Super Micro Computer Inc (SMCI)
Super Micro Computer Q4 Earnings Call Highlights
Super Micro Computer NASDAQ: SMCI reported record fiscal 2026 revenue of $39.1 billion, up 78% from $22 billion in fiscal 2025, as demand for artificial intelligence infrastructure continued to drive growth. The company also projected fiscal 2027 revenue of $65 billion to $72 billion and said it entered the new year with a record backlog after receiving more than $60 billion in new orders during the fourth quarter.
Super Micro Computer (SMCI) Q4 Earnings and Revenues Top Estimates
Super Micro Computer (SMCI) came out with quarterly earnings of $1.7 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.41 per share a year ago.
Super Micro's earnings report brings more good news, and the stock is climbing
Super Micro has been working its way back into Wall Street's good graces, and its latest earnings report furthered the cause.
Super Micro Computer Fourth-Quarter Profit Surges, Sales Nearly Double
The server company reported a quarterly profit of $1.17 billion, up from $195.2 million in the year-ago period.
Here's How Much Supermicro Stock Is Expected to Move After Earnings
Super Micro Computer is scheduled to report earnings after the closing bell Tuesday, with traders anticipating a big move in the AI server maker's stock.
Supermicro earnings preview: why SMCI needs more than a top-line beat
Supermicro (SMCI) shares are inching higher ahead of the artificial intelligence (AI) server firm's Q4 earnings scheduled for release after the market closes on August 11. Consensus is for the company to post $11 billion in revenue – up an exciting 91% year-on-year – on $0.68 per share of earnings (EPS), which would represent a significant increase from $0.41 per share last year.
SMCI Price Prediction: High Risk, High Reward, Huge Potential
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is one of the most polarizing AI infrastructure names on the tape.
Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull's Thesis Predicts 55% Upside From Here
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) currently trades at $31.13 against a Wall Street consensus price target of $37.81, leaving roughly a 21% gap between current levels and where sell-side analysts think the shares belong.
SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today's Market
The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next.
SMCI's Q4 Has To Address A $14B Cash Hole (Earnings Preview)
Super Micro Computer's revenue surged 72% YTD, but margins compressed and operating cash flow hit –$7.56B, revealing a business scaling faster than its ability to convert profits into cash. Working capital ballooned to $13.69B as inventories and receivables exploded, forcing SMCI to raise debt and equity; finished goods now carry significant obsolescence risk. Despite strong demand and preliminary Q4 margin improvement, SMCI's ROIC remains below its cost of capital.
Super Micro Computer Is A Bargain Heading Into Q4 Earnings
Super Micro Computer, Inc. is reiterated as a Buy, with robust Q4 demand, margin expansion, and a valuation near multiyear lows. Q4 revenues are expected near the low end of guidance, but gross margins are set to significantly outperform prior expectations, alleviating profitability concerns. Differentiation, notably via Arm-based platforms, is driving performance advantages, a strong backlog, and improved pricing power amid commoditization fears.
Should You Buy, Sell or Hold SMCI Stock Before Q4 Earnings?
Super Micro Computer heads into Q4 fiscal 2026 earnings with AI infrastructure demand, delayed deployment conversions and margin pressure in focus.
