Today, we’ll talk about Super Micro Computer, which has been a growth leader over the past 3 months.
During this period, Super Micro Computer stock has risen by +222%. At the same time, the information technology sector, to which the company belongs, also grew by +16%, and the S&P 500 index by +11%. As you can see, Super Micro Computer shares show better returns than the sector average.
Super Micro Computer is a developer of components for data centers. The company serves more than 1.3M servers from more than 100 countries. Its production facilities are located on an area of more than 2M m².
The company operates in the technology hardware, storage & peripherals industry. It was founded in 1993. In 2007, it was listed on the NASDAQ and in 2024 was included in the S&P 500 index. For the past 31 years, the company has been led by Charles Liang and a team of experienced managers.
The main competitors of Super Micro Computer are HP, Netapp, and Seagate Technology Holdings. As you can see from the table above, it is ahead of its competitors in terms of capitalization, as the company has a number of competitive advantages.
Super Micro Computer’s strengths are based on its stability. Over the past 5 years, the company’s main revenue segment has grown by an average of 126%. Super Micro Computer’s equipment is used to train neural networks and artificial intelligence. Its main customers are such semiconductor industry giants as Nvidia and AMD.
Super Micro Computer published its latest report on January 29. 84% of the revenue structure is made up of manufacturing costs and 16% of gross revenue. Over the past quarter, the company made a profit of $295M. And its market capitalization is now $54B.
