Super Micro Computer (SMCI)
Technology · NASDAQ · US
Price as at 1 Oct 2026, 20:15 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Super Micro Computer trades at $41.92, which is 49% below the $62.28 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 36 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 14.9 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
SMCI earnings and analyst estimates
Recommendation mix, 19 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Super Micro Computer
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 offers 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 provides workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company offers remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, SuperCloud Director, 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 provides 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. has a strategic alliance with NetApp, Inc. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
SMCI passes 4 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
10 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Two Sigma, TWO SIGMA INVESTMENTS, LP$286.96M · 0.2% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$199.02M · 0.3% of book
- Steve Cohen, Point72 Asset Management, L.P.$139.47M · 0.1% of book
- Marshall Wace, MARSHALL WACE, LLP$135.46M · 0.1% of book
- Ken Griffin, CITADEL ADVISORS LLC$103.90M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in SMCI
Trades in SMCI disclosed by members of Congress and executive-branch officials, latest first:
- Donald J Trump · Executive branchSell · $50,001 - $100,000 · traded 27 Apr 2026 · disclosed 1 Jul 2026
- Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 12 Nov 2025 · disclosed 15 Dec 2025
- Gilbert Cisneros · HouseBuy · $1,001 - $15,000 · traded 5 Sept 2025 · disclosed 10 Oct 2025
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
SMCI peers
The largest companies in the same industry, then in the same sector.
- NVDA NVIDIA Corporation
- AAPL Apple Inc.
- MSFT Microsoft Corporation
- 2330.TW TSMC
- AVGO Broadcom Inc.
- 005930.KS Samsung Electronics
- MU Micron Technology, Inc.
- 000660.KS SK Hynix
Every technology company we cover is on the Technology hub.
Common questions
Is Super Micro Computer (SMCI) undervalued?
Against our fair value estimate of $62.28, SMCI at $41.92 is 49% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own SMCI?
10 of the institutions we track reported a position in SMCI in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is SMCI's P/E ratio?
SMCI trades at 14.9 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its SMCI data?
Fundamentals for SMCI come from company filings and exchange data, as listed on NASDAQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 20:15 UTC and is delayed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for SMCI, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.