SMCI

Super Micro Computer Inc

Feb 03 • 04:00PM ET

29.67

-0.04 -0.13 %

Technology • Computer Hardware • USA • NASD

Feb 03, 9:17 PMSuper Micro Computer beat estimates with non-GAAP EPS $0.69 (+35% YoY) on revenue $12.7B (+123% YoY), guided next quarter to EPS ~$0.60 on ~$12.3B revenue, and lifted FY26 sales outlook to at least $40B; on the call, it flagged non-GAAP gross margin compression to 6.4% and heavy reliance on a single data-center customer (~63% of revenue).

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Index	S&P 500	P/E	22.08	EPS (ttm)	1.34	Insider Own	14.03%	Shs Outstand	596.97M	Perf Week	-4.90%
Market Cap	17.71B	Forward P/E	10.02	EPS next Y	2.96	Insider Trans	-0.23%	Shs Float	513.21M	Perf Month	-4.17%
Enterprise Value	18.50B	PEG	0.62	EPS next Q	0.55	Inst Own	55.27%	Short Float	17.10%	Perf Quarter	-42.90%
Income	872.78M	P/S	0.63	EPS this Y	0.67%	Inst Trans	2.86%	Short Ratio	3.17	Perf Half Y	-49.05%
Sales	28.06B	P/B	2.71	EPS next Y	42.79%	ROA	4.63%	Short Interest	87.77M	Perf YTD	1.37%
Book/sh	10.93	P/C	4.33	EPS next 5Y	16.15%	ROE	13.19%	52W High	66.44 -55.34%	Perf Year	4.03%
Cash/sh	6.85	P/FCF	40.25	EPS past 3/5Y	46.40% 59.92%	ROIC	7.48%	52W Low	25.71 15.40%	Perf 3Y	299.33%
Dividend Est.	-	EV/EBITDA	16.90	Sales past 3/5Y	61.71% 45.76%	Gross Margin	8.02%	Volatility	5.58% 5.15%	Perf 5Y	820.29%
Dividend TTM	-	EV/Sales	0.66	EPS Y/Y TTM	-48.34%	Oper. Margin	3.68%	ATR (14)	1.64	Perf 10Y	1020.05%
Dividend Ex-Date	-	Quick Ratio	1.01	Sales Y/Y TTM	35.06%	Profit Margin	3.11%	RSI (14)	43.30	Recom	2.45
Dividend Gr. 3/5Y	- -	Current Ratio	1.70	EPS Q/Q	19.05%	SMA20	-2.61%	Beta	1.53	Target Price	41.20
Payout	0.00%	Debt/Eq	0.70	Sales Q/Q	123.36%	SMA50	-5.66%	Rel Volume	1.29	Prev Close	29.71
Employees	6238	LT Debt/Eq	0.67	Earnings	Feb 03 AMC	SMA200	-28.95%	Avg Volume	27.65M	Price	29.67
IPO	Mar 29, 2007	Option/Short	Yes / Yes	EPS/Sales Surpr.	40.90% 21.69%	Trades		Volume	42,513,872	Change	-0.13%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-13-26	Resumed	Goldman	Sell	$26
Nov-06-25	Upgrade	Argus	Hold → Buy
Sep-16-25	Initiated	Bernstein	Mkt Perform	$46
Jul-09-25	Resumed	BofA Securities	Underperform	$35
Jun-26-25	Initiated	KeyBanc Capital Markets	Sector Weight
May-07-25	Resumed	Needham	Buy	$39
Apr-25-25	Initiated	Citigroup	Neutral	$39
Mar-24-25	Downgrade	Goldman	Neutral → Sell	$40 → $32
Mar-21-25	Upgrade	JP Morgan	Underweight → Neutral	$45
Mar-10-25	Initiated	Rosenblatt	Buy	$60
Feb-27-25	Resumed	Barclays	Equal Weight	$59
Feb-11-25	Upgrade	CFRA	Hold → Buy	$48
Nov-06-24	Downgrade	JP Morgan	Neutral → Underweight	$50 → $23
Oct-31-24	Downgrade	Argus	Buy → Hold
Sep-18-24	Initiated	Needham	Buy	$600
Sep-17-24	Initiated	Mizuho	Neutral	$450
Sep-06-24	Downgrade	JP Morgan	Overweight → Neutral	$950 → $500
Sep-04-24	Downgrade	Barclays	Overweight → Equal Weight	$693 → $438
Aug-07-24	Downgrade	BofA Securities	Buy → Neutral	$1090 → $700
Jul-10-24	Downgrade	Nomura	Buy → Neutral	$930

Show Previous Ratings

Today 12:01AM	Super Micro Computer Inc (SMCI) Q2 2026 Earnings Call Highlights: Record Revenue Amidst Margin ... (GuruFocus.com)
Feb-03-26 08:14PM	Super Micro Computer, Chipotle Mexican Grill, PayPal, Novo Nordisk And AMD: Why These 5 Stocks Are On Investors' Radars Today (Benzinga)
08:09PM	Super Micro Computer Q2 Earnings Call Highlights (MarketBeat)
06:15PM	Super Micro Computer (SMCI) Q2 Earnings and Revenues Beat Estimates (Zacks)
05:50PM	Super Micro logs record revenue from AI demand, and the stock surges (MarketWatch)
05:42PM	Loading…
05:42PM	Super Micro Computer Posts Higher Second-Quarter Profit on Two-Fold Sales Boost (The Wall Street Journal)
05:32PM	Super Micro Computer soars as AI demand drives massive revenue beat (Investing.com)
05:29PM	Super Micro Stock Climbs After Q2 Earnings: Here's Why (Benzinga)
05:10PM	Super Micro: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
05:03PM	Super Micro (NASDAQ:SMCI) Reports Bullish Q4 CY2025, Stock Soars (StockStory)
05:00PM	Super Micro Computer raises annual revenue forecast amid strong demand for its servers (Reuters)
04:51PM	Supermicro Announces Second Quarter Fiscal Year 2026 Financial Results (Business Wire)
12:47PM	What's Going On With The Drop In Super Micro Computer Stock? (Benzinga)
11:20AM	Bullish flow in Super Micro with shares up 3.18% (TipRanks)
10:29AM	Super Micro Computer Reports After the Close, and Wall Street Expects 82% Revenue Growth (24/7 Wall St.)
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09:02AM	S&P 500, Nasdaq poised for higher open as earnings deluge takes center stage (Reuters)
08:48AM	Super Micro Q2 Earnings Loom -- Why Options Traders See a Big Move (GuruFocus.com)
06:55AM	Get Me Out: Traders Dump Software Stocks as AI Fears Take Hold (Bloomberg)
05:00AM	Advanced Micro Devices heads earnings slate (MarketWatch)
04:19AM	Stock Market Today: S&P 500 eyes fresh record as Dow and Nasdaq also called higher; Palantir rises after earnings; gold and silver rebound; AMD results on tap. (MarketWatch)
Feb-02-26 03:25PM	Why Super Micro (SMCI) Stock Is Trading Up Today (StockStory)
10:38AM	Traction in AI-GPU Platform and DCBBS to Propel SMCI's Q2 Earnings (Zacks)
09:19AM	Do Wall Street Analysts Like Super Micro Computer Stock? (Barchart)
08:29AM	Palantir, AMD, Amazon and More Stocks with Earnings This Week (Benzinga)
Feb-01-26 10:00PM	Super Micro Earnings: What To Look For From SMCI (StockStory)
07:47AM	January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week (Yahoo Finance)
Jan-29-26 05:35PM	Western Digital (WDC) Beats Q2 Earnings and Revenue Estimates (Zacks)
11:13AM	Should You Hold or Fold Super Micro Computer Stock Before Q2 Earnings? (Zacks)
10:42AM	Super Micro Computer Stock Looked Like It Could Be a Good Buy, Until I Saw This Number (Motley Fool)
Jan-27-26 03:15PM	Prediction: Super Micro Could Join the $1 Trillion Club by 2035 (Motley Fool)
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03:17AM	Why BofA Remains Cautious on Super Micro (SMCI) Even as AI Demand Grows (Insider Monkey)
Jan-26-26 05:45PM	Super Micro Computer (SMCI) Stock Sinks As Market Gains: Here's Why (Zacks)
09:57AM	Super Micro Computer (SMCI): Hyperscaler Data Center Spending Is Robust, Says Citi (Insider Monkey)
08:08AM	Quantum ActiveScale & Telestream DIVA Build Sustainable Media Archives (Zacks)
05:53AM	2 Cheap Tech Stocks to Buy Right Now (Motley Fool)
Jan-24-26 07:00AM	MarketBeat Week in Review - 01/19 - 01/23 (MarketBeat)
Jan-22-26 04:31PM	Supermicro to Report Second Quarter Fiscal 2026 Financial Results on February 3rd, 2026 (Business Wire)
11:27AM	Jim Cramer Thinks Its Time to Sell Super Micro Computer. Is That the Right Call? (24/7 Wall St.)
10:14AM	SMCI's Server and Storage Segmental Revenues Surge: What Lies Ahead? (Zacks)
03:09AM	Jim Cramer on Super Micro: "Sell, I Don't Need That" (Insider Monkey)
Jan-21-26 11:23AM	DELL's Strong Partner Network Drives Up ISG Growth: What's Ahead? (Zacks)
11:06AM	SMCI vs. META: Which AI Infrastructure Stock Has an Edge Now? (Zacks)
10:38AM	Can Vertiv's International Expansion Drive More Upside in the Stock? (Zacks)
08:05AM	Super Micro Expands Its Role in Nvidia's AI Factories (Motley Fool)
04:26AM	3 of the Hottest Artificial Intelligence (AI) Stocks Can Skyrocket Up to 109% in 2026, According to Select Wall Street Analysts (Motley Fool)
Jan-20-26 05:55PM	Super Micro Computer (SMCI) Declines More Than Market: Some Information for Investors (Zacks)
12:19PM	Why Super Micro Computer (SMCI) Stock Is Dropping Tuesday (Benzinga)
11:26AM	Why Super Micro (SMCI) Shares Are Trading Lower Today (StockStory)
09:45AM	Short Squeeze Season: Is Super Micro Ready to Fly? (MarketBeat)
09:36AM	Super Micro Computers Q2 2026 Earnings: What to Expect (Barchart)
07:13AM	2 Analysts Sour On Super Micro: Can SMCI Recover Amid +40% Fall? (MarketBeat)
Jan-18-26 07:48AM	Super Micro Jumps 11%: Turnaround Begins or a Dead Cat Bounce? (24/7 Wall St.)
Jan-17-26 12:55PM	Goldman Sachs Starts Coverage on Super Micro (SMCI) With Sell, $26 Target (Insider Monkey)
02:31AM	Super Micro (SMCI) Soars 10.9% on Strong Chip Demand (Insider Monkey)
Jan-16-26 08:28PM	Lightning Round: Medline is 'unbelievable', it's a buy, says Jim Cramer (CNBC TV) +10.94%
07:36PM	Review & Preview: The Smaller the Better (Barrons.com)
05:05PM	Super Micro Computer Is One of the Most Shorted Stocks. Could a Squeeze Take It Higher in 2026? (Barchart)
01:25PM	Indexes Turn Positive as Stocks Fight for Gains (Barrons.com)
01:15PM	Russell 2000 Extends Record Run, Electricity Stocks Swing: What's Moving Markets Friday? (Benzinga)
04:57AM	Motley Fool Data: Why AI Infrastructure Players Could Be the Next Big Stock Market Winners (Motley Fool)
Jan-15-26 05:36PM	Is Super Micro Still a Good Tech Stock to Own? (Zacks)
02:24PM	Chip stocks are rallying after TSMC reports strong earnings (MarketWatch)
10:41AM	Can SMCI's Edge AI Infrastructure Enable Its Entry in the Retail Space? (Zacks)
10:37AM	Why AMD and Intel Shareholders Could Have a Strong Year (Motley Fool)
Jan-14-26 12:53PM	Super Micro Computer (SMCI) Announces Collaboration with Technology Partners (Insider Monkey)
12:20PM	Where Will Supermicro Stock Be in 5 Years? (Motley Fool)
12:08PM	Super Micro (SMCI) Stock Stabilizes After Goldman Sell Call, Mizuho Downgrade (Benzinga)
10:59AM	DELL's Margins Under Pressure: Can ISG Strength Drive a Rebound? (Zacks)
10:43AM	Supermicro Stock Slips 46% in 3 Months: Should You Buy, Sell, or Hold SMCI? (Barchart)
08:38AM	Super Micro Computer Shares Slide After Goldman Sachs Downgrade (GuruFocus.com)
08:24AM	Super Micro Stock Is Sliding. Wall Street Is Worried About Margins (GuruFocus.com)
Jan-13-26 05:45PM	Super Micro Computer (SMCI) Suffers a Larger Drop Than the General Market: Key Insights (Zacks) -5.05%
04:43PM	JPMorgan, Delta, Intel, AMD, Adobe, Moderna, Super Micro, and More Stock Market Movers (Barrons.com)
04:35PM	Stocks Fall on Weakness in Software and Credit Card Companies (Barchart)
04:00PM	As Goldman Sachs Issues a Warning on Super Micro Computer Stock, Should You Risk Buying the Dip? (Barchart)
03:40PM	Why Super Micro (SMCI) Stock Is Down Today (StockStory)
03:23PM	Stock Of The Day - Is The Super Micro Computer Selloff Finally Over? (Benzinga)
03:21PM	Nasdaq Turns Lower Amid Mag 7 Struggles (Barrons.com)
02:57PM	These Stocks Are Todays Movers: JPMorgan, Delta, Intel, AMD, Adobe, Moderna, Super Micro, and More (Barrons.com)
02:08PM	Super Micro Computer Is an AI Winner. Sell the Stock Anyway, Goldman Sachs Says. (Barrons.com)
01:08PM	Trump calls Fed's Powell 'incompetent' or 'crooked,' SMCI falls (Yahoo Finance Video)
01:04PM	Silver Jumps To $89 After Soft CPI, JPMorgan Falls 3%: What's Moving Markets Tuesday? (Benzinga)
12:58PM	What's Going On With Super Micro Computer Stock Today? (Benzinga)
12:44PM	Super Micro Computer Downgraded to Sell at Goldman on Margin Concerns (GuruFocus.com)
12:16PM	VRT's Robust Portfolio Fuels Revenue Growth: More Upside Ahead? (Zacks)
11:58AM	Analyst Warns Super Micro's Margin-Dilutive Deals Are Killing Profits (Benzinga)
11:17AM	Stock Indexes Slip as the Magnificent Seven Technology Stocks Retreat (Barchart)
11:12AM	Super Micro Computer Stock Burdened With 'Sell' Rating (Schaeffer's Research)
09:37AM	Goldman Sachs assumes SMCI at Sell, warns margins face further downside (Investing.com)
08:41AM	WDC Skyrockets 87% in 3 Months: Is the Stock Still a Buy in 2026? (Zacks)
08:00AM	Here Are Tuesdays Top Wall Street Analyst Research Calls: Adobe, AMD, Disney, Five Below, Intel, Reddit, KLA Corp, PayPal, Super Micro Computer and More (24/7 Wall St.)
Jan-12-26 09:33AM	SMCI Plunges 45% in 3 Months: Time to Buy, Sell or Hold the Stock? (Zacks)
Jan-11-26 01:59PM	Mizuho Reduces PT on Super Micro Computer (SMCI) Stock (Insider Monkey)
11:01AM	Consumer Tech News (Jan 5-9): Semiconductors Steal CES 2026 Spotlight, AI Regulation Tightens As Governments Crack Down & More (Benzinga)
09:05AM	Supermicro Announces Intelligent In-Store Retail Solutions in Collaboration with a Broad Range of Industry Partners (PR Newswire)
Jan-09-26 09:49AM	SMCI to Enter Client, Edge and Consumer AI Markets: What's Next? (Zacks)
09:00AM	Is Trending Stock Super Micro Computer, Inc. (SMCI) a Buy Now? (Zacks)
Jan-08-26 11:37AM	Super Micro's Rubin Rally: Is the AI Server Comeback Real? (MarketBeat)
Jan-07-26 05:07PM	Why Super Micro Computer Stock Fell In December (Motley Fool)
04:11AM	2 Unstoppable Artificial Intelligence (AI) Stocks to Buy Hand Over Fist in 2026 and 1 to Avoid (Motley Fool)

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
TUAN SHERMAN	Director	Nov 26 '25	Sale	33.00	48,630	1,604,790	207,156	Dec 01 04:39 PM
KAO GEORGE	SVP, OPERATIONS	Nov 24 '25	Option Exercise	10.08	56,904	573,507	191,595	Nov 26 04:11 PM
KAO GEORGE	SVP, OPERATIONS	Nov 24 '25	Sale	32.83	56,904	1,868,221	134,691	Nov 26 04:11 PM
Sherman Tuan	Board of Director	Nov 26 '25	Proposed Sale	33.00	48,630	1,604,790		Nov 26 03:01 PM
GEORGE W KAO	Officer	Nov 24 '25	Proposed Sale	32.83	56,904	1,868,215		Nov 24 04:10 PM
KAO GEORGE	SVP, OPERATIONS	Nov 13 '25	Option Exercise	2.56	107,700	276,103	134,691	Nov 17 04:50 PM
WEIGAND DAVID E	SVP, Chief Financial Officer	Sep 15 '25	Option Exercise	5.30	25,000	132,600	125,188	Sep 17 05:19 PM
WEIGAND DAVID E	SVP, Chief Financial Officer	Sep 15 '25	Sale	45.14	25,000	1,128,500	100,188	Sep 17 05:19 PM
WEIGAND DAVID E	SVP, Chief Financial Officer	Sep 03 '25	Option Exercise	5.30	25,000	132,600	125,188	Sep 05 05:26 PM
WEIGAND DAVID E	SVP, Chief Financial Officer	Sep 03 '25	Sale	40.29	25,000	1,007,281	100,188	Sep 05 05:26 PM
DAVID WEIGAND	Officer	Sep 03 '25	Proposed Sale	40.78	50,000	2,039,000		Sep 03 04:29 PM
KAO GEORGE	SVP, OPERATIONS	Aug 22 '25	Option Exercise	2.69	40,000	107,800	61,820	Aug 26 05:14 PM
KAO GEORGE	SVP, OPERATIONS	Aug 22 '25	Sale	43.88	40,000	1,755,200	21,820	Aug 26 05:14 PM
GEORGE W KAO	Officer	Aug 22 '25	Proposed Sale	43.88	40,000	1,755,324		Aug 22 04:08 PM
Liu Liang Chiu-Chu Sara	Director	Jul 28 '25	Sale	60.00	200,000	12,000,000	40,426,120	Jul 30 04:48 PM
Liang Charles	President and CEO	Jul 28 '25	Sale	60.00	200,000	12,000,000	40,426,120	Jul 30 04:45 PM
Liang Charles	Officer	Jul 28 '25	Proposed Sale	60.00	200,000	12,000,200		Jul 28 05:09 PM
Liang Charles	President and CEO	Jun 18 '25	Sale	45.00	300,000	13,500,000	66,903,640	Jun 20 05:03 PM
Liu Liang Chiu-Chu Sara	Director	Jun 18 '25	Sale	45.00	300,000	13,500,000	66,903,640	Jun 20 05:02 PM
Liang Charles	Officer	Jun 18 '25	Proposed Sale	44.54	300,000	13,362,186		Jun 18 02:09 PM
WEIGAND DAVID E	SVP, Chief Financial Officer	May 20 '25	Sale	44.02	67,000	2,949,494	88,599	May 22 05:02 PM
DAVID E WEIGAND	Officer	May 20 '25	Proposed Sale	44.02	67,000	2,949,494		May 20 04:18 PM
Liang Charles	President and CEO	May 14 '25	Sale	44.95	200,000	8,989,316	67,203,640	May 16 04:34 PM
Liu Liang Chiu-Chu Sara	Director	May 14 '25	Sale	45.02	200,000	9,004,622	67,203,640	May 16 04:33 PM
KAO GEORGE	SVP, OPERATIONS	May 14 '25	Option Exercise	2.69	28,400	76,538	49,024	May 16 04:31 PM
KAO GEORGE	SVP, OPERATIONS	May 14 '25	Sale	45.86	28,400	1,302,424	20,624	May 16 04:31 PM
CHIU-CHU LIU LIANG	Officer	May 14 '25	Proposed Sale	45.49	200,000	9,098,000		May 14 03:39 PM
KAO GEORGE	Officer	May 14 '25	Proposed Sale	45.86	28,400	1,302,425		May 14 02:56 PM
BLAIR ROBERT L	Director	Feb 28 '25	Option Exercise	26.25	13,600	357,000	19,460	Mar 04 05:41 PM
BLAIR ROBERT L	Director	Feb 28 '25	Sale	42.58	19,460	828,557	0	Mar 04 05:41 PM
BLAIR ROBERT L	Director	Feb 28 '25	Proposed Sale	42.58	19,460	828,568		Feb 28 05:45 PM
Liang Charles	President and CEO	Feb 26 '25	Sale	50.17	46,293	2,322,566	0	Feb 28 05:18 PM
Liu Liang Chiu-Chu Sara	Director	Feb 26 '25	Sale	50.17	46,293	2,322,566	0	Feb 28 05:13 PM
KAO GEORGE	SVP, OPERATIONS	Feb 26 '25	Sale	50.48	71,720	3,620,712	19,449	Feb 28 05:00 PM
Liu Liang Chiu-Chu Sara	Officer	Feb 26 '25	Proposed Sale	50.00	46,293	2,314,650		Feb 26 05:38 PM
KAO GEORGE	Officer	Feb 26 '25	Proposed Sale	50.48	71,720	3,620,715		Feb 26 05:22 PM

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SMCI

Super Micro Computer Inc

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