Super Micro Computer Toekomstige groei
Future criteriumcontroles 4/6
Super Micro Computer zal naar verwachting groeien in winst en omzet met respectievelijk 16.3% en 26.1% per jaar. De winst per aandeel zal naar verwachting groeien met 14.3% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 22.4% zijn.
Belangrijke informatie
16.3%
Groei van de winst
14.26%
Groei van de winst per aandeel
| Tech winstgroei | 9.5% |
| Inkomstengroei | 26.1% |
| Toekomstig rendement op eigen vermogen | 22.38% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 13 Sep 2026 |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • Sep 17
SMCI: AI Order Book And 2027 Sales Outlook Will Outweigh Governance Risks
Analysts lifted their blended 12 month price target for Super Micro Computer to $60 from $57.66, reflecting updated assumptions for slightly faster revenue growth, higher profit margins, and a lower future P/E multiple after a series of post earnings target increases across the Street. Analyst Commentary Bullish analysts covering Super Micro Computer have become more constructive following the latest earnings and business updates.Seeking Alpha • Sep 11
Super Micro's $60 Billion Rerating
Summary Supermicro booked over $60 billion in Q4 orders while guiding FY2027 revenue to $65–72 billion. FY2026 revenue reached $39.1 billion, but $12.9 billion of inventory exposes the working-capital cost of hypergrowth. Customer prepayments could materially improve cash conversion as management targets becoming self-funded despite accelerating AI infrastructure deployments. DCBBS combines compute, networking, power, cooling and validation, potentially shifting Supermicro toward higher-margin integrated data-center economics. At roughly 9x forward non-GAAP earnings, SMCI’s discount reflects cash-flow, margin, concentration and governance risks rather than weak demand. Read the full article on Seeking Alpha
Narratiefupdate • Sep 03
SMCI: Export Control And Margin Sustainability Risks Will Restrain AI Order Upside
Super Micro Computer's analyst price target has moved higher as analysts factor in stronger revenue growth, improved gross margins, and slightly higher long term P/E assumptions highlighted in recent post earnings research updates. Analyst Commentary Recent research on Super Micro Computer highlights a mix of appreciation for strong gross margins and revenue guidance with a clear split in how sustainable those trends may be.
Nieuw narratief • Aug 17
Good-stock-not-great-company setup
SMCI is a good-stock-not-great-company setup: a narrow, cycle-renewed moat and structurally thin margins, but priced at ~3.9x our model's FY28E EBITDA with net cash, above-Street revenue momentum and a decaying trust discount. Our framework is appropriately hard-nosed, an 11.4% WACC which includes at 25bps FED rate hike, a DCF that embeds a 48% peak-to-trough AI capex bust, and applied multiples at 35-69% discounts to the 10.12x EV/EBITDA & 1.61x EV/REVENUE peer medians and it still produces a $55.85 blended target, 46.6% above our $38.09 reference price.
Narratiefupdate • Aug 13
SMCI: AI Server Backlog And Margin Volatility Will Shape Future Returns
Analysts have nudged their price target for Super Micro Computer higher, with the fair value estimate moving from $37.25 to $41.75 as they factor in stronger revenue assumptions, slightly better margins supported by recent Q4 gross margin outperformance, and updated views on future P/E levels following a series of Street target increases clustered around the latest earnings and order updates. Analyst Commentary on Super Micro Computer Street research around Super Micro Computer has turned more constructive on balance, with many firms lifting price targets after the recent Q4 report and business updates.Narratiefupdate • Jul 10
SMCI: AI Infrastructure Expansion And Agentic Demand Will Support Margin Recovery
Analysts have lifted their fair value estimate for Super Micro Computer from $33.20 to $37.25. This reflects updated assumptions for slower revenue growth, slightly lower profit margins, a higher discount rate, and a higher future P/E multiple informed by recent research highlighting both agentic AI demand and company specific risk factors.Narratiefupdate • Jun 26
SMCI: Ongoing Export Control And Compliance Risks Will Constrain AI Server Upside
Super Micro Computer's analyst fair value estimate has been revised higher from about $16.15 to $17.56 per share, as analysts factor in a higher discount rate, slightly lower modeled revenue growth and margins, and support from recent price target increases that highlight perceived risk/reward benefits from the $7b financing and strong AI server demand. Analyst Commentary Recent Street research on Super Micro Computer shows a mixed picture, with some firms highlighting what they see as improved risk and reward following the $7b financing and strong AI server demand, while others underscore execution and governance risks that could affect the stock's valuation and growth profile.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 6/30/2029 | 91,721 | 3,424 | 1,887 | 2,299 | 5 |
| 6/30/2028 | 78,762 | 3,368 | 1,669 | 3,097 | 15 |
| 6/30/2027 | 67,130 | 2,953 | -1,260 | -1,217 | 15 |
| 6/30/2026 | 39,063 | 2,196 | -6,972 | -6,810 | N/A |
| 3/31/2026 | 33,700 | 1,247 | -6,850 | -6,693 | N/A |
| 12/31/2025 | 28,057 | 873 | 440 | 549 | N/A |
| 9/30/2025 | 21,053 | 793 | 218 | 333 | N/A |
| 6/30/2025 | 21,972 | 1,049 | 1,532 | 1,660 | N/A |
| 3/31/2025 | 21,570 | 1,151 | 30 | 148 | N/A |
| 12/31/2024 | 20,820 | 1,445 | -2,171 | -1,992 | N/A |
| 9/30/2024 | 18,807 | 1,420 | -2,513 | -2,348 | N/A |
| 6/30/2024 | 14,989 | 1,153 | -2,610 | -2,486 | N/A |
| 3/31/2024 | 11,820 | 1,049 | -1,966 | -1,847 | N/A |
| 12/31/2023 | 9,253 | 732 | -169 | -136 | N/A |
| 9/30/2023 | 7,391 | 613 | 592 | 620 | N/A |
| 6/30/2023 | 7,123 | 640 | 627 | 664 | N/A |
| 3/31/2023 | 6,574 | 587 | 608 | 648 | N/A |
| 12/31/2022 | 6,646 | 578 | 179 | 222 | N/A |
| 9/30/2022 | 6,015 | 444 | -38 | 7 | N/A |
| 6/30/2022 | 5,196 | 285 | -486 | -441 | N/A |
| 3/31/2022 | 4,630 | 184 | -400 | -352 | N/A |
| 12/31/2021 | 4,170 | 125 | -304 | -249 | N/A |
| 9/30/2021 | 3,828 | 111 | -189 | -132 | N/A |
| 6/30/2021 | 3,557 | 112 | 65 | 123 | N/A |
| 3/31/2021 | 3,385 | 91 | -91 | -37 | N/A |
| 12/31/2020 | 3,261 | 89 | 21 | 66 | N/A |
| 9/30/2020 | 3,302 | 85 | 42 | 85 | N/A |
| 6/30/2020 | 3,339 | 84 | -75 | -30 | N/A |
| 3/31/2020 | 3,297 | 90 | N/A | 148 | N/A |
| 12/31/2019 | 3,268 | 84 | N/A | 269 | N/A |
| 9/30/2019 | 3,329 | 79 | N/A | 230 | N/A |
| 6/30/2019 | 3,500 | 72 | N/A | 263 | N/A |
| 3/31/2019 | 3,628 | 74 | N/A | 246 | N/A |
| 12/31/2018 | 3,719 | 78 | N/A | 149 | N/A |
| 9/30/2018 | 3,615 | 59 | N/A | 110 | N/A |
| 6/30/2018 | 3,360 | 46 | N/A | 84 | N/A |
| 3/31/2018 | 3,057 | 33 | N/A | 14 | N/A |
| 12/31/2017 | 2,837 | 34 | N/A | -25 | N/A |
| 9/30/2017 | 2,673 | 58 | N/A | -74 | N/A |
| 6/30/2017 | 2,485 | 67 | N/A | -96 | N/A |
| 3/31/2017 | 2,338 | 59 | N/A | -77 | N/A |
| 12/31/2016 | 2,237 | 60 | N/A | -35 | N/A |
| 9/30/2016 | 2,215 | 70 | N/A | 76 | N/A |
| 6/30/2016 | 2,225 | 72 | N/A | 108 | N/A |
| 3/31/2016 | 2,231 | 84 | N/A | 39 | N/A |
| 12/31/2015 | 2,188 | 91 | N/A | 50 | N/A |
| 9/30/2015 | 2,050 | 89 | N/A | -52 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei SMCI ( 16.3% per jaar) ligt boven de spaarquote ( 3.7% ).
Winst versus markt: De winst van SMCI ( 16.3% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 17.4% per jaar).
Hoge groeiwinsten: De winst van SMCI zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van SMCI ( 26.1% per jaar) zal naar verwachting sneller groeien dan de markt US ( 13.5% per jaar).
Hoge groei-inkomsten: De omzet van SMCI ( 26.1% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen SMCI zal naar verwachting over 3 jaar hoog zijn ( 22.4 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/19 15:15 |
| Aandelenkoers aan het einde van de dag | 2026/09/18 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2026/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Super Micro Computer, Inc. wordt gevolgd door 26 analisten. 15 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Dong Wang | Barclays |
| Timothy Long | Barclays |
| Mark Newman | Bernstein |