0.77%
-5.32%
-0.86%
-58.87%
-45.51%
612.58%
930.69%
AI Spotlight on SMCI
Company Description
Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high-performance server and storage solutions based on modular and open architecture.Its solutions range from complete server, storage, modular blade servers, blades, workstations, full racks, networking devices, server management software, and server sub-systems, as well as support and services.The company also provides application-optimized server solutions, including rackmount and blade servers, storage systems, 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, and SuperDoctor 5.
In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories.Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and training services.Additionally, it offers help desk and on-site product 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, and 5G and edge computing markets.It sells its products through direct sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers.The company primarily operates in the United States, Europe, Asia, and internationally.
Super Micro Computer, Inc.was incorporated in 1993 and is headquartered in San Jose, California.
Market Data
| Last Price | 28.86 |
| Change Percentage | 0.77% |
| Open | 28.68 |
| Previous Close | 28.64 |
| Market Cap ( Millions) | 16899 |
| Volume | 6581940 |
| Year High | 122.9 |
| Year Low | 17.25 |
| M A 50 | 33.0 |
| M A 200 | 56.57 |
Financial Ratios
| FCF Yield | -14.69% |
| Dividend Yield | 0.00% |
| ROE | 30.57% |
| Debt / Equity | 39.75% |
| Net Debt / EBIDTA | 38.54% |
| Price To Book | 3.09 |
| Price Earnings Ratio | 14.0 |
| Price To FCF | -6.81 |
| Price To sales | 1.13 |
| EV / EBITDA | 13.28 |
News
- 09:10 - Should You Buy Super Micro Computer Before Feb. 25?
- Jan -29 - Super Micro Computer (SMCI) Falls More Steeply Than Broader Market: What Investors Need to Know
- Jan -29 - Super Micro Computer: Don't Let Go Of This Fantastic Buying Opportunity
- Jan -27 - Super Micro Computer Plummeted Today -- Is It Time to Buy the Artificial Intelligence (AI) Stock?
- Jan -27 - Super Micro Computer: Important Thesis Update (Rating Upgrade)
- Jan -27 - Super Micro Stock Nosedives As DeepSeek AI Threat Rattles Investors
- Jan -27 - Super Micro, Vertiv, Palantir Stocks Tumble as AI Spending Gets Reality Check
- Jan -24 - Is Super Micro Computer's Stock Too Cheap to Pass Up?
- Jan -24 - Here's why SMCI stock can surge by 20%
- Jan -23 - Super Micro Computer (SMCI) Stock Falls Amid Market Uptick: What Investors Need to Know
- Jan -23 - Super Micro Computer: Margin Expansion Potential Ahead
- Jan -22 - Top Ideas 2025: SNOW, GTLB and SMCI Have Phenomenal Upside Potential
- Jan -22 - Super Micro Computer: Turning Risk Into Reward at the Crossroads
- Jan -22 - What's Happening With Super Micro Stock?
- Jan -21 - Super Micro Computer Comes Back to Life, Up 5%
- Jan -17 - Should You Buy Supermicro Stock Before Jan. 27?
- Jan -17 - Super Micro's Stock Is Rising. It Still Hasn't Announced an Earnings Date.
- Jan -16 - Why the Market Dipped But Super Micro Computer (SMCI) Gained Today
- Jan -16 - Super Micro Stock Rises Again. This Is Driving It Higher.
- Jan -15 - Super Micro Stock Is Up. Don't Expect a Major Move Until Earnings.
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Server and Storage Systems
Expected Growth : 10.42 %
What the company do ?
Super Micro Computer, Inc. offers a range of servers and storage systems, including rackmount servers, blade servers, and storage solutions, designed for data centers, cloud computing, and enterprise environments.
Why we expect these perspectives ?
Super Micro Computer's Server and Storage Systems segment growth of 10.42% is driven by increasing demand for cloud infrastructure, adoption of artificial intelligence and machine learning, and rising need for data storage and analytics. Additionally, the company's focus on innovation, product diversification, and strategic partnerships have contributed to its growth momentum.
Segment n°2 -> Subsystems and Accessories
Expected Growth : 8.97 %
What the company do ?
Subsystems and Accessories from Super Micro Computer, Inc. refer to additional components that enhance server functionality, such as storage enclosures, networking cards, and power supplies.
Why we expect these perspectives ?
Strong demand for datacenter and cloud infrastructure, increasing adoption of Artificial Intelligence and Machine Learning, growing need for high-performance computing, and expanding presence in emerging markets drive the 8.97% growth of Subsystems and Accessories from Super Micro Computer, Inc.
Super Micro Computer, Inc. Products
| Product Range | What is it ? |
|---|---|
| Servers | Super Micro Computer, Inc. offers a wide range of servers, including rackmount servers, tower servers, and blade servers, designed for data centers, cloud computing, and enterprise environments. |
| Storage Systems | Super Micro Computer, Inc. provides a variety of storage systems, including all-flash arrays, hybrid arrays, and JBODs, designed for high-performance storage and data management. |
| GPU Servers | Super Micro Computer, Inc. offers GPU-accelerated servers, designed for AI, deep learning, and high-performance computing applications. |
| Motherboards | Super Micro Computer, Inc. provides a wide range of motherboards, including server motherboards, workstation motherboards, and embedded motherboards, designed for various applications. |
| Chassis | Super Micro Computer, Inc. offers a variety of chassis, including rackmount chassis, tower chassis, and mini-tower chassis, designed for servers, storage systems, and other applications. |
| Power Supplies | Super Micro Computer, Inc. provides a range of power supplies, including redundant power supplies, high-efficiency power supplies, and custom power supplies, designed for servers, storage systems, and other applications. |
| Networking Products | Super Micro Computer, Inc. offers a variety of networking products, including network interface cards, switches, and routers, designed for data centers, cloud computing, and enterprise environments. |
Super Micro Computer, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Super Micro Computer, Inc. is medium due to the availability of alternative products from competitors, but the company's strong brand reputation and customer loyalty mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is low for Super Micro Computer, Inc. due to the company's strong relationships with its customers and the customized nature of its products, making it difficult for customers to switch to competitors.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium for Super Micro Computer, Inc. due to the company's dependence on a few key suppliers, but the company's large scale of operations and strong relationships with suppliers mitigate this threat.
Threat Of New Entrants
The threat of new entrants is low for Super Micro Computer, Inc. due to the high barriers to entry in the industry, including the need for significant capital investment and technical expertise.
Intensity Of Rivalry
The intensity of rivalry is high for Super Micro Computer, Inc. due to the competitive nature of the industry, with many established players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 12.83% |
| Debt Cost | 4.24% |
| Equity Weight | 87.17% |
| Equity Cost | 10.63% |
| WACC | 9.81% |
| Leverage | 14.72% |
Super Micro Computer, Inc. : Quality Control
Super Micro Computer, Inc. passed 8 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| HPQ | HP Inc. provides personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services in the United States and internationally. The company operates through three … |
| ANET | Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company's cloud networking solutions consist of extensible operating … |
| DELL | Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions … |
| WDC | Western Digital Corporation develops, manufactures, and sells data storage devices and solutions in the United States, China, Hong Kong, Europe, the Middle East, Africa, rest of Asia, and internationally. It … |
| NTAP | NetApp, Inc. provides cloud-led and data-centric services to manage and share data on-premises, and private and public clouds worldwide. It operates in two segments, Hybrid Cloud and Public Could. The … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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