SMCI Stock - Super Micro Computer, Inc.
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $21.97B | $14.99B | $7.12B | $5.20B | $3.56B |
| Gross Profit | $2.43B | $2.06B | $1.28B | $800.00M | $534.54M |
| Gross Margin | 11.1% | 13.8% | 18.0% | 15.4% | 15.0% |
| Operating Income | $1.25B | $1.21B | $761.14M | $337.17M | $123.95M |
| Net Income | $1.05B | $1.15B | $640.00M | $285.16M | $111.86M |
| Net Margin | 4.8% | 7.7% | 9.0% | 5.5% | 3.1% |
| EPS | $1.77 | $1.77 | $2.17 | $1.21 | $0.55 |
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.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| January 13th 2026 | Goldman | Resumed | Sell | $26 |
| November 6th 2025 | Argus | Upgrade | Buy | - |
| September 16th 2025 | Bernstein | Initiation | Market Perform | $46 |
| July 9th 2025 | BofA Securities | Resumed | Underperform | $35 |
| June 26th 2025 | KeyBanc Capital Markets | Initiation | Sector Weight | - |
| May 7th 2025 | Needham | Resumed | Buy | $39 |
| April 25th 2025 | Citigroup | Initiation | Neutral | $39 |
| March 24th 2025 | Goldman | Downgrade | Sell | $32← $40 |
| March 21st 2025 | JP Morgan | Upgrade | Neutral | $45 |
| March 10th 2025 | Rosenblatt | Initiation | Buy | $60 |
| February 27th 2025 | Barclays | Resumed | Equal Weight | $59 |
| February 11th 2025 | CFRA | Upgrade | Buy | $48 |
| November 6th 2024 | JP Morgan | Downgrade | Underweight | $23← $50 |
| October 31st 2024 | Argus | Downgrade | Hold | - |
| September 18th 2024 | Needham | Initiation | Buy | $600 |
Earnings History & Surprises
SMCIEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 4, 2026 | — | — | — | — |
Q1 2026 | Feb 24, 2026 | $0.48 | — | — | — |
Q4 2025 | Nov 4, 2025 | $0.37 | $0.35 | -6.6% | ✗ MISS |
Q3 2025 | Aug 5, 2025 | $0.45 | $0.41 | -7.9% | ✗ MISS |
Q2 2025 | May 6, 2025 | $0.41 | $0.31 | -24.5% | ✗ MISS |
Q3 2024 | Aug 6, 2024 | $0.81 | $0.63 | -22.4% | ✗ MISS |
Q2 2024 | Apr 30, 2024 | $0.58 | $0.67 | +15.5% | ✓ BEAT |
Q1 2024 | Jan 29, 2024 | $0.55 | $0.56 | +1.8% | ✓ BEAT |
Q4 2023 | Nov 1, 2023 | $0.32 | $0.34 | +6.3% | ✓ BEAT |
Q3 2023 | Aug 8, 2023 | $0.34 | $0.35 | +2.9% | ✓ BEAT |
Q2 2023 | May 2, 2023 | $0.17 | $0.16 | -5.9% | ✗ MISS |
Q1 2023 | Jan 31, 2023 | $0.31 | $0.33 | +6.5% | ✓ BEAT |
Q4 2022 | Nov 1, 2022 | $0.31 | $0.34 | +9.7% | ✓ BEAT |
Q3 2022 | Aug 9, 2022 | $0.23 | $0.26 | +13.0% | ✓ BEAT |
Q2 2022 | May 3, 2022 | $0.15 | $0.16 | +6.7% | ✓ BEAT |
Q1 2022 | Feb 1, 2022 | $0.08 | $0.09 | +12.5% | ✓ BEAT |
Q4 2021 | Nov 2, 2021 | $0.04 | $0.06 | +54.7% | ✓ BEAT |
Q3 2021 | Aug 10, 2021 | $0.08 | $0.08 | 0.0% | = MET |
Q2 2021 | May 4, 2021 | $0.05 | $0.05 | 0.0% | = MET |
Q1 2021 | Feb 2, 2021 | $0.05 | $0.06 | +20.0% | ✓ BEAT |
Latest News
Super Micro Computer shares are trading lower after Goldman Sachs assumed the stock with a Sell rating and announced a $26 price target.
📉 NegativeGoldman Sachs Assumes Super Micro Computer at Sell, Announces Price Target of $26
📉 NegativeDigi Power X Announced That It Has Entered Into A Definitive Agreement To Acquire Approximately $20M Of Next-generation Nvidia B300 GPUS From Super Micro Computer, Inc
📈 PositiveDigi Power X Signs Agreement To Purchase ~$20M Nvidia B300 GPUs From Super Micro Computer
📈 PositiveReported Sunday, Supermicro Unveils Intelligent In-Store Retail Solutions With Industry Partners To Power Edge AI, Loss Prevention, Digital Twins, And Smarter Shopping Experiences
📈 PositiveMizuho Maintains Neutral on Super Micro Computer, Lowers Price Target to $31
📉 NegativeSuper Micro Computer Reveals Expansions In Manufacturing Capacity And Liquid-Cooling Capabilities, In Collaboration With NVIDIA, To Enable First-To-Market Delivery Of Data Center-Scale Solutions Optimized For The NVIDIA Vera Rubin And Rubin Platforms
📈 PositiveReported Wednesday, Supermicro Launches 6U SuperBlade Delivering High Compute Density And Efficiency With Intel Xeon 6900 Series Processors
📈 PositiveAlphaTON Capital Secures NVIDIA B300 GPUs Composed Of Supermicro's Advanced HGX Systems Through Its Strategic Partner Atlantic AI
📈 PositiveSupermicro Announces Availability Of 4U And 2-OU (OCP) Liquid-Cooled NVIDIA HGX B300 systems
📈 PositiveSupermicro expands air-cooled AI solutions with AMD Instinct MI355X GPUs, stock up
📈 PositiveSuper Micro Computer, 5G/Edge Announce New Nvidia-Powered Rack-Scale Clusters To Enhance Deployment, Accelerate Time-To-Online For AI Factories
📈 PositiveArgus Research Upgrades Super Micro Computer to Buy, Announces $64 Price Target
📈 PositiveBarclays Maintains Equal-Weight on Super Micro Computer, Lowers Price Target to $43
📉 NegativeJP Morgan Maintains Neutral on Super Micro Computer, Lowers Price Target to $40
➖ NeutralGoldman Sachs Maintains Sell on Super Micro Computer, Raises Price Target to $34
📉 NegativeSMCI sinks despite robust fiscal 2026 outlook as analysts point to shrinking margins
📉 NegativeWedbush Maintains Neutral on Super Micro Computer, Lowers Price Target to $42
📉 NegativeRosenblatt Maintains Buy on Super Micro Computer, Lowers Price Target to $55
➖ NeutralKGI Securities Upgrades Super Micro Computer to Outperform, Announces $60 Price Target
📈 PositiveFrequently Asked Questions about SMCI
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