Super Micro Computer, Inc.

NasdaqGS:SMCI 주식 리포트

시가총액: US$19.7b

Super Micro Computer 향후 성장

Future 기준 점검 4/6

Super Micro Computer (는) 각각 연간 19.3% 및 21.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.9% 로 예상됩니다.

핵심 정보

19.3%

이익 성장률

14.25%

EPS 성장률

Tech 이익 성장11.8%
매출 성장률21.7%
향후 자기자본이익률19.91%
애널리스트 커버리지

Good

마지막 업데이트12 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...

이익 및 매출 성장 예측

NasdaqGS:SMCI - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: SMCI 의 연간 예상 수익 증가율(19.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: SMCI 의 연간 수익(19.3%)이 US 시장(18.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: SMCI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SMCI 의 수익(연간 21.7%)이 US 시장(연간 12.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: SMCI 의 수익(연간 21.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SMCI의 자본 수익률은 3년 후 19.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/15 13:52
종가2026/06/12 00:00
수익2026/03/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Super Micro Computer, Inc.는 27명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Dong WangBarclays
Timothy LongBarclays
Mark NewmanBernstein