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

Super Micro Computer (NASDAQ:SMCI) is expected to post its Q2 2026 resultson Tuesday, February 3rd. Analysts expect Super Micro Computer to post earnings of $0.48 per share for the quarter. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. Parties may review the information on the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Tuesday, February 3, 2026 at 5:00 PM ET.

Super Micro Computer (NASDAQ:SMCI) last released its earnings results on Tuesday, November 4th. The company reported $0.35 EPS for the quarter, missing the consensus estimate of $0.46 by ($0.11). The firm had revenue of $5.02 billion during the quarter, compared to analyst estimates of $6.48 billion. Super Micro Computer had a net margin of 3.77% and a return on equity of 12.70%. The firm’s quarterly revenue was down 15.5% on a year-over-year basis. During the same period last year, the business posted $0.73 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 Trading Down 3.4%

SMCI stock opened at $29.11 on Monday. The company has a quick ratio of 2.95, a current ratio of 5.39 and a debt-to-equity ratio of 0.72. Super Micro Computer has a twelve month low of $25.71 and a twelve month high of $66.44. The company has a market cap of $17.38 billion, a P/E ratio of 23.29, a PEG ratio of 0.60 and a beta of 1.53. The business has a fifty day moving average of $31.49 and a 200-day moving average of $41.71.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Disciplined Growth Investors Inc. MN increased its holdings in shares of Super Micro Computer by 16.5% in the second quarter. Disciplined Growth Investors Inc. MN now owns 9,730,773 shares of the company’s stock worth $476,905,000 after acquiring an additional 1,381,046 shares in the last quarter. Credit Agricole S A acquired a new position in shares of Super Micro Computer in the 3rd quarter valued at approximately $30,285,000. Gotham Asset Management LLC increased its stake in Super Micro Computer by 396.5% during the 3rd quarter. Gotham Asset Management LLC now owns 511,998 shares of the company’s stock worth $24,545,000 after purchasing an additional 408,881 shares in the last quarter. Canada Pension Plan Investment Board raised its holdings in Super Micro Computer by 206.3% during the 2nd quarter. Canada Pension Plan Investment Board now owns 538,239 shares of the company’s stock worth $26,379,000 after buying an additional 362,528 shares during the period. Finally, Mizuho Markets Cayman LP lifted its stake in Super Micro Computer by 3,501.9% in the third quarter. Mizuho Markets Cayman LP now owns 286,709 shares of the company’s stock valued at $12,601,000 after buying an additional 278,749 shares in the last quarter. 84.06% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

SMCI has been the topic of a number of research reports. Wedbush cut their target price on shares of Super Micro Computer from $48.00 to $42.00 and set a “neutral” rating on the stock in a research report on Wednesday, November 5th. Northland Securities set a $63.00 price target on shares of Super Micro Computer in a research note on Wednesday, November 5th. Wall Street Zen cut shares of Super Micro Computer from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. Mizuho set a $31.00 target price on shares of Super Micro Computer and gave the company a “neutral” rating in a research report on Friday, January 9th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $55.00 price target on shares of Super Micro Computer in a research note on Monday. Eight equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $46.19.

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.