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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
SMCI AI Data Center Fabric

Super Micro Computer

AI server integrator

Detail page

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

Price $40.35
1D change +3.40%
Market cap $26.51B
Sector Technology

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 $40.35
1D Change +3.40%
Market Cap $26.51B
Enterprise Value $32.45B
Trailing P/E 11.3
Forward P/E 7.6
PEG Ratio 0.91x
Price / Sales 0.7
EV / Revenue 0.8
Revenue Growth 93.2%
Earnings Growth 434.7%
Gross Margin 10.8%
Operating Margin 13.4%
Net Margin 5.7%
ROE 21.5%
Free Cash Flow $-8.25B
FCF Margin -21.1%
Debt / Equity 0.64x
Current Ratio 3.87x
Dividend Yield 0.00%
Next Earnings Nov 03, 2026
Quarterly Revenue $11.12B
Revenue QoQ +8.6%
Quarterly Net Income $1.18B
Net Income QoQ +143.7%

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.