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.
AI Server Dominance | Explore Super Micro Computer's pivotal role in the AI infrastructure boom, with revenue surging 109.77% over the last year despite recent financial hurdles |
Financial Crossroads | Delve into SMCI's mixed financial performance, balancing strong growth potential against reporting delays and margin pressures in a competitive landscape |
Market Positioning | Learn how SMCI navigates fierce competition from Dell and Asian ODMs, with analysts' price targets ranging from $23 to $1000, reflecting market uncertainty |
Future AI Prospects | Discover SMCI's ambitious $40 billion revenue target for FY2026, highlighting potential growth in AI infrastructure despite near-term challenges in GPU transitions |
Metrics to compare | SMCI | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipSMCIPeersSector | |
---|---|---|---|---|
P/E Ratio | 17.3x | 5.6x | 11.4x | |
PEG Ratio | 0.21 | 0.16 | 0.01 | |
Price/Book | 4.0x | 1.9x | 2.4x | |
Price / LTM Sales | 1.2x | 0.7x | 2.1x | |
Upside (Analyst Target) | 39.5% | 34.6% | 29.0% | |
Fair Value Upside | Unlock | 8.0% | 6.4% | Unlock |