Nama Insights

Super Micro Computer (SMCI)

Technology · Computer Hardware · NASDAQ

S&P 500
Super Micro Computer (SMCI) is a Technology company in the Computer Hardware industry. It has a market capitalization of $18.89B, a trailing price-to-earnings ratio of 5.7 and a free-cash-flow yield of -34.8%. Over the most recent reported fiscal year, revenue grew 77.8% and free cash flow per share fell 510.0%. Nama's AI scorecard rates it Hold, 5.7 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Hold · 5.7/10
The sections balance. As of Nov 7, 2026.
Momentum
Middle · +11.4% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-76.6%
How far the last close sits under the highest price of the past five years.
Market cap$18.89B
Trailing P/E5.7
Price / book1.3
Price / sales0.5
FCF yield-34.8%
Dividend yield—
Gross margin10.8%
Operating margin7.1%
Net margin5.7%
Revenue growth (YoY)+77.8%
Revenue growth (3-yr annual)+76.3%
EPS growth (YoY)—
FCF/share growth (YoY)-510.0%
Beta2.0
ExchangeNASDAQ
SectorTechnology
IndustryComputer Hardware

SMCI earnings

Next report: Feb 2, 2027 (Q2 2027, EPS estimate $1.71). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Nov 3, 2026 $1.81 $1.23 +47.1% —
Q4 2026 Aug 11, 2026 $1.70 $0.96 +77.1% $11.12B
Q3 2026 May 5, 2026 $0.84 $0.62 +35.5% $10.24B
Q2 2026 Feb 3, 2026 $0.69 $0.49 +40.8% $12.68B

SMCI analyst price target

Median target $45.00 from 15 analysts, ranging $15.00 – $60.00.

Computer Hardware peers

TickerCompanyMarket capP/E
ANET Arista Networks $215.79B 43.7
DELL Dell Technologies $208.88B 17.9
SNDK Sandisk $118.82B 7.0
STX Seagate Technology $105.83B 22.4
WDC Western Digital $98.74B 20.2
P Everpure $32.24B 39.6
HPQ HP $25.66B 8.3
IONQ IonQ $14.01B —
Explore live SMCI data on Nama Insights →

Recent Congressional trades

Super Micro Computer trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Sell $1,001 - $15,000 Dec 15, 2025
Gilbert Cisneros House Buy $1,001 - $15,000 Oct 10, 2025
Tim Moore House Sell $15,001 - $50,000 Jun 13, 2025
Tim Moore House Buy $15,001 - $50,000 Jun 13, 2025
Julie Johnson House Sell $1,001 - $15,000 May 14, 2025
Rob Bresnahan House Sell $1,001 - $15,000 May 8, 2025
Rob Bresnahan House Buy $1,001 - $15,000 Mar 27, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Feb 13, 2025
Julie Johnson House Buy $1,001 - $15,000 Feb 12, 2025

SMCI FAQ

Is SMCI a buy?
Nama's AI scorecard currently rates Super Micro Computer Hold (5.7 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is SMCI's P/E ratio?
Super Micro Computer trades at a trailing price-to-earnings ratio of 5.7.
When does SMCI report earnings?
Super Micro Computer's next scheduled report is on Feb 2, 2027. Analysts expect EPS of $1.71.
What is the SMCI price target?
The median analyst price target from 15 analysts is $45.00, with a range of $15.00 – $60.00.
Is SMCI Shariah compliant?
Nama's AAOIFI-style screen reads Super Micro Computer as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.