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LATENCY: 12msALERT: HBM3E SUPPLY CONSTRAINED
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Company Detail

Super Micro Computer (SMCI)

Live scores, intel, and hardware footprint for SMCI.

RSS for SMCI
AI HARDWARE NASDAQ NMS - GLOBAL MARKET

Super Micro Computer

SMCI$20.7B Cap

Alpha Velocity

CURRENT ALPHA:62.3

Signal Drivers (24h)

BREAKING

Nvidia's Kyber rack for Rubin Ultra reportedly delayed to 2028, stopgap solution also axed due to customer pushback — Analyst firm SemiAnalysis says PCB midplane problems led to the delay

18h agoImpact: 26

Deal Activity (12mo)

SUPPLY AGREEMENTREPUTABLE_NEWS
7/4/2026

AI server demand to strain supply chains and components through 2027

4sysops.com
OTHERREPUTABLE_NEWS
$3.0B7/4/2026

Crusoe Inc. is reportedly in talks to raise a $3 billion funding round.

siliconangle.com
OTHERREPUTABLE_NEWS
7/2/2026

Meta's decision to sell excess AI computing capacity sent shockwaves through global chip stocks

Crypto Briefing
OTHERPRESS_RELEASE
$1.6B6/29/2026

SharonAI Holdings Inc. today announced the closing of its previously announced, oversubscribed US$1.6 billion private placement financing

hpcwire.com
SUPPLY AGREEMENTREPUTABLE_NEWS
with OneQode
$2.6B6/27/2026

Bitzero Holdings signed a binding letter of intent with OneQode for a 15-year lease of 110 megawatts (MW) at its Norway data center site

Naturalnews.com
SUPPLY AGREEMENTREPUTABLE_NEWS
with Various customers
$100.0B6/25/2026

Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion

tomshardware.com

Alpha DNA

Financial Vitals

Revenue (TTM)
$22.0B
R&D Intensity
2.9%
Operating Margin5.7%
FCF Margin7.0%
Fiscal: 2025 FY

Valuation Reality

P/S Ratio
0.9x
FCF Yield
7.40%

Earnings Intelligence

No upcoming earnings scheduled.
Data from Finnhub

Research Output

Papers (90d)
0
Papers (1yr)
0
Top Venue Publications0
Citations (1yr)0
Data from OpenAlex • 7/4/2026

Scholarly Research

No scholarly research data available yet. Scholarly fetch runs every 48 hours.

Social Narrative

Mentions (24h)
0
Unique Authors
0
Attention Score0
Credibility Score0
Price Coupling-26
Data from xAI Grok • 5/30/2026
CIK0001375365
Shares Out597M
IndustryTechnology