Things may be looking up for Super Micro Computer and its investors after a couple of painful years.
SMCI beats Q3 earnings estimates as AI infrastructure demand surges, though deployment delays and component shortages weigh on revenues.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) reported Q3 FY2026 results after the close on May 5, 2026, beating on earnings but missing badly on revenue.
Super Micro Computer (NASDAQ: SMCI) stock has surged sharply as investors respond to the company's third-quarter fiscal 2026 results and an optimistic outlook for the current period.
Super Micro Computer (NASDAQ:SMCI) stock is soaring Wednesday, last seen up 16.1% to trade at $32.32 after the computer hardware name issued a stronger-than-expected fourth-quarter revenue forecast.
Super Micro Computer reported earnings after hours Tuesday. SMCI stock is up 18% on strong server demand and guidance. Super Micro faces ongoing compliance and margin concerns that make it uninvestable.
Super Micro Computer Inc (NASDAQ:SMCI) shares surged about 18% following its fiscal third-quarter 2026 results, as strong earnings and margin performance outweighed a revenue miss. For the quarter ended March 31, 2026, Supermicro reported net sales of $10.24 billion, well below estimates of $12.33 billion.
Super Micro Computer delivered a strong Q3 2026, relieving recent market stress and validating its robust business fundamentals. Q3 revenues reached $10.24B (+123% YoY) with non-GAAP gross margin rebounding to 10.1%, far surpassing analyst expectations. Management guided aggressively for Q4, projecting $11–12.5B in revenue and an adjusted EPS midpoint of $0.72, signaling continued strong demand.
Super Micro Computer stock price jumped by over 15% on Wednesday after the company published strong financial results, which showed that its business continued to fire on all cylinders in its third quarter. It jumped to $32, its highest level since March 17, filling the gap it made after a major lawsuit against its founder was filed.
Super Micro Computer, Inc. reported mixed fiscal Q3 results with revenue missing consensus by $2.25B, and a full-year guidance of $38.9-40.4 billion that also trended below previous expectations of at least $40 billion. This reflects a resilient AI demand environment that's becoming gradually offset by a widening credibility gap at SMCI, stemming from unresolved control and trade-compliance concerns. The alleged Oracle contract loss also suggests reputational pressure that may now be spilling into customer retention and backlog conversion.
Super Micro Computer (SMCI) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.31 per share a year ago.
The maker of server and computer products logged a third-quarter profit of $483.4 million, up from $108.8 million a year earlier.