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Super Micro Computer: Cheap For A Reason

Source: SeekingAlpha

2026-04-10 10:00:00 ET

It's been almost a year since our previous article on Super Micro Computer ( SMCI ) was released. Back then, we argued that the company's valuation was detached from the business's fundamentals. Our model back then gave Super Micro an intrinsic value of $25.47 per share at a time when its stock was trading much higher. Today, the stock is trading around $23 per share, and at first glance, it may seem that the main share price swing has already taken place....

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Super Micro Computer: Cheap For A Reason
Super Micro Computer Inc.

NASDAQ: SMCI

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$20,218,888,142
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Hardware & Equipment
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