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Forecast
The analysts' average price target is âŹ37.66 (+18.80%). The median is âŹ37.36 (+17.85%).
| Buy |
Â
10 |
| Hold |
Â
16 |
| Sell |
Â
2 |
News Go to news feed
Super Micro Computer raises revenue forecast for Q1 2027 by $4 billion and begins delivery of new Nvidia racks
Super Micro Computer beat expectations with preliminary numbers and raised its revenue forecast for the first quarter of 2027 by $4.0 billion to as much as $19.5 billion. The company is expanding its OCP portfolio, placing greater emphasis on liquid cooling for high-performance computing, and has begun shipping the Nvidia Vera Rubin NVL72 racks. The forecast boost pushed the stock higher. » More on finanzen.net
Super Micro Computer lifts shares on Cisco partnership and optimistic forecast
Super Micro Computerâs shares rose intraday by about 7.7% to $40.25 after being included in Ciscoâs âSecure AI Factoryâ alongside Nvidia, which will see Supermicroâs high-density GPU servers sold within Ciscoâs AI portfolio (general availability planned for October 2026). Management forecast fiscal 2027 revenue of $65â72 billion and pointed to a record order backlog of $60 billion. Gross margin most recently stood at around 17.5%, indicating an accelerating margin recovery and strengthening Supermicroâs position versus Dell Technologies and Hewlett Packard. » More on de.investing.com
Supermicro targets USD 65â72 billion in revenue for 2027 and expands AI infrastructure capacity
At the Goldman Sachs conference, Supermicro presented ambitious growth targets: management expects USD 65â72 billion in revenue for fiscal 2027, supported by a backlog of USD 60 billion. Gross margin most recently stood at 17.5%; the company now expects to maintain stable double-digit margins. Supermicro is pursuing its âData Center Building Block Solutionâ strategy, expanding manufacturing capacity to 6,000 racks per month including new space in Johor, and sees itself well positioned in the AI infrastructure market with about a 10% market share (roughly 40% in the Neocloud segment). » More on de.investing.com
Financials
| (EUR) | June 2026 | YoY |
|---|---|---|
| Revenue | 9.74bn | 99.48% |
| Gross profit | 1.7bn | 268.73% |
| Net profit | 1.03bn | 523.51% |
| EBITDA | 1.38bn | 516.44% |
Fundamentals
| Metric | Value |
|---|---|
Market capitalization | âŹ20.68bn |
Number of shares | 656.97m |
52-week high/low | âŹ48.51 - âŹ17.33 |
| Dividends | No |
Beta | 2.01 |
P/E ratio | 9.70 |
PEG ratio | 0.05 |
P/B ratio | 1.47 |
P/S ratio | 0.60 |
Company profile
Super Micro Computer, Inc. entwickelt und produziert zusammen mit seinen Tochtergesellschaften in den Vereinigten Staaten, Europa, Asien und international Hochleistungsserver- und Speicherlösungen auf der Grundlage einer modularen und offenen Architektur. Die Lösungen reichen von kompletten Servern, Speichersystemen, modularen Blade-Servern, Blades, Workstations, kompletten Racks, NetzwerkgerĂ€ten, Server-Subsystemen, Server-Management-Software und Sicherheits-Software. Das Unternehmen bietet anwendungsoptimierte Serverlösungen, Rackmount- und Blade-Server, Storage, Subsysteme und Zubehör sowie Server-Software-Management-Lösungen, wie die Server Management Suite, einschlieĂlich Supermicro Server Manager, Supermicro Power Management Software, Supermicro Update Manager, SuperCloud Composer und SuperDoctor 5. DarĂŒber hinaus bietet das Unternehmen Serversubsysteme und Zubehör an, darunter Serverboards, GehĂ€use, Netzteile und anderes Zubehör. DarĂŒber hinaus bietet das Unternehmen Server- und Speichersystem-Integrations-, Konfigurations- und Software-Upgrade- und Aktualisierungsdienste sowie technische Dokumentationsdienste an und identifiziert Serviceanforderungen, erstellt und fĂŒhrt ProjektplĂ€ne aus und fĂŒhrt Verifizierungstests und technische Dokumentation sowie Schulungsdienste durch. DarĂŒber hinaus bietet das Unternehmen Helpdesk- und Vor-Ort-Produktsupportdienste fĂŒr seine Server- und Speichersysteme sowie Kundensupportdienste, einschlieĂlich laufender Wartung und technischer UnterstĂŒtzung fĂŒr seine Produkte. Das Unternehmen bietet seine Produkte fĂŒr Unternehmensrechenzentren, Cloud Computing, kĂŒnstliche Intelligenz sowie 5G- und Edge-Computing-MĂ€rkte an. Es vertreibt seine Produkte ĂŒber direkte und indirekte Vertriebsmitarbeiter, Distributoren, Value-Added Reseller, Systemintegratoren und Originalhersteller. Das Unternehmen wurde 1993 gegrĂŒndet und hat seinen Hauptsitz in San Jose, Kalifornien.
| Name | Super Micro Computer |
| CEO | Charles Liang |
| Headquarters | San Jose,
ca USA |
| Website | |
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| IPO | 29/03/2007 |
| Employees | 7,000 |
Ticker symbols
| Exchange | Symbol |
|---|---|
XETRA | MS51.DE |
DĂŒsseldorf | MS51.DU |
Frankfurt | MS51.F |
Hamburg | MS51.HM |
Milan | 1SMCI.MI |
SIX | SMCI.SW |
MĂŒnchen | MS51.MU |
Wien | SMC2.VI |