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Pokedex/Integration/SMCI
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Integration·SMCI
Super Micro Computer, Inc. logo

Super Micro Computer, Inc.

NASDAQ · US

Server, storage, rack, and modular data center systems company.

AI relevance

Integrates GPU servers, AI racks, liquid-cooled systems, storage, and cluster-scale infrastructure.

IntegrationServer / Rack

Price

$33.72

Change

-1.85 (-5.20%)

Market cap

$22.2B

52w range

$19–$54

Exchange

NASDAQ

Country

US

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Subscribe or sign in with your Substack email for charts, exports, estimates, transcripts, filings, earnings, and news.

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Price chart

SMCI market performance

Daily close for Super Micro Computer, Inc.

$17.96$27.28$36.61$45.94$55.26Oct 25Jan 26Apr 26Jul 26Oct 26
Latest close
$33.72
Range move
-$18.78 (-35.8%)
Range high
$52.69
Range low
$20.53
Latest volume
43.9M
Source
FMP EOD
Downloads

Exports

Download statements, ratios, chart data, and transcript indexes.

CSV

Income statement

12 annual rows

Revenue, gross profit, R&D, operating income, EBITDA, net income, and EPS.

Annual

Balance sheet

12 annual rows

Cash, receivables, inventory, PP&E, assets, debt, liabilities, and equity.

Annual

Cash flow

12 annual rows

Operating cash flow, capital expenditures, and free cash flow.

Annual

Key metrics

12 annual rows

Enterprise value, valuation multiples, returns, yields, and cash conversion.

Annual

Ratios

12 annual rows

Margins, liquidity ratios, valuation ratios, leverage, and per-share metrics.

Annual

Chart data

1254 rows

Five years of daily close and volume data powering the company chart.

Download

Transcript list

74 rows

Available earnings-call transcript dates by fiscal year and quarter.

Download
StreetHold

Analyst expectations

Consensus target
$42.33
+25.5%
Target range
$36.00 - $48.00
Rating mix
Hold
28 ratings
Next FY revenue
$70.00B
2027-06-30
Next FY EPS
$4.67
$4.22 - $5.34
Rating consensus28 ratings

Strong buy

0

Buy

10

Hold

16

Sell

2

Strong sell

0

Annual estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2027-06-30$70.00B$67.27B - $71.61B$4.67$4.22 - $5.34$4.12B$3.96B$3.33B$1.89B12 rev / 11 EPS
2028-06-30$81.65B$74.15B - $92.57B$5.61$4.81 - $6.83$5.59B$5.36B$4.54B$2.21B12 rev / 10 EPS
2029-06-30$93.12B$77.69B - $106.73B$6.14$5.27 - $7.19$6.00B$5.69B$4.83B$2.52B5 rev / 1 EPS
Quarterly estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2026-12-30$17.24B$16.77B - $18.09B$1.13$0.97 - $1.29$1.00B$968.0M$786.3M$466.1M10 rev / 12 EPS
2027-03-30$17.63B$16.50B - $20.13B$1.14$1.04 - $1.35$1.01B$975.1M$792.4M$476.7M9 rev / 5 EPS
2027-06-30$19.10B$17.88B - $21.80B$1.25$1.14 - $1.48$1.11B$1.07B$870.3M$516.4M9 rev / 5 EPS
2027-09-30$20.16B$18.87B - $23.01B$1.46$1.34 - $1.73$1.28B$1.24B$1.02B$544.9M9 rev / 5 EPS
2027-12-30$20.60B$19.28B - $23.51B$1.54$1.41 - $1.83$1.35B$1.30B$1.08B$556.7M9 rev / 5 EPS
2028-03-30$20.35B$19.04B - $23.22B$1.53$1.41 - $1.82$1.35B$1.30B$1.07B$550.0M8 rev / 6 EPS
2028-06-30$21.13B$19.78B - $24.12B$1.64$1.50 - $1.94$1.44B$1.38B$1.14B$571.2M8 rev / 6 EPS
2028-09-30$24.25B$22.70B - $27.68B$1.71$1.57 - $2.02$1.50B$1.44B$1.19B$655.5M8 rev / 6 EPS
Price target history
WindowTargetsAverage target
Last month1$43.00
Last quarter7$41.29
Last year27$43.00
All time53$51.45

Sources: StreetInsider, Benzinga

Latest grade actions
DateFirmActionPreviousNew
2026-10-21RosenblattMaintainBuyBuy
2026-10-16RosenblattMaintainBuyBuy
2026-10-08CitigroupMaintainNeutralNeutral
2026-10-06MizuhoMaintainNeutralNeutral
2026-08-12NeedhamMaintainBuyBuy
2026-08-12WedbushMaintainNeutralNeutral
2026-08-12MizuhoMaintainNeutralNeutral
2026-08-12Goldman SachsMaintainSellSell
Historical rating snapshots
DateStrong buyBuyHoldSellStrong sell
2026-10-01231121
2026-09-01231121
2026-08-01231121
2026-07-01231121
2026-06-01231121
2026-05-01231022
2026-04-0123922
2026-03-0135922
FinancialsFY 2026

Financials

Revenue
$39.06B
Gross margin
10.8%
Operating income
$2.77B
Free cash flow
-$6.97B
Cash + ST investments
$7.52B
Net debt
$1.20B
ROE
15.4%
ROIC
8.9%
EV / sales
0.5x
EV / EBITDA
6.1x
R&D / revenue
2.0%
Current ratio
3.9x
Income statement annual
PeriodRevenueGross profitGross marginR&DOperating incomeEBITDANet incomeEPS
FY 2026$39.06B$4.23B10.8%$771.2M$2.77B$3.07B$2.23B$3.65
FY 2025$21.97B$2.43B11.1%$636.5M$1.25B$1.33B$1.05B$1.77
FY 2024$14.99B$2.06B13.8%$463.5M$1.21B$1.27B$1.15B$1.77
FY 2023$7.12B$1.28B18.0%$307.3M$761.1M$799.7M$640.0M$2.17
FY 2022$5.20B$800.0M15.4%$272.3M$335.2M$375.7M$285.2M$1.21
FY 2021$5.20B$800.0M15.4%$272.3M$335.2M$371.4M$285.2M$0.55
FY 2020$3.34B$526.2M15.8%$221.5M$85.7M$115.5M$84.3M$0.17
FY 2019$3.50B$495.5M14.2%$179.9M$97.2M$120.4M$71.9M$0.14
FY 2018$3.36B$430.0M12.8%$165.1M$94.7M$115.8M$46.2M$0.09
FY 2017$2.48B$350.0M14.1%$144.0M$94.9M$110.2M$66.9M$0.14
FY 2016$2.23B$330.5M14.9%$124.2M$107.5M$122.3M$72.1M$0.15
FY 2015$1.95B$306.6M15.7%$101.4M$132.6M$141.7M$92.6M$0.22
Cash flow annual
PeriodOperating cash flowCapexFree cash flow
FY 2026-$6.81B$162.0M-$6.97B
FY 2025$1.66B$127.2M$1.53B
FY 2024-$2.49B$124.3M-$2.61B
FY 2023$663.6M$36.8M$626.8M
FY 2022-$440.8M$45.2M-$486.0M
FY 2021$123.0M$58.0M$64.9M
FY 2020-$30.3M$44.3M-$74.7M
FY 2019$262.6M$24.8M$237.7M
FY 2018$84.3M$24.8M$59.5M
FY 2017-$96.2M$29.4M-$125.6M
FY 2016$108.0M$34.1M$73.9M
FY 2015-$46.1M$35.1M-$81.2M
Balance sheet annual
PeriodCash + ST inv.ReceivablesInventoryPP&EAssetsDebtNet debtLiabilitiesEquity
FY 2026$7.52B$6.13B$12.90B$625.6M$29.95B$8.72B$1.20B$15.47B$14.48B
FY 2025$5.17B$2.22B$4.68B$798.2M$14.02B$4.78B-$391.1M$7.72B$6.30B
FY 2024$1.67B$2.75B$4.33B$414.0M$9.83B$2.18B$513.6M$4.41B$5.42B
FY 2023$440.5M$1.18B$1.45B$290.2M$3.67B$290.3M-$150.2M$1.70B$1.97B
FY 2022$267.4M$858.9M$1.55B$286.0M$3.21B$620.6M$353.2M$1.78B$1.43B
FY 2021$232.3M$563.8M$1.04B$294.8M$2.24B$119.1M-$113.2M$1.15B$1.10B
FY 2020$210.5M$500.4M$851.5M$257.6M$1.92B$53.8M-$156.7M$852.9M$1.07B
FY 2019$248.2M$476.7M$670.2M$207.3M$1.68B$23.6M-$224.5M$741.4M$941.0M
FY 2018$115.4M$544.4M$853.3M$196.6M$1.77B$116.2M$804,000$925.9M$843.5M
FY 2017$110.6M$402.7M$636.0M$195.6M$1.49B$161.4M$50.8M$688.4M$800.0M
FY 2016$178.8M$246.4M$449.0M$187.9M$1.17B$93.6M-$85.2M$444.2M$721.2M
FY 2015$95.4M$322.6M$463.5M$163.0M$1.09B$94.4M-$1.0M$470.7M$618.9M
Annual ratios and key metrics
PeriodGross marginOp marginNet marginCurrentQuickROEROICEV / salesEV / EBITDAFCF yieldR&D / rev.Cash cycle
FY 202610.8%7.1%5.7%3.9x2.1x15.4%8.9%0.5x6.1x-39.5%2.0%169d
FY 202511.1%5.7%4.8%5.2x3.3x16.6%9.3%1.3x21.6x5.3%2.9%100d
FY 202413.8%8.1%7.7%3.8x2.0x21.3%14.5%3.3x38.3x-5.4%3.1%148d
FY 202318.0%10.7%9.0%2.3x1.3x32.5%26.3%1.9x17.1x4.5%4.3%102d
FY 202215.4%6.5%5.5%1.9x0.9x20.0%12.9%0.5x6.6x-22.7%5.2%134d
FY 202115.4%6.5%5.5%1.9x0.9x26.0%21.1%0.3x4.6x3.6%5.2%75d
FY 202015.8%2.6%2.5%2.3x1.0x7.9%6.7%0.4x11.2x-5.2%6.6%111d
FY 201914.2%2.8%2.1%2.3x1.2x7.6%7.3%0.2x6.1x24.7%5.1%87d
FY 201812.8%2.8%1.4%1.9x0.8x5.5%4.8%0.3x10.1x5.1%4.9%100d
FY 201714.1%3.8%2.7%2.3x1.1x8.4%6.2%0.5x11.3x-10.5%5.8%109d
FY 201614.9%4.8%3.2%2.6x1.3x10.0%8.4%0.5x9.0x6.2%5.6%83d
FY 201515.7%6.8%4.7%2.0x1.0x15.0%12.7%0.7x9.7x-5.9%5.2%97d
Annual growth
PeriodRevenueGross profitR&DOp incomeNet incomeEPSFCFCapexCash + ST inv.InventoryAssetsDebt
FY 2026+77.8%+74.0%+21.2%+121.1%+112.7%+106.2%-555.0%-27.3%+45.5%+175.5%+113.6%+82.5%
FY 2025+46.6%+17.9%+37.3%+3.5%-9.0%0.0%+158.7%-2.4%+209.6%+8.0%+42.7%+118.9%
FY 2024+110.4%+60.7%+50.9%+59.1%+80.1%-18.4%-516.4%-237.8%+279.1%+199.7%+167.4%+652.1%
FY 2023+37.1%+60.4%+12.8%+127.1%+124.4%+79.3%+229.0%+18.6%+64.7%-6.5%+14.7%-53.2%
FY 20220.0%0.0%0.0%0.0%0.0%+120.0%-848.4%+22.1%+15.1%+48.5%+43.0%+421.3%
FY 2021+55.6%+52.0%+22.9%+291.3%+238.2%+223.5%+187.0%-30.8%+10.3%+22.3%+16.9%+121.2%
FY 2020-4.6%+6.2%+23.1%-11.9%+17.2%+21.4%-131.4%-78.4%-15.2%+27.1%+14.0%+127.6%
FY 2019+4.2%+15.2%+9.0%+2.7%+55.8%+48.9%+299.3%-0.1%+115.1%-21.5%-4.9%-79.6%
FY 2018+35.2%+22.9%+14.7%-0.2%-30.9%-32.9%+147.4%+15.5%+4.3%+34.2%+18.9%-28.0%
FY 2017+11.7%+5.9%+15.9%-11.7%-7.3%-6.7%-269.9%+13.9%-38.1%+41.6%+27.7%+72.5%
FY 2016+13.8%+7.8%+22.5%-19.0%-22.1%-31.8%+191.0%+2.8%+87.4%-3.1%+7.0%-0.9%
FY 2015+33.2%+35.9%+20.3%+65.3%+70.9%+83.3%-138.7%+13.5%-1.5%+46.8%+36.9%+104.0%
SegmentsFY 2026

Revenue Mix

Latest product mixFY 2026 · $958.6M
Server And Storage Systems$538.3M · 56.2%
Subsystems and accessories$420.3M · 43.8%
Latest geography mixFY 2026 · $39.06B
UNITED STATES$27.69B · 70.9%
Asia$6.06B · 15.5%
Europe$2.67B · 6.8%
Other region$2.64B · 6.7%
Product revenue annual
PeriodTotalServer And Storage SystemsSubsystems and accessories
FY 2026$958.6M$538.3M$420.3M
FY 2025$21.97B$21.31B$660.4M
FY 2024$14.99B$14.19B$804.0M
FY 2023$7.12B$6.57B$553.7M
FY 2022$5.20B$4.46B$732.3M
FY 2021$3.56B$2.79B$767.1M
FY 2020$3.34B$2.62B$718.5M
FY 2019$3.50B$2.86B$641.7M
FY 2017$2.48B$1.74B$744.3M
FY 2016$2.22B$1.53B$690.0M
FY 2015$1.99B$1.21B$777.5M
FY 2014$1.47B$740.8M$726.4M
Geography revenue annual
PeriodTotalUNITED STATESAsiaEuropeOther region
FY 2026$39.06B$27.69B$6.06B$2.67B$2.64B
FY 2025$21.97B$13.05B$5.49B$2.73B$698.3M
FY 2024$14.99B$10.19B$2.91B$1.29B$595.4M
FY 2023$7.12B$4.83B$1.05B$1.00B$235.5M
FY 2022$5.20B$3.04B$1.14B$825.2M$195.5M
FY 2021$3.56B$2.11B$699.7M$614.8M$135.0M
FY 2020$3.34B$1.96B$650.7M$598.6M$132.7M
FY 2019$3.50B$2.03B$712.2M$611.0M$144.2M
FY 2017$2.48B$1.42B$501.0M$453.8M$107.5M
FY 2016$2.22B$1.40B$324.2M$385.8M$107.1M
FY 2015$1.99B$1.16B$326.9M$378.3M$125.3M
FY 2014$1.47B$809.3M$299.4M$316.8M$41.8M
Transcripts74 on file

Transcripts

  • FY2026 · Q42026-08-11
  • FY2026 · Q32026-05-05
  • FY2026 · Q22026-02-03
  • FY2026 · Q12025-11-04
Events

Events

Next earnings

2026-11-03EPS est $1.20

Recent filings
  • 32026-10-22
  • 3/A2026-10-21
  • 8-K2026-10-20
Latest news
  • Super Micro Has Lost 60.86% Since It Was Tapped for the S&P 500. Index Funds Like VOO Had to Buy It Anyway

    24/7 Wall Street · 2026-10-22

  • Stock Drops 5% After Big Rally: Super Micro Computer Pulls Back During AI Supply Fears

    Benzinga · 2026-10-22

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