Super Micro Computer, Inc., together with its subsidiaries, develops and sells high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. It offers various IT solutions, including complete servers, storage systems, modular blade servers, blades, workstations, full-rack scale solutions, networking devices, server sub-systems, and server management and security software. The company also 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, such as server boards, chassis, power supplies, and other accessories. Further, the company identifies service requirements, creates and executes project plans, conducts verification testing and training activities, and provides technical documentation services. Additionally, it offers help desk and onsite support services for server and storage systems; and customer support services, including ongoing maintenance and technical support. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.
AI Server Dominance | Super Micro Computer leads in AI infrastructure, leveraging advanced liquid cooling technology to capture market share in high-performance computing |
Financial Rollercoaste | Despite impressive revenue growth, SMCI faces margin pressures and short-term challenges due to GPU platform transitions and intensifying competition |
$40 Billion Vision | Explore SMCI's ambitious revenue target for FY2026, surpassing current estimates and implying over 60% annual growth amid execution risks |
Analyst Perspectives | Average price target of $45.67, with ratings ranging from Neutral to Outperform, reflecting varied views on SMCI's growth potential and market position |
Metrics to compare | SMCI | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipSMCIPeersSector | |
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P/E Ratio | 25.0x | −0.3x | 11.6x | |
PEG Ratio | −2.01 | 0.11 | 0.01 | |
Price/Book | 4.2x | 1.1x | 2.4x | |
Price / LTM Sales | 1.2x | 0.8x | 2.2x | |
Upside (Analyst Target) | 13.9% | 29.4% | 17.9% | |
Fair Value Upside | Unlock | 6.6% | 3.6% | Unlock |