Super Micro Computer Inc
$ 34.23
1.63%
04 Dec - close price
- Market Cap 20,105,988,000 USD
- Current Price $ 34.23
- High / Low $ 34.41 / 33.08
- Stock P/E 26.52
- Book Value 10.93
- EPS 1.27
- Next Earning Report 2026-02-03
- Dividend Per Share N/A
- Dividend Yield 0 %
- Next Dividend Date -
- ROA 0.05 %
- ROE 0.13 %
- 52 Week High 66.44
- 52 Week Low 25.71
About
Super Micro Computer, Inc. (SMCI) is a prominent provider of high-performance server and storage solutions, recognized for its innovative, open, and modular architecture. Based in San Jose, California, the company develops advanced technologies that cater to the evolving needs of data centers, cloud computing, and enterprise applications. With a strong emphasis on sustainability and efficiency, SMCI is strategically positioned to leverage the increasing demand for cutting-edge computing solutions across critical sectors such as artificial intelligence and big data analytics, making it a compelling investment opportunity for institutional investors looking to capitalize on technological advancements.
Analyst Target Price
$48.53
Quarterly Earnings
| Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | Jun 2023 | Mar 2023 | Dec 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2025-11-04 | 2025-08-28 | 2025-04-28 | 2025-02-11 | 2024-11-05 | 2024-08-06 | 2024-04-30 | 2024-01-29 | 2023-11-01 | 2023-08-08 | 2023-05-02 | 2023-01-31 |
| Reported EPS | 0.35 | 0.32 | 0.31 | 0.6031 | 0.75 | 6.25 | 6.65 | 5.59 | 3.43 | 3.51 | 1.63 | 3.26 |
| Estimated EPS | 0.46 | 0.44 | 0.3503 | 0.5811 | 0.742 | 8.07 | 5.78 | 4.93 | 3.06 | 2.96 | 1.71 | 3.03 |
| Surprise | -0.11 | -0.12 | -0.0403 | 0.022 | 0.008 | -1.82 | 0.87 | 0.66 | 0.37 | 0.55 | -0.08 | 0.23 |
| Surprise Percentage | -23.913% | -27.2727% | -11.5044% | 3.7859% | 1.0782% | -22.5527% | 15.0519% | 13.3874% | 12.0915% | 18.5811% | -4.6784% | 7.5908% |
Next Quarterly Earnings
| Dec 2025 | |
|---|---|
| Reported Date | 2026-02-03 |
| Fiscal Date Ending | 2025-12-31 |
| Estimated EPS | 0.606 |
| Currency | USD |
Next Dividend Records
| Dividend per share (year): | - |
| Dividend Yield | - |
| Next Dividend Date | - |
| Ex-Dividend Date | - |
Recent News: SMCI
2025-12-03 19:09:00
Morgan Stanley analyst Joe Moore significantly increased his price target for Nvidia (NVDA) stock from $250 to $235, indicating a 38% upside despite prior concerns about competition. Moore believes Nvidia will maintain its dominance in AI accelerators and data-center GPUs due to superior performance, robust software, and supply advantages, a sentiment shared by other major financial institutions.
2025-12-03 12:31:36
Super Micro Computer recently presented its AI-focused server solutions, aiming for a US$36.00 billion fiscal 2026 revenue target, despite concerns over margin pressure and AI hardware competition. The company's future performance hinges on its ability to effectively scale its Blackwell era systems and Data Centre Building Block Solutions with NVIDIA and AMD alongside widespread community fair value estimates for SMCI ranging from US$48.53 to US$82.39.
2025-12-03 11:43:45
Norges Bank recently acquired a significant new stake in Super Micro Computer, Inc. (NASDAQ:SMCI) during the second quarter, purchasing over 3 million shares valued at approximately $150 million. This acquisition makes Norges Bank a substantial institutional holder of SMCI stock. Other institutional investors have also adjusted their positions, and analyst ratings for SMCI include a mix of "Strong Buy," "Buy," "Hold," and "Sell" with a consensus "Hold" rating and an average price target of $48.38.
2025-12-02 22:09:47
Super Micro Computer (SMCI) stock experienced a brutal sell-off in November 2025, falling about 37% and trading near its 52-week low. This downturn followed missed fiscal Q1 2026 earnings expectations, record-low gross margins, and concerns over execution and internal controls. Despite strong underlying AI demand and optimistic full-year revenue guidance, the stock faces high volatility, increasing competition, and notable insider selling, making it a high-risk, high-reward AI infrastructure play.
2025-12-02 12:46:00
Vertiv (VRT) shares have significantly outperformed peers and the broader market, gaining 59.6% in the last six months due to its extensive product portfolio and strategic acquisitions in the AI infrastructure market. The company is benefiting from strong organic order growth, a growing backlog, and key partnerships, leading to positive guidance for 2025 revenues and earnings despite its current premium valuation. Vertiv holds a Zacks Rank #1 (Strong Buy) and a Growth Score of B, suggesting a strong investment opportunity.
2025-12-02 11:32:38
Norges Bank initiated a new position in International Paper (NYSE:IP) by acquiring 6,016,125 shares valued at approximately $281.7 million, representing about 1.14% ownership. This comes as International Paper reported missed quarterly earnings and revenue, with a negative net margin despite a significant year-over-year revenue increase. The company announced a quarterly dividend of $0.4625 per share, leading to an annualized yield of around 4.7%.
