Super Micro Computer, Inc.

Super Micro Computer, Inc.

SMCI
NASDAQ|TechnologyAI Стартапы
$41.85
$-0.92 (-2.14%)
Market Cap

$27.1B

P/E

11.7

EPS

$3.58

52-нед. мин: $19.4852-нед. макс: $58.51
Market Cap
$27.1B
P/E Ratio
11.7
EPS
$3.58
Beta
-
Revenue TTM
$39.06B
4 кв.
Net Income TTM
$2.23B
R&D TTM
$771.2M
Employees
7 000

График цены SMCI

Инсайдерская активность — SMCI

ДатаИмяТипАкцииЦена
09.10Liu Liang Chiu-Chu SaraSell100,000$45.02
09.10Liang CharlesSell100,000$45.02
08.09Liang CharlesSell42,565$36.60
08.09Liu Liang Chiu-Chu SaraSell42,565$36.60
08.09Liu Liang Chiu-Chu SaraSell100,000$40.00
08.09Liu Liang Chiu-Chu SaraSell57,435$37.62
08.09Liang CharlesSell100,000$40.00
08.09Liang CharlesSell57,435$37.62
31.08Malyala VikranthSell8,060$0.00
31.08WEIGAND DAVID ESell24,093$0.00
31.08Xiao JinSell2,112$0.00
19.08Xiao JinSell4,000$0.00
19.08Cheung KennethSell808$38.28
19.08Cheung KennethSell2,250$0.00
19.08Xiao JinSell1,436$38.28
19.08Liang CharlesSell1,970$38.28
19.08Malyala VikranthSell3,053$38.28
19.08Liang CharlesSell3,650$0.00
19.08Liu Liang Chiu-Chu SaraSell3,650$0.00
19.08Thauberger MatthewSell2,250$0.00

Данные за последние 90 дней. Источник: SEC Filings.

Рейтинги аналитиков — SMCI

Upgrade: 5
Downgrade: 7
Maintain: 8
CJS Securitiesdowngrade
Market Underperform → Market Perform6 мая 2026 г.
Northland Capitaldowngrade
Outperform → Market Perform23 мар. 2026 г.
Argusupgrade
Buy → Hold20 мар. 2026 г.
CJS Securitiesupgrade
Market Perform → Market Underperform20 мар. 2026 г.
Argusdowngrade
Hold → Buy6 нояб. 2025 г.
Goldman Sachsupgrade
Neutral → Sell24 мар. 2025 г.
JP Morgandowngrade
Underweight → Neutral21 мар. 2025 г.
CFRAdowngrade
Hold → Buy11 февр. 2025 г.
Barclaysmaintain
Equal Weight → Equal Weight2 окт. 2024 г.
Loop Capitalmaintain
Buy → Buy23 сент. 2024 г.

Финансовый обзор — SMCI

Gross Margin
17.5%
Operating Margin
13.4%
Net Margin
10.6%
Dec'24Mar'25Jun'25Sep'25Dec'25Mar'26Jun'26
Revenue
Net Income
R&D
КварталRevenueNet IncomeR&DEPS
июнь 26 г.$11.12B$1.18B$201.5M$1.89
март 26 г.$10.24B$483.4M$215.7M$0.81
дек. 25 г.$12.68B$400.6M$180.8M$0.67
сент. 25 г.$5.02B$168.3M$173.3M$0.28
июнь 25 г.$5.76B$195.2M$183.2M$0.33
март 25 г.$4.60B$108.8M$162.9M$0.18
дек. 24 г.$5.68B$320.6M$158.2M$0.54

Институциональные держатели — SMCI

#ФондАкцииИзменениеДата
1VANGUARD GROUP INC68,032,047-31.12.25
2BlackRock, Inc.47,686,321-30.06.26
3VANGUARD CAPITAL MANAGEMENT LLC36,356,823-30.06.26
4VANGUARD PORTFOLIO MANAGEMENT LLC32,864,645-30.06.26
5JANE STREET GROUP, LLC28,787,183-30.06.26
6STATE STREET CORP24,635,554-30.06.26
7UBS Group AG19,689,932-30.06.26
8GEODE CAPITAL MANAGEMENT, LLC15,510,079-30.06.26
9Invesco Ltd.11,716,747-30.06.26
10GOLDMAN SACHS GROUP INC11,085,764-30.06.26

О компании Super Micro Computer, Inc.

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. The company provides liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also offers workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company provides remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it offers rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.

CEO: Charles LiangСотрудников: 7,000supermicro.com

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