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SMCI Super Micro Computer, Inc.

USTechnology
$28.24+0.25%ClosedMarket Cap: $18.27B

As of 2026-07-09 16:00

Why SMCI matters now

Super Micro Computer, Inc. (SMCI) is a US stock in Technology. The latest InvestLog snapshot shows $28.24 with +0.25% on the session and $18.27B in market capitalization; recent performance reads 1-month +0.33% and YTD +4.75%.

The latest financial table shown here is Q3 2026, with revenue of $10.24B, net income of $483.4M, and EPS of $0.72. Investors can compare that operating picture with valuation signals such as P/E 15.94 and FCF yield -37.1%.

InvestLog's latest related AI research is a AI Supply Chain note titled "SMCI Super Micro AI supply-chain watch: AI servers". The latest indexable market news headline is "INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in Super Micro Computer, Inc. to Contact Law Firm" from GlobeNewsWire.

Additional event context on this page matters because analyst consensus is Hold with a median target of $40.00; recent insider activity includes Cheung Kenneth filing A-Award. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

15.94

PEG

P/B

2.42

P/S

0.55

EV/EBITDA

13.55

DCF Value

$-59.53

FCF Yield

-37.1%

Div Yield

0.0%

Margins & Returns

Gross Margin

8.4%

Operating Margin

4.5%

Net Margin

3.7%

ROE

18.2%

ROA

5.3%

ROIC

7.1%

Financials

PeriodRevenueNet IncomeEPS
Q3 2026$10.24B$483.4M$0.72
Q2 2026$12.68B$400.6M$0.60
Q1 2026$5.02B$168.3M$0.26
Q4 2025$5.76B$195.2M$0.31

Analyst Ratings

Consensus

Hold

Target (Consensus)

$38.60

Target (Median)

$40.00

Target Range

$26.00 - $45.00

Strong Buy: 2Buy: 3Hold: 11Sell: 2Strong Sell: 1

Trading Activity

Insider Trades

Cheung Kennethofficer: SVP, Chief Accounting Officer
Sell2026-06-12
Cheung Kennethofficer: SVP, Chief Accounting Officer
Sell2026-06-12
Liu Liang Chiu-Chu Saradirector, 10 percent owner:
Sell2026-05-28
Liang Charlesdirector, 10 percent owner, officer: President and CEO
Sell2026-05-28
Malyala Vikranthofficer: SVP, Chief Business Officer
Sell2026-05-21

Company Info

Sector

Technology

Industry

Computer Hardware

Country

US

Exchange

Beta

1.87

Super Micro Computer, Inc., established in 1993 and headquartered in San Jose, California, is a global leader specializing in the design and production of high-performance server and data storage solutions. These sophisticated offerings, founded on a modular and open architecture, are distributed internationally across the United States, Europe, and Asia. The company's diverse product portfolio spans a wide array of computing infrastructure. This includes entire server and storage systems, innovative modular blade servers, individual blades, powerful workstations, full rack solutions, and networking devices. They also supply essential server sub-systems, alongside specialized server management and security software. More specifically, their offerings comprise application-optimized server designs, rackmount and blade server options, robust storage infrastructure, and critical subsystems and accessories like server boards, chassis, power supplies, and various other components. A key software suite is their Server Management Suite, featuring tools such as Supermicro Server Manager, Supermicro Power Management, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. Beyond its hardware and software offerings, Super Micro Computer, Inc. delivers a comprehensive suite of professional services. These encompass the integration, configuration, and software upgrades and updates for their server and storage products. They also provide detailed technical documentation and oversee service projects from initial requirement identification and plan creation through execution, verification testing, and specialized training. Furthermore, the company ensures robust post-sales support through its help desk, on-site product assistance, and continuous maintenance and technical support for its full product range. Super Micro's cutting-edge solutions cater to a broad spectrum of demanding markets, including large enterprise data centers, burgeoning cloud computing environments, advanced artificial intelligence applications, and the rapidly expanding 5G and edge computing sectors. The company reaches its clientele through diverse sales channels, utilizing direct and indirect sales teams, a network of distributors, value-added resellers, system integrators, and original equipment manufacturers.