Super Micro Computer

Geopolitical Instability And Excess Inventory Will Limit AI Upside

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Jun 25

AnalystLowTarget's Fair Value

US$17.73

170.4% overvalued

10 Sep

US$47.94

18.2%

2.0%

18.2%

2.0%

You can edit this narrative until Jun 22 10:18 PM. Then, changes will post as Updates.

Author's Valuation

US$17.73170.4% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$17.73

170.4% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

18.79%

Tech Hardware revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.51%

Calculation

US$2.50b

Earnings '28

5.47x

PE Ratio '28

US$13.69b

Market Cap '28

US$13.69b

Market Cap '28

604.21m

No. shares '28

US$22.66

Share Price '28

US$22.66 Share Price '28

Discounted to 2025 @ 8.54% p.a.

US$17.73

Fair Value '25