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SMCI logo

Super Micro Computer, Inc. Stock Price

NasdaqGS:SMCI Community·US$25.6b Market Cap
  • 10 Narratives written by author
  • 5 Comments on narratives written by author
  • 1670 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SMCI Share Price Performance

US$37.38
-6.57 (-14.95%)
​
US$41.75
Fair Value
US$37.38
-6.57 (-14.95%)
10.5% undervalued intrinsic discount
US$41.75
Fair Value
Price US$37.38
AnalystConsensusTarget US$41.75
Clive_Thompson US$24.50
RogueEP US$55.85
Thu, 13 Aug 26
Fair ValueUS$41.75
Share Pricen/a

SMCI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$41.75 10.5% undervalued intrinsic discount

Analysts Raise Super Micro Target as Profit Margins Improve and AI Demand Grows

13users have liked this narrative
1users have commented on this narrative
654users have followed this narrative
CL
Clive_Thompson
Clive_Thompson's
Fair Value
·
Fair Value US$24.5 52.6% overvalued intrinsic discount

Super Micro Computer will achieve a remarkable 19% revenue growth but legal risks justify a big discount.

9users have liked this narrative
0users have commented on this narrative
43users have followed this narrative
RO
RogueEP's
Fair Value
·
Fair Value US$55.85 33.1% undervalued intrinsic discount

Good-stock-not-great-company setup

2users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
SMCI logo
Super Micro Computer
33.1% undervalued intrinsic discount

Good-stock-not-great-company setup

View narrative
RO
RogueEP
Published 17 Aug
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SMCI logo
Super Micro Computer
52.6% overvalued intrinsic discount

Super Micro Computer will achieve a remarkable 19% revenue growth but legal risks justify a big discount.

View narrative
CL
Clive_Thompson
Recommended Voice
Clive_Thompson
Published 23 Apr
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SMCI logo
Super Micro Computer
25.7% undervalued intrinsic discount

SMCI's Opportunities Are Clear But Risks Are Rising

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SA
SashaJ
SashaJ
Published 21 Nov 2025
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SMCI logo
Super Micro Computer
49.8% undervalued intrinsic discount

SMCI is poised to regain momentum and capture a huge portion of the customized data center solutions space.

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DA
DavidWSC
Published 22 Feb 2025
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SMCI logo
Super Micro Computer
24.3% undervalued intrinsic discount

SMCI Market Outlook

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NA
NateF
Updated 2 Jan 2025
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SMCI logo
Super Micro Computer
74.3% undervalued intrinsic discount

SMCI: an "AI winner" with servers housing AI chips

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WA
WallStreetWontons
Published 22 Feb 2024
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SMCI logo
Super Micro Computer
43.8% overvalued intrinsic discount

Super Micro's Rise and Sudden Fall

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YI
yiannisz
Published 3 Nov 2024
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SMCI logo
Super Micro Computer
10.5% undervalued intrinsic discount

Analysts Raise Super Micro Target as Profit Margins Improve and AI Demand Grows

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 13 Aug
Read Narrative
SMCI logo
Super Micro Computer
73.2% overvalued intrinsic discount

Geopolitical Instability And Excess Inventory Will Limit AI Upside

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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Trending Discussion

VA
SMCI logo

Very conservative estimate completely ignores the value of its cash flow and established order book. Part of the current negative view on the AI build out. Realism on income streams is required and the clear fact the build out will last at least past 2030.

0
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0

Recently Updated Narratives

RO
SMCI logo

Good-stock-not-great-company setup

Fair Value: US$55.85 33.1% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
CL
Clive_Thompson
SMCI logo

Super Micro Computer will achieve a remarkable 19% revenue growth but legal risks justify a big discount.

Fair Value: US$24.5 52.6% overvalued intrinsic discount
43 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
SA
SashaJ
SMCI logo

SMCI's Opportunities Are Clear But Risks Are Rising

Fair Value: US$50.3 25.7% undervalued intrinsic discount
23 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with reasonable growth potential.

2 Risks
4 Rewards
View Full Analysis

Super Micro Computer, Inc. Key Details

US$39.1b

Revenue

US$34.8b

Cost of Revenue

US$4.2b

Gross Profit

US$2.0b

Other Expenses

US$2.2b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.34
10.82%
5.62%
60.2%
View Full Analysis

About SMCI

Founded
1993
Employees
7000
CEO
Charles Liang
WebsiteView website
www.supermicro.com

Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company offers liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also provides workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company offers remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, SuperCloud Director, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it provides rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.

Recent SMCI News & Updates

User avatar
Narrative Update • 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.

Recent updates

No updates

Super Micro Computer, Inc. Competitors

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