Super Micro Computer (SMCI) Expected to Announce Earnings on Tuesday

Super Micro Computer (NASDAQ:SMCI) is expected to release its Q3 2026 results after the market closes on Tuesday, May 5th. Analysts expect Super Micro Computer to post earnings of $0.63 per share and revenue of $12.3875 billion for the quarter. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. Interested persons can find conference call details on the company’s upcoming Q3 2026 earning report page for the latest details on the call scheduled for Tuesday, May 5, 2026 at 5:00 PM ET.

Super Micro Computer (NASDAQ:SMCI) last issued its earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share for the quarter, topping the consensus estimate of $0.49 by $0.20. Super Micro Computer had a return on equity of 13.22% and a net margin of 3.11%.The company had revenue of $12.68 billion during the quarter, compared to the consensus estimate of $10.34 billion. During the same quarter in the prior year, the business earned $0.59 earnings per share. The company’s revenue was up 123.4% compared to the same quarter last year. On average, analysts expect Super Micro Computer to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Super Micro Computer Stock Performance

NASDAQ:SMCI opened at $27.09 on Monday. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.01 and a current ratio of 1.70. Super Micro Computer has a one year low of $19.48 and a one year high of $62.36. The business’s 50-day simple moving average is $27.67 and its 200 day simple moving average is $32.76. The stock has a market cap of $16.23 billion, a price-to-earnings ratio of 20.22, a price-to-earnings-growth ratio of 0.51 and a beta of 1.69.

Wall Street Analyst Weigh In

Several research firms recently commented on SMCI. Needham & Company LLC cut their price target on Super Micro Computer from $51.00 to $40.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Argus reiterated a “hold” rating on shares of Super Micro Computer in a research note on Friday, March 20th. Weiss Ratings reiterated a “hold (c)” rating on shares of Super Micro Computer in a research note on Friday, March 27th. Citigroup cut their price target on Super Micro Computer from $39.00 to $25.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 24th. Finally, Wall Street Zen upgraded Super Micro Computer from a “sell” rating to a “hold” rating in a research note on Sunday, February 15th. Four equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $35.64.

Institutional Trading of Super Micro Computer

Institutional investors and hedge funds have recently bought and sold shares of the company. Parallel Advisors LLC raised its stake in Super Micro Computer by 30.9% during the third quarter. Parallel Advisors LLC now owns 4,247 shares of the company’s stock valued at $204,000 after buying an additional 1,002 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in Super Micro Computer by 117.9% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 3,828 shares of the company’s stock valued at $188,000 after buying an additional 2,071 shares in the last quarter. EverSource Wealth Advisors LLC grew its holdings in shares of Super Micro Computer by 42.4% during the second quarter. EverSource Wealth Advisors LLC now owns 3,479 shares of the company’s stock valued at $171,000 after purchasing an additional 1,036 shares during the last quarter. CIBC Private Wealth Group LLC grew its holdings in shares of Super Micro Computer by 11.8% during the third quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company’s stock valued at $154,000 after purchasing an additional 339 shares during the last quarter. Finally, Palisade Asset Management LLC bought a new position in shares of Super Micro Computer during the third quarter valued at approximately $144,000. Institutional investors and hedge funds own 84.06% of the company’s stock.

Key Super Micro Computer News

Here are the key news stories impacting Super Micro Computer this week:

• Positive Sentiment: Robust AI/server demand and market momentum: Coverage pieces highlight SMCI as a top AI‑server hardware play and note the stock was one of April’s best performers among peers — a signal investors are positioning for continued AI-driven revenue growth. Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?
• Positive Sentiment: Company expansion: Reports note Super Micro announced its largest-ever U.S. facility — a tangible capacity/infrastructure move that supports higher AI/server shipment potential and revenue scaling. Super Micro Computer just announced its largest-ever US location. Does that make SMCI stock a buy here?
• Positive Sentiment: Momentum commentary: Several articles calling SMCI a “comeback” stock after a strong April (shares up substantially month-over-month) reinforce investor enthusiasm for the AI/server cycle. Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector’s Comeback Kid
• Neutral Sentiment: Analyst stance mixed: JPMorgan kept a Neutral rating but cut its price target to $28, signaling tempered upside under current forecasts even as the company remains a key data‑center hardware name. JPMorgan Maintains a Neutral Rating on Super Micro Computer, Inc. (SMCI)
• Neutral Sentiment: Near-term execution risks noted: Analyst pieces (Zacks, others) emphasize explosive Q3 revenue potential from AI servers but warn of margin pressure and cash‑cycle issues that could limit upside or add volatility around upcoming earnings. Should You Hold or Fold Super Micro Computer Stock Before Q3 Earnings?
• Negative Sentiment: Major litigation wave: Multiple firms have filed or are soliciting lead‑plaintiff participants in class action suits alleging disclosure issues and export‑control related revenue concealment for the April 30, 2024–March 19, 2026 period — increasing legal overhang and potential financial exposure. Bronstein, Gewirtz & Grossman LLC Urges Super Micro Computer, Inc. Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Multiple law‑firm notices: A string of law‑firms (Rosen, Pomerantz, Faruqi, Schall, Bragar Eagel & Squire, Robbins, etc.) are circulating lead‑plaintiff deadlines and investor alerts — amplifying negative headlines and short‑term selling pressure even if claims are unproven. Super Micro Computer, Inc. Investors Have Until May 26th to Contact Bragar Eagel & Squire, P.C. To Seek Lead Plaintiff Role
• Negative Sentiment: Allegations of revenue concealment tied to export controls: Coverage explicitly cites claims that material revenue sources were not properly disclosed — a specific regulatory/legal risk that can materially affect sentiment and valuation if allegations proceed. SMCI Lawsuit Alleges Allegedly Concealing Material Information About Revenue Sources Tied to Export-Control Violations

Super Micro Computer Company Profile

Super Micro Computer, Inc (Supermicro) is a technology company that designs, develops and manufactures high-performance server, storage and networking solutions for enterprise, cloud, data center, high performance computing (HPC) and edge computing customers. The company’s product portfolio includes rackmount and blade servers, storage subsystems, motherboards, chassis, power supplies and networking components, with an emphasis on high-density, energy-efficient configurations and platforms optimized for GPU-accelerated workloads and artificial intelligence applications.

Headquartered in San Jose, California, Supermicro combines in-house engineering with a global manufacturing and distribution footprint to deliver configurable, application-specific systems.