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

Is Trending Stock Super Micro Computer, Inc. (SMCI) a Buy Now?
SMCI
Published: October 31, 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 Is Trending Stock Super Micro Computer, Inc. (SMCI) a Buy Now?
TSLA, PLTR and SMCI Forecast – Top Tech Stocks Look to Rally on Friday
PLTR, SMCI, TSLA
Published: October 31, 2025 by: FXEmpire
Sentiment: Positive

I expect major tech stocks to bounce on Friday, with Tesla, Palantir, and Super Micro Computer showing bullish setups. Despite short-term noise and resistance levels, dips continue to look like buying opportunities in these strongly up trending markets.

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image for news TSLA, PLTR and SMCI Forecast – Top Tech Stocks Look to Rally on Friday
Super Micro Computer: The Bumpy Ride Worth Taking
SMCI
Published: October 31, 2025 by: Seeking Alpha
Sentiment: Neutral

Super Micro Computer, Inc. remains a Strong Buy ahead of FQ1 2026 earnings, despite recent volatility and a preliminary revenue miss. SMCI's long-term growth is driven by AI adoption, strategic partnerships with Intel, Micron, and Nvidia, and expansion into new markets like federal contracts and smaller clients. SMCI stock valuation is compelling with a forecasted FY2027 P/E of 15 and a forward P/S below 1, suggesting 45% upside potential over the next year.

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image for news Super Micro Computer: The Bumpy Ride Worth Taking
Supermicro Announces U.S Federal Entity to Expand Further into the Federal Market -- Extensive US-Based Manufacturing of AI Server Portfolio Targets the Federal Ecosystem
SMCI
Published: October 29, 2025 by: PRNewsWire
Sentiment: Neutral

Delivers AI-optimized infrastructure, and energy-efficient computing systems, from the largest design and manufacturing facility in Silicon Valley, California Continued growth within the U.S., with facilities and talent distributed across America SAN JOSE, Calif. , Oct. 29, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a total IT solution provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced the creation of Super Micro Federal LLC to accelerate its expansion into the federal market.

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image for news Supermicro Announces U.S Federal Entity to Expand Further into the Federal Market -- Extensive US-Based Manufacturing of AI Server Portfolio Targets the Federal Ecosystem
Supermicro Expands Collaboration with NVIDIA and Strengthens Compliance, Data Integrity, and Quality of U.S.-Based Manufacturing of AI Infrastructure Solutions Optimized for Government Applications
SMCI
Published: October 28, 2025 by: PRNewsWire
Sentiment: Neutral

Deepening collaboration with NVIDIA to bring NVIDIA Vera Rubin NVL144 and NVIDIA Vera Rubin CPX platforms to market in 2026 to provide more than 3x AI attention acceleration vs. Blackwell Ultra Powered by Data Center Building Block Solutions®, Supermicro introduces a compact 2OU NVIDIA HGX B300 8-GPU system with OCP-based rack-scale design supporting up to 144 GPUs in a single rack Supermicro's San Jose, CA manufacturing ensures solutions are developed, constructed, and validated in the USA, are TAA-compliant, and are Buy American Act-capable Supporting a full-stack NVIDIA AI Factory for Government reference design with expansion of AI solution portfolio, including …

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image for news Supermicro Expands Collaboration with NVIDIA and Strengthens Compliance, Data Integrity, and Quality of U.S.-Based Manufacturing of AI Infrastructure Solutions Optimized for Government Applications
Analysts Estimate Super Micro Computer (SMCI) to Report a Decline in Earnings: What to Look Out for
SMCI
Published: October 28, 2025 by: Zacks Investment Research
Sentiment: Negative

Super Micro (SMCI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Analysts Estimate Super Micro Computer (SMCI) to Report a Decline in Earnings: What to Look Out for
SMCI Expands its Server Portfolio: Is it the New Growth Catalyst?
SMCI
Published: October 27, 2025 by: Zacks Investment Research
Sentiment: Positive

Super Micro Computer's new 6U 20-Node MicroBlade server with AMD tech boosts its AI, cloud, and HPC edge, driving robust growth and stronger market positioning.

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image for news SMCI Expands its Server Portfolio: Is it the New Growth Catalyst?
Wall Street sets SMCI stock price for the next 12 months
SMCI
Published: October 27, 2025 by: Finbold
Sentiment: Negative

While Super Micro Computer's (NASDAQ: SMCI) has climbed more than 60% year-to-date, with three- and five-year total shareholder returns exceeding 600%, it has been quite volatile this month.

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image for news Wall Street sets SMCI stock price for the next 12 months
Super Micro Computer Stock At Support Zone – Bargain Or Trap?
SMCI
Published: October 24, 2025 by: Forbes
Sentiment: Neutral

Super Micro Computer (SMCI) stock deserves a place on your watchlist. Here's why – it is presently trading within the support zone ($45.52 – $50.32), price points from which it has significantly rebounded in the past.

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image for news Super Micro Computer Stock At Support Zone – Bargain Or Trap?
Why Super Micro Computer's Stock Is Plunging
SMCI
Published: October 23, 2025 by: Investopedia
Sentiment: Negative

It's been a tough day for Super Micro Computer's stock.

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image for news Why Super Micro Computer's Stock Is Plunging
Super Micro Stock Tumbles. Why the AI Server Maker Cut Fiscal First-Quarter Revenue Guidance.
SMCI
Published: October 23, 2025 by: Barrons
Sentiment: Negative

Super Micro says it expects fiscal first-quarter revenue of $5 billion, down from a range of $6 billion to $7 billion.

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image for news Super Micro Stock Tumbles. Why the AI Server Maker Cut Fiscal First-Quarter Revenue Guidance.
Super Micro Computer Stock Drops As Projects Delayed
SMCI
Published: October 23, 2025 by: Investors Business Daily
Sentiment: Negative

Super Micro Computer cut its sales guidance for its fiscal first quarter ended Sept. 30, saying some customers have postponed deliveries.

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image for news Super Micro Computer Stock Drops As Projects Delayed
Super Micro's latest financial update adds to credibility concerns
SMCI
Published: October 23, 2025 by: Market Watch
Sentiment: Negative

The company expects to miss its quarterly revenue target due to order timing. While Super Micro is sticking with its full-year outlook, it has a track record of guidance disappointments.

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image for news Super Micro's latest financial update adds to credibility concerns
Super Micro Computer sales backlog growth good news for Nvidia: analysts
NVDA, SMCI
Published: October 23, 2025 by: Proactive Investors
Sentiment: Positive

Wedbush analysts on Thursday weighed in on Super Micro Computer Inc (NASDAQ:SMCI)'s announcement that it is reducing its first quarter revenue guidance, viewing the net revenue implications of the company's new orders as being more positive than negative. Super Micro said the sales shortfall was due to design win upgrades that shifted some expected revenue from the first quarter to the second quarter of fiscal year 2026.

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image for news Super Micro Computer sales backlog growth good news for Nvidia: analysts
Super Micro shares fall 6% on weak preliminary results
SMCI
Published: October 23, 2025 by: CNBC
Sentiment: Negative

Super Micro Computer shares fell after the company released weak preliminary results for its fiscal first quarter of 2026. The company said it expects to report $5 billion in revenue for the quarter, down from its previous guidance of $6 billion to $7 billion.

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image for news Super Micro shares fall 6% on weak preliminary results
Super Micro Computer cuts guidance on revenue deferral, stock slides
SMCI
Published: October 23, 2025 by: Proactive Investors
Sentiment: Negative

Super Micro Computer Inc (NASDAQ:SMCI) shares fell more than 7% in early Thursday trading as the AI server maker reported preliminary first quarter revenue that fell short of its previous guidance. The company said the shortfall was due to design win upgrades that shifted some expected revenue from the first quarter to the second quarter of fiscal year 2026.

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image for news Super Micro Computer cuts guidance on revenue deferral, stock slides
Super Micro cuts first-quarter revenue forecast
SMCI
Published: October 23, 2025 by: Reuters
Sentiment: Negative

Super Micro Computer trimmed its first-quarter revenue forecast on Thursday, citing a shift in customer delivery schedules for large artificial intelligence deals.

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image for news Super Micro cuts first-quarter revenue forecast
Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know
SMCI
Published: October 20, 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 Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know
The Big 3: ANET, SMCI, ORCL
ORCL, SMCI
Published: October 16, 2025 by: Schwab Network
Sentiment: Positive

Markets continue to move higher even as the government stays shut down, and tech has proven to be the leader when it comes to momentum. Dan Deming highlights Arista Networks (ANET), Supermicro (SMCI), and Oracle (ORCL) as three stocks he believes investors should watch in tech's re-energized rally.

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image for news The Big 3: ANET, SMCI, ORCL
TSLA, PLTR and SMCI Forecast – Major Stocks Look to Rally on Thursday
PLTR, SMCI, TSLA
Published: October 16, 2025 by: FXEmpire
Sentiment: Positive

The three stocks in this analysis all look as if there is still some buying pressure. At this point in time, the market continues to look on these companies as places to buy into.

Read More
image for news TSLA, PLTR and SMCI Forecast – Major Stocks Look to Rally on Thursday
3 More Hot Tech Stocks With Bullish Charts and Ample Upside
AMD, QUBT, SMCI
Published: October 15, 2025 by: MarketBeat
Sentiment: Positive

The technology sector continues to show strength, driven by accelerating AI adoption, capital inflows, and renewed investor confidence. Several stocks are emerging with bullish chart patterns and active catalysts, pointing to the potential for triple-digit gains in the near term.

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image for news 3 More Hot Tech Stocks With Bullish Charts and Ample Upside
SMCY: An Aggressive, High-Yield Bet On Super Micro Computer
SMCI
Published: October 14, 2025 by: Seeking Alpha
Sentiment: Positive

The YieldMax SMCI Option Income Strategy ETF offers a high-yield, tactical way to gain exposure to Super Micro Computer performance. SMCY provides a 68% distribution yield, paid monthly, which is appealing to investors bullish on SMCI's Q3 earnings potential. Demand for Data Center capacity is sizzling amid strong and persistent demand from hyperscalers, creating long term growth upside for SMCI.

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image for news SMCY: An Aggressive, High-Yield Bet On Super Micro Computer
SMCI vs. VRT: Which Liquid Cooling Provider is a Better Pick Now?
SMCI, VRT
Published: October 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Vertiv Holdings' robust growth, AI-driven cooling innovations, and strong financial outlook position it ahead of Super Micro Computer in the data center race.

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image for news SMCI vs. VRT: Which Liquid Cooling Provider is a Better Pick Now?
Supermicro Introduces New Business Line, Data Center Building Block Solutions, for Data Center Facilities Equipment and Management Services
SMCI
Published: October 14, 2025 by: PRNewsWire
Sentiment: Neutral

Creates Industry's First One-Stop-Shop Data Center Source for Time-to-Online, Performance, and Cost Reduction Includes Critical Computing, Power, and Cooling Infrastructure, Management Software, and Data Center Services Liquid-Cooling Modular Building Blocks Allow for Optimized Configurations, based on Customer Workloads and Environment Requirements Data Center Level, Rack-Level, Pre-Validated Clusters are Factory Tested to Customer Specifications at Data Center Scale before Shipping and Deployment at the End-User Site SAN JOSE, Calif. , Oct. 14, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a total IT solution provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing the availability of its Data Center Building …

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image for news Supermicro Introduces New Business Line, Data Center Building Block Solutions, for Data Center Facilities Equipment and Management Services
TSLA, PLTR and SMCI Forecast – Tech Stocks Rally in Premarket Trading on Monday
PLTR, SMCI, TSLA
Published: October 13, 2025 by: FXEmpire
Sentiment: Positive

Major tech stocks rebound as U.S.–China trade tensions ease. Tesla, Palantir, and Super Micro Computer all gap higher in premarket trading, with analysts eyeing key resistance and support levels while maintaining a “buy-on-the-dip” outlook.

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image for news TSLA, PLTR and SMCI Forecast – Tech Stocks Rally in Premarket Trading on Monday
Super Micro Stock Analysis: Buy or Sell This AI Stock?
SMCI
Published: October 10, 2025 by: The Motley Fool
Sentiment: Neutral

Super Micro Computer (SMCI -1.13%) has taken investors on a roller-coaster ride over the past 18 months.

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image for news Super Micro Stock Analysis: Buy or Sell This AI Stock?
SMCI Deepens its AI-Centric Server Expertise: Will it Deliver Growth?
SMCI
Published: October 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Super Micro Computer expands its AI-focused server lineup with new edge systems and integrated NVIDIA and AMD solutions to fuel rapid revenue growth.

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image for news SMCI Deepens its AI-Centric Server Expertise: Will it Deliver Growth?
Super Micro Computer, Inc. (SMCI) Is a Trending Stock: Facts to Know Before Betting on It
SMCI
Published: October 07, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.

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image for news Super Micro Computer, Inc. (SMCI) Is a Trending Stock: Facts to Know Before Betting on It
Why Super Micro Could Outrun The AI Hype Cycle
SMCI
Published: October 07, 2025 by: Seeking Alpha
Sentiment: Positive

Super Micro Computer reported $22 billion in FY2025 revenue, up 47% year-over-year, and guided for at least $33 billion in FY2026. Over 70% of Q4 FY2025 revenue came from AI platforms, confirming a shift toward compute-heavy, high-value rack-scale systems. The company expects volume ramp of Nvidia B200 and GB300 systems through FY2026, driving margin recovery and operating leverage.

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image for news Why Super Micro Could Outrun The AI Hype Cycle
TSLA, PLTR and SMCI Forecast – Major US Tech Stocks Rally in Premarket
PLTR, SMCI, TSLA
Published: October 06, 2025 by: FXEmpire
Sentiment: Negative

The Monday premarket session looks very bullish for major US technology stocks, as we are continuing to see buyers jump into the market and put pressure on things. Ultimately, I have no interest in shorting these names.

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image for news TSLA, PLTR and SMCI Forecast – Major US Tech Stocks Rally in Premarket

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.