Super Micro Computer (SMCI) Aktievy
Super Micro Computer, Inc, tillsammans med sina dotterbolag, utvecklar och säljer server- och lagringslösningar baserade på modulär och öppen standardarkitektur i USA, Asien, Europa och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 4/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 1/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
SMCI Community Fair Values
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Analyst Price Targets
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Super Micro Computer, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$33.46 |
| 52 veckors högsta | US$62.36 |
| 52 veckors lägsta | US$19.48 |
| Beta | 1.68 |
| 1 månads förändring | 16.14% |
| 3 månaders förändring | 4.04% |
| 1 års förändring | -19.66% |
| 3 års förändring | 99.62% |
| 5 års förändring | 838.31% |
| Förändring sedan börsintroduktionen | 3,719.63% |
Senaste nyheter och uppdateringar
Recent updates
Seeking Alpha • May 11
Super Micro Computer: Explosive Revenue Growth, Broken Business Model -- Why This Is A Strong Sell
Summary Super Micro Computer (SMCI) is downgraded from Hold to Strong SELL due to unsustainable business model risks. SMCI's revenue growth is driven by AI data center demand, but margins remain low and working capital needs are high. Key growth catalysts—DCBBS, DLC tech, and global expansion—lack sufficient quantitative disclosure and fail to offset operational inefficiencies. Regulatory concerns, auditor resignations, and significant cash burn further elevate SMCI's risk profile despite peer-relative undervaluation. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.
Ny berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • Dec 21
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.Uppdatering av berättelse • Dec 07
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.Uppdatering av berättelse • Nov 23
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.Analysartikel • Nov 08
Super Micro Computer, Inc. (NASDAQ:SMCI) Shares Slammed 32% But Getting In Cheap Might Be Difficult Regardless
Super Micro Computer, Inc. ( NASDAQ:SMCI ) shares have had a horrible month, losing 32% after a relatively good period...Uppdatering av berättelse • Nov 07
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.Uppdatering av berättelse • Oct 23
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.Analysartikel • Aug 30
The Price Is Right For Super Micro Computer, Inc. (NASDAQ:SMCI) Even After Diving 32%
The Super Micro Computer, Inc. ( NASDAQ:SMCI ) share price has softened a substantial 32% over the previous 30 days...Uppdatering av berättelse • Aug 07
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.Analysartikel • Jul 16
Super Micro Computer, Inc. (NASDAQ:SMCI) Looks Just Right With A 28% Price Jump
Super Micro Computer, Inc. ( NASDAQ:SMCI ) shares have continued their recent momentum with a 28% gain in the last...Analysartikel • Jun 26
Is Now The Time To Look At Buying Super Micro Computer, Inc. (NASDAQ:SMCI)?
Today we're going to take a look at the well-established Super Micro Computer, Inc. ( NASDAQ:SMCI ). The company's...Analysartikel • May 21
Solid Earnings May Not Tell The Whole Story For Super Micro Computer (NASDAQ:SMCI)
Following the solid earnings report from Super Micro Computer, Inc. ( NASDAQ:SMCI ), the market responded by bidding up...Aktieägarnas avkastning
| SMCI | US Tech | US Marknad | |
|---|---|---|---|
| 7D | 4.6% | 0.3% | -0.3% |
| 1Y | -19.7% | 63.8% | 26.7% |
Avkastning vs industri: SMCI presterade sämre än US Tech branschen som gav 63.8 % under det senaste året.
Avkastning vs Marknaden: SMCI presterade sämre än US marknaden som gav 26.7 % under det senaste året.
Prisvolatilitet
| SMCI volatility | |
|---|---|
| SMCI Average Weekly Movement | 15.1% |
| Tech Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: SMCI s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: SMCI s veckovolatilitet ( 15% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1993 | 6,238 | Charles Liang | www.supermicro.com |
Super Micro Computer, Inc. tillsammans med sina dotterbolag, utvecklar och säljer server- och lagringslösningar baserade på modulär och öppen standardarkitektur i USA, Asien, Europa och internationellt. Företaget erbjuder vätske- och luftkylda AI-servrar för utbildning och konferenser med integrerade grafikprocessorer (GPU:er) eller PCIe-baserade arkitekturer; SuperBlade, MicroBlade, FlexTwin, GrandTwin och BigTwin blade- och multi-nodesystem; SuperStorage-system; Hyper-, CloudDC-, WIO- och rackmonterade system; inbäddade system (5G/IoT/Edge); och MicroCloud-serversystem. Företaget erbjuder även arbetsstationer och nätverksenheter samt modulära serversubsystem och tillbehör, inklusive serverkort, chassin, nätaggregat och andra tillbehör.
Super Micro Computer, Inc. Sammanfattning av grunderna
| SMCI grundläggande statistik | |
|---|---|
| Börsvärde | US$18.38b |
| Vinst(TTM) | US$1.25b |
| Intäkter(TTM) | US$33.70b |
16.1x
P/E-förhållande0.6x
P/S-förhållandeÄr SMCI övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| SMCI resultaträkning (TTM) | |
|---|---|
| Intäkter | US$33.70b |
| Kostnad för intäkter | US$30.87b |
| Bruttovinst | US$2.83b |
| Övriga kostnader | US$1.58b |
| Intäkter | US$1.25b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 2.07 |
| Bruttomarginal | 8.39% |
| Nettovinstmarginal | 3.70% |
| Skuld/egenkapitalförhållande | 115.8% |
Hur har SMCI utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/20 13:21 |
| Aktiekurs vid dagens slut | 2026/05/20 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/06/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Super Micro Computer, Inc. bevakas av 28 analytiker. 16 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Dong Wang | Barclays |
| Timothy Long | Barclays |
| Mark Newman | Bernstein |