Super Micro Computer (NASDAQ:SMCI) Releases Q2 2026 Earnings Guidance

Super Micro Computer (NASDAQ:SMCI) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.460-0.540 for the period, compared to the consensus estimate of 0.580. The company issued revenue guidance of $10.0 billion-$11.0 billion, compared to the consensus revenue estimate of $8.0 billion. Super Micro Computer also updated its FY 2026 guidance to EPS.

Wall Street Analyst Weigh In

Several brokerages have weighed in on SMCI. Bank of America began coverage on Super Micro Computer in a report on Wednesday, July 9th. They set an “underperform” rating and a $35.00 price objective for the company. Wedbush restated a “neutral” rating and set a $30.00 target price on shares of Super Micro Computer in a research report on Monday, August 4th. Northland Securities increased their target price on Super Micro Computer from $59.00 to $67.00 in a research report on Friday, October 24th. Rosenblatt Securities increased their target price on Super Micro Computer from $50.00 to $60.00 and gave the stock a “buy” rating in a research report on Friday, October 24th. Finally, Barclays increased their target price on Super Micro Computer from $29.00 to $45.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 7th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Super Micro Computer has a consensus rating of “Hold” and a consensus target price of $47.57.

Super Micro Computer Price Performance

Shares of SMCI stock traded down $3.14 on Tuesday, reaching $47.61. The company’s stock had a trading volume of 36,711,076 shares, compared to its average volume of 48,844,945. The company has a quick ratio of 3.25, a current ratio of 5.25 and a debt-to-equity ratio of 0.74. Super Micro Computer has a 12-month low of $17.25 and a 12-month high of $66.44. The company has a market capitalization of $28.29 billion, a P/E ratio of 28.68, a PEG ratio of 1.30 and a beta of 1.55. The stock’s 50 day simple moving average is $48.39 and its 200-day simple moving average is $45.73.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, November 4th. The company reported $0.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.20). Super Micro Computer had a return on equity of 17.14% and a net margin of 4.77%. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. FY 2026 guidance at EPS. As a group, equities analysts predict that Super Micro Computer will post 1.86 earnings per share for the current fiscal year.

Insider Activity

In other Super Micro Computer news, SVP George Kao sold 40,000 shares of Super Micro Computer stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $43.88, for a total transaction of $1,755,200.00. Following the completion of the sale, the senior vice president owned 21,820 shares of the company’s stock, valued at $957,461.60. The trade was a 64.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO David E. Weigand sold 25,000 shares of the firm’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $45.14, for a total value of $1,128,500.00. Following the transaction, the chief financial officer directly owned 100,188 shares in the company, valued at $4,522,486.32. This trade represents a 19.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 90,000 shares of company stock valued at $3,890,950. Corporate insiders own 16.30% of the company’s stock.

Institutional Trading of Super Micro Computer

Large investors have recently modified their holdings of the business. Sei Investments Co. boosted its position in Super Micro Computer by 58.4% during the 2nd quarter. Sei Investments Co. now owns 52,025 shares of the company’s stock valued at $2,550,000 after acquiring an additional 19,181 shares in the last quarter. NewEdge Advisors LLC boosted its position in Super Micro Computer by 9.3% during the 2nd quarter. NewEdge Advisors LLC now owns 78,451 shares of the company’s stock valued at $3,845,000 after acquiring an additional 6,704 shares in the last quarter. Daiwa Securities Group Inc. boosted its position in Super Micro Computer by 3.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 85,647 shares of the company’s stock valued at $4,198,000 after acquiring an additional 2,799 shares in the last quarter. Baird Financial Group Inc. boosted its position in Super Micro Computer by 54.9% during the 2nd quarter. Baird Financial Group Inc. now owns 18,955 shares of the company’s stock valued at $929,000 after acquiring an additional 6,718 shares in the last quarter. Finally, Northeast Financial Consultants Inc bought a new stake in Super Micro Computer during the 2nd quarter valued at approximately $283,000. 84.06% of the stock is owned by institutional investors.

About Super Micro Computer

Super Micro Computer, Inc, together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software.