Super Micro Computer (SMCI) to Release Earnings on Tuesday

Super Micro Computer (NASDAQ:SMCI) will likely be posting 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. Individuals may visit the the company’s upcoming Q3 2026 earning results 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 posted its quarterly earnings data on Tuesday, February 3rd. The company reported $0.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.49 by $0.20. The business had revenue of $12.68 billion during the quarter, compared to the consensus estimate of $10.34 billion. Super Micro Computer had a return on equity of 13.22% and a net margin of 3.11%.Super Micro Computer’s quarterly revenue was up 123.4% on a year-over-year basis. During the same period last year, the company earned $0.59 earnings per share. 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 Down 3.6%

Shares of NASDAQ:SMCI traded down $1.00 during mid-day trading on Tuesday, reaching $26.85. 8,598,421 shares of the stock were exchanged, compared to its average volume of 35,694,121. The company has a quick ratio of 1.01, a current ratio of 1.70 and a debt-to-equity ratio of 0.67. The company has a market cap of $16.08 billion, a P/E ratio of 20.04, a P/E/G ratio of 0.54 and a beta of 1.64. Super Micro Computer has a one year low of $19.48 and a one year high of $62.36. The stock’s 50 day simple moving average is $27.89 and its 200-day simple moving average is $33.32.

Wall Street Analysts Forecast Growth

SMCI has been the subject of a number of research analyst reports. Wall Street Zen raised Super Micro Computer from a “sell” rating to a “hold” rating in a report on Sunday, February 15th. The Goldman Sachs Group upped their price target on Super Micro Computer from $26.00 to $27.00 and gave the stock a “sell” rating in a research note on Wednesday, February 4th. Barclays set a $38.00 price objective on Super Micro Computer and gave the stock an “equal weight” rating in a research note on Wednesday, February 4th. Northland Securities reissued a “market perform” rating and issued a $22.00 price objective on shares of Super Micro Computer in a research note on Monday, March 23rd. Finally, Mizuho lowered their price objective on Super Micro Computer from $33.00 to $25.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Four equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $35.64.

More Super Micro Computer News

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

• Positive Sentiment: Announced a large Silicon Valley expansion — a new DCBBS campus near San Jose to accelerate AI data‑center production, add hundreds of U.S. jobs and expand domestic manufacturing. This supports SMCI’s long‑term exposure to the AI infrastructure market and could bolster revenue and gross‑margin stability over time. Supermicro Adds Largest Silicon Valley Campus
• Neutral Sentiment: Market coverage notes recent underperformance vs. peers and a recent session decline — press pieces summarize the share‑price drop but do not add new fundamental catalysts. These reports can amplify selling but are descriptive rather than causal. Super Micro Computer Stock Falls Amid Market Uptick
• Negative Sentiment: Multiple securities‑fraud class actions have been filed or solicited by law firms alleging misstatements during the period April 30, 2024 – March 19, 2026. The filings (and waves of investor notices) raise the risk of litigation costs, management distraction, potential settlements or damages, and increased volatility. SHAREHOLDER ALERT (Bernstein Liebhard)
• Negative Sentiment: Several investor‑rights firms (Robbins Geller, Rosen, Levi & Korsinsky, Glancy Prongay Wolke, Portnoy, etc.) have issued notices encouraging lead‑plaintiff motions and claims submissions; deadlines (e.g., May 26, 2026 for lead plaintiff motions) and competing class actions increase litigation momentum. This cluster of notices is keeping legal risk front‑and‑center for traders and institutional holders. Investor Notice (PR Newswire)

Institutional Trading of Super Micro Computer

Large investors have recently bought and sold shares of the company. Invesco Ltd. increased its holdings in shares of Super Micro Computer by 21.2% in the fourth quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock worth $291,347,000 after buying an additional 1,738,749 shares during the period. Amundi raised its stake in Super Micro Computer by 188.8% during the 4th quarter. Amundi now owns 2,421,891 shares of the company’s stock valued at $70,889,000 after buying an additional 1,583,229 shares during the last quarter. Disciplined Growth Investors Inc. MN raised its stake in Super Micro Computer by 16.5% during the 2nd quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock valued at $476,905,000 after buying an additional 1,381,046 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in Super Micro Computer by 35.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,971,392 shares of the company’s stock valued at $116,259,000 after buying an additional 1,031,856 shares during the last quarter. Finally, Marex Group plc raised its stake in Super Micro Computer by 27.5% during the 4th quarter. Marex Group plc now owns 3,014,653 shares of the company’s stock valued at $88,239,000 after buying an additional 650,678 shares during the last quarter. 84.06% of the stock is owned by hedge funds and other institutional investors.

About Super Micro Computer

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.