Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company offers liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also provides workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company offers remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it offers rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. 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 | 25.3x | 5.6x | 11.8x | |
PEG Ratio | −2.04 | 0.11 | 0.01 | |
Price/Book | 4.2x | 1.2x | 2.4x | |
Price / LTM Sales | 1.2x | 0.7x | 2.3x | |
Upside (Analyst Target) | 11.3% | 14.9% | 16.1% | |
Fair Value Upside | Unlock | 20.4% | 3.2% | Unlock |