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SMCI · NASDAQ · Computer Hardware

Super Micro Computer

Builds modular rack-scale server, storage, and liquid-cooling systems for AI and enterprise infrastructure.

$37.08

After-hours close0.00 (0.00%)

At close$37.08(−3.59%)

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Profile

Super Micro Computer, Inc.SMCIInformation Technology

Designs and sells rack-scale AI, cloud, enterprise, storage, and edge computing systems, plus modular server components, management software, and support. Revenue comes from complete systems and related services sold directly and through channel partners, with rapid product cycles tied to new processors and GPUs from a limited supplier base.

Builds application-optimized servers, storage systems, networking gear, management software, and support for AI, cloud, enterprise, and 5G/edge workloads. Its rack-scale Data Center Building Block Solutions combine compute, storage, networking, power, and direct liquid cooling into tested deployments, while standalone motherboards, chassis, power supplies, and accessories extend the same modular architecture.

Design and manufacturing are centered in Silicon Valley, with assembly and operations in Taiwan, the Netherlands, and Malaysia, and products reach customers globally through direct sales and channel partners. In-house subsystem design and reusable building blocks help move new processor and accelerator platforms quickly into many configurations.

Sales are concentrated among several large customers, and product launches depend on coordinated access to new processors, GPUs, memory, storage, and interconnect components from a limited supplier base.

Company facts

CEOCharles Liang

ListedMar 28, 2007

ExchangeNASDAQ

HeadquartersSan Jose, CA

CountryUnited States

Employees6,238

CIK0001375365

ISINUS86800U3023

Key statistics

Market cap$23.99B

EPS (ttm)$3.26

P/E (ttm)11.37

ROE25.1%

P/B1.54

P/S0.6140

Dividend yield—

Beta3.76vs XLK 1.63

Year to date +19.8% · Average volume (30d) 54.5M

Analysts

Price target, next 12 months$42.00+13.3%Median of 25 analysts · vs the Aug 28 close

ConsensusHold9 of 25 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $37.08

High$48.00+29.4%

Median$42.00+13.3%

Low$35.00−5.6%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 13, 2026	Bernstein	Target			$42
Aug 12, 2026	Raymond James	Reiterate	Outperform	$45	$48
Aug 12, 2026	Stifel Nicolaus	Target			$42
Aug 12, 2026	Wedbush	Reiterate	Neutral	$250	$40
Aug 12, 2026	Mizuho Securities	Target		$44	$35

Earnings

EPS

Estimate$1.06

ReportedDue Nov 3, 2026

Revenue

Estimate$14.94B

ReportedDue Nov 3, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 11, 2026Q4 FY26	$0.92	$1.70	+84.2%	$11.60B	$11.12B	−4.1%	+19.02%
May 5, 2026Q3 FY26	$0.62	$0.84	+36.1%	$12.39B	$10.24B	−17.3%	+24.54%
Feb 3, 2026Q2 FY26	$0.49	$0.69	+40.8%	$10.42B	$12.68B	+21.7%	+13.78%
Nov 4, 2025Q1 FY26	$0.37	$0.35	−6.6%	$5.83B	$5.02B	−14.0%	−11.33%

View details

Financial highlights

	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26
Revenue	$4.60B	$5.76B	$5.02B	$12.68B	$10.24B	$11.12B
Gross profit	$440.2M	$544.1M	$467.4M	$798.6M	$1.02B	$1.94B
Operating income	$146.8M	$228.4M	$182.3M	$474.3M	$625.9M	$1.49B
Net income	$108.8M	$195.2M	$168.3M	$400.6M	$483.4M	$1.18B
Diluted EPS	$0.17	$0.31	$0.26	$0.60	$0.72	$1.68
Gross margin	9.6%	9.5%	9.3%	6.3%	9.9%	17.5%
Operating margin	3.2%	4.0%	3.6%	3.7%	6.1%	13.4%

Fiscal years (4-quarter sums)FY22 $5.20B · FY23 $7.12B · FY24 $18.77B · FY25 $21.97B · FY26 $39.06B

Revenue by product · Q3 FY26

Server And Storage Systems$140.5M · 57%

Subsystems And Accessories$104.4M · 43%

Revenue by geography · Q3 FY26

United States$7.03B · 100%

Balance sheet, Jun 30, 2026Cash & short-term investments $7.52B · Total debt $6.68B · Total assets $29.95B · Shareholders' equity $14.48B

Dividends

No dividends on record.

Ownership

Institutions 73.57%475.90M sharesInsiders 12.88%83.33M sharesOther 13.55%87.65M shares

Shares outstanding 646.87M · Float 563.39M · 87.1% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	47.69M	7.37%	13F	Aug 7, 2026
Charles Liang · director, 10 percent owner, officer: President and CEO	41.06M	6.35%	Form 4	Aug 19, 2026
Capital Ventures International	40.33M	6.20%	13G	Jun 18, 2026
Vanguard Capital Management LLC	36.36M	5.62%	13F	Aug 13, 2026
Vanguard Portfolio Management	32.93M	5.09%	13G	Jul 31, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Nov 26, 2025	Sherman Tuan	director	−48,630	$33.00
Nov 24, 2025	George Kao	officer: SVP, OPERATIONS	−56,904	$32.83
Sep 15, 2025	David E. Weigand	officer: SVP, Chief Financial Officer	−25,000	$45.14
Sep 3, 2025	David E. Weigand	officer: SVP, Chief Financial Officer	−25,000	$40.29