Super Micro Computer, Inc.

SMCI · Nasdaq · ·

Сравнить

26,87 $-0,4 %закрытие 13 нояб.

Данные по 30 сентября 2026 г., из отчёта 10-Q, поданного 6 ноября 2026 г.

1W: -6,6 %
1M: -24,9 %

Акции Super Micro Computer, Inc. (SMCI) — это хороший бизнес? — InspectStocks

Super Micro Computer, Inc.

SMCI · Nasdaq · ·

Сравнить

26,87 $-0,4 %закрытие 13 нояб.

Данные по 30 сентября 2026 г., из отчёта 10-Q, поданного 6 ноября 2026 г.

1W: -6,6 %
1M: -24,9 %

Just reported

Q1 FY2027 results

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

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

Company outlook

Full year 2027

Revenue72B $ – 82B $+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.

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

Подборка
AI servers, memory & storage
От InspectStocks · 17 companies
Servers, memory chips and drives that fill AI data centres, and the contract makers that assemble them.
Цена, 1 год
+68,3 %
Выручка, 1 год
+77,7 %
+11
A 9B 3C 4D 1

Highest-graded in Computer Hardware

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

All 35 graded companies in its industry

Grade rose recently in Technology

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

All grade rises

На чём зарабатывает

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

Доли выручки — это оценки за FY2025 ended June 30, 2025, а не цифры из поданной отчётности.

Конкурирует с

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

Что продаёт6

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.

Показать ещё 3

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.

Кто покупает2

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании 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.

Штаб-квартира: San Jose, California, United States
Год основания: 1993
Сотрудников: over 7,000 (June 30, 2026, high)
Торгуется на: Nasdaq Global Select Market
Конец финансового года: June 30

Построено по собственной отчётности Super Micro Computer, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Just reported