Super Micro Computer, Inc., together with its subsidiaries, develops and sells high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. It offers various IT solutions, including complete servers, storage systems, modular blade servers, blades, workstations, full-rack scale solutions, networking devices, server sub-systems, and server management and security software. The company also 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 identifies service requirements, creates and executes project plans, conducts verification testing and training activities, and provides technical documentation services. Additionally, it offers help desk and on-site 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, 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.
Market Dynamics | Explore how intensifying competition from Dell and HPE challenges Super Micro's market share and margins in the evolving AI infrastructure landscape |
Governance Hurdles | Ongoing corporate governance issues and delayed filings impact investor confidence, despite progress in addressing concerns and appointing new auditors |
Financial Ambitions | Company targets $40 billion revenue for FY2026, with analysts forecasting $39 billion. Recent upgrade from J.P. Morgan signals positive sentiment shift |
AI Server Dominance | Super Micro leads in AI server market with advanced liquid cooling tech, poised for substantial growth amid rising demand for high-performance computing solutions |
Metrics to compare | SMCI | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipSMCIPeersSector | |
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P/E Ratio | 12.1x | −1.9x | 10.7x | |
PEG Ratio | 0.17 | 0.06 | 0.01 | |
Price / Book | 2.8x | 1.0x | 2.4x | |
Price / LTM Sales | 0.8x | 0.7x | 1.9x | |
Upside (Analyst Target) | 73.0% | 90.4% | 42.8% | |
Fair Value Upside | Unlock | 18.2% | 9.9% | Unlock |