Price
$43.56+54.27%Social Signal Score
Analyst Ratings
25 analysts52-week range
- Last close
- $43.56
- Off 52w high
- -25.8%
- 200-day average
- $32.06
- vs 200-day
- +35.9%
Revenue
$11.12B+2002.98%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Charles Liang
- Sector
- Technology
- Industry
- Computer Hardware
- Employees
- 7,000
- Beta
- 2.00
- Country
- US
- Piotroski score
- 3 / 9 (Weak)
- Altman Z-score
- 3.82
Financials
Revenue
$11.12B+2003.0%Net Income
$1.18B+7564.2%EBITDA
$1.54B+5863.1%Free Cash Flow
$718.73MEPS (diluted)
$1.68+6361.5%Shares Outstanding (diluted)
697.35M+36.4%Operating Expenses
$454.57MCash & Debt
$7.52BReturn of Capital
$0.00Revenue by Segment (annual)
$958.60MQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $39.06B | $2.23B | $3.65 |
| 2025 | $21.97B | $1.05B | $1.77 |
| 2024 | $14.99B | $1.15B | $1.77 |
| 2023 | $7.12B | $640.00M | $2.17 |
| 2022 | $5.20B | $285.16M | $1.21 |
| 2021 | $5.20B | $285.16M | $0.55 |
| 2020 | $3.34B | $84.31M | $0.17 |
| 2019 | $3.50B | $71.92M | $0.14 |
| 2018 | $3.36B | $46.16M | $0.09 |
| 2017 | $2.48B | $66.85M | $0.14 |
| 2016 | $2.23B | $72.08M | $0.15 |
| 2015 | $1.95B | $92.56M | $0.22 |
| 2014 | $1.47B | $54.16M | $0.12 |
| 2013 | $1.16B | $21.28M | $0.05 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SMCI's reported EPS growth of 39.1% a year over 13 years. Historical EPS growth of 39% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $13.76
- Implied price
- $110.09
- Return from $43.69
- 20.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $54.73 — today's price is already 20.2% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 4 | 6 | 8 | 10 | 12 |
|---|---|---|---|---|---|
| 20.0% | -3.3% | 4.8% | 11.0% | 16.1% | 20.4% |
| 25.0% | 0.7% | 9.2% | 15.7% | 21.0% | 25.4% |
| 30.0% | 4.7% | 13.6% | 20.3% | 25.8% | 30.5% |
| 35.0% | 8.8% | 17.9% | 24.9% | 30.6% | 35.5% |
| 40.0% | 12.8% | 22.3% | 29.6% | 35.5% | 40.5% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
74+47.83%Social Signal Score
Mentions (100)
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View source ↗ - News (RSS)decrypt·1d ago·Positive
Trump Taps Jay Clayton, the SEC Chair Who Sued Ripple, to Lead AI Push President Trump named a new "Super Intelligence Force" to coordinate federal AI policy, with Director of National Intelligence Jay Clayton at the helm. As SEC chair, Clayton launched crypto lawsuits including the agency's case against Ripple.
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View source ↗ - News (RSS)fortune·1d ago·Neutral
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View source ↗ - News (RSS)cointelegraph·1d ago·Neutral
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View source ↗ - News (RSS)economictimes·1d ago·Negative
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View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62749258 Coal. It's up already, but nowhere near start of Ukraine war levels of up. It might get expensive during winter. There's also platinum which is sourced 75% from South Africa and if something were to happen there the supply is getting f*****. That's more of a gamble than anything. Copper will keep going up as AI gets built out, but it's up already. And then all the food commodities that Super El Nino could f*** up.
View source ↗ - News (Marketaux)gurufocus.com·3d ago·Positive
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View source ↗ - Newszacks.com·3d ago·Neutral
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View source ↗ - PodcastCompound And Friends·3d ago·Negative
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View source ↗ - 4chan /biz/biz·4d ago·Positive
>Super intelligence memory compute for AI verging ecosystems, saar >kindly give me the money grandfather for wise spending profitability, needfully yours
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View source ↗ - Newszacks.com·4d ago·Neutral
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View source ↗ - News (RSS)cnbc·5d ago·Neutral
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View source ↗ - Newszacks.com·5d ago·Neutral
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View source ↗ - News (RSS)cnbc·6d ago·Neutral
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View source ↗ - Newsfoxbusiness.com·6d ago·Negative
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View source ↗ - News (RSS)forbes·6d ago·Negative
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View source ↗ - News (RSS)bbc·6d ago·Neutral
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View source ↗ - News (RSS)cointelegraph·6d ago·Negative
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View source ↗ - News (RSS)economictimes·6d ago·Positive
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VDURA Data Platform V12 Now Generally Available, the Hyperscaler Storage Playbook to AI Factories and Neoclouds on Supermicro PITTSBURGH & ABU DHABI, United Arab Emirates--(BUSINESS WIRE)--VDURA, provider of high-performance data storage infrastructure for AI factories and neoclouds, today announced the general availability of the VDURA® Data Platform V12, the release that turns the platform into a multi-tenant, API-driven storage service for GPU clouds and AI factories. V12 ships as a qualified
View source ↗ - 4chan /biz/biz·6d ago·Neutral
>it is SUPER INTELLIGENCE not “a.i!!” How do you reply without sounding mad?
View source ↗ - News (Marketaux)gurufocus.com·6d ago·Positive
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View source ↗ - 4chan /biz/biz·7d ago·Negative
>>62735271 Not buying anything for the next 2 weeks will comparatively make you more than most investments. Once the cheapies appear and pink wojaks flood the catalogue, when smiggers are suiciding in their droves only then I will be slurping: MU, SNDK, NVDA, WDC, RDDT, META, AVGO, TSMC, NBIS, SKHY, BLOOM, ARM, PENG, GRRR, GRAB, CRDO, SMCI, TEM, POET
View source ↗ - News (RSS)zerohedge·7d ago·Negative
First, Quit Pretending... First, Quit Pretending... Authored by James Howard Kunstler via Clusterfuck Nation, "The Republican party has plenty of things wrong with it, but the other side is so crazy they're celebrating our assassinations and sharia law." - DC_Draino on X (Rogan O'Handley) The leaves turn and the season quickens and, in a few weeks, comes an election more dreaded than all the slavering blood beasts of Halloween. Do you suppose, as I do, that America is tired of being insane? The
View source ↗ - Newszacks.com·7d ago·Neutral
Super Micro Computer (SMCI) Falls More Steeply Than Broader Market: What Investors Need to Know In the most recent trading session, Super Micro Computer (SMCI) closed at $41.79, indicating a -3.41% shift from the previous trading day.
View source ↗ - 4chan /biz/biz·7d ago·Neutral
>>62733841 The Giants will never be booked in a Super Bowl again because they don’t need a new stadium, and there are other fanbases that will result in higher marginal revenue for the league. Tough luck. Hope you enjoyed the Knicks run.
View source ↗ - Newsseekingalpha.com·7d ago·Positive
…. strong revenue growth and visible backlog, combined with market's concerns about unpredictable AI Capex and 2027 liquidity risks, creates a compelling opportunity. SMCI trades at a depressed 5.0x forward P/E despite analyst forecasts of $67B revenue in 2027 and management's $65–$72B target. I expect earnings releases to act as catalysts as SMCI demonstrates improved cash flow, debt repayment, and inventory management.
View source ↗ - News (RSS)zerohedge·7d ago·Neutral
The October Term: A Preview Of The Coming Cases For Another "Big Year" On The Court The October Term: A Preview Of The Coming Cases For Another "Big Year" On The Court Authored by Jonathan Turley via JonathanTurley.org, October is when hype meets reality. In baseball, the final teams are sorted out for the playoffs, and your football teams are well into the winnowing-out process for the Super Bowl. For court nerds, the start of the October term at the Supreme Court can have a similar dynamic, as
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London Broncos say they’ve paid tax bill owed to HMRC London Broncos owners say they have paid their tax bill after being hit with a winding-up petition by HMRC on Monday. The second-tier rugby league side, who are looking to join the top-flight Super League, were slapped with the petition by the taxman on Monday under their London Rugby League Limited parent company relating to [...]
View source ↗ - News (Marketaux)gurufocus.com·7d ago·Positive
Opportunities in AI Stocks After Recent Underperformance This analysis comes at a time when S[+123 characters]
View source ↗ - News (Marketaux)gurufocus.com·7d ago·Neutral
Deutsche Bank Strategists Highlight Increased Stock Allocations Amid Market Shifts In this context, we examine Super</e[+287 characters]
View source ↗ - News (RSS)hellenicshipping·7d ago·Neutral
With a Super El Nino, analyst asks: What happens to LNG demand? A forecast “Super El Nino” in 2026-27 is unlikely to materially weaken global liquefied natural gas demand, despite the potential for significantly warmer winters in Asia, Bernstein analysts said in a research note. Bernstein analysts said even if the weather event becomes one of the strongest on record, the reduction in Asian LNG imports could ...
View source ↗ - PodcastAnimal Spirits·7d ago·Neutral
what point three point four point five something like that yes that's like lower than I would have thought that's so there's not many stock strategies I guess you would pick that have a beta that low correct yeah and part of that has to do with the fact that today because we're doing these notes on individual equities and correlation among equities is so low you actually get a big diversification benefit to start to doing auto-callables on individual equities as opposed to doing them on indices
View source ↗ - News (Marketaux)gurufocus.com·8d ago·Positive
Japanese Bond Yields Approach 2% as Investors Bet on Continued Rate Hikes This financial backdrop raises questions[+126 characters]
View source ↗ - News (Marketaux)gurufocus.com·8d ago·Positive
Japan's Central Bank Signals Rate Hike Ahead of Market Expectations In this context, we turn our attention t[+114 characters]
View source ↗ - News (Marketaux)gurufocus.com·8d ago·Positive
Nikkei Index Opens Higher; KOSPI Declines One company that stands out in this cont[+296 characters]
View source ↗ - News (Marketaux)gurufocus.com·8d ago·Neutral
Japan's Central Bank May Raise Rates Again Soon, Says Former Executive This news comes at a time when Super[+301 characters]
View source ↗ - News (RSS)zerohedge·8d ago·Neutral
Two-Month China Truce Falls Short Of Expectations As Markets Fade Trump-Xi Summit Two-Month China Truce Falls Short Of Expectations As Markets Fade Trump-Xi Summit Donald Trump gave Xi Jinping the full state-visit treatment in Washington, but markets were more interested in what the two leaders did not deliver. After three days of ceremony, an unusually warm presidential welcome and repeated pledges to stabilize relations between the world's two largest economies, the main economic outcome was a
View source ↗ - News (RSS)zerohedge·8d ago·Neutral
Xi Will Return And Put His Foot On The Pedal To Develop Better Chips, Better Models, And The Energy To Drive That Compute Xi Will Return And Put His Foot On The Pedal To Develop Better Chips, Better Models, And The Energy To Drive That Compute We came into this week with a list of things to think about with the Fed Behind Us, and a SITREP focusing on the Houthis vs Saudi Arabia. We also kicked off the week with a preview on CNBC. Our “official scoring” was stocks did well, Bessent faced setbacks
View source ↗ - News (Marketaux)gurufocus.com·9d ago·Positive
VLCC Market Surge: Record Prices for Super Tankers Amid High Freight Rates In this context, we turn our attention t[+326 characters]
View source ↗ - 4chan /biz/biz·9d ago·Neutral
>>62728645 Super old you say?
View source ↗ - News (Marketaux)gurufocus.com·10d ago·Positive
White House Assures No Ban on Diesel Exports Amid Rising Prices In this context, we turn our attention t[+114 characters]
View source ↗ - PodcastAll In·10d ago·Positive
Then you've got I think other evidence of I don't know what to call it except corporate schizophrenia. You've got Dario putting out this essay saying we need to pay to frontier days before they launch called 5.5 and set a new frontier. I mean, he must know when he's writing this essay that they're about to release a product that will extend the frontier. So at a minimum it's hypocritical but maybe it's even worse than that. Then you have them publishing an essay about the bioresk associated with
View source ↗ - Newsfool.com·10d ago·Positive
Is Super Micro Computer a Buy? Super Micro Computer was an early winner from the AI boom. Investors seem to have moved past a DOJ investigation into the company.
View source ↗ - News (RSS)cnbc·10d ago·Neutral
Trump says Scott Bessent won't be AI czar President Donald Trump said Treasury Secretary Bessent doesn't want to be what the president is calling the "Super Intelligence czar."
View source ↗ - News (RSS)zerohedge·10d ago·Neutral
"More Signaling, Less Substance": Barclays Pours Cold Water On Trump-Xi Summit "More Signaling, Less Substance": Barclays Pours Cold Water On Trump-Xi Summit President Donald Trump hosted Chinese President Xi Jinping for a White House state dinner late Thursday, calling for closer ties while offering limited details on progress in addressing trade and geopolitical disputes. This was Xi's first White House visit in over a decade. On Friday morning, Trump issued a fresh Truth Social post related t
View source ↗ - PodcastCompound And Friends·10d ago·Neutral
they're the best private equity deal of all time. Yeah. Fun fact, the company was founded at the University of Miami. Really? Yeah. It's like, it's like one of their big claims to fame at the business school. There's like a bust of the, the founder, the guy, the guy was like a genius. I figured it was a story. Really a king or nothing. He was not actually, I think he was in the milleterre. I don't, I figured. His last thing was burger. He is. Johnathan. Yeah. Patrick also got rid of the king. I
View source ↗ - News (RSS)fool·10d ago·Negative
Meet the Super Semiconductor ETF With 34.7% of Its Assets Parked in Intel, AMD, Micron, and Nvidia This exchange-traded fund has delivered an explosive return of 90% so far in 2026.
View source ↗ - Newsmarketbeat.com·10d ago·Negative
Super Micro's Vera Rubin Shipments Put Its AI Infrastructure Advantage to the Test Super Micro Computer TodaySMCISuper Micro Computer$41.51 +0.07 (+0.17%) As of 09/24/2026 04:00 PM Eastern52-Week Range$19.48▼$58.78P/E Ratio12.97Price Target$42.13Add to WatchlistSuper Micro Computer, Inc.'s NASDAQ: SMCI successful shipment of NVIDIA's NASDAQ: NVDA Vera Rubin NVL72 liquid-cooled racks challenges the prevailing short narrative about governance overhangs. By executing on an estimated $60 billion bac…
View source ↗ - News (RSS)zerohedge·11d ago·Neutral
… Awareness, its own book, which tends to, cough, be just ahead of whale and retail orders, leaned into the same momentum names: Sandisk, Micron, CoreWeave, Broadcom, SMCI, Dell and Bloom Energy, all the names that defined the momentum trade trough July. And when the AI trade reversed, it lost $15 billion in a month. Most firms wouldn't survive a hit like that. At Jane Street it barely dented the year: by early August the firm had generated $40 billion in net trading revenue, already more than it…
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Earnings
Tue, Nov 3(in 4 weeks)
Consensus estimate $1.04 per share
Typical surprise -6.6% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 11$1.70 vs $0.92beat
- Tue, May 5$0.84 vs $0.62beat
- Tue, Feb 3$0.69 vs $0.49beat
- Tue, Nov 4$0.35 vs $0.37miss
- Tue, Aug 5$0.41 vs $0.45miss
- Tue, May 6$0.31 vs $0.41miss
Estimates and results for SMCI via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q4
Management and analyst remarks, with per-speaker sentiment.
- Michael StaigerSenior Vice President, Corporate Development+0.00
Thank you, Jen. Good afternoon, and thank you for attending Super Micro's call to discuss financial results for the fourth quarter of fiscal 2026, which ended June 30, 2026. With me today, as you know, are Charles Liang, Founder, Chairman and Chief Executive Officer, and David Weigand, Chief Financial Officer. By now, you should have received a copy of the press release from the company that was d…
- Charles LiangFounder, Chairman and Chief Executive Officer+0.90
Thank you, Michael, and thank you all for joining today's call. Fiscal year 2026 was a historic milestone for Super Micro as we nearly doubled our revenue year-over-year, growing from $22 billion last year to $39 billion fiscal year '26. The world is being transformed by AI, and Super Micro is transforming as well from a USA-based server manufacturer into a leading AI/IT data center total solution…
- David WeigandChief Financial Officer+0.70
Thank you, Charles. We are pleased to report record fiscal year '26 revenue of $39.1 billion, up 78% over fiscal year '25 revenues of $22 billion and record non-GAAP fully diluted EPS of $3.63, up 76% over fiscal year '25 EPS of $2.06. Our fiscal year '26 ending backlog was at record levels with over $60 billion in new orders received during Q4 fiscal year '26, which we expect to fulfill over the …
- Michael StaigerSenior Vice President, Corporate Development+0.00
Great. Jen?…
- Ananda BaruahAnalyst, Loop Capital+0.10
I have two, if I could. And congrats on the strong results and the ongoing improvement in profitability here. And let me start just with that. Charles, Dave, what's a good way to think about what fiscal year '27 gross margins can be? You benefited from mix in June. It sounds like you're absorbing some of that mix from deal pushout in September. It's still a nice improvement apples-to-apples in gro…
- Charles LiangFounder, Chairman and Chief Executive Officer+0.70
Okay. Thank you for the question. Yes, we will very carefully control our balance between revenue and profitability. As you know, high-volume GPU margin is usually much lower. CPU, storage, IoT, enterprise application, on the other hand, have a higher margin. So we will try to balance between the two verticals. Especially the last 12 months, we have continued to grow sales force in enterprise and …
- David WeigandChief Financial Officer+0.20
Yes. So we guided to 10.4% to 10.8% for September. And we're doing everything we can, as Charles mentioned, to find the best margins that we can.…
- Ananda BaruahAnalyst, Loop Capital+0.10
Okay. That's great. And then the follow-up is maybe just to dovetail off of Charles' CPU remarks. It sounds like sort of you had 80% of revenue was AI in your Q3, 60% in Q4, looking for 80% again in Q1. Charles talked about taking on more CPU servers, storage and networking. What is the useful way to think about what that sort of 20% that's not AI is? What is that? And then if I could just squeeze…
Excerpts from SMCI's 2026Q4earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by SMCI officers and directors.
- Bought
- —
- Sold
- $15.4m
0 trades
6 trades
- Liang Charlessold
- Liu Liang Chiu-chu Sarasold
- Liang Charlessold
- Liang Charlessold
- Liu Liang Chiu-chu Sarasold
- Liu Liang Chiu-chu Sarasold
94 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (28d later)Sell$1,001 - $15,000
- John Boozmansenate · AR · disclosed Jan 13, 2026 (13d later)Sell$1,001 - $15,000
- John Boozmansenate · AR · disclosed Jan 13, 2026 (33d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (33d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Oct 10, 2025 (35d later)Buy$1,001 - $15,000
- Tim Moorehouse · NC14 · disclosed Jun 13, 2025 (44d later)Buy$15,001 - $50,000
- Tim Moorehouse · NC14 · disclosed Jun 13, 2025 (42d later)Sell$15,001 - $50,000
- Julie Johnsonhouse · TX32 · disclosed May 15, 2025 (44d later)Sell$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed May 8, 2025 (30d later)Sell$1,001 - $15,000
- Ashley Brooke Moodysenate · disclosed Apr 20, 2025 (26d later)Buy$100,001 - $250,000
- Ashley Brooke Moodysenate · disclosed Apr 20, 2025 (26d later)Sell$1,001 - $15,000
- Ashley Brooke Moodysenate · disclosed Apr 20, 2025 (26d later)Sell$1,001 - $15,000
- Ashley Brooke Moodysenate · disclosed Apr 20, 2025 (26d later)Sell$1,001 - $15,000
- Ashley Brooke Moodysenate · disclosed Apr 20, 2025 (26d later)Sell$1,001 - $15,000
- Ashley Brooke Moodysenate · disclosed Apr 20, 2025 (27d later)Sell$15,001 - $50,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 28, 2025 (31d later)Buy$1,001 - $15,000
- Ashley Brooke Moodysenate · disclosed Mar 23, 2025 (27d later)Sell$15,001 - $50,000
- Ashley Brooke Moodysenate · disclosed Mar 23, 2025 (27d later)Sell$50,001 - $100,000
- Robert P. Bresnahanhouse · PA08 · disclosed Feb 14, 2025 (32d later)Sell$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Feb 12, 2025 (28d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.