SMCI — Super Micro Computer Inc
Technology · Computer Hardware · Chip equipment & AI hardware
About Super Micro Computer Inc
Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company provides liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also offers workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company provides remote system management solutions, such as Server
Chip equipment & AI hardware
This layer sells the machines, materials and hardware that make and connect AI systems — semiconductor manufacturing equipment, networking, optics, memory and servers. It is a concentrated, “picks-and-shovels” business one level below the chipmakers. As AI pushes fabs to expand and data centers to scale, demand rises, though the equipment side is cyclical and heavily exposed to China export restrictions. Super Micro Computer Inc is tracked in this sub-theme as a Computer Hardware name — see the full Chip equipment & AI hardware list.
Key data · delayed ~15 min, as of 8 July 2026
| Ticker | SMCI |
| Company | Super Micro Computer Inc |
| Price | $27.19 |
| Market cap | $16.4B |
| Sector / industry | Technology / Computer Hardware |
| Performance | 1W -11.2% · 1M -42.7% · 1Y -42.3% |
| Analyst mean target | $37 (16 analysts, hold) |
Valuation read
What the price implies: a reverse-DCF on forward earnings ($3.17/sh) backs out roughly ~-6%/yr earnings growth — very low — the market prices near-flat or declining earnings; on cyclicals that's the cycle speaking. Run your own scenario in the fair-value calculator.
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