Super Micro Computer (NASDAQ:SMCI) Issues Q4 2026 Earnings Guidance

Super Micro Computer (NASDAQ:SMCI) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.650-0.790 for the period, compared to the consensus EPS estimate of 0.550. The company issued revenue guidance of $11.0 billion-$12.5 billion, compared to the consensus revenue estimate of $11.4 billion. Super Micro Computer also updated its FY 2026 guidance to EPS.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Mizuho decreased their price objective on shares of 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. Raymond James Financial decreased their price objective on shares of Super Micro Computer from $50.00 to $35.00 and set an “outperform” rating for the company in a research note on Wednesday, February 4th. JPMorgan Chase & Co. decreased their price objective on shares of Super Micro Computer from $40.00 to $28.00 and set a “neutral” rating for the company in a research note on Thursday, April 16th. Northland Securities reiterated a “market perform” rating and set a $22.00 price objective on shares of Super Micro Computer in a research note on Monday, March 23rd. Finally, Needham & Company LLC decreased their price objective on shares of Super Micro Computer from $51.00 to $40.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Four investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $35.64.

Super Micro Computer Stock Down 0.3%

Shares of NASDAQ SMCI traded down $0.09 during trading on Tuesday, reaching $27.83. 52,257,157 shares of the stock were exchanged, compared to its average volume of 35,605,125. The business’s 50-day moving average price is $27.67 and its 200 day moving average price is $32.76. Super Micro Computer has a twelve month low of $19.48 and a twelve month high of $62.36. 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 capitalization of $16.67 billion, a price-to-earnings ratio of 20.77, a price-to-earnings-growth ratio of 0.51 and a beta of 1.69.

Super Micro Computer (NASDAQ:SMCI) last posted its earnings results on Tuesday, February 3rd. The company reported $0.69 EPS for the quarter, topping analysts’ consensus estimates of $0.49 by $0.20. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.22%. The business had revenue of $12.68 billion for the quarter, compared to analysts’ expectations of $10.34 billion. During the same period in the previous year, the company posted $0.59 earnings per share. The business’s revenue for the quarter was up 123.4% compared to the same quarter last year. As a group, equities analysts forecast that Super Micro Computer will post 1.9 EPS for the current fiscal year.

Trending Headlines about Super Micro Computer

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

• Positive Sentiment: Q3 earnings beat and strong forward guidance: SMCI topped EPS estimates and issued above?consensus Q4 EPS and revenue guidance, which spurred an immediate rally in the stock after the report. Super Micro Stock Spikes After Q3 Earnings Beat, Strong Q4 Guidance
• Positive Sentiment: Margin recovery and profit surge: Management reported a meaningful rebound in gross margins and net income vs. prior quarter/year (net income rose sharply), which investors interpreted as early signs of margin stabilization for its AI/server business. Super Micro’s stock surges as Wall Street cheers a margin recovery
• Positive Sentiment: Company release with detailed results and slides: The formal earnings release and slide deck show revenue, margin and guidance figures that underlie management’s narrative for AI/server demand. These materials give investors data to re?model estimates. Supermicro Announces Third Quarter Fiscal Year 2026 Financial Results
• Neutral Sentiment: Product expansion — AI infrastructure lineup: The company announced expanded AI infrastructure products ahead of earnings, supporting the long?term growth story but with uncertain near?term revenue impact. Super Micro Computer Expands AI Infrastructure Lineup As Market Awaits Earnings
• Neutral Sentiment: Revenue vs. consensus was mixed: Quarter revenue came in below some Street estimates while management defended margins — a mixed print that explains both the after?hours spike and volatility as investors digest the tradeoff. Q3 Press Release / Slide Deck
• Negative Sentiment: Multiple class?action notices and litigation risk: Several law firms have filed or issued investor alerts alleging securities fraud and potential export?control disclosure issues; lead?plaintiff deadlines (May 26) concentrate legal action risk. This increases headline and settlement risk for shareholders. Pomerantz Investor Alert
• Negative Sentiment: Governance concerns and co?founder situation: The company disclosed it cut ties with a co?founder who was named in a federal indictment; analysts have flagged governance uncertainty and are re?rating growth/risk assumptions. Super Micro stock jumps 19% on guidance beat as revenue more than doubles (CNBC)

Institutional Trading of Super Micro Computer

Several institutional investors have recently added to or reduced their stakes in the stock. CIBC Private Wealth Group LLC raised its holdings in Super Micro Computer by 11.8% in the third quarter. CIBC Private Wealth Group LLC now owns 3,206 shares of the company’s stock valued at $154,000 after acquiring an additional 339 shares in the last quarter. Sunbelt Securities Inc. raised its holdings in Super Micro Computer by 26.4% in the third quarter. Sunbelt Securities Inc. now owns 1,870 shares of the company’s stock valued at $90,000 after acquiring an additional 390 shares in the last quarter. Triumph Capital Management raised its holdings in Super Micro Computer by 6.1% in the third quarter. Triumph Capital Management now owns 8,700 shares of the company’s stock valued at $417,000 after acquiring an additional 500 shares in the last quarter. Principal Securities Inc. raised its holdings in Super Micro Computer by 6.9% in the fourth quarter. Principal Securities Inc. now owns 8,287 shares of the company’s stock valued at $243,000 after acquiring an additional 538 shares in the last quarter. Finally, Franklin Resources Inc. raised its holdings in Super Micro Computer by 1.0% in the third quarter. Franklin Resources Inc. now owns 60,619 shares of the company’s stock valued at $2,906,000 after acquiring an additional 589 shares in the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

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.