Equities Analysts Offer Predictions for SMCI FY2026 Earnings

Super Micro Computer, Inc. (NASDAQ:SMCI) – Stock analysts at Northland Securities raised their FY2026 earnings estimates for shares of Super Micro Computer in a research note issued on Wednesday, May 6th. Northland Securities analyst N. Chokshi now expects that the company will earn $2.17 per share for the year, up from their prior estimate of $1.79. The consensus estimate for Super Micro Computer’s current full-year earnings is $1.90 per share. Northland Securities also issued estimates for Super Micro Computer’s Q4 2026 earnings at $0.61 EPS, Q1 2027 earnings at $0.33 EPS, Q2 2027 earnings at $0.36 EPS, Q3 2027 earnings at $0.86 EPS, Q4 2027 earnings at $1.39 EPS and FY2027 earnings at $2.94 EPS.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Tuesday, May 5th. The company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.63 by $0.21. The company had revenue of $10.24 billion for the quarter, compared to analyst estimates of $12.39 billion. Super Micro Computer had a net margin of 3.70% and a return on equity of 17.49%. The firm’s quarterly revenue was up 122.7% on a year-over-year basis. During the same period in the prior year, the firm earned $0.31 EPS. Super Micro Computer has set its Q4 2026 guidance at 0.650-0.790 EPS.

A number of other research analysts have also issued reports on SMCI. The Goldman Sachs Group restated a “sell” rating on shares of Super Micro Computer in a report on Wednesday, May 6th. Argus restated a “hold” rating on shares of Super Micro Computer in a report on Friday, March 20th. Weiss Ratings restated a “hold (c)” rating on shares of Super Micro Computer in a report on Friday, March 27th. CJS Securities raised shares of Super Micro Computer from a “market underperform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Finally, Sanford C. Bernstein dropped their price objective on shares of Super Micro Computer from $42.00 to $37.00 and set a “market perform” rating for the company in a research note on Wednesday, February 4th. Four investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $38.43.

Super Micro Computer Price Performance

NASDAQ:SMCI opened at $32.79 on Wednesday. The firm has a market cap of $19.64 billion, a price-to-earnings ratio of 17.35, a price-to-earnings-growth ratio of 0.62 and a beta of 1.69. The company has a current ratio of 2.66, a quick ratio of 1.29 and a debt-to-equity ratio of 0.88. The company’s 50-day moving average is $27.77 and its two-hundred day moving average is $31.88. Super Micro Computer has a 12-month low of $19.48 and a 12-month high of $62.36.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in shares of Super Micro Computer by 4.1% during the 3rd quarter. Vanguard Group Inc. now owns 68,848,777 shares of the company’s stock valued at $3,300,610,000 after acquiring an additional 2,695,829 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Super Micro Computer by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 13,808,499 shares of the company’s stock valued at $402,627,000 after acquiring an additional 41,314 shares during the last quarter. Invesco Ltd. increased its position in Super Micro Computer by 21.2% during the 4th quarter. Invesco Ltd. now owns 9,953,780 shares of the company’s stock worth $291,347,000 after purchasing an additional 1,738,749 shares in the last quarter. Disciplined Growth Investors Inc. MN increased its position 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 worth $476,905,000 after purchasing an additional 1,381,046 shares in the last quarter. Finally, Norges Bank acquired a new stake in Super Micro Computer during the 4th quarter worth approximately $136,569,000. Institutional investors and hedge funds own 84.06% of the company’s stock.

Key Headlines Impacting Super Micro Computer

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

• Positive Sentiment: Mizuho raised its price target on Super Micro Computer to $36 from $30, signaling about 10% upside from the current share price, though it kept a neutral rating. Mizuho Issues Positive Forecast for Super Micro Computer (NASDAQ:SMCI) Stock Price
• Positive Sentiment: Supermicro appointed Vik Malyala as Chief Business Officer to help build partnerships and drive business development with major technology partners, which may support longer-term growth execution. Supermicro Appoints Vik Malyala as Chief Business Officer
• Neutral Sentiment: Some commentary highlighted Super Micro as a debated AI name, with bullish analysts still pointing to AI demand and margin recovery while others argue the business remains high risk. This is Why Super Micro Computer Inc. (SMCI) is A Top Tech Stock in Louis Navellier’s Portfolio
• Neutral Sentiment: Recent write-ups noted the company’s reported earnings strength but also questioned the quality of profits and internal controls, adding uncertainty rather than a clear near-term catalyst. Super Micro Computer’s (NASDAQ:SMCI) Profits Appear To Have Quality Issues
• Negative Sentiment: Multiple law firms issued investor alerts and deadline reminders for class-action lawsuits against Super Micro, keeping legal risks front and center for shareholders. INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Super Micro Computer, Inc. Of Class Action Lawsuit and Upcoming Deadlines – SMCI
• Negative Sentiment: Hagens Berman filed a new securities class action alleging Super Micro concealed an illegal scheme involving AI server sales tied to U.S. export restrictions, a serious headline risk for the stock. Hagens Berman Files New Securities Class Action Against Super Micro Computer (SMCI) And Its Senior Executives
• Negative Sentiment: Separate coverage said Super Micro’s internal control weaknesses are still lingering, reinforcing concerns that governance and compliance issues have not been fully resolved. Super Micro’s internal control weaknesses linger

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.