Akcje Super Micro Computer, Inc. (SMCI) — czy to dobra firma?

Akcje Super Micro Computer, Inc. (SMCI) — czy to dobra firma? — InspectStocks

Just reported

Q1 FY2027 results

From Super Micro Computer's results release of 3 listopada 2026; its quarterly report has since been filed.

Revenue
Actual
19,95B USD
+298% y/y
+79% q/q
Guided
—
No guide given
EPS, GAAP
Actual
1,75 USD
+4,8% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
2,06B USD
+39% q/q
Guided
—
No guide given

Company outlook

Full year 2027

Revenue72B USD – 82B USD+97% y/y Raised +12%

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Jak zarabia

Server and storage systems95%
Subsystems and accessories3%
Service and software2%
Service1%

Udziały w przychodach to szacunki za FY2025 ended June 30, 2025, a nie dane z raportu złożonego do regulatora.

Konkuruje z

CSCOCisco Systems
C
Wielkość
377B USD
Marża
22,3%
DELLDell Technologies
A
Wielkość
224,5B USD
Marża
7,5%
HPEHewlett Packard Enterprise
A
Wielkość
64,1B USD
Marża
6,7%
LNVGYLenovo Group
QUCCFQuanta Computer
6669.TWWiwynn Corporation

Co sprzedaje6

AI servers and rack systems
Servers, often fitted with graphics processing units (GPUs), and complete racks built for AI training and use.
General-purpose server systems
Rack-mounted, blade, and multi-node computers for business data centers, cloud providers, and edge computing.
SuperStorage systems
High-capacity storage equipment for business data centers and AI workloads.

Pokaż 3 więcej

Server subsystems and accessories
Server boards, cases, power supplies, and other components sold separately or used in complete systems.
Data Center Building Block Solutions
Integrated data center equipment that can include servers, networking, racks, cooling and power equipment, software, and installation services.
Management software and global services
Software for monitoring and managing data center equipment, plus help-desk, on-site support, installation, and maintenance.

Kto to kupuje2

Large cloud service providers and businesses with data centers, which may buy directly configured systems and complete racks.
Original equipment makers, resellers, distributors, and system integrators, which buy products to sell or incorporate into systems for end users.

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

1Some products rely on a limited number of suppliers for key parts, including processors, graphics processors, memory, and storage components.
2The company uses related parties Ablecom Technology and Compuware Technology for contract manufacturing coordination, component warehousing, and other services.
3Sales are concentrated among a few large customers, and a large share of recent business has been driven by demand for AI computing equipment.
4Sales and support for advanced computing products depend on changing export rules and, in some cases, government licenses.

Co może pójść nie tak

1A significant reduction in orders from a few large customers could sharply reduce sales.
2Shortages or price changes for key components, or difficulty matching inventory and manufacturing capacity to customer orders, could delay deliveries and reduce sales or margins.
3Changing export restrictions may limit where advanced computing products can be sold or supported, or require licenses that are delayed or denied.

Pełne sprawozdania finansowe →

O spółce Super Micro Computer, Inc.

Supermicro designs and assembles computer servers and storage systems, including complete racks for AI data centers. It also sells equipment for cooling and powering those racks, management software, and installation and support services. Customers can buy directly or through resellers and other sales partners.

Siedziba: San Jose, California, United States
Rok założenia: 1993
Zatrudnienie: over 7,000 (June 30, 2026, high)
Notowana na: Nasdaq Global Select Market
Koniec roku obrotowego: June 30

Zbudowane z własnych raportów spółki Super Micro Computer, Inc. składanych do amerykańskiej Komisji Papierów Wartościowych i Giełd (SEC). Liczby są takie, jak zaraportowano, a historia na akcję przeliczona na dzisiejszą bazę akcji. To opisuje firmę — nie jest poradą inwestycyjną ani rekomendacją kupna lub sprzedaży.

Just reported

Q1 FY2027 results

From Super Micro Computer's results release of 3 listopada 2026; its quarterly report has since been filed.

Revenue
Actual
19,95B USD
+298% y/y
+79% q/q
Guided
—
No guide given
EPS, GAAP
Actual
1,75 USD
+4,8% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
2,06B USD
+39% q/q
Guided
—
No guide given

Company outlook

Full year 2027

Revenue72B USD – 82B USD+97% y/y Raised +12%

Keep exploring

The themes Super Micro Computer is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Computer Hardware

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Jak zarabia

Server and storage systems95%
Subsystems and accessories3%
Service and software2%
Service1%

Udziały w przychodach to szacunki za FY2025 ended June 30, 2025, a nie dane z raportu złożonego do regulatora.

Konkuruje z

CSCOCisco Systems
C
Wielkość
377B USD
Marża
22,3%
DELLDell Technologies
A
Wielkość
224,5B USD
Marża
7,5%
HPEHewlett Packard Enterprise
A
Wielkość
64,1B USD
Marża
6,7%
LNVGYLenovo Group
QUCCFQuanta Computer
6669.TWWiwynn Corporation

Co sprzedaje6

AI servers and rack systems
Servers, often fitted with graphics processing units (GPUs), and complete racks built for AI training and use.
General-purpose server systems
Rack-mounted, blade, and multi-node computers for business data centers, cloud providers, and edge computing.
SuperStorage systems
High-capacity storage equipment for business data centers and AI workloads.

Pokaż 3 więcej

Server subsystems and accessories
Server boards, cases, power supplies, and other components sold separately or used in complete systems.
Data Center Building Block Solutions
Integrated data center equipment that can include servers, networking, racks, cooling and power equipment, software, and installation services.
Management software and global services
Software for monitoring and managing data center equipment, plus help-desk, on-site support, installation, and maintenance.

Kto to kupuje2

Large cloud service providers and businesses with data centers, which may buy directly configured systems and complete racks.
Original equipment makers, resellers, distributors, and system integrators, which buy products to sell or incorporate into systems for end users.

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

1Some products rely on a limited number of suppliers for key parts, including processors, graphics processors, memory, and storage components.
2The company uses related parties Ablecom Technology and Compuware Technology for contract manufacturing coordination, component warehousing, and other services.
3Sales are concentrated among a few large customers, and a large share of recent business has been driven by demand for AI computing equipment.
4Sales and support for advanced computing products depend on changing export rules and, in some cases, government licenses.

Co może pójść nie tak

1A significant reduction in orders from a few large customers could sharply reduce sales.
2Shortages or price changes for key components, or difficulty matching inventory and manufacturing capacity to customer orders, could delay deliveries and reduce sales or margins.
3Changing export restrictions may limit where advanced computing products can be sold or supported, or require licenses that are delayed or denied.

Pełne sprawozdania finansowe →

O spółce Super Micro Computer, Inc.

Siedziba: San Jose, California, United States
Rok założenia: 1993
Zatrudnienie: over 7,000 (June 30, 2026, high)
Notowana na: Nasdaq Global Select Market
Koniec roku obrotowego: June 30

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje2

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Super Micro Computer, Inc.

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Computer Hardware

Grade rose recently in Technology

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje2

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Super Micro Computer, Inc.

Keep exploring

The theme it is part of

Highest-graded in Computer Hardware

Grade rose recently in Technology

AI servers, memory & storage

Super Micro Computer, Inc.

Wzrost i gotówka — 3 z 5

Trend biznesu

Cena akcji i ocena w czasie

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje2

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Super Micro Computer, Inc.

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Computer Hardware

Grade rose recently in Technology

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje2

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Super Micro Computer, Inc.

Keep exploring

The theme it is part of

Highest-graded in Computer Hardware

Grade rose recently in Technology

AI servers, memory & storage

Super Micro Computer, Inc.

Wyniki historyczne

Wzrost i gotówka — 3 z 5

Trend biznesu

Cena akcji i ocena w czasie