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# Super Micro Computer: Why It's Still Worth Having In Your Portfolio (Archive)
- URL: https://www.huntingalphas.com/super-micro-computer-why-its-still-worth-having-in-your-portfolio-archive/
- Published: 2025-03-15T08:15:00.000Z
- Updated: 2026-02-28T14:52:10.000Z
- Description: SMCI combines robust backlog growth, moderated valuations, and technicals that still favor outperformance.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, SMCI, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Strong RPO (an indicator of revenue backlog) growth in recent quarters gives me confidence in SMCI's ambitious $40 billion FY26 revenue outlook.
- Margin erosion concerns are starting to be reflected in stock expectations, which I view as a positive sign as some sources of bad news gets priced in.
- Valuations have moderated sharply, and the stock seems attractive given the high-growth potential ahead. SMCI vs SPX500 also looks primed for an alpha-generating move.
- A diminishing trend of result surprises vs consensus in recent quarter is not ideal. But the market's ask is not excessive, as it is pricing in less than management's guidance.
- Elevated net working capital intensity, particularly due to low payable days from key related parties is a risk monitorable.

Read the full article [here](https://seekingalpha.com/article/4767833-super-micro-computer-why-its-still-worth-having-in-your-portfolio?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*