Super Micro Computer, Inc.

Informe acción NasdaqGS:SMCI

Capitalización de mercado: US$15.8b

Super Micro Computer Crecimiento futuro

Future controles de criterios 5/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Super Micro Computer de 33.5% y 19% por año respectivamente. Se prevé que el BPA crezca en un 29% al año. Se espera que la rentabilidad financiera sea de 22.3% en 3 años.

Información clave

33.5%

Tasa de crecimiento de los beneficios

29.02%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Tech11.0%
Tasa de crecimiento de los ingresos19.0%
Rentabilidad financiera futura22.26%
Cobertura de analistas

Good

Última actualización16 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Get Out Of Super Micro Computer While You Can

Apr 24

Super Micro Computer will achieve a remarkable 19% revenue growth but legal risks justify a big discount.

Super Micro Computer (NASDAQ: SMCI) — Condensed Investment View Business: Supermicro sells powerful computer systems and data storage equipment. It has done well from the recent boom in AI because it builds the kind of machines that AI companies need.

SMCI: AI Partnerships And Governance Reset Will Drive Bullish Repricing Outlook

Analysts have trimmed the Super Micro Computer price target by about $0.87, reflecting a slightly lower fair value and P/E assumption after a series of recent target cuts and downgrades, even as revenue growth and profit margin inputs in the model remain relatively stable. Analyst Commentary Recent Street research around Super Micro Computer has been dominated by a cluster of price target cuts and several downgrades, with commentary frequently pointing to governance concerns and credibility questions following indictments.

SMCI: AI Partnerships And Governance Reset Will Drive Repricing Into 2026

Super Micro Computer's analyst price target has been revised lower by $6.99, with analysts citing higher required returns, a lower fair value estimate, and more conservative profit margin and P/E assumptions, despite slightly higher modeled revenue growth. Analyst Commentary Recent Street research on Super Micro has shifted toward a more cautious stance, with several firms trimming price targets and some lowering ratings following legal and governance concerns.

SMCI: Legal Credibility Concerns Will Likely Undermine Major AI Server Upside

Analysts have trimmed their fair value estimate for Super Micro Computer in response to multiple price target cuts. They cite higher assumed risk, more modest revenue and margin expectations, and a higher future P/E multiple following recent legal and credibility concerns.

SMCI: AI Data Center Partnerships Will Support Repricing Into 2026

Analysts have made a modest adjustment to their price targets on Super Micro Computer, with changes clustering in a narrow $2 to $11 range as they factor in updated views on AI related demand, valuation, and sector positioning for 2026. Analyst Commentary Recent Super Micro price target moves sit within a relatively tight band, but the tone of the research still gives you useful clues about how the Street is thinking about valuation, execution, and growth into 2026.

SMCI: AI Data Center Demand And Liquid Cooling Will Drive Repricing

Analysts have nudged their fair value estimate for Super Micro Computer to $63, reflecting slightly stronger assumptions for revenue growth, profit margins, and a lower future P/E, even as recent Street price target moves have been mixed. Analyst Commentary Bullish analysts on Super Micro Computer are split in their near term expectations, but a few themes still stand out when you look past the headline price target cuts.

SMCI: AI Server Positioning And New Liquid Cooling Will Drive Repricing

Analysts have trimmed their fair value estimate for Super Micro Computer from US$80.58 to US$60.00, reflecting updated assumptions for slower revenue growth, lower profit margins, and a higher future P/E, as seen in a mix of recent price target reductions and a smaller price target increase across covering firms. Analyst Commentary Recent Street research on Super Micro Computer has been mixed, but you can still see some confidence around the company’s ability to execute and create value over time.

SMCI: Large AI Orders And Margin Recovery Efforts Will Drive Future Repricing

Analysts have reduced their Super Micro Computer price targets by single-digit percentages, citing updated views on growth, profitability, and expectations for a lower future P/E. At the same time, some research notes highlight strong new orders and the possibility of margin recovery, alongside ongoing competition risks in AI servers.

SMCI: AI Server Order Wins Will Support Longer Term Margin Recovery

Analysts have made a modest upward adjustment to their Super Micro Computer price targets, with changes ranging from US$3 to US$4 per share. They are weighing recent Q1 revenue timing issues against strong new AI server orders and the potential for longer term margin recovery in an increasingly competitive market.

SMCI: Margin Pressures Will Likely Undermine Benefits Of Major AI Server Wins

Analysts have modestly lowered their fair value estimate for Super Micro Computer, trimming the average price target by a few dollars per share to about $34 to $40. They are balancing expectations for sharply accelerating revenue driven by large AI server orders, including a $12B GB300 platform win, against lingering concerns over near term margin pressure and long term profitability risks in an increasingly competitive market.

SMCI: AI Order Momentum Will Drive Long Term Revenue Upside

Analysts nudged their average price target on Super Micro Computer modestly higher, to about $34 from roughly $30, citing a strong rebound in orders, including a multibillion-dollar GB300 platform win, and confidence that near-term revenue timing issues will be offset by longer-term AI server demand despite ongoing profitability risks. Analyst Commentary Street research following the latest earnings update reflects a mixed but generally more constructive stance on Super Micro, with modest target changes and reiterated ratings highlighting both upside from AI server momentum and persistent execution risks.

SMCI: Order Wins And Federal Expansion Will Support Revenue Recovery

Super Micro Computer's analyst price target has been adjusted downward, decreasing from $50.94 to $48.53. Analysts cite persistent profitability risks despite management's expectation of a revenue rebound and significant new order momentum.

Super Micro Computer, Inc. (NASDAQ:SMCI) Shares Slammed 32% But Getting In Cheap Might Be Difficult Regardless

Nov 08
Super Micro Computer, Inc. (NASDAQ:SMCI) Shares Slammed 32% But Getting In Cheap Might Be Difficult Regardless

SMCI: Strong Order Momentum Will Drive Revenue Upside Amid AI Competition

Analysts have modestly raised their price target for Super Micro Computer to $50.94 from $50.59, citing improving revenue growth outlook and expectations for margin recovery, even as competition in the AI server market continues. Analyst Commentary Recent research updates have highlighted a variety of factors influencing both the positive and negative outlooks on Super Micro Computer’s stock.

Analysts Raise Super Micro Target as Profit Margins Improve and AI Demand Grows

Analysts have raised their price target for Super Micro Computer by approximately $0.53 to $50.59. They cite improved profit margins and confidence in the company's ability to achieve strong sales growth as key factors supporting the increase.

The Price Is Right For Super Micro Computer, Inc. (NASDAQ:SMCI) Even After Diving 32%

Aug 30
The Price Is Right For Super Micro Computer, Inc. (NASDAQ:SMCI) Even After Diving 32%

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

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.

Super Micro Computer, Inc. (NASDAQ:SMCI) Looks Just Right With A 28% Price Jump

Jul 16
Super Micro Computer, Inc. (NASDAQ:SMCI) Looks Just Right With A 28% Price Jump

Is Now The Time To Look At Buying Super Micro Computer, Inc. (NASDAQ:SMCI)?

Jun 26
Is Now The Time To Look At Buying Super Micro Computer, Inc. (NASDAQ:SMCI)?

Solid Earnings May Not Tell The Whole Story For Super Micro Computer (NASDAQ:SMCI)

May 21
Solid Earnings May Not Tell The Whole Story For Super Micro Computer (NASDAQ:SMCI)

Investors Appear Satisfied With Super Micro Computer, Inc.'s (NASDAQ:SMCI) Prospects As Shares Rocket 42%

May 20
Investors Appear Satisfied With Super Micro Computer, Inc.'s (NASDAQ:SMCI) Prospects As Shares Rocket 42%

Super Micro Computer, Inc. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

May 15
Super Micro Computer, Inc. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

Super Micro Computer (NASDAQ:SMCI) Is Looking To Continue Growing Its Returns On Capital

May 11
Super Micro Computer (NASDAQ:SMCI) Is Looking To Continue Growing Its Returns On Capital

Super Micro Computer: Beware The Value Trap (Rating Downgrade)

Apr 24

Super Micro Computer: A Structural Play On The Demand Surge For AI Infrastructure

Apr 17

Super Micro Computer: Bears Need To Check Out Its Inventory (Rating Upgrade)

Mar 26

From Setbacks To Success: Why Super Micro Computer Is A Gem For Growth Investors

Mar 11

Super Micro Computer: Why It's Still Not Too Late To Buy

Mar 02

SMCI is poised to regain momentum and capture a huge portion of the customized data center solutions space.

Management guidance (FY2025 Q2) -- $23 - $25bn revenue guidance for 2025, and positive about reaching $40bn in revenue for 2026, this is due to the DLC technology (Direct Liquid Cooling) that is expec

Why I'm Holding SMCI Heading Into The Filing Deadline, And How I'm Managing Risk

Feb 24

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:SMCI - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
6/30/202856,7301,6086809428
6/30/202750,3401,75026830214
6/30/202641,4661,277-1,860-1,91715
12/31/202528,057873440549N/A
9/30/202521,053793218333N/A
6/30/202521,9721,0491,5321,660N/A
3/31/202521,5701,15130148N/A
12/31/202420,8201,445-2,171-1,992N/A
9/30/202418,8071,420-2,513-2,348N/A
6/30/202414,9891,153-2,610-2,486N/A
3/31/202411,8201,049-1,966-1,847N/A
12/31/20239,253732-169-136N/A
9/30/20237,391613592620N/A
6/30/20237,123640627664N/A
3/31/20236,574587608648N/A
12/31/20226,646578179222N/A
9/30/20226,015444-387N/A
6/30/20225,196285-486-441N/A
3/31/20224,630184-400-352N/A
12/31/20214,170125-304-249N/A
9/30/20213,828111-189-132N/A
6/30/20213,55711265123N/A
3/31/20213,38591-91-37N/A
12/31/20203,261892166N/A
9/30/20203,302854285N/A
6/30/20203,33984-75-30N/A
3/31/20203,29790104148N/A
12/31/20193,26884229269N/A
9/30/20193,32979N/A230N/A
6/30/20193,50072N/A263N/A
3/31/20193,62874N/A246N/A
12/31/20183,71978N/A149N/A
9/30/20183,61559N/A110N/A
6/30/20183,36046N/A84N/A
3/31/20183,05733N/A14N/A
12/31/20172,83734N/A-25N/A
9/30/20172,67358N/A-74N/A
6/30/20172,48567N/A-96N/A
3/31/20172,33859N/A-77N/A
12/31/20162,23760N/A-35N/A
9/30/20162,21570N/A76N/A
6/30/20162,22572N/A108N/A
3/31/20162,23184N/A39N/A
12/31/20152,18891N/A50N/A
9/30/20152,05089N/A-52N/A
6/30/20151,95493N/A-46N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (33.5% al año) de SMCI es superior a la tasa de ahorro (3.4%).

Beneficios vs. Mercado: Se prevé que los beneficios (33.5% al año) de SMCI crezcan más rápidamente que el mercado US (15.8% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de SMCI crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (19% al año) de SMCI crezcan más rápidamente que los del mercado US (11% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 19% al año) de SMCI crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de SMCI sea alta dentro de 3 años (22.3%)

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 15:24
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/12/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Super Micro Computer, Inc. está cubierta por 28 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Dong WangBarclays
Timothy LongBarclays
Mark NewmanBernstein