Super Micro Computer, Inc.

SMCIComputer HardwareClosed

32.08+1.6%Up to 500x leverageTrade SMCI

What it reported

Reported 70 days ago, on 2026-08-11.

EPS against forecast+84.2%
Revenue against forecast-4.1%
Share price, two sessions+19.6%

Forecast against the result

ForecastReportedSurprise
Revenue11.6B11.1B+93.2% year on year-4.1%
Net income643.7M1.2B+503.7% year on year+83.0%
Earnings per share0.921.70+314.6% year on year+84.2%

Year on year compares the same quarter a year earlier (2025-08-05), not the quarter before.

SMCI trades at up to 500x here. At 500x, a 0.20% move against you wipes out the whole margin. This ignores fees, funding and maintenance margin, all of which bring liquidation forward. Your actual liquidation price is the one shown on the order page.

You can hold through the announcement here

SMCI is quoted here 24 hours a day and does not stop when the US market closes. On a US exchange the same news only shows up as a gap at the next open.

What the market expects

For the quarter ending 2026-09-30.

EPS forecast12 analysts
1.04
1.011.05
Revenue forecast11 analysts
14.9B
14.4B15.2B
Net income
723.2M
702.7M730.0M
EBITDA
922.7M
899.0M930.6M

Against the same quarter last year (2025-11-04): EPS +196.3%revenue +197.8%

These are third-party analyst forecasts. CoinUnited.io does not produce them and does not choose which analysts are included.

Where the revenue comes from

  • Server And Storage Systems54.8%169.8M
  • Subsystems and accessories45.2%139.9M

Most recent reported quarter (2026-06-30).

Track record

Next report expected 2026-11-03. Reports quarterly.

Beat estimates 4 of the last 8 quarters. The typical gap is -0.00 per share.

How much it actually moves

±15.3%

Median move across the two sessions around the report, over its last 8 results. On an ordinary two-day stretch it moves 4.0%.

2026-08-11+19.65%

Beat or miss, then up or down

RoseFell
Beat31
Missed13

Counted across 8 results. This is what happened, not what will.

Where analysts put it in 12 months

A different timescale from the rest of this page: these are 12-month views, not the two-day move around a report.

Lowest36.00
Median42.00
Highest48.00
FirmTargetSet onSource
Mizuho Securities43.002026-10-06TheFly
Bernstein42.002026-08-13TheFly
Raymond James48.002026-08-12TheFly
Stifel Nicolaus42.002026-08-12StreetInsider
Wedbush40.002026-08-12TheFly
Barclays39.002026-08-12TheFly
Northland Securities36.002026-07-22TheFly
Rosenblatt Securities45.002026-07-22StreetInsider
Needham46.002026-07-22StreetInsider

From 9 firms that published a target in the last 180 days, latest call per firm. Targets are set by those firms; CoinUnited.io does not produce or endorse them.

Reported results

ReportedEPS forecastEPS actualSurpriseRevenue surprise
2026-08-110.9231.7+84.2%-4.1%
2026-05-050.6170.84+36.1%-17.3%
2026-02-030.490.69+40.8%+21.7%
2025-11-040.37470.35-6.6%-14.0%
2025-08-050.44510.41-7.9%-3.7%
2025-05-060.41040.31-24.5%-8.1%
2025-02-110.5840.51-12.7%+0.5%
2024-11-050.7320.75+2.5%-6.2%
2024-08-060.8120.63-22.4%-0.2%
2024-04-300.580.67+15.5%-2.7%
2024-01-290.550.56+1.8%+23.4%
2023-11-010.320.34+6.3%+0.5%

Also reporting this fortnight in Computer Hardware

EPS history for SMCI runs from 2004-09-30 to 2026-08-11, 70 reports.Reaction history covers its last 8 results, which is as deep as our daily price baseline reaches.