NASDAQ: SMCI
Super Micro Computer, Inc.
Technology · Computer Hardware
Market Cap
$18.20B
52w High
$62.36
52w Low
$19.48
P/E
16.34
Volume
48.95M
Outstanding Shares
601.42M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 31.84% over the last year. Revenue grew 56.24% over the trailing twelve months. Operating margin moved from 6.09% to 4.48%.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 40th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 4.48%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Company profile
Super Micro Computer, Inc., established in 1993 and headquartered in San Jose, California, is a global leader specializing in the design and production of high-performance server and data storage solutions.
Valuation
Stock splits
Every 1 shares became 10
Profitability & growth
Analyst consensus
8
Buy
13
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 4, 2026
Q3 FY26 · EPS est $0.70 · Revenue est $11.73B
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