Loading...

Global AI Adoption And Scalable Data Centers Will Define Future Market Dynamics

Published
20 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$50.06
4.2% undervalued intrinsic discount
10 Sep
US$47.94
Loading
1Y
18.2%
7D
2.0%

Author's Valuation

US$50.064.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 Aug 25
Fair value Decreased 0.62%

With both Super Micro Computer’s future P/E and net profit margin remaining stable, analyst fair value estimates were unchanged, maintaining the consensus price target at $50.38. What's in the News Super Micro Computer issued FY2026 sales guidance of at least $33 billion and Q1 GAAP EPS of $0.30-$0.42, reflecting material stock-based compensation expense.

Shared on07 May 25
Fair value Decreased 3.20%

Shared on30 Apr 25
Fair value Decreased 2.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 20%

AnalystConsensusTarget has decreased revenue growth from 28.9% to 24.5% and decreased future PE multiple from 17.1x to 12.2x.