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

AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Published
20 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$50.38
11.5% undervalued intrinsic discount
07 Aug
US$44.60
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1Y
-12.3%
7D
-21.3%

Author's Valuation

US$50.4

11.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 Aug 25

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.