Super Micro Computer, Inc.

Report azionario NasdaqGS:SMCI

Capitalizzazione di mercato: US$19.7b

Super Micro Computer Crescita futura

Criteri Future verificati 4/6

Super Micro Computer prevede che gli utili e i ricavi cresceranno rispettivamente di 19.3% e 21.7% all'anno. Si prevede che l'EPS crescerà di 14.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 19.9% in 3 anni.

Informazioni chiave

19.3%

Tasso di crescita degli utili

14.25%

Tasso di crescita dell'EPS

Tech crescita degli utili11.8%
Tasso di crescita dei ricavi21.7%
Rendimento futuro del capitale proprio19.91%
Copertura analitica

Good

Ultimo aggiornamento12 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • Jun 12

SMCI: AI Infrastructure Demand Will Outweigh Governance And Compliance Risks

Analysts have inched up their fair value estimate for Super Micro Computer to $57.66 per share from $56.90. This reflects slightly higher revenue growth assumptions tied to strong AI server demand while still incorporating concerns around margins, customer concentration, governance, and ongoing legal and dilution risks.
Seeking Alpha • Jun 10

Super Micro: Reputational Risks And Share Dilution Force A Sell

Summary Super Micro delivered a 30% rally, but the party is over. Discover why a minor 12% discount is a trap and why it's time to downgrade SMCI to "Sell." As the trial looms, SMCI’s risks are aggressively expanding. A balance sheet nightmare is unfolding: net debt skyrocketed, and a massive new stock offering threatens a 26.5% equity dilution. Will SMCI lose its vital Nvidia allocations to Dell and HPE? Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 29

SMCI: Governance Reset And Compliance Upgrades Will Support Future Bullish Repricing

Analysts nudged their implied price target for Super Micro Computer higher to align with a fair value estimate, moving from about $55.14 to $56.90. They cited updated assumptions for stronger revenue growth, slightly higher profit margins, a modestly higher discount rate, and a lower future P/E multiple based on the latest round of mixed but active Street research on the stock.
Aggiornamento della narrazione • May 04

SMCI: AI Infrastructure Expansion Will Support Longer Term Margin Recovery

Analysts have trimmed their average price target on Super Micro Computer, with recent cuts of $12, $8, $18, $14 and $10. These changes reflect updated views on slower modeled revenue growth, lower profit margins and a slightly higher discount rate, even as some still reference prior upside in select research.
Nuova narrazione • Apr 23

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.
Aggiornamento della narrazione • Apr 19

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.
Aggiornamento della narrazione • Apr 05

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.
Aggiornamento della narrazione • Mar 21

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.
Aggiornamento della narrazione • Mar 07

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.
Aggiornamento della narrazione • Feb 21

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.
Aggiornamento della narrazione • Feb 07

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.
Aggiornamento della narrazione • Jan 24

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.
Aggiornamento della narrazione • Jan 09

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.
Aggiornamento della narrazione • Dec 21

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.
Aggiornamento della narrazione • Dec 07

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.
Aggiornamento della narrazione • Nov 23

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.
Articolo di analisi • Nov 08

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

Super Micro Computer, Inc. ( NASDAQ:SMCI ) shares have had a horrible month, losing 32% after a relatively good period...
Aggiornamento della narrazione • Nov 07

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.
Aggiornamento della narrazione • Oct 23

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.
Articolo di analisi • Aug 30

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

The Super Micro Computer, Inc. ( NASDAQ:SMCI ) share price has softened a substantial 32% over the previous 30 days...
Aggiornamento della narrazione • Aug 07

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.
Articolo di analisi • Jul 16

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

Super Micro Computer, Inc. ( NASDAQ:SMCI ) shares have continued their recent momentum with a 28% gain in the last...
Articolo di analisi • Jun 26

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

Today we're going to take a look at the well-established Super Micro Computer, Inc. ( NASDAQ:SMCI ). The company's...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:SMCI - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/202861,0682,0415661,3929
6/30/202751,7061,951371,22816
6/30/202639,6761,490-5,481-4,16215
3/31/202633,7001,247-6,850-6,693N/A
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
12/31/20193,26884N/A269N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di SMCI ( 19.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di SMCI ( 19.3% all'anno) cresceranno più rapidamente del mercato US ( 18.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di SMCI cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di SMCI ( 21.7% all'anno) crescerà più rapidamente del mercato US ( 12.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SMCI ( 21.7% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di SMCI sarà basso tra 3 anni ( 19.9 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/15 15:35
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Super Micro Computer, Inc. è coperta da 27 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Dong WangBarclays
Timothy LongBarclays
Mark NewmanBernstein