Added to YB: 2026-03-27
Pitch date: 2026-03-25
SMCI [bullish]
Super Micro Computer, Inc.
Author Info
No bio for this author
Company Info
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.
Market Cap
$13.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.03
P/E
16.23
EV/Sales
0.52
Sector
Technology Hardware, Storage and Peripherals
Category
value
SMCI: Broken stock, intact business
SMCI: Down 83% from ATH on DOJ indictment of 3 employees (not SMCI itself) for $2.5B GPU export fraud. Trades 0.32x fwd EV/S vs Dell 0.87x, HPE 1.12x; 11x fwd P/E vs peers 14-22x; PEG 0.35. Liquid cooling locked in hyperscaler datacenters, Blackwell/Vera Rubin ramps. Risk: governance repeat offender, unquantified customer attrition. Buy in tranches; exit if DOJ names SMCI. May 5 earnings key.
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