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Super Micro Computer (DE:MS51)
NASDAQ:MS51

Super Micro Computer (MS51) Price & Analysis

83 Followers

MS51 Stock Chart & Stats

€24.30
-€3.43(-9.83%)
At close: 4:00 PM EST
€24.30
-€3.43(-9.83%)

Bulls Say, Bears Say

Bulls Say
AI-driven Revenue GrowthThe company’s revenue is concentrated in AI GPU platforms, which drove 123% YoY growth and accounted for over 80% of Q3 sales. This reflects durable exposure to structurally expanding AI/data‑center demand and scale advantages in high‑density server builds that should sustain multi‑quarter order flow.
Software & Recurring Revenue MomentumRapid growth in data‑center management software and bookings increases recurring revenue and customer lock‑in. While still a small base, software improves margin mix and lifecycle revenue capture, supporting more predictable cash flows and long‑term customer relationships beyond one‑time hardware sales.
DCBBS Traction & Capacity ExpansionMomentum in integrated Data Center Building Block Solutions signals a strategic shift to higher‑value systems and services. Coupled with capacity expansion globally, this can drive sustainable margin improvement, deeper customer integration, and differentiated solutions that are harder for competitors to replicate.
Bears Say
Severely Negative Operating Cash FlowPersistent large negative operating and free cash flow reverses prior conversion strength and implies heavy working‑capital or inventory funding needs. This elevates financing dependence, increases execution risk for growth plans, and makes durable investment and payout policies contingent on external capital access.
Rising Leverage And Rapid Balance‑Sheet ExpansionA fast‑expanding balance sheet funded by more debt materially reduces financial flexibility. Higher leverage increases refinancing, covenant and interest cost risk, limiting the firm’s ability to absorb slippage in margins or demand while pursuing capital‑intensive capacity for AI server orders.
Related‑Party & Reputational/Compliance RiskDocumented related‑party ties and an ongoing independent investigation heighten governance and reputational risk. Such structural issues can impair supplier reliability, invite regulatory scrutiny, and increase remediation costs, all of which can permanently affect margins and stakeholder trust.

Super Micro Computer News

MS51 FAQ

What was Super Micro Computer’s price range in the past 12 months?
Super Micro Computer lowest stock price was €16.77 and its highest was €54.60 in the past 12 months.
    What is Super Micro Computer’s market cap?
    Super Micro Computer’s market cap is €16.41B.
      When is Super Micro Computer’s upcoming earnings report date?
      Super Micro Computer’s upcoming earnings report date is Aug 11, 2026 which is in 53 days.
        How were Super Micro Computer’s earnings last quarter?
        Super Micro Computer released its earnings results on May 05, 2026. The company reported €0.724 earnings per share for the quarter, beating the consensus estimate of €0.532 by €0.192.
          Is Super Micro Computer overvalued?
          According to Wall Street analysts Super Micro Computer’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Super Micro Computer pay dividends?
            Super Micro Computer does not currently pay dividends.
            What is Super Micro Computer’s EPS estimate?
            Super Micro Computer’s EPS estimate is 0.61.
              How many shares outstanding does Super Micro Computer have?
              Super Micro Computer has 646,873,050 shares outstanding.
                What happened to Super Micro Computer’s price movement after its last earnings report?
                Super Micro Computer reported an EPS of €0.724 in its last earnings report, beating expectations of €0.532. Following the earnings report the stock price went up 15.98%.
                  Which hedge fund is a major shareholder of Super Micro Computer?
                  Currently, no hedge funds are holding shares in DE:MS51
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Super Micro Computer

                    Super Micro Computer, Inc., established in 1993 and headquartered in San Jose, California, is a global leader specializing in the design and production of high-performance server and data storage solutions. These sophisticated offerings, founded on a modular and open architecture, are distributed internationally across the United States, Europe, and Asia. The company's diverse product portfolio spans a wide array of computing infrastructure. This includes entire server and storage systems, innovative modular blade servers, individual blades, powerful workstations, full rack solutions, and networking devices. They also supply essential server sub-systems, alongside specialized server management and security software. More specifically, their offerings comprise application-optimized server designs, rackmount and blade server options, robust storage infrastructure, and critical subsystems and accessories like server boards, chassis, power supplies, and various other components. A key software suite is their Server Management Suite, featuring tools such as Supermicro Server Manager, Supermicro Power Management, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. Beyond its hardware and software offerings, Super Micro Computer, Inc. delivers a comprehensive suite of professional services. These encompass the integration, configuration, and software upgrades and updates for their server and storage products. They also provide detailed technical documentation and oversee service projects from initial requirement identification and plan creation through execution, verification testing, and specialized training. Furthermore, the company ensures robust post-sales support through its help desk, on-site product assistance, and continuous maintenance and technical support for its full product range. Super Micro's cutting-edge solutions cater to a broad spectrum of demanding markets, including large enterprise data centers, burgeoning cloud computing environments, advanced artificial intelligence applications, and the rapidly expanding 5G and edge computing sectors. The company reaches its clientele through diverse sales channels, utilizing direct and indirect sales teams, a network of distributors, value-added resellers, system integrators, and original equipment manufacturers.

                    Super Micro Computer (MS51) Earnings & Revenues

                    MS51 Company Deck

                    MS51 Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a mixed picture: operational execution and market positioning are strong (robust YoY revenue growth, meaningful gross margin recovery, accelerating software revenue, DCBBS momentum, and expanded global capacity), but material near‑term financial and execution risks persist (large QoQ revenue shortfall due to customer readiness, severe working capital strain and negative operating cash flow, a sharp increase in net debt, elevated inventory and an ongoing external investigation). The company is profitable and growing but faces meaningful liquidity, working capital and reputational headwinds that temper the positive operational developments.View all DE:MS51 earnings summaries

                    MS51 Net sales Breakdown

                    96.99%96.99%3.01%
                    96.99% Server and storage systems
                    3.01% Subsystems and accessories
                    tipranks

                    MS51 Stock 12 Month Forecast

                    Average Price Target

                    €30.73
                    ▲(26.48% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":40.26,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":49.15,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 4</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":35.19,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 17, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 4</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":42.49,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 4</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":44.4,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":28.51,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#828080","enabled":true,"symbol":"circle"}},{"y":26.62,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 4</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":19.705,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      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