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SAN JOSE, Calif. - Supermicro, Inc. (NASDAQ: SMCI), a prominent player in the Technology Hardware industry with a market capitalization of $20 billion, has started shipping servers equipped with AMD’s latest EPYC 4005 Series processors. These servers are engineered to balance performance density, scalability, and cost-effectiveness, targeting dedicated hosting markets that require physical server separation while sharing chassis, power, and cooling resources. According to InvestingPro data, the company has demonstrated remarkable growth with revenue surging 82.49% over the last twelve months to $21.57 billion.
The company’s new Supermicro MicroCloud multi-node solution, available in a 3U form factor, can host up to 10 physically separated server nodes per chassis. This design allows for up to 2080 cores per standard 42U rack, significantly enhancing data center computing density and reducing total cost of ownership (TCO) for enterprises and small to medium businesses. With a strong current ratio of 6.66 and operating with moderate debt levels, Supermicro maintains robust financial flexibility to support its innovative product launches. InvestingPro analysis reveals 15+ additional key insights about SMCI’s financial health and growth prospects.
Supermicro’s MicroCloud servers, which now include the AMD EPYC 4005 Series CPUs, are part of a portfolio that supports a wide range of systems from 1U, 2U, and Tower systems, to the innovative 3U multi-node servers. These new CPUs offer up to 16 cores, clock speeds up to 5.7 GHz, and support for high-performance peripherals through PCIe 5.0 expansion slots.
According to Mory Lin, Vice President at Supermicro, the company continues to innovate with first-to-market solutions designed for cloud service providers and businesses that need powerful yet cost-effective solutions. The AMD EPYC 4005 Series processors, featuring the ’Zen 5’ architecture, are optimized for enterprise cloud and AI-driven workloads, offering a range of core counts, TDP as low as 65W, and models with integrated AMD 3D V-Cache technology.
Alvin Nguyen, a Senior Analyst at Forrester, highlighted that the multi-node Supermicro MicroCloud servers powered by AMD’s EPYC 4005 Series Processors are especially suitable for IT service providers and SMBs aiming to save on data center space and power while scaling efficiently across workloads.
The servers are designed to cater to small and medium businesses, departmental and branch office server customers, and hosted IT service providers. They are built to deliver strong general-purpose server workload performance in a streamlined, single-socket package.
Supermicro, headquartered in San Jose, California, emphasizes its commitment to delivering Application-Optimized Total IT Solutions and is known for its in-house design and manufacturing capabilities. The company’s product offerings are designed to improve TCO and reduce environmental impact.
This announcement is based on a press release statement from Super Micro Computer, Inc. InvestingPro subscribers can access a comprehensive analysis of Supermicro’s financial performance, including detailed metrics, Fair Value calculations, and expert insights in the Pro Research Report, available exclusively with a subscription. The company’s strong financial health score of 2.98 (GOOD) suggests solid fundamentals supporting its growth initiatives in the server market.
In other recent news, Super Micro Computer Inc. reported its financial results for Q3 2025, showing a mixed performance with a non-GAAP earnings per share (EPS) of $0.31, slightly above the forecast of $0.30, but revenue of $4.6 billion fell short of the expected $5.05 billion. Following this, Needham resumed coverage of Super Micro with a Buy rating and a $39.00 price target, citing confidence in the company’s prospects and its leadership in AI and high-performance computing markets. Rosenblatt Securities also maintained a Buy rating but lowered its price target from $55.00 to $50.00 due to shipment delays affecting revenue recognition. Meanwhile, Citi reduced its price target to $37.00, maintaining a Neutral rating as the company faces ongoing challenges with GPU technology transitions and macroeconomic uncertainties. Raymond James issued an Outperform rating with a $41.00 price target, recognizing Super Micro’s market leadership in AI infrastructure despite intermediate-term challenges. These developments reflect analysts’ cautious optimism about Super Micro’s ability to navigate current hurdles and capitalize on its strengths in AI technology.
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