Super Micro Computer, Inc. (SMCI)
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- symbol SMCI
- Rev/Share 36.7655
- Book/Share 10.5448
- PB 4.5464
- Debt/Equity 0.755
- CurrentRatio 5.3173
- ROIC 0.0929
- MktCap 28489624758.0
- FreeCF/Share 2.564
- PFCF 18.5926
- PE 27.3158
- 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 |
|---|---|---|---|---|---|---|---|
| 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 |
| Upgrade | SMCI | CFRA | Hold | Buy | -- | $48 | Feb. 11, 2025 |
News
TSLA, PLTR and SMCI Forecast – Three Major Tech Stocks Look Weak in Premarket Trading
Published: May 19, 2025 by: FXEmpire
Sentiment: Negative
The three major tech stocks in this analysis all look as if they are going to struggle a bit, as they are all lower in premarket trading on Monday. At this point, there should be buyers under current levels.
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Supermicro Now Accepting Orders on Portfolio of More Than 20 Systems Optimized for the New NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, Accelerating the Deployment of Enterprise AI Factories
Published: May 19, 2025 by: PRNewsWire
Sentiment: Neutral
Suite of Supermicro servers with NVIDIA RTX PRO 6000 Blackwell GPUs to include NVIDIA-Certified Systems Supermicro collaborating on development of new NVIDIA Enterprise AI Factory validated designs based on RTX PRO Servers and NVIDIA HGX B200 systems Supermicro's new 4-GPU UP system based on the NVIDIA MGX reference design, bringing NVIDIA RTX PRO Server closer to the Edge for more powerful AI inference TAIPEI , May 19, 2025 /PRNewswire/ -- Supermicro , Inc. (NASDAQ: SMCI) a total IT solution provider for AI/ML, HPC, cloud, storage, and 5G/edge today announced that it is now taking orders for enterprise AI systems with …
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Super Micro Computer shares jump on $20B DataVolt deal
Published: May 16, 2025 by: Proactive Investors
Sentiment: Positive
Super Micro Computer Inc (NASDAQ:SMCI) shares moved higher after the announcement of a strategic partnership with Saudi Arabian data center company DataVolt. The deal, valued at approximately $20 billion over multiple years, involves Supermicro supplying ultra-dense GPU platforms, storage, and rack plug-and-play systems for DataVolt's hyperscale AI campuses in Saudi Arabia and the US.
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Supermicro Announces Strategic Partnership with DataVolt
Published: May 16, 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 that it has entered into a strategic partnership under a memorandum of understanding (“MOU”) with DataVolt to build hyperscale AI campuses initially in the Kingdom of Saudi Arabia. “Supermicro is thrilled to work together in this important effort to deliver significantly enhanced computing power for the ne.
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These Stocks Are The Biggest Winners From Trump's Middle East Trip
Published: May 15, 2025 by: Forbes
Sentiment: Positive
The three market indexes fell Thursday morning as the S&P 500, down 0.2%, is on track to have its three-day winning streak end. The Nasdaq lost 0.5% and the Dow Jones Industrial Average dropped 119 points, or 0.2%, as Walmart's shares fell by 3% after the company warned of higher prices in response to tariffs, while UnitedHealth's shares plummeted 17%.
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SMCI vs. HPE: Which Server Stock Offers a Better Value Right Now?
Published: May 15, 2025 by: Zacks Investment Research
Sentiment: Neutral
Let's find out which server stock between Super Micro Computer and Hewlett Packard Enterprise is a better bet.
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Take Your Money, Super Micro Computer's 40% Gain Is As Good As It Gets Now
Published: May 15, 2025 by: Seeking Alpha
Sentiment: Positive
I recommend taking profits on Super Micro Computer, Inc. stock after a 40% run, as the recent Saudi DataVolt deal is already priced in. Super Micro faces inventory challenges with unsold H100 GPUs and margin pressures, making near-term financial improvement unlikely. FY26 guidance of $40 billion is overly optimistic and likely to be cut, with management lacking confidence and visibility.
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Supermicro's Revolutionary Data Center Building Block Solutions® (DCBBS) Simplify and Shorten Global-Scale Buildouts of AI/IT Liquid-Cooled Data Centers
Published: May 15, 2025 by: PRNewsWire
Sentiment: Neutral
Easy-to-design, easy-to-build, easy-to-deploy, and easy-to-operate solution for all critical computing and cooling infrastructure Quick time-to-deployment and quick time-to-online with everything required to fully outfit AI/IT data centers Saving cost with modularized building block solution architecture from system to rack to data center scale High quality and high availability with Supermicro's industry-leading design, manufacturing capacity, management software, on-site services, and global support SAN JOSE, Calif. , May 15, 2025 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, is announcing Data Center Building Block Solutions, the easiest solution to overcome the immense complexities …
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SMCI Stock Rally: 45% Gain in 2 Days Could Be Just the Start
Published: May 14, 2025 by: MarketBeat
Sentiment: Positive
After more than a year of struggles and uncertainties, the market for Super Micro Computer NASDAQ: SMCI is ready to rebound, rebound strongly, and continue rallying on into the year's end. The reason is that the accounting issues are behind it, and the news cycle is increasingly positive.
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Stock Movers: Super Micro Computer, AMD Rises, Aurora Innovation Falls after Uber Announcement
Published: May 14, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive
SuperMicro (SMCI) extends gains after the Saudi Arabia-based data center company DataVolt signs a multi-year partnership agreement with the beleaguered US chipmaker. AMD's shares rise after the board approves a $6 billion share repurchase plan that represents 3.3 percent of the company's current market value, according to data compiled by Bloomberg.
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Tech Stocks - Focus On What Management Isn't Talking About
Published: May 14, 2025 by: Seeking Alpha
Sentiment: Negative
Tech sector volatility remains high due to tariffs and supply chain uncertainty; recent relief rallies may be temporary as risks persist, especially for semiconductors. Sara Awad, from Tech Stock Pros and Tech Contrarians, is bearish on NVIDIA at current levels, citing risks like double ordering, inventory write-downs, and overly optimistic growth expectations; July guidance is a key inflection point.
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Top Stock Movers Now: Super Micro Computer, AMD, Newmont, and More
Published: May 14, 2025 by: Investopedia
Sentiment: Neutral
U.S. equities were edging up at midday, as tech shares lifted the S&P 500 and Nasdaq, while the Dow Jones Industrial Average was near flat.
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SMCI is now the most shorted stock in the S&P 500
Published: May 14, 2025 by: Finbold
Sentiment: Negative
Super Micro Computer stock (NASDAQ: SMCI) is currently the most heavily-shorted equity in the benchmark S&P 500 index.
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Super Micro Computer: The DataVolt Deal Is Huge
Published: May 14, 2025 by: Seeking Alpha
Sentiment: Positive
The multi-year $20 billion partnership with DataVolt is poised to have a transformative impact, representing an amount comparable to the company's TTM revenue. The company's robust R&D investment and alignment with industry leaders position SMCI to benefit from the ongoing AI infrastructure boom. While Wall Street remains cautious, I am confident in SMCI's fundamentals and management's execution to deliver substantial shareholder value.
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Super Micro stock surges after Saudi deal, upbeat rating and AI optimism
Published: May 14, 2025 by: Invezz
Sentiment: Positive
Shares of Super Micro Computer rallied sharply in early trading Wednesday, extending gains from the previous session, as a combination of favourable analyst coverage, a multibillion-dollar AI infrastructure deal, and improved geopolitical sentiment lifted investor confidence in the server maker. The stock opened more than 18% higher at $45.
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Super Micro's stock keeps surging. Here's what might come next.
Published: May 14, 2025 by: Market Watch
Sentiment: Positive
Saudi Arabia's plan to invest $20 billion in U.S. artificial-intelligence data centers and energy infrastructure creates big opportunities for AI stocks.
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S&P500 and Nasdaq 100: Super Micro, Nvidia Lead Tech Stock Surge in US Indices Rebound
Published: May 14, 2025 by: FXEmpire
Sentiment: Positive
Nasdaq 100 and S&P 500 rise as bullish sentiment grows on U.S.-China tariff truce and AI-driven tech stock surge, led by Nvidia, AMD, and Apple.
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Supermicro's DLC-2, the Next Generation Direct Liquid-Cooling Solutions, Aims to Reduce Data Center Power, Water, Noise, and Space, Saving on Electricity Cost by up to 40%, and Lowering TCO by up to 20%
Published: May 14, 2025 by: PRNewsWire
Sentiment: Neutral
Up to 40% power savings of data center Faster time-to-deployment and reduced time-to-online by providing end-to-end liquid-cooling solution Up to 40% reduced water consumption with warm water cooling now available at an inlet temperature of up to 45°C, reducing the necessity of chillers Enabling quiet data center operation at ~50dB SAN JOSE, Calif. , May 14, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing several improvements to its Direct Liquid Cooling (DLC) solution that incorporate new technologies for cooling various server components, accommodate warmer liquid inflow …
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SMCI Value & Speculative Trade, Resurgence of A.I. Risk-Taking
Published: May 13, 2025 by: Schwab Network
Sentiment: Positive
George Tsilis says investors should watch Supermicro (SMCI) carefully with "how quickly it's moving." The company's high-beta aspects make it a volatile trade for investors, seen in its rally higher today.
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Super Micro Computer Initiated at Outperform. Why the ‘Near AI Pure Play' is a Buy.
Published: May 13, 2025 by: Barrons
Sentiment: Positive
Super Micro is better positioned than peers to withstand trade tensions and stay competitive, Raymond James analysts say.
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Here is What to Know Beyond Why Super Micro Computer, Inc. (SMCI) is a Trending Stock
Published: May 12, 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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Super Micro Computer: A Contrarian AI Play
Published: May 12, 2025 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer's shares crashed 17% after preliminary Q3 '25 earnings due to missing guidance & estimates. The release of full earnings last week did not help the share price either. Despite a bad quarter, long-term fundamentals in the Data Center industry and AI spending trends remain strong. SMCI's gross margin came under pressure in the third quarter, but the AI server maker remained widely profitable regardless.
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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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About Super Micro Computer, Inc. (SMCI)
- IPO Date 2007-03-29
- Website https://www.supermicro.com
- Industry Computer Hardware
- CEO Charles Liang
- Employees 5684