Super Micro Computer (SMCI)
Builds modular rack-scale server, storage, and liquid-cooling systems for AI and enterprise infrastructure.
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Designs and sells rack-scale AI, cloud, enterprise, storage, and edge computing systems, plus modular server components, management software, and support. Revenue comes from complete systems and related services sold directly and through channel partners, with rapid product cycles tied to new processors and GPUs from a limited supplier base.
Builds application-optimized servers, storage systems, networking gear, management software, and support for AI, cloud, enterprise, and 5G/edge workloads. Its rack-scale Data Center Building Block Solutions combine compute, storage, networking, power, and direct liquid cooling into tested deployments, while standalone motherboards, chassis, power supplies, and accessories extend the same modular architecture.
Design and manufacturing are centered in Silicon Valley, with assembly and operations in Taiwan, the Netherlands, and Malaysia, and products reach customers globally through direct sales and channel partners. In-house subsystem design and reusable building blocks help move new processor and accelerator platforms quickly into many configurations.
Sales are concentrated among several large customers, and product launches depend on coordinated access to new processors, GPUs, memory, storage, and interconnect components from a limited supplier base.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 13, 2026 | Bernstein | Target | Target: — | Target: $42 |
| Aug 12, 2026 | Raymond James | Reiterate | Rating: —Target: $45 | Target: $48 |
| Aug 12, 2026 | Stifel Nicolaus | Target | Target: — | Target: $42 |
| Aug 12, 2026 | Wedbush | Reiterate | Rating: —Target: $250 | Target: $40 |
| Aug 12, 2026 | Mizuho Securities | Target | Target: $44 | Target: $35 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $7.52B · Total debt $6.68B · Total assets $29.95B · Shareholders' equity $14.48B
- Revenue
- $11.12B
- Operating income
- $1.49B
- Net income
- $1.18B
No dividends on record.
| Institutions | 75.10% | 451.66M shares | |
|---|---|---|---|
| 900 holders · as of Jun 30, 2026 | |||
| Insiders | 7.07% | 42.50M shares | |
| 16 holders · as of Sep 8, 2026 | |||
| Strategic holders | 6.71% | 40.33M shares | |
| 1 holder · as of Jun 18, 2026 | |||
| Other | 11.12% | 66.92M shares | |
| remainder | |||
601.42M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.93% | 47.69M | as of Jun 30, 2026 |
Capital Ventures InternationalStrategic | 6.71% | 40.33M | filed Jun 18, 2026 |
Vanguard Capital Management LLCInstitution | 6.05% | 36.36M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.46% | 32.86M | as of Jun 30, 2026 |
Jane Street Group, LLCInstitution | 4.79% | 28.79M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 4, 2026 | Liang Chiu-Chu Sara Liu | director, 10 percent owner: | −100,000 | $40.00 |
| Sep 3, 2026 | Liang Chiu-Chu Sara Liu | director, 10 percent owner: | −100,000 | $37.19 |
| Sep 4, 2026 | Charles Liang | director, 10 percent owner, officer: President and CEO | −100,000 | $40.00 |
| Sep 3, 2026 | Charles Liang | director, 10 percent owner, officer: President and CEO | −100,000 | $37.19 |
| Nov 26, 2025 | Sherman Tuan | director | −48,630 | $33.00 |
- Dell Technologies
Largest-scale direct rival in AI GPU servers and AI factory rack infrastructure.
- Hewlett Packard Enterprise
Named 10-K rival; ProLiant AI servers, Cray HPC, and GreenLake hybrid-cloud AI.
- Cisco Systems
Named 10-K rival; UCS C885A and AI POD stacks compete in enterprise GPU compute.
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Super Micro Computer | $41.45 | −0.19% | $26.65B | 12.6 | 9.5 | 0.7 | +93.2% |
| Dell Technologies | $551.00 | +0.35% | $382.08B | 33.4 | 19.5 | 2.5 | +57.8% |
| Hewlett Packard Enterprise | $60.95 | −0.16% | $81.78B | 32.2 | 13.4 | 2.0 | +33.5% |
| Cisco Systems | $106.30 | −0.13% | $439.31B | 33.5 | 20.8 | 6.9 | +17.6% |
| Median | 33.4 | 19.5 | 2.5 | +33.5% |