Super Micro Computer, Inc.

Informe acción NasdaqGS:SMCI

Capitalización de mercado: US$16.3b

Super Micro Computer Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Super Micro Computer ha aumentado sus beneficios a una tasa media anual de 39.3%, mientras que los beneficios de la industria de Tech han experimentado un crecimiento de 21.8% anual. Los ingresos han ido creciendo a una tasa media de 43.2% al año. La rentabilidad financiera de Super Micro Computer es de 12.5%, y sus márgenes netos son de 3.1%.

Información clave

39.25%

Tasa de crecimiento de los beneficios

36.79%

Tasa de crecimiento del BPA

Crecimiento de la industria Tech 14.32%
Tasa de crecimiento de los ingresos43.23%
Rentabilidad financiera12.48%
Margen neto3.11%
Próxima actualización de resultados05 May 2026

Actualizaciones de resultados anteriores recientes

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

Desglose de ingresos y gastos

Cómo gana y gasta dinero Super Micro Computer. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).

Historial de beneficios e ingresos

NasdaqGS:SMCI Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 2528,057873518700
30 Sep 2521,053793518678
30 Jun 2521,9721,049540637
31 Mar 2521,5701,151538581
31 Dec 2420,8201,445510534
30 Sep 2418,8071,420451485
30 Jun 2414,9891,153387464
31 Mar 2411,8201,049317421
31 Dec 239,253732264382
30 Sep 237,391613232344
30 Jun 237,123640215307
31 Mar 236,574587206293
31 Dec 226,646578206287
30 Sep 226,015444202281
30 Jun 225,196285193272
31 Mar 224,630184189260
31 Dec 214,170125187247
30 Sep 213,828111185235
30 Jun 213,557112186224
31 Mar 213,38591169232
31 Dec 203,26189189224
30 Sep 203,30285198227
30 Jun 203,33984219221
31 Mar 203,29790227201
31 Dec 193,26884214196
30 Sep 193,32979215186
30 Jun 193,50072218180
31 Mar 193,62874211176
31 Dec 183,71978199174
30 Sep 183,61559186167
30 Jun 183,36046170165
31 Mar 183,05733152161
31 Dec 172,83734137155
30 Sep 172,67358121151
30 Jun 172,48567111144
31 Mar 172,33859107139
31 Dec 162,23760103135
30 Sep 162,21570101130
30 Jun 162,2257299124
31 Mar 162,2318493119
31 Dec 152,1889189113
30 Sep 152,0508981108
30 Jun 151,9549373101

Ingresos de calidad: SMCI tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(3.1%) de SMCI son inferiores a los del año pasado (6.9%).

Análisis del flujo de caja libre vs. Beneficios

Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: En los últimos 5 años, los beneficios de lSMCI han crecido significativamente en un 39.3% al año.

Acelerando crecimiento: SMCI ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: SMCI tuvo un crecimiento negativo de los beneficios (-39.6%) durante el año pasado, lo que dificulta la comparación con la media de la industria Tech (6.6%).

Rentabilidad financiera

Alta ROE: La rentabilidad financiera de SMCI (12.5%) se considera baja.

Rentabilidad económica

Rendimiento del capital invertido

Descubre empresas con buenos resultados en el pasado

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/03 16:29
Precio de las acciones al final del día2026/05/01 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
Timothy LongBarclays
Dong WangBarclays
Mark NewmanBernstein