Super Micro Computer (SMCI)
Market Price (3/21/2026): $20.9 | Market Cap: $12.5 BilSector: Information Technology | Industry: Technology Hardware, Storage & Peripherals
Super Micro Computer (SMCI)
Market Price (3/21/2026): $20.9Market Cap: $12.5 BilSector: Information TechnologyIndustry: Technology Hardware, Storage & Peripherals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.1% | Weak multi-year price returns2Y Excs Rtn is -108% | Short seller reportHindenburg Research report on 8/27/2024. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 35% | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14% | Key risksSMCI key risks include [1] a history of significant financial reporting and governance deficiencies, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -68% | ||
| Megatrend and thematic driversMegatrends include Artificial Intelligence. Themes include Data Centers & Infrastructure, and AI Chips. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.1% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 35% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -68% |
| Megatrend and thematic driversMegatrends include Artificial Intelligence. Themes include Data Centers & Infrastructure, and AI Chips. |
| Weak multi-year price returns2Y Excs Rtn is -108% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14% |
| Short seller reportHindenburg Research report on 8/27/2024. |
| Key risksSMCI key risks include [1] a history of significant financial reporting and governance deficiencies, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Q1 Fiscal Year 2026 Earnings Miss and Shipment Delays. Super Micro Computer reported its first-quarter fiscal year 2026 earnings on November 4, 2025, with an earnings per share (EPS) of $0.35, missing analyst expectations of $0.46. Revenue also fell short at $5 billion against a forecasted $6.46 billion. This underperformance, attributed to customer readiness issues and platform upgrades that delayed shipments into Q2, initiated a negative sentiment that extended into the period after November 30, 2025, causing the stock to drop over 10% immediately following the announcement.
2. Persistent Gross Margin Compression. The company experienced a notable decline in its non-GAAP gross margin, which was 9.5% in Q1 FY2026 and further decreased to 6.4% in Q2 FY2026. This represents a significant drop from 11.9% in the comparable prior-year quarter. This margin compression was primarily driven by an unfavorable customer and product mix, higher freight and expedite costs, and the large-scale deployment of new AI platforms, which raised concerns about the company's profitability despite its revenue growth.
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Stock Movement Drivers
Fundamental Drivers
The -39.4% change in SMCI stock from 11/30/2025 to 3/20/2026 was primarily driven by a -44.7% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 3202026 | Change |
|---|---|---|---|
| Stock Price ($) | 33.85 | 20.53 | -39.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 21,053 | 28,057 | 33.3% |
| Net Income Margin (%) | 3.8% | 3.1% | -17.4% |
| P/E Multiple | 25.4 | 14.1 | -44.7% |
| Shares Outstanding (Mil) | 596 | 598 | -0.4% |
| Cumulative Contribution | -39.4% |
Market Drivers
11/30/2025 to 3/20/2026| Return | Correlation | |
|---|---|---|
| SMCI | -39.4% | |
| Market (SPY) | -4.8% | 53.6% |
| Sector (XLK) | -5.5% | 46.1% |
Fundamental Drivers
The -50.6% change in SMCI stock from 8/31/2025 to 3/20/2026 was primarily driven by a -40.6% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 3202026 | Change |
|---|---|---|---|
| Stock Price ($) | 41.54 | 20.53 | -50.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 21,972 | 28,057 | 27.7% |
| Net Income Margin (%) | 4.8% | 3.1% | -34.8% |
| P/E Multiple | 23.7 | 14.1 | -40.6% |
| Shares Outstanding (Mil) | 598 | 598 | -0.1% |
| Cumulative Contribution | -50.6% |
Market Drivers
8/31/2025 to 3/20/2026| Return | Correlation | |
|---|---|---|
| SMCI | -50.6% | |
| Market (SPY) | 1.1% | 53.1% |
| Sector (XLK) | 3.2% | 51.3% |
Fundamental Drivers
The -50.5% change in SMCI stock from 2/28/2025 to 3/20/2026 was primarily driven by a -59.5% change in the company's Net Income Margin (%).| (LTM values as of) | 2282025 | 3202026 | Change |
|---|---|---|---|
| Stock Price ($) | 41.46 | 20.53 | -50.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 14,989 | 28,057 | 87.2% |
| Net Income Margin (%) | 7.7% | 3.1% | -59.5% |
| P/E Multiple | 21.1 | 14.1 | -33.3% |
| Shares Outstanding (Mil) | 587 | 598 | -1.9% |
| Cumulative Contribution | -50.5% |
Market Drivers
2/28/2025 to 3/20/2026| Return | Correlation | |
|---|---|---|
| SMCI | -50.5% | |
| Market (SPY) | 10.4% | 48.6% |
| Sector (XLK) | 20.5% | 55.4% |
Fundamental Drivers
The 109.6% change in SMCI stock from 2/28/2023 to 3/20/2026 was primarily driven by a 322.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282023 | 3202026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.80 | 20.53 | 109.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,646 | 28,057 | 322.1% |
| Net Income Margin (%) | 8.7% | 3.1% | -64.3% |
| P/E Multiple | 9.0 | 14.1 | 56.2% |
| Shares Outstanding (Mil) | 532 | 598 | -11.1% |
| Cumulative Contribution | 109.6% |
Market Drivers
2/28/2023 to 3/20/2026| Return | Correlation | |
|---|---|---|
| SMCI | 109.6% | |
| Market (SPY) | 70.3% | 38.7% |
| Sector (XLK) | 102.2% | 46.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SMCI Return | 39% | 87% | 246% | 7% | -4% | 5% | 873% |
| Peers Return | 55% | -19% | 52% | 45% | 15% | 4% | 232% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -3% | 76% |
Monthly Win Rates [3] | |||||||
| SMCI Win Rate | 58% | 50% | 58% | 42% | 50% | 33% | |
| Peers Win Rate | 72% | 38% | 62% | 65% | 60% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| SMCI Max Drawdown | -2% | -21% | -14% | -37% | -12% | -3% | |
| Peers Max Drawdown | -4% | -34% | -7% | -6% | -33% | -10% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -3% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: DELL, HPE, ANET, CSCO, NTAP.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/20/2026 (YTD)
How Low Can It Go
| Event | SMCI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -34.5% | -25.4% |
| % Gain to Breakeven | 52.6% | 34.1% |
| Time to Breakeven | 120 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -45.8% | -33.9% |
| % Gain to Breakeven | 84.4% | 51.3% |
| Time to Breakeven | 82 days | 148 days |
| 2018 Correction | ||
| % Loss | -59.6% | -19.8% |
| % Gain to Breakeven | 147.6% | 24.7% |
| Time to Breakeven | 440 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -66.3% | -56.8% |
| % Gain to Breakeven | 196.9% | 131.3% |
| Time to Breakeven | 404 days | 1,480 days |
Compare to DELL, HPE, ANET, CSCO, NTAP
In The Past
Super Micro Computer's stock fell -34.5% during the 2022 Inflation Shock from a high on 8/7/2023. A -34.5% loss requires a 52.6% gain to breakeven.
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About Super Micro Computer (SMCI)
AI Analysis | Feedback
Here are 1-2 brief analogies to describe Super Micro Computer (SMCI):
- They are like **Dell Technologies** for high-performance AI and cloud server infrastructure.
- Think of them as the **Nvidia** for entire AI server *systems* and data center hardware (instead of just the specialized chips).
AI Analysis | Feedback
- High-Performance Server Hardware: Complete server solutions, including rackmount servers, blade servers, workstations, and full rack systems, optimized for demanding applications.
- Storage Hardware: Dedicated storage systems designed for various data storage and management needs.
- Server Management Software: A suite of proprietary software tools for monitoring, managing, and updating server infrastructure and power.
- Server Subsystems and Accessories: Individual components such as server boards, chassis, power supplies, and other parts used to build or upgrade server systems.
- System Integration and Configuration Services: Services for setting up, customizing, and optimizing server and storage solutions to meet specific customer requirements.
- Technical Support and Maintenance Services: Comprehensive post-sales support, including help desk, on-site assistance, and ongoing product maintenance and technical support.
AI Analysis | Feedback
Super Micro Computer (SMCI) sells primarily to other companies.
Based on the provided background information, Super Micro Computer's major customers are companies operating within the following markets. The background does not list specific customer company names or their symbols.
- Companies utilizing enterprise data centers
- Companies providing cloud computing services
- Companies focused on artificial intelligence (AI) solutions
- Companies involved in 5G and edge computing initiatives
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- Intel Corporation (INTC)
- Advanced Micro Devices, Inc. (AMD)
- NVIDIA Corporation (NVDA)
AI Analysis | Feedback
Charles Liang
Founder, President, Chief Executive Officer, and Chairman of the Board
Charles Liang co-founded Super Micro Computer with his wife, Sara Liu, in September 1993, and has served as CEO, President, and Chairman since the company's inception. He holds an M.S. in Electrical Engineering from the University of Texas at Arlington and a B.S. in Electrical Engineering from National Taiwan University of Science & Technology. Prior to Supermicro, he was President and Chief Design Engineer of Micro Center Computer Inc., a high-end motherboard design and manufacturing company, from July 1991 to August 1993. He also held roles as a Senior Design Engineer and Project Leader at Chips & Technologies, Inc. and Suntek Information International Group. Liang holds 23 U.S. server technology patents and is the founder and CEO of the Green Earth Foundation, an environmental nonprofit.
David Weigand
Senior Vice President, Chief Financial Officer and Chief Compliance Officer
David Weigand was appointed Senior Vice President, Chief Financial Officer in February 2021, and before that served as Senior Vice President and Chief Compliance Officer starting in May 2018. He was a Vice President at Hewlett Packard Enterprise (HPE) from November 2016 to April 2018. Before his time at HPE, he served as Vice President, Tax at Silicon Graphics International, Inc. (SGI) from September 2013 until its acquisition by HPE in November 2016. From October 2010 to April 2013, he was Vice President, Chief Financial Officer of Renesas Electronics America, a semiconductor company, and prior to that, Vice President, Controller of NEC Electronics America from October 2004 to September 2010. He holds an M.S. degree in Taxation from the University of Hartford and a B.S. degree in Accounting from San Jose State University and is a Certified Public Accountant (Inactive) in California.
Sara Liu
Co-Founder, Senior Vice President, and Director
Sara Liu co-founded Super Micro Computer with Charles Liang in September 1993. She has held various executive positions within the company, including Treasurer from its inception to May 2019, Senior Vice President of Operations from May 2014 to February 2018, and Chief Administrative Officer from October 1993 to May 2019. Prior to Supermicro, from 1985 to 1993, Ms. Liu held accounting and operational roles at several companies, including Micro Center Computer Inc. She earned a B.S. in Accounting from Providence University in Taiwan.
Wally Liaw
SVP, Business Development
Wally Liaw co-founded Super Micro Computer in 1993. He served in various executive positions and was a member of the Board of Directors until January 2018. From June 2020 to April 2021, he was the president of 2CRSi Corporation, a company focused on high-performance servers, before returning to Supermicro as a consultant in May 2021. He holds an M.S. in Computer Engineering from the University of Arizona, an M.S. in Electrical Engineering from Tatung Institute of Technology, and a B.S. degree from Taiwan Provincial College of Marine and Oceanic Technology.
Don Clegg
Senior Vice President of Worldwide Sales
Don Clegg joined Supermicro in April 2006. With over 35 years of experience, he has a strong background in sales, marketing, product engineering, and design. His career includes design engineering and leadership roles in sales and marketing at various Silicon Valley system and semiconductor companies such as Chips and Technologies, OPTi, and Tyan Computer Corporation. He holds a Bachelor of Science degree in Electrical Engineering from Brigham Young University.
AI Analysis | Feedback
```htmlKey Risks to Super Micro Computer (SMCI)
- Intense Competition and Margin Pressure: Super Micro Computer operates in a highly competitive market for server and storage solutions, particularly within the burgeoning AI infrastructure segment. The company faces significant competition from established technology giants like Dell Technologies, Hewlett Packard Enterprise, and Lenovo, as well as Original Design Manufacturers (ODMs) who often compete on price. This intense competition contributes to substantial pressure on Super Micro's gross margins, which have experienced a decline, partly due to an unfavorable customer and product mix, higher freight costs, and the high cost of components such as GPUs. This can make it challenging for the company to translate revenue growth into proportional profitability.
- Customer Concentration: A significant portion of Super Micro Computer's revenue is derived from a limited number of key customers. For instance, in a recent quarter, a single large data center customer accounted for approximately 63% of the company's total revenue. Such high customer concentration exposes the business to considerable risk, as a reduction in demand or the loss of a major customer could have a material adverse effect on the company's financial performance and operating results.
- Internal Control Weaknesses and Reputational Risk: Super Micro Computer has a history of challenges related to its internal controls over financial reporting and has faced scrutiny regarding its accounting practices. Past issues include being delinquent in SEC reporting obligations, a previous delisting from Nasdaq, and a 2020 SEC charge related to "prematurely recognizing revenue and understating expenses". More recently, the company has faced concerns regarding delayed 10-K filings and allegations of related-party accounting manipulation. These weaknesses in internal controls can adversely affect the accuracy and timeliness of financial reporting, erode investor confidence, and potentially lead to further regulatory investigations, penalties, or litigation, thereby damaging the company's reputation.
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The increasing trend of large cloud providers and hyperscalers designing and manufacturing their own server hardware and custom silicon, potentially reducing their reliance on traditional server vendors for complete system solutions.AI Analysis | Feedback
Super Micro Computer, Inc. (SMCI) operates within several significant and expanding addressable markets globally and in key regions, driven by increasing demand for high-performance computing, data storage, and advanced IT infrastructure.
Servers
The global server market was valued at approximately USD 112.25 billion in 2025 and is projected to reach around USD 230.10 billion by 2034, with a compound annual growth rate (CAGR) of 8.30% from 2025 to 2034. Another estimate places the global server market size at USD 116.6 billion in 2025, growing to USD 237.5 billion by 2033 at a CAGR of 9.3%. North America held the largest share of the global server market, accounting for 43.3% in 2024. The global server market is also expected to reach USD 1,027.83 billion by 2033, registering a CAGR of 14.8% from 2026 to 2033. The worldwide server market value is projected to reach USD 366.0 billion for 2025.
Data Center Servers
The global data center server market was valued at USD 114.8 billion in 2024 and is projected to expand from USD 117.5 billion in 2025 to USD 262.4 billion by 2034, growing at an 8.4% CAGR over 2025–2034. Another report indicates the data center server market size is expected to increase from USD 110.01 billion in 2025 to USD 127.49 billion in 2026 and reach USD 268.39 billion by 2031, growing at a CAGR of 16.05% over 2026-2031. North America held the largest data center server market share in 2024, valued at USD 76.85 billion. The U.S. data center server market is approximated at around USD 67.97 billion in 2025.
AI Infrastructure
The global AI infrastructure market size was valued at USD 58.78 billion in 2025 and is projected to grow from USD 75.40 billion in 2026 to USD 497.98 billion by 2034, registering a CAGR of 26.60% over the forecast period. Another source estimates the global AI infrastructure market size at USD 72.02 billion in 2025, predicted to increase to approximately USD 465.86 billion by 2034. Spending on AI infrastructure is poised to reach USD 758 billion by 2029 globally. North America dominated the AI infrastructure market with a market share of 37.10% in 2025, valued at USD 21.85 billion. In 2025, North America accounted for 39.56% of AI infrastructure market revenue.
5G and Edge Computing
The global 5G edge computing market size was valued at USD 3.78 billion in 2023 and is projected to grow from USD 5.16 billion in 2024 to USD 49.57 billion by 2031, exhibiting a CAGR of 38.14%. Another report states the global 5G edge computing market size was USD 4.78 billion in 2024 and is predicted to increase to approximately USD 238.58 billion by 2034, expanding at a CAGR of 47.85% from 2025 to 2034. North America held a market share of 33.24% in the global 5G edge computing market in 2023, with a valuation of USD 1.26 billion. The North America 5G edge computing market size was USD 1.67 billion in 2024 and is expanding at a CAGR of 48.09% during the forecast period.
Cloud Computing and Cloud Services
The global cloud computing market size was estimated at USD 943.65 billion in 2025 and is projected to reach USD 3,349.61 billion by 2033, growing at a CAGR of 16.0% from 2026 to 2033. Other estimates place the global cloud computing market size at USD 1,294.9 billion in 2025, expanding to about USD 2,281.1 billion by 2030. Cloud computing sales are expected to rise to USD 2 trillion by 2030 globally. North America dominated the global cloud computing market with the largest revenue share of 38.6% in 2025. The U.S. cloud computing market is expected to grow significantly at a CAGR of 16.8% from 2026 to 2033. The global cloud services market size is predicted to exceed around USD 2,726.94 billion by 2034, growing at a CAGR of 16.00% from 2025 to 2034. The North America cloud services market size surpassed USD 259.58 billion in 2024.
Storage Solutions (Server Storage and SAN)
The storage server market size is expected to grow from USD 379.88 billion in 2025 to USD 804.38 billion in 2029 at a CAGR of 20.6%. North America was the largest region in the storage server market in 2024. The global server storage area network (SAN) market size was over USD 23.86 billion in 2025 and is projected to reach USD 99.07 billion by 2035, witnessing around 15.3% CAGR during the forecast period. North America remains the largest market for Server Storage Area Networks, holding approximately 45% of the global market share.
AI Analysis | Feedback
Super Micro Computer (SMCI) is expected to experience significant revenue growth over the next 2-3 years, driven by several key factors:
- Strong Demand for AI and GPU-Accelerated Servers and Solutions: The rapid expansion of artificial intelligence (AI) and the increasing need for high-performance computing are fueling unprecedented demand for SMCI's AI-optimized servers and GPU-accelerated platforms. AI GPU platforms continue to be a primary growth driver, representing a significant portion of the company's revenue. This demand comes from various customer segments, including top-tier data centers, emerging cloud service providers, and enterprise clients.
- Expansion of Data Center Building Block Solutions (DCBBS) and Advanced Cooling Technologies: SMCI's modular Data Center Building Block Solutions (DCBBS) are central to driving hyperscale and enterprise demand by offering ready-to-deploy infrastructure that reduces deployment time and lowers costs for AI data centers. The company is also emphasizing the increased adoption of its direct liquid cooling technology in data centers, which is expected to contribute to its revenue growth.
- Growing Hyperscale and Enterprise Customer Base: Super Micro Computer is actively expanding its customer base, particularly among large-scale data center and enterprise customers. The company aims to increase the number of its large-scale data center clients, which is a key engine behind its projected revenue trajectory. Strong order strength from global large data center and enterprise customers is consistently noted as a contributor to growth.
- Geographic Expansion: SMCI is strategically expanding its operations and market presence across various regions, including Europe, Asia, and the Middle East. While the United States remains a significant market, growth in revenues from Asia and other international markets also supports the company's overall ambitious growth outlook.
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Share Repurchases
- Super Micro Computer announced a new stock repurchase program in February 2021, authorizing the repurchase of up to $200 million of its common stock, effective until July 31, 2022.
- The company executed approximately $149.99 million in stock buybacks as of March 31, 2023.
- Super Micro Computer announced and executed an equity buyback for $200 million, representing up to 4,900,000 shares, as of June 2025.
Inbound Investments
- As of December 31, 2025, Super Micro Computer reported total bank debt and convertible notes amounting to $4.9 billion.
- Proceeds from an offering, likely of convertible notes in June 2025, were designated for share repurchases and general corporate purposes, including funding working capital for growth and business expansion.
Capital Expenditures
- Capital expenditures for fiscal years ending June 2021 to 2025 averaged $69.956 million, with a peak of $116 million in June 2024.
- For fiscal year 2025, capital expenditures amounted to $127.2 million.
- Projected capital expenditures for fiscal year 2026 are $205.1 million, primarily focused on supporting the company's expanding global manufacturing footprint to scale for large AI and enterprise deployments, particularly in liquid-cooled data centers.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 89.38 |
| Mkt Cap | 66.5 |
| Rev LTM | 31,900 |
| Op Inc LTM | 2,787 |
| FCF LTM | 3,203 |
| FCF 3Y Avg | 2,727 |
| CFO LTM | 4,429 |
| CFO 3Y Avg | 3,968 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 16.6% |
| Rev Chg 3Y Avg | 5.8% |
| Rev Chg Q | 23.6% |
| QoQ Delta Rev Chg LTM | 5.4% |
| Op Mgn LTM | 15.2% |
| Op Mgn 3Y Avg | 14.2% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 17.6% |
| CFO/Rev 3Y Avg | 19.0% |
| FCF/Rev LTM | 14.1% |
| FCF/Rev 3Y Avg | 13.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 66.5 |
| P/S | 2.0 |
| P/EBIT | 14.7 |
| P/E | 17.0 |
| P/CFO | 16.8 |
| Total Yield | 6.4% |
| Dividend Yield | 1.7% |
| FCF Yield 3Y Avg | 5.9% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -0.4% |
| 3M Rtn | -4.8% |
| 6M Rtn | -12.5% |
| 12M Rtn | 34.2% |
| 3Y Rtn | 78.9% |
| 1M Excs Rtn | 4.4% |
| 3M Excs Rtn | 0.3% |
| 6M Excs Rtn | -10.1% |
| 12M Excs Rtn | 18.6% |
| 3Y Excs Rtn | 33.1% |
Price Behavior
| Market Price | $20.53 | |
| Market Cap ($ Bil) | 12.3 | |
| First Trading Date | 03/29/2007 | |
| Distance from 52W High | -66.2% | |
| 50 Days | 200 Days | |
| DMA Price | $31.06 | $40.77 |
| DMA Trend | down | down |
| Distance from DMA | -33.9% | -49.6% |
| 3M | 1YR | |
| Volatility | 94.2% | 79.4% |
| Downside Capture | 367.76 | 264.89 |
| Upside Capture | 217.33 | 156.93 |
| Correlation (SPY) | 50.9% | 49.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.79 | 2.91 | 2.88 | 2.82 | 1.88 | 2.39 |
| Up Beta | 7.30 | 5.23 | 4.72 | 3.22 | 1.59 | 1.84 |
| Down Beta | 5.00 | 3.56 | 3.69 | 3.94 | 2.23 | 2.28 |
| Up Capture | 320% | 255% | 203% | 183% | 226% | 12121% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 9 | 18 | 25 | 57 | 117 | 372 |
| Down Capture | 187% | 159% | 204% | 216% | 150% | 113% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 12 | 23 | 36 | 67 | 133 | 379 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SMCI | |
|---|---|---|---|---|
| SMCI | -47.2% | 79.4% | -0.44 | - |
| Sector ETF (XLK) | 26.6% | 26.6% | 0.86 | 54.3% |
| Equity (SPY) | 15.8% | 18.9% | 0.64 | 48.4% |
| Gold (GLD) | 48.2% | 27.0% | 1.45 | 3.2% |
| Commodities (DBC) | 17.8% | 17.4% | 0.83 | 22.0% |
| Real Estate (VNQ) | 1.0% | 16.4% | -0.11 | 22.7% |
| Bitcoin (BTCUSD) | -19.0% | 44.2% | -0.35 | 28.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SMCI | |
|---|---|---|---|---|
| SMCI | 41.8% | 83.2% | 0.79 | - |
| Sector ETF (XLK) | 16.2% | 24.6% | 0.59 | 44.0% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 38.7% |
| Gold (GLD) | 20.7% | 17.5% | 0.97 | 6.3% |
| Commodities (DBC) | 10.9% | 19.0% | 0.46 | 9.7% |
| Real Estate (VNQ) | 2.8% | 18.8% | 0.06 | 21.3% |
| Bitcoin (BTCUSD) | 4.7% | 56.7% | 0.30 | 15.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SMCI | |
|---|---|---|---|---|
| SMCI | 20.6% | 69.5% | 0.58 | - |
| Sector ETF (XLK) | 21.6% | 24.2% | 0.82 | 40.3% |
| Equity (SPY) | 14.2% | 17.9% | 0.68 | 37.9% |
| Gold (GLD) | 13.3% | 15.7% | 0.70 | 5.1% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 13.7% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.21 | 25.8% |
| Bitcoin (BTCUSD) | 66.9% | 66.8% | 1.06 | 10.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/3/2026 | 13.8% | 12.3% | 8.7% |
| 10/23/2025 | -8.7% | 0.4% | -39.9% |
| 8/5/2025 | -18.3% | -18.9% | -28.9% |
| 4/29/2025 | -11.5% | -8.5% | 14.3% |
| 2/11/2025 | 2.8% | 56.0% | 1.2% |
| 11/5/2024 | -18.1% | -21.7% | 48.5% |
| 8/6/2024 | -20.1% | -8.0% | -32.8% |
| 4/30/2024 | -14.0% | -4.6% | -3.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 13 | 16 |
| # Negative | 13 | 11 | 8 |
| Median Positive | 13.0% | 12.7% | 18.6% |
| Median Negative | -10.2% | -7.7% | -18.1% |
| Max Positive | 35.9% | 56.0% | 157.9% |
| Max Negative | -20.1% | -21.7% | -39.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/06/2026 | 10-Q |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/28/2025 | 10-K |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 02/25/2025 | 10-Q |
| 09/30/2024 | 02/25/2025 | 10-Q |
| 06/30/2024 | 02/25/2025 | 10-K |
| 03/31/2024 | 05/06/2024 | 10-Q |
| 12/31/2023 | 02/02/2024 | 10-Q |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/28/2023 | 10-K |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/03/2023 | 10-Q |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/29/2022 | 10-K |
| 03/31/2022 | 05/06/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tuan, Sherman | Direct | Sell | 12012025 | 33.00 | 48,630 | 1,604,790 | 6,836,148 | Form | |
| 2 | Kao, George | SVP, OPERATIONS | Direct | Sell | 11262025 | 32.83 | 56,904 | 1,868,221 | 4,422,054 | Form |
| 3 | Weigand, David E | SVP, Chief Financial Officer | Direct | Sell | 9172025 | 45.14 | 25,000 | 1,128,500 | 4,522,486 | Form |
| 4 | Weigand, David E | SVP, Chief Financial Officer | Direct | Sell | 9052025 | 40.29 | 25,000 | 1,007,281 | 4,036,697 | Form |
| 5 | Kao, George | SVP, OPERATIONS | Direct | Sell | 8262025 | 43.88 | 40,000 | 1,755,200 | 957,462 | Form |
Industry Resources
| Technology Hardware, Storage & Peripherals Resources |
| The Verge |
| TechRadar |
| Tom’s Hardware |
| PCMag |
| CNET |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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