Super Micro Computer Stock: AI Beneficiary Priced To Perfection (NASDAQ:SMCI)

cooling fan with cpu in the computer system unit, cooling the computer air, repair and upgrade, cooling compute

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This article was first posted in Outperforming the Market on June 5, 2023.

Several members of Outperforming the Market have asked me about Super Micro Computer Inc. (NASDAQ:SMCI), which I have done a deep dive

Product mix of SMCI

Product mix of SMCI (SMCI IR)

Geographical mix

Geographical mix (SMCI IR)

SMCI Gross Margins

SMCI Gross Margins (SMCI IR)

SMCI valuation

SMCI valuation (Bloomberg)

SMCI implied 5-year EPS CAGR based on current share price

SMCI implied 5-year EPS CAGR based on current share price (Author generated)


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