Supermicro (SMCI)
Information Technology · High-performance computing systems and data center infrastructure
Supermicro designs and manufactures high-performance server and storage systems for AI, cloud, and data center infrastructure, leveraging custom processor and GPU configurations.
What Supermicro does
Supermicro is a designer and manufacturer of high-performance computing systems, including servers, storage solutions, and related components for data centers, cloud computing, and AI applications. The company specializes in building custom and modular systems that integrate processors, GPUs, and storage, serving hyperscale cloud providers, enterprises, and government customers. With strong revenue growth of 56.24% YoY, Supermicro capitalizes on accelerating demand for AI infrastructure and GPU-enabled computing systems.
Themes: ["AI infrastructure","GPU computing","Data center hardware","Cloud computing","Edge computing","Hyperscale infrastructure","Server and storage systems","Machine learning infrastructure"]
Fundamentals
- Price$28.24 as of 2026-07-09 close
- Market cap$18.4B as of 2026-07-10
- 1-year return-43.5% as of 2026-07-09 close
- P/E14.73 as of 2026-07-10
- Net margin+3.7% as of 2026-07-10
- Gross margin+8.4% as of 2026-07-10
- ROE+18.2% as of 2026-07-10
- Debt / equity1.16 as of 2026-07-10
- Revenue growth (YoY)+56.2% as of 2026-07-10
- Revenue CAGR (3y)+61.7% SEC XBRL
- Beta2.02 as of 2026-07-10
Key risks (from latest filing)
["Rapid changes in customer requirements and technology standards in AI and GPU computing may render existing inventory or designs obsolete; the filings reference the company's exposure to highly competitive and rapidly changing environments with unforeseeable risks.","Concentration risk and supply chain dependencies related to sourcing advanced processors, GPUs, and components; balance sheet shows rapid inventory growth and large accounts payable increases suggesting potential supplier concentration and inventory management challenges.","Significant reliance on a few large hyperscale cloud provider customers and market exposure to geopolitical restrictions on advanced computing exports and component availability."]
Competitors & peers
- Dell Technologies (DELL)
- Hewlett Packard Enterprise (HPE)
- Lenovo
- Inspur
- Quanta Services
- Wistron
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.