Super Micro Computer, Inc.

NasdaqGS:SMCI 株式レポート

時価総額：US$20.8b

Super Micro Computer 将来の成長

Future 基準チェック /46

Super Micro Computer利益と収益がそれぞれ年間19.5%と21.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.9% 15.1%なると予測されています。

主要情報

19.5%

収益成長率

15.07%

EPS成長率

Tech 収益成長11.0%
収益成長率21.1%
将来の株主資本利益率19.91%
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • May 04

SMCI: AI Infrastructure Expansion Will Support Longer Term Margin Recovery

Analysts have trimmed their average price target on Super Micro Computer, with recent cuts of $12, $8, $18, $14 and $10. These changes reflect updated views on slower modeled revenue growth, lower profit margins and a slightly higher discount rate, even as some still reference prior upside in select research.
Seeking Alpha • May 04

Super Micro Computer: Get Out Before Earnings

Summary Super Micro Computer is downgraded to a sell due to intensifying governance and operational headwinds. A major Oracle contract cancellation, estimated at $1.4B, signals material revenue risk and shifting hyperscaler priorities. Gross margin recovery remains doubtful; management's guidance appears difficult to achieve amid customer attrition and negative cash flow. Despite genAI tailwinds and liquid cooling leadership, SMCI's trust deficit and contract losses now threaten its long-term positioning. Read the full article on Seeking Alpha
新しいナラティブ • Apr 23

Super Micro Computer will achieve a remarkable 19% revenue growth but legal risks justify a big discount.

Super Micro Computer (NASDAQ: SMCI) — Condensed Investment View Business: Supermicro sells powerful computer systems and data storage equipment. It has done well from the recent boom in AI because it builds the kind of machines that AI companies need.
ナラティブ更新 • Apr 19

SMCI: AI Partnerships And Governance Reset Will Drive Bullish Repricing Outlook

Analysts have trimmed the Super Micro Computer price target by about $0.87, reflecting a slightly lower fair value and P/E assumption after a series of recent target cuts and downgrades, even as revenue growth and profit margin inputs in the model remain relatively stable. Analyst Commentary Recent Street research around Super Micro Computer has been dominated by a cluster of price target cuts and several downgrades, with commentary frequently pointing to governance concerns and credibility questions following indictments.
ナラティブ更新 • Apr 05

SMCI: AI Partnerships And Governance Reset Will Drive Repricing Into 2026

Super Micro Computer's analyst price target has been revised lower by $6.99, with analysts citing higher required returns, a lower fair value estimate, and more conservative profit margin and P/E assumptions, despite slightly higher modeled revenue growth. Analyst Commentary Recent Street research on Super Micro has shifted toward a more cautious stance, with several firms trimming price targets and some lowering ratings following legal and governance concerns.
ナラティブ更新 • Mar 21

SMCI: Legal Credibility Concerns Will Likely Undermine Major AI Server Upside

Analysts have trimmed their fair value estimate for Super Micro Computer in response to multiple price target cuts. They cite higher assumed risk, more modest revenue and margin expectations, and a higher future P/E multiple following recent legal and credibility concerns.
ナラティブ更新 • Mar 07

SMCI: AI Data Center Partnerships Will Support Repricing Into 2026

Analysts have made a modest adjustment to their price targets on Super Micro Computer, with changes clustering in a narrow $2 to $11 range as they factor in updated views on AI related demand, valuation, and sector positioning for 2026. Analyst Commentary Recent Super Micro price target moves sit within a relatively tight band, but the tone of the research still gives you useful clues about how the Street is thinking about valuation, execution, and growth into 2026.
ナラティブ更新 • Feb 21

SMCI: AI Data Center Demand And Liquid Cooling Will Drive Repricing

Analysts have nudged their fair value estimate for Super Micro Computer to $63, reflecting slightly stronger assumptions for revenue growth, profit margins, and a lower future P/E, even as recent Street price target moves have been mixed. Analyst Commentary Bullish analysts on Super Micro Computer are split in their near term expectations, but a few themes still stand out when you look past the headline price target cuts.
ナラティブ更新 • Feb 07

SMCI: AI Server Positioning And New Liquid Cooling Will Drive Repricing

Analysts have trimmed their fair value estimate for Super Micro Computer from US$80.58 to US$60.00, reflecting updated assumptions for slower revenue growth, lower profit margins, and a higher future P/E, as seen in a mix of recent price target reductions and a smaller price target increase across covering firms. Analyst Commentary Recent Street research on Super Micro Computer has been mixed, but you can still see some confidence around the company’s ability to execute and create value over time.
ナラティブ更新 • Jan 24

SMCI: Large AI Orders And Margin Recovery Efforts Will Drive Future Repricing

Analysts have reduced their Super Micro Computer price targets by single-digit percentages, citing updated views on growth, profitability, and expectations for a lower future P/E. At the same time, some research notes highlight strong new orders and the possibility of margin recovery, alongside ongoing competition risks in AI servers.
ナラティブ更新 • Jan 09

SMCI: AI Server Order Wins Will Support Longer Term Margin Recovery

Analysts have made a modest upward adjustment to their Super Micro Computer price targets, with changes ranging from US$3 to US$4 per share. They are weighing recent Q1 revenue timing issues against strong new AI server orders and the potential for longer term margin recovery in an increasingly competitive market.
ナラティブ更新 • Dec 21

SMCI: Margin Pressures Will Likely Undermine Benefits Of Major AI Server Wins

Analysts have modestly lowered their fair value estimate for Super Micro Computer, trimming the average price target by a few dollars per share to about $34 to $40. They are balancing expectations for sharply accelerating revenue driven by large AI server orders, including a $12B GB300 platform win, against lingering concerns over near term margin pressure and long term profitability risks in an increasingly competitive market.
ナラティブ更新 • Dec 07

SMCI: AI Order Momentum Will Drive Long Term Revenue Upside

Analysts nudged their average price target on Super Micro Computer modestly higher, to about $34 from roughly $30, citing a strong rebound in orders, including a multibillion-dollar GB300 platform win, and confidence that near-term revenue timing issues will be offset by longer-term AI server demand despite ongoing profitability risks. Analyst Commentary Street research following the latest earnings update reflects a mixed but generally more constructive stance on Super Micro, with modest target changes and reiterated ratings highlighting both upside from AI server momentum and persistent execution risks.
ナラティブ更新 • Nov 23

SMCI: Order Wins And Federal Expansion Will Support Revenue Recovery

Super Micro Computer's analyst price target has been adjusted downward, decreasing from $50.94 to $48.53. Analysts cite persistent profitability risks despite management's expectation of a revenue rebound and significant new order momentum.
分析記事 • Nov 08

Super Micro Computer, Inc. (NASDAQ:SMCI) Shares Slammed 32% But Getting In Cheap Might Be Difficult Regardless

Super Micro Computer, Inc. ( NASDAQ:SMCI ) shares have had a horrible month, losing 32% after a relatively good period...
ナラティブ更新 • Nov 07

SMCI: Strong Order Momentum Will Drive Revenue Upside Amid AI Competition

Analysts have modestly raised their price target for Super Micro Computer to $50.94 from $50.59, citing improving revenue growth outlook and expectations for margin recovery, even as competition in the AI server market continues. Analyst Commentary Recent research updates have highlighted a variety of factors influencing both the positive and negative outlooks on Super Micro Computer’s stock.
ナラティブ更新 • Oct 23

Analysts Raise Super Micro Target as Profit Margins Improve and AI Demand Grows

Analysts have raised their price target for Super Micro Computer by approximately $0.53 to $50.59. They cite improved profit margins and confidence in the company's ability to achieve strong sales growth as key factors supporting the increase.
分析記事 • Aug 30

The Price Is Right For Super Micro Computer, Inc. (NASDAQ:SMCI) Even After Diving 32%

The Super Micro Computer, Inc. ( NASDAQ:SMCI ) share price has softened a substantial 32% over the previous 30 days...
ナラティブ更新 • Aug 07

Global AI Adoption And Scalable Data Centers Will Define Future Market Dynamics

With both Super Micro Computer’s future P/E and net profit margin remaining stable, analyst fair value estimates were unchanged, maintaining the consensus price target at $50.38. What's in the News Super Micro Computer issued FY2026 sales guidance of at least $33 billion and Q1 GAAP EPS of $0.30-$0.42, reflecting material stock-based compensation expense.
分析記事 • Jul 16

Super Micro Computer, Inc. (NASDAQ:SMCI) Looks Just Right With A 28% Price Jump

Super Micro Computer, Inc. ( NASDAQ:SMCI ) shares have continued their recent momentum with a 28% gain in the last...
分析記事 • Jun 26

Is Now The Time To Look At Buying Super Micro Computer, Inc. (NASDAQ:SMCI)?

Today we're going to take a look at the well-established Super Micro Computer, Inc. ( NASDAQ:SMCI ). The company's...
分析記事 • May 21

Solid Earnings May Not Tell The Whole Story For Super Micro Computer (NASDAQ:SMCI)

Following the solid earnings report from Super Micro Computer, Inc. ( NASDAQ:SMCI ), the market responded by bidding up...
分析記事 • May 20

Investors Appear Satisfied With Super Micro Computer, Inc.'s (NASDAQ:SMCI) Prospects As Shares Rocket 42%

Super Micro Computer, Inc. ( NASDAQ:SMCI ) shareholders are no doubt pleased to see that the share price has bounced...
分析記事 • May 15

Super Micro Computer, Inc. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

Super Micro Computer, Inc. ( NASDAQ:SMCI ) missed earnings with its latest quarterly results, disappointing...
分析記事 • May 11

Super Micro Computer (NASDAQ:SMCI) Is Looking To Continue Growing Its Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Seeking Alpha • Apr 24

Super Micro Computer: Beware The Value Trap (Rating Downgrade)

Summary Super Micro Computer was a standout AI stock during the bull run initiated by ChatGPT's launch in November 2022. The stock started with low multiple and high-growth expectations, consistently surpassing market forecasts, which led to notoriety and strong returns. By Q1, 2024, it emerged as the best. Since then, the stock has been stymied by margin compression, filing delays, and well-deserved FUD. The company presents the characteristics of a value trap, and I believe investors will earn better returns from other, more innovative names in the AI industry. Read the full article on Seeking Alpha
Seeking Alpha • Apr 17

Super Micro Computer: A Structural Play On The Demand Surge For AI Infrastructure

Summary SMCI dominates AI infrastructure with cutting-edge tech (Blackwell GPUs, liquid cooling) and rapid deployment solutions, capturing surging demand as AI spending skyrockets. The company's revenue tripled in a year, with net income doubling, yet margins face pressure as scaling intensifies. Super Micro Computer is trading at a sector-defying discount (P/S 0.9 vs. 2.5 median) despite 58% forward growth, signaling a rare undervalued growth play. Its DCBSS approach slashes client costs by 40% and cements SMCI’s moat as a one-stop AI infrastructure titan. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:SMCI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/202860,6782,0526831,3928
6/30/202751,3761,9392811,22815
6/30/202640,2301,467-5,462-4,16216
3/31/202633,7001,247-6,850-6,693N/A
12/31/202528,057873440549N/A
9/30/202521,053793218333N/A
6/30/202521,9721,0491,5321,660N/A
3/31/202521,5701,15130148N/A
12/31/202420,8201,445-2,171-1,992N/A
9/30/202418,8071,420-2,513-2,348N/A
6/30/202414,9891,153-2,610-2,486N/A
3/31/202411,8201,049-1,966-1,847N/A
12/31/20239,253732-169-136N/A
9/30/20237,391613592620N/A
6/30/20237,123640627664N/A
3/31/20236,574587608648N/A
12/31/20226,646578179222N/A
9/30/20226,015444-387N/A
6/30/20225,196285-486-441N/A
3/31/20224,630184-400-352N/A
12/31/20214,170125-304-249N/A
9/30/20213,828111-189-132N/A
6/30/20213,55711265123N/A
3/31/20213,38591-91-37N/A
12/31/20203,261892166N/A
9/30/20203,302854285N/A
6/30/20203,33984-75-30N/A
3/31/20203,29790104148N/A
12/31/20193,26884N/A269N/A
9/30/20193,32979N/A230N/A
6/30/20193,50072N/A263N/A
3/31/20193,62874N/A246N/A
12/31/20183,71978N/A149N/A
9/30/20183,61559N/A110N/A
6/30/20183,36046N/A84N/A
3/31/20183,05733N/A14N/A
12/31/20172,83734N/A-25N/A
9/30/20172,67358N/A-74N/A
6/30/20172,48567N/A-96N/A
3/31/20172,33859N/A-77N/A
12/31/20162,23760N/A-35N/A
9/30/20162,21570N/A76N/A
6/30/20162,22572N/A108N/A
3/31/20162,23184N/A39N/A
12/31/20152,18891N/A50N/A
9/30/20152,05089N/A-52N/A
6/30/20151,95493N/A-46N/A

アナリストによる今後の成長予測

収入対貯蓄率: SMCIの予測収益成長率 (年間19.5% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: SMCIの収益 ( 19.5% ) はUS市場 ( 16.4% ) よりも速いペースで成長すると予測されています。

高成長収益: SMCIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SMCIの収益 ( 21.1% ) US市場 ( 11.4% ) よりも速いペースで成長すると予測されています。

高い収益成長: SMCIの収益 ( 21.1% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SMCIの 自己資本利益率 は、3年後には低くなると予測されています ( 19.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/07 23:51
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Super Micro Computer, Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28

アナリスト機関
Dong WangBarclays
Timothy LongBarclays
Mark NewmanBernstein