Added to YB: 2026-05-11
Pitch date: 2026-05-07
SMCI [neutral]
Super Micro Computer, Inc.
+6.12%
current return
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
$20.8B
Pitch Price
$33.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.02
P/E
18.17
EV/Sales
0.85
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Earnings Rundown: SMCI
SMCI (earnings): Q3 rev $10.2B (+123% YoY, -19% QoQ) missed $12.33B est; non-GAAP EPS $0.84 beat $0.62 est. Q4 guide $11-12.5B/$0.65-0.79 beat consensus. Gross margin recovered to 10.1% from 6.4% on mix/tariff relief. Rev miss blamed on customer infrastructure delays—needs validation next Q. Key risks: Dell/HPE competition, Nvidia compliance, negative $6.6B OCF from AP normalization. Q4 GM guide 8.2-8.4%; durability hinges on actuals ≥9%.
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