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Clear
Compute Stack AI Platforms Power Buildout Robotics
SMCI Compute / Networking

Super Micro Computer

AI server integrator

Detail page

SMCI helps turn accelerators into deployable AI racks, clusters, and liquid-cooled systems.

Price $34.85
1D change +3.66%
Market cap $20.93B
Sector —

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric SMCI
Price $34.85
1D Change +3.66%
Market Cap $20.93B
Enterprise Value —
Trailing P/E 18.3
Forward P/E 10.8
Price / Sales —
EV / Revenue —
Revenue Growth —
Earnings Growth —
Gross Margin —
Operating Margin —
Net Margin —
ROE —
Free Cash Flow —
FCF Margin —
Debt / Equity —
Current Ratio —
Dividend Yield —
Next Earnings Aug 04, 2026
Quarterly Revenue $nan
Revenue QoQ nan%
Quarterly Net Income $nan
Net Income QoQ nan%

SMCI thesis lens

AI server integrator

Why it could benefit

  • SMCI helps turn accelerators into deployable AI racks, clusters, and liquid-cooled systems.
  • The company can win when customers care about speed to deployment more than brand prestige.
  • It is one of the most direct public plays on rack-scale AI system buildout.

Moat / edge

  • Fast product iteration and system integration.
  • Ability to tailor rack-scale solutions for demanding customers.
  • Strong positioning in liquid cooling and dense AI system design.

What to watch

  • Gross-margin stability versus revenue growth.
  • Manufacturing expansion and delivery execution.
  • Any updates on controls, reporting, and governance quality.

Key risks

  • Server integration is competitive and margin-sensitive.
  • Rapid product transitions can create inventory and execution pressure.