Update shared on07 Aug 2025
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.
- The company showcased high-performance, scalable solutions via partnerships (Lightbits Labs, Digi Power X, Cologix/Lambda, Ericsson) and expanded deployment of NVIDIA Blackwell, B200, and B300 GPU-powered systems for enterprise AI, data center, edge, and cloud customers.
- Supermicro launched advanced 4-socket Intel Xeon 6 Performance-Core servers and GPU systems with AMD Instinct MI350, reinforcing its presence in AI, HPC, and data-intensive workloads, while also expanding immersion cooling and liquid/air-cooled high-density offerings.
- Announced a $200 million share repurchase program and named multiple underwriters for a $2 million fixed-income offering to support corporate growth and capital structure.
- Added to several major value indexes including the Russell 1000, 3000, 3000E, and Midcap Value, indicating increased institutional recognition and potential inflows.
Valuation Changes
Summary of Valuation Changes for Super Micro Computer
- The Consensus Analyst Price Target remained effectively unchanged, at $50.38.
- The Future P/E for Super Micro Computer remained effectively unchanged, moving only marginally from 16.76x to 16.79x.
- The Net Profit Margin for Super Micro Computer remained effectively unchanged, at 4.99%.
Disclaimer
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