnerability in SMCI's ramp-first strategy.
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PLTR, TSLA and SMCI Forecast – Major Tech Stocks Sleepy in Premarket Trading
Published: May 09, 2025 by: FXEmpire
Sentiment: Positive
The three stocks in this analysis all seem a bit sleepy in premarket trading, as we are looking forward to the US-China meeting over the weekend. At this point, traders have spent a lot of bullish energy in the markets, based on hope.
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Super Micro Computer: Show Me The Growth (Rating Upgrade)
Published: May 08, 2025 by: Seeking Alpha
Sentiment: Neutral
Super Micro Computer, Inc. (SMCI) faces multiple headwinds in FY2025, including supply chain disruptions, macro uncertainties, and management execution credibility that will take time to recover. Its total revenue missed 3Q FY2025 estimates for the third consecutive quarter, and earnings declined by over 50% YoY due to a one-time inventory write-off. Growth and margins are deteriorating, with FY2025 revenue outlook cut for the second time; and 4Q revenue outlook indicates just 12% YoY growth, sparking concerns about the company's specific demand.
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Super Micro Computer Q3: The Less-Discussed Topics (Rating Downgrade)
Published: May 08, 2025 by: Seeking Alpha
Sentiment: Negative
This article serves as a review for Super Micro Computer, Inc.'s fiscal Q3 2025 earnings report. It focuses on a few topics less mentioned including its Silicon Valley expansion projects, EBITDA margin pressure, and also declining fixed asset turnover rates. The margin pressure and slowing turnover rate could indicate the start of a contracting phase of its business cycle.
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Super Micro: Now You Really Need To Ignore The Short-Term Noise
Published: May 08, 2025 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer, Inc. faces pressing challenging in transitioning from Hopper to Blackwell. Inventory charges aren't surprising, given the previous prelim update. Yet, the guidance was markedly disappointing. Yet, SMCI's post-earnings decline wasn't assessed to be debilitating. Its valuation has encapsulated much pessimism.
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Super Micro Impacted By AI Server Delays And Nvidia Supply Limits, Analysts Lower Forecast
Published: May 07, 2025 by: Benzinga
Sentiment: Negative
Super Micro Computer SMCI stock price dropped on Wednesday after the company reported worse-than-expected third-quarter financial results on Tuesday.
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Super Micro Computer Q3 Earnings Review: Uninvestable Might Be An Understatement
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer, Inc.'s early-year rally has unraveled as expected, with weak March-quarter earnings and persistent execution issues undermining confidence in its $40B FY26 revenue target. Management's shifting tone and slashed FY25 guidance raise doubts about the credibility of SMCI's long-term growth outlook, especially amid delayed Blackwell GPU deployments, rising competition, and other industrywide regulatory headwinds. Mounting inventory risks tied to the accelerated transition to next-generation Nvidia GB300 systems threaten further gross margin compression as well, which remains underappreciated.
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Super Micro Faces Pressure as Customers Await Nvidia's Blackwell Chips
Published: May 07, 2025 by: Barrons
Sentiment: Negative
Two analysts lowered the target prices for SMCI stock.
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Top Stock Moves Now: Charles River Labs, Disney, Supermicro, and More
Published: May 07, 2025 by: Investopedia
Sentiment: Positive
U.S. equities were little changed at midday as the market awaited the Federal Reserve's interest-rate decision coming this afternoon. The Dow Jones Industrial Average was higher, the Nasdaq was lower, and the S&P 500 was basically flat.
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Tech Earnings: Advanced Micro Devices, Super Micro Computer
Published: May 07, 2025 by: Schaeffers Research
Sentiment: Neutral
Advanced Micro Devices Inc (NASDAQ:AMD) and Super Micro Computer Inc (NASDAQ:SMCI) announced first- and fiscal third-quarter results, respectively, after yesterday's close.
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SMCI Miss "Across the Board," NVO Wegovy Sales Up 85%, ANET Down on Beat
Published: May 07, 2025 by: Schwab Network
Sentiment: Negative
Diane King Hall discusses the biggest earnings movers this morning, including Novo Nordisk (NVO), which saw a 85% year-over-year increase in Wegovy sales but still trimmed guidance. Supermicro (SMCI) "missed across the board" in its earnings and trimmed guidance.
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Super Micro Computer Q3: The Inventory's Piling Up And So Are The Red Flags
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Negative
I sold Super Micro Computer due to shrinking margins, unresolved legal risks, and distrust in management, and my rating remains a firm SELL. Q3 2025 results were surprisingly decent with $4.6 billion revenue, but margins collapsed, and inventory issues persist, impacting future performance. Management's lowered FY 2025 guidance and Q4 projections show slowing growth, with inventory tied to obsolete products, raising concerns about future profitability.
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What The New Quarter Says About Super Micro Computer's Future
Published: May 07, 2025 by: MarketBeat
Sentiment: Negative
The latest trade tariff rollouts by President Trump have hit the technology sector of the United States harder than most expected. The reason is that the tariffs seem to be centered around semiconductors and chipmakers in Asian regions, which consequently hold most of the industry's supply and logistics chain.
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Super Micro Computer Long-Term Shareholder Announcement: Johnson Fistel Encourages Investors to Reach Out For More Information About Continuing Investigation
Published: May 07, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, May 07, 2025 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating potential claims on behalf of Super Micro Computer, Inc. (NASDAQ: SMCI) against certain of its officers and directors to hold them responsible for damages they allegedly caused the company to suffer.
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Super Micro's Q3: Down But Not Out, This AI Phoenix Should Rise
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Positive
Super Micro's Q3 revenue dip to $4.6B, attributed to customer pause before Blackwell GPU adoption, masks strong underlying AI demand and sets the stage for a rebound. Despite inventory write-downs hitting Q3 EPS ($0.31), strategic clearing for Blackwell and new AMD solutions position SMCI for future margin recovery and growth. Innovative DCBBS and advanced DLC-2 liquid cooling are key differentiators, promising significant TCO savings for customers and a strong competitive moat for SMCI.
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Nvidia Stock Gains. Why It Got an AMD and Super Micro Earnings Boost.
Published: May 07, 2025 by: Barrons
Sentiment: Positive
Nvidia was reacting after rival Advanced Micro Devices and partner Super Micro Computer reported earnings.
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Super Micro Computer, Inc. (SMCI) Q3 2025 Earnings Call Transcript
Published: May 06, 2025 by: Seeking Alpha
Sentiment: Neutral
Super Micro Computer, Inc. (NASDAQ:SMCI ) Q3 2025 Earnings Conference Call May 6, 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 Samik Chatterjee - JPMorgan Michael Ng - Goldman Sachs George Wang - Barclays Asiya Merchant - Citigroup Ananda Baruah - Loop Capital Nehal Choski - Northland Jon Tanwanteng - CJS Securities Nicholas Doyle - Needham and Company Mehdi Hosseini - SIG Operator Thank you for standing by. My name is Victoria and I will be your …
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Supermicro Stock Drops as Server Maker Lowers Its Revenue Outlook
Published: May 06, 2025 by: Investopedia
Sentiment: Negative
Super Micro Computer (SMCI) cut its full-year revenue outlook, sending shares lower in extended trading Tuesday.
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Super Micro Computer (SMCI) Q3 Earnings and Revenues Top Estimates
Published: May 06, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer (SMCI) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.67 per share a year ago.
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Super Micro cuts its outlook once again, now acknowledging possible tariff impacts
Published: May 06, 2025 by: Market Watch
Sentiment: Negative
The company lowered its forecast for the fiscal year and came up short with its outlook for the current quarter.
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Super Micro Cuts Full-Year Outlook After Results Disappoint
Published: May 06, 2025 by: WSJ
Sentiment: Negative
The server maker cut its sales outlook for fiscal 2025, citing short-term impacts of heightened economic uncertainty and tariffs that prompted some customers to delay orders of new servers and computer products.
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Super Micro issues weak guidance, cites 'economic uncertainty and tariff impacts'
Published: May 06, 2025 by: CNBC
Sentiment: Negative
Super Micro's guidance fell short of expectations. Last week, the server maker issued preliminary results that were far shy of Wall Street's estimates.
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Super Micro Computer Suffers 80% Fall From AI Peak, Traders Wary Ahead Of Q3 Earnings
Published: May 06, 2025 by: Benzinga
Sentiment: Negative
Super Micro Computer Inc. SMCI reports third-quarter 2025 earnings after Tuesday's market closes, and the numbers can't come soon enough.
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SMCI Stock Is Falling. What to Expect From Super Micro's Earnings Today.
Published: May 06, 2025 by: Barrons
Sentiment: Negative
The server maker said last week that quarterly results won't be as good as Wall Street had expected.
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Could Investing $10,000 in Super Micro Computer Make You a Millionaire?
Published: May 06, 2025 by: The Motley Fool
Sentiment: Neutral
Turning $10,000 into $1 million is no small feat. That requires a return of 100 times on your investment, and few companies can deliver that.
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Is Super Micro Computer Stock a Buy Now?
Published: May 02, 2025 by: The Motley Fool
Sentiment: Neutral
This company was once a high-flying hero of the early artificial intelligence (AI) boom, but shares of Super Micro Computer (SMCI 2.67%) have become the antagonist in investor portfolios. The latest setback came as the tech giant slashed guidance ahead of final fiscal third-quarter results (for the period ended March 31, 2025).
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Supermicro Stock Is Soaring Today. Should You Buy The Hot AI Stock Before May 6?
Published: May 01, 2025 by: The Motley Fool
Sentiment: Positive
Shares of Super Micro Computer (SMCI 5.40%) are rising on Thursday. The company's stock gained 4.9% as of 2:11 p.m.
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Super Micro: Q3 Preliminary Results Overreaction Masks A CapEx Supercycle
Published: May 01, 2025 by: Seeking Alpha
Sentiment: Neutral
Super Micro's Q3 FY25 preliminary revenue of $4.5–$4.6B missed guidance due to delayed customer platform decisions. Gross margin fell 220 basis points in Q3, validating our thesis that Super Micro is scaling via a high-volume, low-margin model. One customer made up 20% of FY24 revenue; another represented 44.8% of accounts receivable, raising concentration risk.
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Disappointment Is Just Getting Started; Sell Call On Super Micro Computer
Published: May 01, 2025 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer, Inc. plunged 17% pre-market and closed 11% Wednesday on lower Q3 revenue and EPS, and we don't think this will be the last disappointment of the quarter. SMCI cited delayed customer decisions and higher inventory reserves of older generations for the Q3 miss. We think the weakness of Q3 is priced in, but the potential miss on FY25 isn't; SMCI needs to print >$7B to hit its FY25 outlook of $23.5B to $25B.
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Super Micro Computer: Mounting Fundamental Risks Despite Durable AI Spending Trends
Published: May 01, 2025 by: Seeking Alpha
Sentiment: Negative
SMCI's FQ3 '25 miss has been disappointing indeed, with it highlighting the painful effects of the redirection of its orders since late 2024 as the management temporarily loses some credibility. This is worsened by the higher stagflation risks, with it potentially affecting its consumers' capex plans, as similarly observed in MSFT's and AMZN's paused capex. We posit that the SMCI management may further lower its FY2025 guidance from the previously lowered numbers, based on the YTD's underwhelming performance.
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About Super Micro Computer, Inc. (SMCI)
- IPO Date 2007-03-29
- Website https://www.supermicro.com
- Industry Computer Hardware
- CEO Mr. Charles Liang
- Employees 5684