Super Micro Computer, Inc.
SMCI
NASDAQ·Technology·Computer Hardware·Mkt cap $24.5B
$37.87
▲ +2.35%
P/E
12.62
Mkt Cap
$24.5B
52-Wk Range
$19.48–$58.78
52-Week Range
$19.48 - $58.78
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 7.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Modular and flexible hardware architecture
- Application-optimized server solutions
- Comprehensive product integration services
- Strong technical support and customer service
Bear Case
1 risk
- Above-average volatility (beta 2.0).
Growth
Strong growth ahead
Expanding AI and machine learning market
Value
Undervalued - trading well below AI Servers & Racks peers
Momentum
Weak
-19.3% over 3m
Quality
Thin
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying SMCI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
AUG 11, 2026
Reported EPS of $1.70 vs $0.92 consensus (+84.2% surprise). Revenue of $11.1B vs $11.6B expected (-4.1%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+84.2%
Revenue trend · last 8Q
—
—
+55%
+19%
+8%
-15%
+123%
+93%
Q4 24
Q1 24
Q2 24
Q3 25
Q4 25
Q1 25
Q2 25
Q4 26
$5.4B
$5.9B
$5.7B
$4.6B
$5.8B
$5.0B
$12.7B
$11.1B
Margins · last 8Q
Gross
17.5%
Operating
13.4%
Profit
10.5%
Wall Street consensus
8 analysts · 38% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
38%
Hold
38%
Sell
25%
Median Price Target
—
Latest: Bernstein · Aug 12, 2026
vs Industry
How SMCI stacks vs Computer Hardware
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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