Super Micro Computer, Inc.

NasdaqGS:SMCI 주식 리포트

시가총액: US$16.3b

Super Micro Computer 과거 순이익 실적

과거 기준 점검 2/6

Super Micro Computer은 연평균 39.3%의 비율로 수입이 증가해 온 반면, Tech 산업은 수입이 21.8% 증가했습니다. 매출은 연평균 43.2%의 비율로 증가했습니다. Super Micro Computer의 자기자본이익률은 12.5%이고 순이익률은 3.1%입니다.

핵심 정보

39.25%

순이익 성장률

36.79%

주당순이익(EPS) 성장률

Tech 산업 성장률14.32%
매출 성장률43.23%
자기자본이익률12.48%
순이익률3.11%
다음 순이익 업데이트05 May 2026

최근 과거 실적 업데이트

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

매출 및 비용 세부 내역

Super Micro Computer가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NasdaqGS:SMCI 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: SMCI는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: SMCI의 현재 순 이익률 (3.1%)은 지난해 (6.9%)보다 낮습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: SMCI의 수익은 지난 5년 동안 연평균 39.3%로 크게 증가했습니다.

성장 가속화: SMCI은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: SMCI은 지난 1년 동안 수익이 감소(-39.6%)하여 Tech 업계 평균(6.6%)과 비교하기 어렵습니다.

자기자본이익률

높은 ROE: SMCI의 자본 수익률(12.5%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 09:30
종가2026/05/01 00:00
수익2025/12/31
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.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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분석가 소스

Super Micro Computer, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Timothy LongBarclays
Dong WangBarclays
Mark NewmanBernstein