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SMCISuper Micro Computer Inc

Information Technology · Technology Hardware, Storage & Peripherals · Large

$32.94−2.31%
As of 23 Oct 2026Mkt cap $24.3B
Stage 13
WATCH
Fundamentals
52.2/75
Technical
10.6/15
Independent
62.8/90

GCAE viewtiming is actionable but business strength/confidence is below BUY requirements

Price

1M
−20.6%
3M
+10.5%
6M
+13.3%
1Y
−37.3%

Financials & valuation

Cached filing evidence · as of 2026-10-02

Valuation

P/E
17.4xHist median 24.0x
Forward P/E
—No validated forward-estimate source
Price / FCF
—
FCF yield
—

Quality

ROIC
41.8%
Operating margin
8.1%
FCF margin
7.0%
Current ratio
5.2x

Growth

Revenue growth
+46.6%Latest FY YoY
Revenue CAGR
+57.6%
EPS CAGR
+68.2%
FCF CAGR
+120.4%

Capital

Share-count trend
+6.0%3Y annualised
Net cash
$4.9B-2.9x OCF

Annual trend

CAGR 2021–2025
+57.6%
Latest · 2025
$22B
YoY
+46.6%
Quality Research
PRE-AI
Acceleration Radar
NOT FLAGGED
THE ONE
NOT FLAGGED
Final / Opportunity
NOT FLAGGED

Key takeaway

timing is actionable but business strength/confidence is below BUY requirements

Unresolved question

No reliable unresolved question is available from the current committed evidence.

Watch next

  • Next earnings · 2026-11-03
More details & evidence

Production decision

Stage 13
WATCH
Technical state
early-recovery
Rotation
headwind
Evidence
fresh

Presentation freshness

Stage 11 market
2026-10-23 · Massive
Financial cache
2026-10-02
Quality Research
CURRENT
THE ONE
NOT FLAGGED

Authority

Company page
Presentation only
Scores
Frozen GCAE production outputs
Research
Research-only lanes; no score override
Private portfolio
Not loaded