GuruFocus·4d ago
Super Micro Shares Jump as AI Orders SurgeShares of Super Micro Computer (SMCI) climbed about 3% in Friday morning trading as investors focused on the server maker's expanding role in AI data-center dep
Super Micro Computer is experiencing explosive growth driven by AI infrastructure demand, with revenue accelerating 93.2% year-over-year to $11.1B in 2026Q4 and gross margin expanding to 17.5%. However, this growth is capital-intensive, as evidenced by cumulat...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 93.2% year-over-year to $11.1B in 2026Q4, with gross margin expanding to 17.5% from 6.3% in the prior quarter, though operating margin of 13.4% remains thin relative to growth.
SMCI is recognized for its leadership in AI infrastructure, with rapid growth driven by innovations in liquid cooling and modular server design.
The shift toward Direct Liquid Cooling (DLC) as the default for high-density AI racks is a key catalyst, with SMCI aggressively marketing these solutions.
SMCI's trailing and forward P/E ratios of 24.57 and 16.50 respectively indicate a potentially undervalued stock relative to its growth prospects.
Trailing total returns as of 10/6/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 11, 2026 | $1.70+84.2% vs $0.92 | $11.1B-4.1% vs $11.6B |
Q2 2026 May 5, 2026 | $0.84+36.1% vs $0.62 | $10.2B-17.3% vs $12.4B |
Q1 2026 Feb 3, 2026 | $0.69+40.8% vs $0.49 | $12.7B+21.7% vs $10.4B |
Q4 2025 Nov 4, 2025 | $0.35-6.6% vs $0.37 | $5.0B-14.0% vs $5.8B |
Shares of Super Micro Computer (SMCI) climbed about 3% in Friday morning trading as investors focused on the server maker's expanding role in AI data-center dep
Super Micro (SMCI) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Investors interested in Computer- Storage Devices stocks are likely familiar with Super Micro Computer (SMCI) and Western Digital (WDC). But which of these two stocks presents investors with the better value opportunity right now?
Investors looking for stocks in the Computer- Storage Devices sector might want to consider either Super Micro Computer (SMCI) or Western Digital (WDC). But which of these two stocks is more attractive to value investors?
Benchmark SMCI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Super Micro Computer, Inc. (SMCI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $43.19 | $27.94B | 13.25 | 77.79% | 5.71% | 21.47% | — | |
| $68.38 | $90.55B | -1533.18 | 14.06% | 6.57% | 10.85% | — | |
| $552.06 | $366.71B | 63.60 | 18.8% | 7.53% | — | — | |
| $223.77 | $44.32B | 35.18 | 5.37% | 19.19% | 113.67% | — | |
| $86.22 | $28.49B | 183.45 | — | 5.89% | 17.22% | — | |
| $205.86 | $2.76B | 30.77 | 4.98% | 13.22% | 33.05% | — |
Super Micro Computer, Inc. (SMCI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Super Micro Computer, Inc. (SMCI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 11, 2026·SEC
Aug 5, 2026·SEC
Jul 21, 2026·SEC
Get notified when SMCI posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Super Micro Computer, Inc. (SMCI) stock FAQ — growth, dividends, profitability & financials explained
Super Micro Computer, Inc. (SMCI) reported $39.06B in revenue for fiscal year 2026. This represents a 18347% increase from $211.8M in 2005.
Super Micro Computer, Inc. (SMCI) grew revenue by 77.8% over the past year. This is strong growth.
Yes, Super Micro Computer, Inc. (SMCI) is profitable, generating $2.23B in net income for fiscal year 2026 (5.7% net margin).
Super Micro Computer, Inc. (SMCI) has a return on equity (ROE) of 21.5%. This is excellent, indicating efficient use of shareholder capital.
Super Micro Computer, Inc. (SMCI) had negative free cash flow of $6.97B in fiscal year 2026, likely due to heavy capital investments.
