Super Micro Computer: 385% Boost In CapEx To Maintain Above-Trend Growth [Seeking Alpha]
Super Micro Computer, Inc. (SMCI)
Last super micro computer, inc. earnings: 8/3 04:05 pm
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US:NASDAQ Investor Relations:
ir.supermicro.com/investor-relations
Company Research
Source: Seeking Alpha
The AI server market is booming, with a CAGR of 30.3% expected in the coming years, significantly benefiting SMCI's revenue growth. The company is gaining market share and experiencing over 100% revenue growth momentum, with a focus on growth over margins to maintain market share in a competitive industry. The management has tripled capex over the past 9 months on a YoY basis to sustain strong growth potential, despite potential impacts on its FCF. The stock appears attractive due to its historical valuation multiples not being directly comparable, as previous metrics did not account for the substantial growth potential from the GenAI boom. Investment Thesis Super Micro Computer (NASDAQ: NASDAQ: SMCI ) is a key player in the server systems market. Over 90% of its total revenue comes from server and storage systems. The revenue mix from this segment has increased from 79% of the total Recommended For You Recommended For You
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SMCI
News
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- One S&P 500 Company Will Outgrow Nvidia This Quarter, Analysts [Yahoo! Finance]Yahoo! Finance
SMCI
Earnings
- 4/30/24 - Beat
SMCI
Sec Filings
- 6/21/24 - Form 8-K
- 6/5/24 - Form 4
- 6/3/24 - Form 4
- SMCI's page on the SEC website