SMCI Share Price Performance
US$33.41
-8.59 (-20.45%)
31.2% undervalued intrinsic discount
US$48.53
Fair Value
Price US$33.41
AnalystConsensusTarget US$48.53
SashaJ US$50.30
AnalystLowTarget US$15.00
Fair ValueUS$48.53
Share Pricen/a
Super Micro Computer, Inc. Stock Price
- 8 Narratives written by author
- 6 Comments on narratives written by author
- 1377 Fair Values set on narratives written by author
SMCI Community Narratives
AN
Fair Value US$48.53 31.2% undervalued intrinsic discount
Analysts Raise Super Micro Target as Profit Margins Improve and AI Demand Grows
12users have liked this narrative
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578users have followed this narrative
SA
Fair Value US$50.3 33.6% undervalued intrinsic discount
SMCI's Opportunities Are Clear But Risks Are Rising
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5users have followed this narrative
AN
Fair Value US$17.73 88.4% overvalued intrinsic discount
Geopolitical Instability And Excess Inventory Will Limit AI Upside
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11users have followed this narrative
SMCI's Opportunities Are Clear But Risks Are Rising
Super Micro Computer (SMCI) as a leading manufacturer of high-performance AI servers, is capitalising on the explosive demand for GPU-accelerated computing. The company's primary competitive advantages are its operational agility and a deep partnership with NVIDIA, which allow it to deliver the latest server systems to market faster than larger competitors like Dell and HPE.Read more
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5users have followed this narrative
SA
US$50.3
33.6% undervalued intrinsic discount
SashaJ Fair Value
Revenue
12.5% p.a.
Profit Margin
5%
Future PE
25x
Price in 2030
US$81.01
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 expected to be adopted by an estimate of 30% of the new data center space. New Auditor & Special Committee -- After almost a 85% decline in share price after Hidenburg's (short seller) accounting manipulation report on the company, SMCI' has already increased their stock price in more than 200% expecting to release all of their adjusted and revised filings for FY2024 (10-K) and the first two quarters of 2025 (10-Q).Read more
28users have liked this narrative
0users have commented on this narrative
77users have followed this narrative
DA
US$74.53
55.2% undervalued intrinsic discount
DavidWSC Fair Value
Revenue
50% p.a.
Profit Margin
6.64%
Future PE
20x
Price in 2028
US$113.35
SMCI Market Outlook
Sector: IT Industry: Computer hardware and peripherals Market Capitalization: 18.7b (mid cap) Major Competitors: Super Micro Computer Inc. (SMCI) operates in a highly competitive market for high-performance computing (HPC) systems, data center hardware, and server solutions.Read more
4users have liked this narrative
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36users have followed this narrative
NA
US$49.35
32.3% undervalued intrinsic discount
NateF Fair Value
Revenue
31.29% p.a.
Profit Margin
8.09%
Future PE
14.87x
Price in 2029
US$85.14
SMCI: an "AI winner" with servers housing AI chips
Catalysts Robust Revenue Growth : In the third quarter of 2024, SMCI reported impressive revenue growth. Their revenue reached $3.85 billion, which represents a remarkable 200% year-on-year increase .Read more
4users have liked this narrative
2users have commented on this narrative
51users have followed this narrative
WA
US$145.34
77.0% undervalued intrinsic discount
WallStreetWontons Fair Value
Revenue
15% p.a.
Profit Margin
8%
Future PE
14x
Price in 2028
US$30.22
Super Micro's Rise and Sudden Fall
Super Micro Computer (SMCI) has been a prominent player in the tech and AI infrastructure space, making waves with its innovative approach to high-performance computing solutions. The company carved out a unique space in the rapidly expanding AI infrastructure market by focusing on energy-efficient, high-density server solutions—a strategic advantage that helped SMCI grow significantly over the last few years.Read more
4users have liked this narrative
4users have commented on this narrative
28users have followed this narrative
YI
US$26
28.5% overvalued intrinsic discount
yiannisz Fair Value
Revenue
15.05% p.a.
Profit Margin
8.09%
Future PE
12.63x
Price in 2029
US$37.35
Analysts Raise Super Micro Target as Profit Margins Improve and AI Demand Grows
Key Takeaways Surging global demand for AI and analytics infrastructure positions Super Micro for sustained revenue growth, margin expansion, and greater earnings stability through product innovation and diversified customer segments. Advanced, energy-efficient modular solutions and expanded global operations support higher-margin opportunities, recurring large-scale orders, and reduced customer concentration risk across multiple regions and verticals.Read more
12users have liked this narrative
0users have commented on this narrative
578users have followed this narrative
AN
US$48.53
31.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
34.88% p.a.
Profit Margin
5.8%
Future PE
12.7x
Price in 2028
US$62.64
Geopolitical Instability And Excess Inventory Will Limit AI Upside
Key Takeaways Geopolitical tensions, supply chain disruptions, and customer concentration make earnings and revenue highly volatile and vulnerable to abrupt changes in demand. Excessive inventory build-up and commoditization of server hardware risk eroding pricing power, compressing margins, and reducing long-term growth potential.Read more
0users have liked this narrative
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11users have followed this narrative
AN
US$17.73
88.4% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
26.18% p.a.
Profit Margin
5.67%
Future PE
5.47x
Price in 2028
US$22.66
AI And NVIDIA Partnerships Will Drive Secular Server Demand
Key Takeaways Expanding global manufacturing and partnerships position Supermicro for dominant, "one-stop-shop" status in AI infrastructure, locking in major customers and boosting revenue visibility and margins. Rapid adoption of advanced, efficient AI server solutions and diversified global demand drive outsized earnings growth, recurring revenue, and competitive leadership over slower rivals.Read more
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34users have followed this narrative
AN
US$82.39
59.5% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
35.63% p.a.
Profit Margin
4.56%
Future PE
25.43x
Price in 2028
US$105.31
Trending Discussion
Recently Updated Narratives
SA
SMCI's Opportunities Are Clear But Risks Are Rising
Fair Value: US$50.3 33.6% undervalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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DA
SMCI is poised to regain momentum and capture a huge portion of the customized data center solutions space.
Fair Value: US$74.53 55.2% undervalued intrinsic discount
77 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
NA
SMCI Market Outlook
Fair Value: US$49.35 32.3% undervalued intrinsic discount
36 followersusers have followed this narrative
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Snowflake Analysis
Super Micro Computer, Inc. Key Details
About SMCI
- Founded
- 1993
- Employees
- 6238
- CEO
- WebsiteView website
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, 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 offers 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.
