Bernstein has initiated coverage on Super Micro Computer Inc (SMCI) with a Market Perform rating as of September 15, 2025. This marks the firm's first assessment of the company's investment potential, based on an analysis of its business, industry dynamics, and growth prospects.
Headquartered in San Jose, California, Super Micro Computer Inc engages in the distribution and manufacture of information technology solutions and other computer products. The company, which went public on March 29, 2007, employs 6,238 full-time staff and has a market capitalization of $19.1 billion. Currently, it offers a range of rack-scale solutions optimized for various workloads, including artificial intelligence and high-performance computing.
The company’s recent financial performance has shown mixed results, with a P/E ratio of 24.14 and an EPS of 1.24. Upcoming earnings reports are scheduled for May 4, 2026, and August 3, 2026, with estimated EPS of $0.62 and $0.71, respectively.
Analyst ratings, such as Bernstein's, provide insight into market perspectives but should be considered alongside company fundamentals, competitive positioning, and broader industry trends. As of November 1, 2025, the analyst consensus for SMCI includes 2 Strong Buy, 10 Buy, 11 Hold, 3 Sell, and no Strong Sell ratings, reflecting a general Hold view among analysts.
It is important to note that analyst ratings can evolve as new information becomes available, and different analysts may hold varying opinions on the same company.