SMCI
Super Micro Computer, Inc. NASDAQ Listed Mar 29, 2007$30.66
+10.37%
vs $27.78
Mkt Cap $18.4B
52w Low $19.48
26.1% of range
52w High $62.36
50d MA $32.81
200d MA $35.55
P/E (TTM)
18.2x
EV/EBITDA
14.1x
P/B
2.9x
Debt/Equity
0.8x
ROE
16.1%
P/FCF
12.6x
RSI (14)
30.80
ATR (14)
$3.35
Beta
1.63
50d MA
$32.81
200d MA
$35.55
Avg Volume
58.7M
Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software. The company provides application-optimized server solutions, rackmount and blade servers, storage, and subsystems and accessories; and server software management solutions, such as Server Management Suite, including Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories. Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and technical documentation, and training services. Additionally, it offers help desk and on-site product support services for its server and storage systems; and customer support services, including ongoing maintenance and technical support for its products. The company provides its products to enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing markets. It sells its products through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. The company was incorporated in 1993 and is headquartered in San Jose, California.
980 Rock Avenue · San Jose, CA 95131 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 5, 2026 | AMC | 0.63 | 0.84 | +33.3% | 27.83 | +13.0% | +24.5% | -3.0% | +5.2% | -5.2% | -2.2% | — |
| Feb 3, 2026 | AMC | 0.49 | 0.69 | +40.8% | 29.67 | +11.1% | +13.8% | -8.6% | +11.4% | -2.5% | -0.6% | — |
| Nov 4, 2025 | AMC | 0.37 | 0.35 | -6.6% | 47.40 | -5.1% | -11.3% | -4.0% | -1.4% | +1.1% | -3.4% | — |
| Aug 5, 2025 | AMC | 0.45 | 0.41 | -7.9% | 57.26 | -17.3% | -18.3% | -0.3% | -4.4% | +1.3% | +2.7% | — |
| May 6, 2025 | AMC | 0.41 | 0.31 | -24.5% | 32.94 | -5.6% | -1.4% | -1.1% | -0.4% | +4.8% | +16.0% | — |
| Feb 25, 2025 | AMC | 0.58 | 0.75 | +28.4% | 45.54 | +20.8% | +12.2% | -16.0% | -3.5% | -13.0% | +8.5% | — |
| Nov 5, 2024 | AMC | 0.73 | 0.75 | +2.5% | 27.70 | -24.7% | -18.1% | +12.2% | -3.8% | -5.3% | -6.6% | — |
| Aug 6, 2024 | AMC | 0.81 | 0.63 | -22.4% | 61.69 | -13.7% | -20.1% | +3.5% | -0.2% | +6.3% | +4.9% | — |
| Apr 30, 2024 | AMC | 0.58 | 0.67 | +15.5% | 85.88 | -9.5% | -14.0% | +3.3% | +2.6% | +6.1% | -1.3% | — |
| Jan 29, 2024 | AMC | 0.55 | 0.56 | +1.8% | 49.57 | +10.4% | +3.5% | +3.2% | +10.2% | -0.7% | +14.4% | — |
| Nov 1, 2023 | AMC | 0.32 | 0.34 | +6.2% | 25.23 | +3.4% | -2.5% | +3.7% | -0.9% | +0.7% | +2.3% | — |
| Aug 8, 2023 | AMC | 0.34 | 0.35 | +2.9% | 34.74 | -14.5% | -23.4% | +4.1% | -8.2% | +5.9% | -2.0% | — |
| May 2, 2023 | AMC | 0.17 | 0.16 | -5.9% | 10.44 | +11.1% | +28.4% | +1.8% | +0.6% | -0.4% | -3.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 11 | Wolfe Research | Initiates | Peer Perform | — | $29.27 | $29.30 | +0.1% | +9.2% | -4.7% | +1.3% | -5.3% | -4.9% |
| May 6 | CJS Securities | Upgrade | Market Underperform → Market Perform | — | $27.83 | $31.44 | +13.0% | +24.5% | -3.0% | +5.2% | -5.2% | -2.2% |
| Oct 2 | Barclays | Maintains | Equal Weight → Equal Weight | — | $40.55 | $40.01 | -1.3% | +3.6% | -1.1% | -0.8% | +15.8% | -5.0% |
| Sep 23 | Loop Capital | Maintains | Buy → Buy | — | $45.73 | $45.06 | -1.5% | +1.9% | -0.5% | -1.2% | -12.2% | +4.3% |
| Sep 6 | JP Morgan | Downgrade | Overweight → Neutral | — | $41.46 | $40.20 | -3.0% | -6.8% | +6.1% | +0.7% | +7.9% | -0.7% |
| Sep 4 | Barclays | Downgrade | Overweight → Equal Weight | — | $44.18 | $42.01 | -4.9% | -4.1% | -2.1% | -6.8% | +6.1% | +0.7% |
| Aug 28 | Barclays | Maintains | Overweight → Overweight | — | $54.76 | $48.59 | -11.3% | -19.0% | +1.2% | -2.5% | +0.9% | -4.1% |
| Aug 28 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $54.76 | $48.59 | -11.3% | -19.0% | +1.2% | -2.5% | +0.9% | -4.1% |
| Aug 28 | CFRA | Downgrade | Buy → Hold | — | $54.76 | $48.59 | -11.3% | -19.0% | +1.2% | -2.5% | +0.9% | -4.1% |
| Aug 8 | Goldman Sachs | Maintains | Neutral → Neutral | — | $49.27 | $49.70 | +0.9% | +3.5% | -0.2% | +6.3% | +4.9% | +1.7% |
| Aug 7 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $61.69 | $53.25 | -13.7% | -20.1% | +3.5% | -0.2% | +6.3% | +4.9% |
| Aug 7 | BofA Securities | Downgrade | Buy → Neutral | — | $61.69 | $53.25 | -13.7% | -20.1% | +3.5% | -0.2% | +6.3% | +4.9% |
| Aug 7 | Rosenblatt | Maintains | Buy → Buy | — | $61.69 | $53.25 | -13.7% | -20.1% | +3.5% | -0.2% | +6.3% | +4.9% |
| Aug 6 | JP Morgan | Maintains | Overweight → Overweight | — | $60.88 | $61.60 | +1.2% | +1.3% | -20.1% | +3.5% | -0.2% | +6.3% |
| Aug 2 | Wedbush | Maintains | Neutral → Neutral | — | $67.22 | $63.00 | -6.3% | -7.1% | -2.5% | +1.3% | -20.1% | +3.5% |
| Jul 15 | Susquehanna | Maintains | Negative → Negative | — | $91.00 | $94.00 | +3.3% | -1.4% | -2.3% | -6.9% | -1.8% | -0.6% |
| Jul 10 | Nomura | Downgrade | Buy → Neutral | — | $89.56 | $88.87 | -0.8% | +0.5% | -1.2% | +2.3% | -1.4% | -2.3% |
| May 1 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $85.88 | $77.74 | -9.5% | -14.0% | +3.3% | +2.6% | +6.1% | -1.3% |
| May 1 | Wedbush | Maintains | Neutral → Neutral | — | $85.88 | $77.74 | -9.5% | -14.0% | +3.3% | +2.6% | +6.1% | -1.3% |
| May 1 | Goldman Sachs | Maintains | Neutral → Neutral | — | $85.88 | $77.74 | -9.5% | -14.0% | +3.3% | +2.6% | +6.1% | -1.3% |
| May 1 | Rosenblatt | Maintains | Buy → Buy | — | $85.88 | $77.74 | -9.5% | -14.0% | +3.3% | +2.6% | +6.1% | -1.3% |
| Apr 24 | Wedbush | Maintains | Neutral → Neutral | — | $76.19 | $78.90 | +3.6% | -0.9% | +4.3% | +8.9% | +3.8% | -3.5% |
| Apr 16 | Loop Capital | Maintains | Buy → Buy | — | $88.28 | $90.13 | +2.1% | +10.6% | -1.7% | -3.3% | -23.1% | +0.5% |
| Mar 25 | Northland Capital Markets | Maintains | Outperform → Outperform | — | $97.27 | $97.28 | +0.0% | +7.2% | -1.7% | -0.2% | -1.3% | +2.7% |
| Mar 13 | BofA Securities | Maintains | Buy → Buy | — | $116.30 | $114.87 | -1.2% | +2.2% | -4.9% | -5.4% | -6.4% | -9.0% |
| Feb 20 | Rosenblatt | Maintains | Buy → Buy | — | $80.33 | $79.00 | -1.7% | -2.0% | -6.8% | +32.9% | -11.8% | +1.9% |
| Feb 13 | Barclays | Maintains | Overweight → Overweight | — | $77.30 | $75.00 | -3.0% | +2.4% | +11.3% | +14.0% | -20.0% | -2.0% |
| Jan 30 | Rosenblatt | Maintains | Buy → Buy | — | $49.57 | $54.73 | +10.4% | +3.5% | +3.2% | +10.2% | -0.7% | +14.4% |
| Jan 30 | Northland Capital Markets | Maintains | Outperform → Outperform | — | $49.57 | $54.73 | +10.4% | +3.5% | +3.2% | +10.2% | -0.7% | +14.4% |
| Jan 30 | Susquehanna | Maintains | Negative → Negative | — | $49.57 | $54.73 | +10.4% | +3.5% | +3.2% | +10.2% | -0.7% | +14.4% |
| Jan 30 | Wedbush | Maintains | Neutral → Neutral | — | $49.57 | $54.73 | +10.4% | +3.5% | +3.2% | +10.2% | -0.7% | +14.4% |
| Jan 19 | Wedbush | Maintains | Neutral → Neutral | — | $31.14 | $34.76 | +11.6% | +36.0% | +3.0% | +4.9% | +2.8% | +1.1% |
| Jan 19 | Barclays | Maintains | Overweight → Overweight | — | $31.14 | $34.76 | +11.6% | +36.0% | +3.0% | +4.9% | +2.8% | +1.1% |
| Dec 11 | Susquehanna | Downgrade | Neutral → Negative | — | $27.27 | $26.30 | -3.6% | -3.8% | +1.2% | +3.0% | +7.7% | +1.9% |
| Nov 2 | Barclays | Maintains | Overweight → Overweight | — | $25.23 | $26.08 | +3.4% | -2.5% | +3.7% | -0.9% | +0.7% | +2.3% |
| Oct 30 | Wedbush | Maintains | Neutral → Neutral | — | $24.14 | $24.59 | +1.9% | -2.0% | +1.2% | +5.3% | -2.5% | +3.7% |
| Sep 19 | Rosenblatt | Maintains | Buy → Buy | — | $24.43 | $24.85 | +1.7% | +1.4% | -1.9% | -4.8% | +1.9% | +5.6% |
| Aug 23 | Wedbush | Upgrade | Underperform → Neutral | — | $25.81 | $26.03 | +0.9% | +7.6% | -5.4% | -3.2% | +0.5% | +2.5% |
| Aug 10 | Susquehanna | Maintains | Neutral → Neutral | — | $26.61 | $26.54 | -0.3% | +4.1% | -8.2% | +5.9% | -2.0% | -4.0% |
| Aug 9 | Rosenblatt | Maintains | Buy → Buy | — | $34.74 | $29.71 | -14.5% | -23.4% | +4.1% | -8.2% | +5.9% | -2.0% |
| Aug 8 | Rosenblatt | Maintains | Buy → Buy | — | $35.33 | $34.48 | -2.4% | -1.7% | -23.4% | +4.1% | -8.2% | +5.9% |
| Aug 7 | Loop Capital | Maintains | Buy → Buy | — | $33.81 | $35.20 | +4.1% | +4.5% | -1.7% | -23.4% | +4.1% | -8.2% |
| Jul 21 | Rosenblatt | Maintains | Buy → Buy | — | $30.30 | $30.90 | +2.0% | +0.1% | +2.0% | +3.9% | -1.2% | +3.1% |
| Jul 21 | Northland Capital Markets | Maintains | Outperform → Outperform | — | $30.30 | $30.90 | +2.0% | +0.1% | +2.0% | +3.9% | -1.2% | +3.1% |
| Jun 9 | Rosenblatt | Maintains | Buy → Buy | — | $25.44 | $26.30 | +3.4% | +2.9% | -1.1% | -5.6% | +1.5% | -1.6% |
| Jun 7 | Rosenblatt | Maintains | Buy → Buy | — | $23.32 | $24.40 | +4.6% | +2.8% | +6.1% | +2.9% | -1.1% | -5.6% |
| May 24 | Loop Capital | Maintains | Buy → Buy | — | $16.19 | $15.96 | -1.4% | +3.5% | +23.4% | +5.9% | +6.8% | -4.3% |
| May 3 | Loop Capital | Maintains | Buy → Buy | — | $10.44 | $11.60 | +11.1% | +28.4% | +1.8% | +0.6% | -0.4% | -3.1% |
| May 3 | Wedbush | Maintains | Underperform → Underperform | — | $10.44 | $11.60 | +11.1% | +28.4% | +1.8% | +0.6% | -0.4% | -3.1% |
| May 3 | Susquehanna | Maintains | Neutral → Neutral | — | $10.44 | $11.60 | +11.1% | +28.4% | +1.8% | +0.6% | -0.4% | -3.1% |
No insider trades available.
8-K · 5.03
! Medium
Super Micro Computer, Inc. -- 8-K 5.03: Amendment to Articles / Bylaws
Super Micro Computer changed its fiscal year end, which may affect timing of financial reporting, earnings announcements, and investor expectations around quarterly results and compliance deadlines.
Jun 15
8-K
Super Micro Computer, Inc. -- 8-K Filing
Super Micro Computer increased its stock option pool by 15 million shares and extended incentive plan authority until 2036, providing management greater flexibility for future equity compensation awards.
Apr 20
8-K
Unknown — 8-K Filing
Super Micro Computer faces potential legal jeopardy from U.S. Attorney investigation, creating near-term stock volatility risk and uncertainty about executive leadership and operational continuity that investors should monitor closely.
Mar 20
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
# SMCI Stock Analysis
Super Micro Computer (SMCI) is making a regulatory disclosure under Rule FD that won't be legally binding or incorporated into future filings, suggesting preliminary or non-material information shared to maintain fair disclosure practices.
Mar 11
8-K
Super Micro Computer, Inc. -- 8-K Filing
Super Micro Computer reported strong Q2 fiscal 2026 results, demonstrating recovery and operational momentum following previous accounting challenges and nasdaq compliance issues.
Feb 3
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 32,894,995 | $749M | New | Mar 2026 |
| 2 | Vanguard Portfolio Management Llc | 29,569,380 | $673M | New | Mar 2026 |
| 3 | Morgan Stanley | 22,575,170 | $661M | Added | Dec 2025 |
| 4 | Ubs Group Ag | 12,073,477 | $275M | Added | Mar 2026 |
| 5 | Invesco Ltd. | 11,813,138 | $269M | Added | Mar 2026 |
| 6 | Marshall Wace, Llp | 7,188,017 | $164M | Added | Mar 2026 |
| 7 | Bnp Paribas Financial Markets | 5,432,942 | $124M | Added | Mar 2026 |
| 8 | Wells Fargo & Company/mn | 4,972,237 | $113M | New | Mar 2026 |
| 9 | Northern Trust Corp | 4,335,611 | $99M | Reduced | Mar 2026 |
| 10 | Bank Of America Corp /de/ | 3,893,969 | $89M | Added | Mar 2026 |
| 11 | Barclays Plc | 3,636,476 | $83M | Reduced | Mar 2026 |
| 12 | Citigroup Inc | 2,229,413 | $65M | Added | Dec 2025 |
| 13 | Bank Of New York Mellon Corp | 2,435,571 | $55M | Reduced | Mar 2026 |
| 14 | Marex Group Plc | 2,244,618 | $51M | Reduced | Mar 2026 |
| 15 | Cantor Fitzgerald, L. P. | 1,546,302 | $45M | New | Dec 2025 |
| 16 | Jpmorgan Chase & Co | 2,005,393 | $42M | Added | Mar 2026 |
| 17 | Hrt Financial Lp | 1,847,860 | $42M | Added | Mar 2026 |
| 18 | Amundi | 1,690,969 | $39M | New | Mar 2026 |
| 19 | Citadel Advisors Llc | 1,627,721 | $37M | Reduced | Mar 2026 |
| 20 | Needham Investment Management Llc | 1,616,500 | $37M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$18.44B
Enterprise Value
$18.78B
P/E (TTM)
18.25x
Forward P/E
13.81x
PEG Ratio
0.00x
P/B
2.89x
P/S
0.88x
P/FCF
12.57x
EV/EBITDA
14.12x
Shares Out
628.4M
Financials (TTM)
Revenue
$21.97B
Net Income
$1.05B
EBITDA
$1.33B
Free Cash Flow
$1.53B
Op Cash Flow
$1.66B
EPS Basic
$1.77
EPS Diluted
$1.68
EPS Forward
$2.22
Gross Margin
11.1%
Op Margin
5.7%
Net Margin
4.8%
Balance Sheet
Total Assets
$14.02B
Total Liab.
$7.72B
Total Equity
$6.30B
Cash
$5.17B
LT Debt
$4.68B
Book Value/Sh
$10.62
Debt/Equity
0.76x
Current Ratio
5.25
Quick Ratio
3.25
Returns & Growth
ROE
16.1%
ROA
4.0%
ROIC
9.3%
Rev Growth YoY
+46.6%
EPS Growth YoY
—
Price Returns
2W
+39.5%
1M
+68.2%
3M
+42.3%
6M
+36.2%
12M
+15.2%
Technicals
52W High
$62.36
52W Low
$19.48
50d MA
$32.81
200d MA
$35.55
RSI (14)
30.80
ATR (14)
$3.35
Beta
1.63
Avg Volume
58.7M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$46.29
High
$64.00
Low
$26.00
Median
$40.00
Data updated apr 27, 2026 1:53am
· Source: financialmodelingprep.com