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Super Micro Computer, Inc. Stock Price

NasdaqGS:SMCI Community·US$34.9b Market Cap
  • 7 Narratives written by author
  • 6 Comments on narratives written by author
  • 1322 Fair Values set on narratives written by author

SMCI Share Price Performance

US$57.98
11.51 (24.77%)
29.6% undervalued intrinsic discount
US$82.39
Fair Value
US$57.98
11.51 (24.77%)
37.7% undervalued intrinsic discount
US$93.00
Fair Value
Price US$57.98
AnalystHighTarget US$93.00
DavidWSC US$126.52
AnalystConsensusTarget US$50.06

SMCI Community Narratives

AnalystHighTarget·
Fair Value US$82.39 28.8% undervalued intrinsic discount

AI And NVIDIA Partnerships Will Drive Secular Server Demand

0users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
DavidWSC·
Fair Value US$74.53 21.3% undervalued intrinsic discount

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

28users have liked this narrative
0users have commented on this narrative
73users have followed this narrative
AnalystConsensusTarget·
Fair Value US$50.06 17.2% overvalued intrinsic discount

Global AI Adoption And Scalable Data Centers Will Define Future Market Dynamics

11users have liked this narrative
0users have commented on this narrative
560users have followed this narrative

SMCI Community Fair Values

Recent SMCI News & Updates

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%

Super Micro Computer, Inc. Key Details

US$22.0b

Revenue

US$19.5b

Cost of Revenue

US$2.4b

Gross Profit

US$1.4b

Other Expenses

US$1.0b

Earnings

Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
n/a
Earnings per share (EPS)
1.76
Gross Margin
11.06%
Net Profit Margin
4.77%
Debt/Equity Ratio
75.5%

Super Micro Computer, Inc. Competitors

 
 
 
 
 
 
 
 
 
 
 
 

Snowflake Analysis

High growth potential with excellent balance sheet.

1 Risk
1 Reward

About SMCI

Founded
1993
Employees
6238
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, 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.

Market Insight

Q4 2025 is off to a flying start with record highs being printed left, right, and center. US and Japanese stocks made fresh new highs, while the gold price powered through $4,000 for the first time, and Bitcoin crossed the $126k level. Is this all a case of USD weakness, irrational exuberance, or solid fundamentals? This week, we are reviewing Q3 market performance, Q2 earnings season, and the outlook heading into the end of 2025…
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U.S. Market Performance

  • 7 Days: 0.3%
  • 3 Months: 8.5%
  • 1 Year: 17.3%
  • Year to Date: 15.0%
In the last week, the market has been flat. As for the longer term, the market has risen 17% in the past 12 months. Looking forward, earnings are forecast to grow by 15% annually. Market details ›