SMCI
Super Micro Computer, Inc. · Technology · Computer Hardware
TECHStrong BuyZACKSBuy
R500#13 today
$43.69
+4.22% today · +0.99% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- SMCI +4.22% on the last session vs SPY +0.74%: +3.5 pts of stock-specific move.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 3
In 30 days
estimated date
EPS estimate
$1.04
$0.80 to $1.08 · 17 analysts
Revenue estimate
$15.0B
$14.5B to $15.4B
Track record
5/8 beats
last 8 reports · moved ±15.1% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 11, 2026 AMC | 4Q2026 | $0.96 | $1.70 | +$0.74 (+77.5%) beat | $11.1B | +19.0% +18.8 vs SPY | +10.7% | +18.4% |
| May 5, 2026 AMC | 3Q2026 | $0.62 | $0.84 | +$0.22 (+34.5%) beat | $10.2B | +24.5% +23.1 vs SPY | +13.0% | +17.8% |
| Feb 3, 2026 AMC | 2Q2026 | $0.49 | $0.69 | +$0.20 (+41.4%) beat | $12.7B | +13.8% +14.3 vs SPY | +11.1% | +12.3% |
| Nov 4, 2025 AMC | 1Q2026 | $0.39 | $0.35 | −$0.04 (−10.1%) miss | $5.0B | -11.3% -11.7 vs SPY | -5.1% | -18.1% |
| Aug 5, 2025 AMC | $0.44 | $0.41 | −$0.03 (−6.8%) miss | — | -18.3% -19.1 vs SPY | -17.3% | -18.9% | |
| May 6, 2025 AMC | $0.30 | $0.31 | +$0.01 (+3.3%) beat | — | -1.4% -1.8 vs SPY | -5.6% | +18.1% | |
| Feb 25, 2025 AMC | $0.59 | $0.60 | +$0.01 (+1.7%) beat | — | +12.2% +12.2 vs SPY | +20.8% | -14.1% | |
| Aug 6, 2024 AMC | $0.81 | $0.63 | −$0.18 (−22.2%) miss | — | -20.1% -19.5 vs SPY | -13.7% | -8.0% | |
| Apr 30, 2024 AMC | $0.56 | $0.67 | +$0.11 (+19.6%) beat | — | -14.0% -13.7 vs SPY | -9.5% | -4.6% | |
| Jan 29, 2024 AMC | $0.52 | $0.56 | +$0.04 (+7.7%) beat | — | +3.5% +3.6 vs SPY | +10.4% | +33.8% | |
| Nov 1, 2023 AMC | $0.32 | $0.34 | +$0.02 (+6.3%) beat | — | -2.5% -4.5 vs SPY | +3.4% | +3.2% | |
| Aug 8, 2023 AMC | $0.29 | $0.35 | +$0.06 (+20.7%) beat | — | -23.4% -22.7 vs SPY | -14.5% | -23.9% | |
| May 2, 2023 AMC | $0.17 | $0.16 | −$0.01 (−5.9%) miss | — | +28.3% +29.0 vs SPY | +11.1% | +26.6% | |
| Jan 31, 2023 AMC | $0.30 | $0.33 | +$0.03 (+10.0%) beat | — | +10.2% +9.2 vs SPY | -0.5% | +13.3% | |
| Nov 1, 2022 AMC | $0.28 | $0.34 | +$0.06 (+21.4%) beat | — | +12.5% +15.0 vs SPY | +4.4% | +9.0% | |
| Aug 9, 2022 AMC | $0.23 | $0.26 | +$0.03 (+13.0%) beat | — | +9.5% +7.4 vs SPY | +9.6% | +13.6% | |
| May 3, 2022 AMC | $0.12 | $0.16 | +$0.04 (+33.3%) beat | — | +31.2% +28.2 vs SPY | +11.8% | +18.2% | |
| Feb 1, 2022 AMC | $0.08 | $0.09 | +$0.01 beat | — | +5.1% +4.1 vs SPY | +4.4% | -7.7% | |
| Nov 2, 2021 AMC | $0.04 | $0.06 | +$0.02 beat | — | +13.0% +12.4 vs SPY | +11.7% | +21.0% | |
| Aug 10, 2021 AMC | $0.08 | $0.08 | $0.00 in line | — | — | — | — | |
| May 4, 2021 AMC | $0.05 | $0.05 | $0.00 in line | — | — | — | — | |
| Feb 2, 2021 AMC | $0.04 | $0.06 | +$0.02 beat | — | — | — | — | |
| Nov 3, 2020 AMC | $0.02 | $0.06 | +$0.04 beat | — | — | — | — | |
| Aug 11, 2020 AMC | $0.05 | $0.07 | +$0.02 beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $1.04 (17) | $0.80 – $1.08 | +196% | +56.8% | ▲14 ▼0 | $15.0B | +198% |
| Next quarter · Dec 31, 2026 | $1.04 (17) | $0.85 – $1.22 | +51% | +33.5% | ▲14 ▼0 | $16.3B | +28% |
| Current year · Jun 30, 2027 | $4.34 (18) | $3.50 – $5.13 | +19% | +35.9% | ▲16 ▼0 | $67.1B | +72% |
| Next year · Jun 30, 2028 | $5.33 (17) | $3.53 – $7.26 | +23% | +43.6% | ▲8 ▼0 | $78.8B | +17% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.