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 |
|---|---|---|---|---|
| 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 |
| September 17th 2024 | Mizuho | Initiation | Neutral | $450 |
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
AlphaTON 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
📈 PositiveMizuho Maintains Neutral on Super Micro Computer, Lowers Price Target to $45
📉 NegativeNeedham Maintains Buy on Super Micro Computer, Lowers Price Target to $51
➖ NeutralSuper Micro Computer shares are trading lower after the company reported worse-than-expected Q1 financial results and issued Q2 EPS guidance below estimates.
📉 NegativeSupermicro tumbles after $800M Q1 revenue miss, but Q2 revenue outlook crushes estimate by $2B
➖ NeutralSuper Micro Computer shares are trading lower after the company reported worse-than-expected Q1 financial results and issued Q2 EPS guidance below estimates.
📉 NegativeSuper Micro Computer Sees Q2 Adj EPS $0.46-$0.54 vs $0.61 Est; Sees Sales $10.000B-$11.000B vs $7.829B Est
📉 NegativeSuper Micro Computer Sees Q2 GAAP EPS $0.37-$0.45 vs $0.56 Est
📉 NegativeSuper Micro Computer FY2026 Revenue expected to be more than $36.000B vs $32.419B Est
📈 PositiveFrequently Asked Questions about SMCI
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