Full-Time
Modular, energy-efficient server hardware solutions
$72.5k - $104k/yr
San Jose, CA, USA
In Person
Bachelor's
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Super Micro Computer designs and sells high-performance, energy-efficient server hardware and related software and services for data centers, cloud services, AI, 5G, and edge computing. Its Building Block Solutions offer configurable servers, storage, motherboards, and chassis built from common components, so customers can assemble workload-optimized configurations for rapid deployment. The company emphasizes green computing and power efficiency, using modular components to speed customization and time-to-market compared with competitors. Its goal is to help customers deploy powerful, reliable computing infrastructure with lower energy use and simpler procurement through direct sales and a broad network of distributors and resellers.
Company Size
5,001-10,000
Company Stage
IPO
Headquarters
San Jose, California
Founded
1993
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Jim Cramer has recommended Dell Technologies over Super Micro Computer despite both companies reporting strong AI server demand. On Mad Money, Cramer cited accounting irregularities at Super Micro as his reason for avoiding the stock, stating Dell remains "very, very attractive" even after its recent rally. Both firms have seen substantial order growth. Super Micro reported over $60 billion in new orders on 11 August, whilst Dell disclosed $60.9 billion in AI server orders and a record $95 billion backlog in its fiscal second quarter, alongside record quarterly revenue of $47 billion. Super Micro's most recent annual filing disclosed a material weakness in information technology general controls. Dell faces different challenges, including supply constraints for memory chips and AI components, plus reliance on single-source suppliers.
Super Micro Computer jumps 7.8% amid sector-wide rally. Super Micro Computer surged 7.8% Friday, riding a powerful rally across computer hardware peers that lifted the sector broadly. Shares of the server and sto... AlphaStreet Newsdesk powered by AlphaStreet Intelligence Super Micro Computer surged 7.8% Friday, riding a powerful rally across computer hardware peers that lifted the sector broadly. Shares of the server and storage solutions maker closed at $40.31 on volume of 15.7M shares as the NASDAQ:SMCI ticker joined a synchronized move higher that saw five key sector peers posting substantial gains on the same session. The catalyst was a broad-based sector rotation into hardware names. Super Micro's September 11, 2026 rally came alongside double-digit jumps in HPE, which climbed 10.7%, and HPQ, up 9.7%. NTAP added 6.4%, P gained 4.2%, and GPGI rose 3.4%. The coordinated move suggests institutional money flowed into the computer hardware space, with Super Micro capturing its share of the momentum as traders and investors repositioned across the sector. Volume and market cap context underscore the magnitude of the move. Super Micro's 15.7M share turnover accompanied the 7.8% advance, valuing the company at a $26.1B market capitalization by the close. The synchronous gains across sector peers indicate this wasn't idiosyncratic news driving Super Micro alone, but rather a repricing event affecting the broader computer hardware segment. When multiple names in the same category move in lockstep with similar magnitude, it typically reflects either rotating capital flows, improved sentiment on end-market demand, or de-risking around a shared concern that had been weighing on the group. The technical picture and sentiment backdrop remain key. Friday's rally pushed Super Micro decisively higher, but without specific catalysts tied to company fundamentals or analyst upgrades, the sustainability of the move depends on whether the sector rotation has legs. Investors should assess whether this represents a one-day technical squeeze or the start of a more durable re-rating for hardware names. What to Watch: Monitor whether sector peers continue their coordinated strength in coming sessions. Any company-specific catalysts - earnings updates, product announcements, or order activity - could determine whether Super Micro extends gains or consolidates after Friday's sharp move. This content is for informational purposes only and should not be considered investment advice. AlphaStreet Intelligence analyzes financial data using AI to deliver fast and accurate market information. Human editors verify content.
AI server stocks declined on Thursday, with Hewlett Packard Enterprise falling 4% and Dell dropping 3%, reversing two-day post-earnings gains. The selloff appears sector-specific rather than broad-based, as the iShares U.S. Technology ETF and Invesco QQQ Trust each fell less than 1%. Super Micro Computer largely avoided the retreat, declining just 0.9%. The stock trades at a 12x P/E ratio, well below peers, with buyers treating the dip as a buying opportunity. The pullback follows substantial year-to-date gains: HPE is up 137% whilst Dell has surged 317%. Both companies recently reported strong AI infrastructure quarters. HPE posted fiscal Q3 2026 non-GAAP EPS of $1.11 versus consensus of $0.93, with revenue climbing 32.7% year-over-year to $12.21 billion. The company raised its full-year guidance and free cash flow targets.
Super Micro Computer sees $60B AI order book powering fiscal 2027 outlook. September 10, 2026 Key points. * Supermicro cited a $60 billion AI order book as a key support for its fiscal 2027 outlook, which includes projected revenue of $65 billion to $72 billion. Management expects AI infrastructure demand to remain strong through a potential multiyear build-out. * The company is shifting toward integrated "AI factory" systems that combine servers, processors, cooling, power, storage, networking and software. Supermicro believes this solution-based approach can speed deployment, improve reliability and support stable double-digit gross margins. * Supermicro is expanding beyond neocloud customers into enterprise, sovereign AI and CPU-based server markets, while increasing manufacturing capacity in Johor and broadening its service and go-to-market operations. * MarketBeat previews the top five stocks to own by October 1st. Super Micro Computer NASDAQ: SMCI said demand for artificial intelligence infrastructure remains strong and that its growing order book, broader customer base and expanding portfolio of integrated data-center products support its fiscal 2027 outlook. Speaking at the Goldman Sachs Communacopia and Technology Conference, Mike Staiger, Supermicro's senior vice president of corporate development, pointed to the company's $60 billion order book as a key foundation for the company's outlook. Goldman Sachs analyst Kat Murphy referenced Supermicro's fiscal 2027 revenue guidance of $65 billion to $72 billion. "AI adoption is underway," Staiger said. "We're leading the charge with innovation." He said customers increasingly want complete solutions rather than individual components, and described the current AI infrastructure build-out as a potential multiyear cycle. Focus shifts toward integrated AI systems. Staiger said Supermicro's engineering model is a central differentiator as AI infrastructure becomes more complex. The company works with multiple chip and platform partners and designs systems that can integrate processors, servers, racks and data-center infrastructure into what he described as a total solution or "AI factory." He said the company's ability to bring new technology to market quickly, supported by an engineering-focused workforce and proximity to partners in Silicon Valley, helps it address different customer workloads and platform requirements. Supermicro can support products based on NVIDIA, AMD, Intel and Arm technologies, he said. Staiger also discussed the company's Data Center Building Block Solution, or DCBBS, strategy. The offering includes components such as power and cooling equipment, cooling distribution units, rear-door heat exchangers, storage, switching, cabling and management software. Supermicro designs nearly all of the components, while also working with partners on elements of the solution, he said. The aim is to reduce the time required for customers to deploy operational systems. Staiger said customers that assemble infrastructure themselves can face compatibility and implementation challenges, while Supermicro's integrated approach is intended to help customers bring systems online faster and improve reliability. Solution mix seen supporting margins. Staiger said the company's move toward more integrated offerings is expected to support a stable double-digit gross-margin profile. He said early AI infrastructure demand was characterized by a small number of large buyers and substantial price competition, but customers have since placed greater value on deployment speed, validation and system availability. Supermicro has incorporated more content into its systems through its building-block approach, including cooling, power, storage, switching and software, he said. The company believes the higher-value integrated systems can help customers reduce downtime and accelerate revenue generation from their infrastructure. "The focus is the solution to customer," Staiger said. "As we do more on the DCBBS and we have more components that are more integrated, that we're doing more ourselves, those margin profile is higher." Software and services represented $538 million in fiscal 2026, according to Staiger. He said the company's management software, including SuperCloud Composer, Data Center Manager and Orchestration Manager, is sold as part of its overall system solution. The company has integrated its software with VMware Cloud Foundation, or VCF, for VMware AI Factory deployments, he added. Enterprise, sovereign and CPU opportunities. Beyond neocloud customers, Staiger said Supermicro is pursuing enterprise and sovereign AI deployments. He said the company has more than several sovereign deployments globally and is seeing evidence of enterprises and sovereign customers putting AI factories "on the floor." He characterized the sovereign market as a potentially significant portion of the broader AI infrastructure opportunity, though he did not provide a company-specific revenue forecast for that segment. Staiger also said traditional CPU-based servers remain an important opportunity. He cited an aging installed base of general-compute and enterprise servers that may need to be upgraded or consolidated, as well as potential demand for CPUs supporting AI agents and other emerging workloads. The company expects to pair those offerings with its DCBBS strategy. On manufacturing, Staiger said Supermicro has discussed capacity of 6,000 racks per month, split evenly between liquid-cooled and air-cooled racks. He said the company is adding square footage and new buildings in Johor, along with clean-room and manufacturing capabilities, though he did not disclose additional capacity figures. The company is also expanding its go-to-market and service capabilities as it serves more enterprise customers. Staiger said Supermicro is working to improve working-capital intensity through customer terms and delivery timing, with a longer-term goal of becoming self-funded and eventually returning capital to shareholders. "There's a lot to juggle, customers and capital conversions, and innovation," Staiger said. "But I think we are doing a really effective job at this point in time, and I think we are in good shape for FY 2027." About Super Micro Computer (NASDAQ:SMCI). Super Micro Computer, Inc, doing business as Supermicro, develops and sells application-optimized server and storage systems. Its product portfolio includes servers, workstations, storage platforms, networking equipment, motherboards, chassis, power supplies and related software and support services. The company also provides high-performance computing and data center infrastructure, including systems designed for artificial intelligence, machine learning, cloud computing, enterprise applications, telecommunications and edge computing. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Super Micro Computer, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Super Micro Computer wasn't on the list. While Super Micro Computer currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely. Continue following MarketBeat
Super Micro Computer is growing faster than its peers but trading at the lowest valuation in its sector. The AI server manufacturer grew revenue by 78% over the past twelve months, yet trades at 10.9 times earnings. By comparison, Dell Technologies grew 39% but trades at 40.5 times earnings, whilst Arista Networks trades at 60.4 times earnings with 33% growth. SMCI's shares have fallen 2.7% over the past year and sit 35% below their two-year high. The company's 7.1% operating margin ranks last amongst competitors, suggesting the market views its profitability as unsustainable despite strong revenue growth. Management disclosed over $60 billion in new orders and projects fiscal 2027 revenue between $65 billion and $72 billion. The company is attempting to improve margins by selling integrated data centre solutions and targeting enterprise customers rather than relying on lower-margin hardware assembly deals.