SMCI Super Micro Computer, Inc.
USTechnologyAs of 2026-08-24
Why SMCI matters now
Super Micro Computer, Inc. (SMCI) is a US stock in Technology. The latest InvestLog snapshot shows $35.15 with -5.61% on the session and $22.74B 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 Earnings Analysis note titled "SMCI earnings call: guidance, demand, margins, analyst Q&A". The latest indexable market news headline is "Super Micro Computer Inc (SMCI) Shares Fall 5.6% -- What GF Score of 83 Tells Investors" from GuruFocus.
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
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| 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
Trading Activity
Insider Trades
Related AI Research
SMCI earnings call: guidance, demand, margins, analyst Q&A超微电脑 (SMCI) 电话会要点:指引、需求、利润率、分析师问答
David Weigand: Now turning to our outlook for Q1 fiscal year '27, we expect net sales to be in the range of $14.5 billion to $15.5 billion, GAAP diluted net income per share to be between $0.89 and $0.98, and non-GAAP diluted net income per share to be between $1.01 and $1.10.大卫·韦根德:现在谈谈我们对2027财年第一季度的展望,预计净销售额区间为145亿至155亿美元,GAAP摊薄每股净收益为0.89至0.98美元,非GAAP摊薄每股净收益为1.01至1.10美元。
SMCI earnings release — revenue missed -4.1%超微电脑 (SMCI) 财报发布 — 营收 低于预期-4.1%
Super Micro reported revenue $11.1B vs $11.6B estimate.超微电脑 公布财报:营收 $11.1B vs $11.6B 预期。
Related Stocks
Latest News
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.