Super Micro Computer (MS51) Stock Price & Analysis
MS51 Stock Chart & Stats
- Day’s Range
- EUR 28.66 - EUR 29.44
- 52-Week Range
- EUR 16.77 - EUR 46.13
- Previous Close
- EUR 31.52
- Volume
- N/A
- Average Volume (3M)
- 32.67K
- Market Cap
- EUR 19.38B
- Enterprise Value
- EUR 26.57B
- Total Cash (Recent Filing)
- EUR 7.52B
- Total Debt (Recent Filing)
- EUR 6.68B
- Price to Earnings (P/E)
- 9.0
- Beta
- 1.68
- Next Earnings
- Nov 03, 2026 (Est.)
- EPS Estimate
- 1.1
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Revenue Growth
Revenue reached $39.1 billion in FY26, up 78% year over year, while management targets $65–72 billion for FY27. This scale and continued profitability indicate strong demand for SMCI’s server platforms and provide a substantial base for further expansion.
AI Backlog
More than $60 billion of Q4 orders produced a record backlog, and management expects over 80% of future revenue to be AI-related. This supports multi-quarter visibility and aligns the company with a durable shift toward AI infrastructure spending.
Customer Diversification
Customer breadth improved as nine customers exceeded $1 billion of FY26 revenue versus four in FY25, while enterprise and channel revenue rose 172% year over year. A broader customer base can reduce reliance on a few hyperscalers and support more resilient growth.
Bears Say
Margin Compression
Gross margin fell from approximately 18% in 2023 to about 10.8% in 2026, while net margin declined from roughly 9% to 5.7%. Persistent compression can limit earnings conversion even as revenue grows, suggesting scale has not yet translated into stable profitability.
Cash Flow Volatility
FY26 operating cash flow was negative $6.8 billion after $1.66 billion positive in FY25, and free cash flow was deeply negative. Such working-capital absorption makes earnings less dependable and can constrain internally funded growth if the pattern persists.
Customer Concentration
One large data-center/CSP customer supplied 28% of FY26 revenue despite broader customer growth. This concentration leaves results exposed to changes in one relationship and can amplify timing or demand disruptions across future reporting periods.
Super Micro Computer News
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Super Micro Computer Stock Smart Score
Company Description
Super Micro Computer
Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company provides liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also offers workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company provides remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it offers rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.
- Sector
- Technology
- Industry
- Computer Hardware
- CEO
- Charles Liang
- Employees
- 7,000
- Website
- www.supermicro.com
- Address
- 980 Rock Avenue, San Jose, CA, 95131, US
Super Micro Computer (MS51) Earnings & Revenues
MS51 Company Deck
MS51 Earnings Call
Earnings Call SentimentPositive
The call highlighted very strong top-line and EPS growth, record backlog and aggressive FY27 revenue targets, alongside clear margin improvement in Q4 and significant investments in product, manufacturing and go-to-market capabilities. Offsetting risks include elevated inventory and working capital, FY cash burn, customer concentration and some quarter-to-quarter revenue timing volatility tied to customer readiness and infrastructure constraints. Management emphasized operational discipline and product mix improvements to sustain margins and cash conversion as they scale.
View all DE:MS51 earnings summariesMS51 Net sales Breakdown
- 96.99% Server and storage systems
- 3.01% Subsystems and accessories
MS51 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 5 | 13 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 1 | 0 | 11 |
