SMCISuper Micro Computer, Inc.
Super Micro Computer, Inc. (SMCI) sells high-performance computing infrastructure, including AI servers, liquid cooling systems, and edge computing solutions, targeting data centers and hyperscalers. The next catalyst is Sep 23, 2026 — Here's How Much $100 Invested In Super Micro Computer 5 Years Ago Would Be Wort…, which will test investor sentiment around long-term value and the company’s ability to deliver on its growth narrative.
- Revenue surged 77.8% YoY to $32.54B, with net income of $1.16B and diluted EPS of $0.72.
- Free cash flow remains negative at -$8.94B TTM, but debt-to-equity is minimal at 0.02x.
- Net margin is 3.6%, reflecting aggressive reinvestment in R&D and scale.
The Read
SMCI's stock historically reacted with a median absolute move of ~10%.
The schedule
- Tue16Mar
Super Micro Computer, Inc. - Supermicro Among First to Unveil ...
- Tue10Aug
Supermicro Among Stocks Buzz Prior+News
- Wed25Aug
Jim Cramer Rejects Supermicro Prior+News
Past
- Wed23Sep
Here's How Much $100 Invested In Super Micro Computer 5 Years Ago Would Be Wort…
- Tue8Sep
Actual outcome: Bear · $41.53 at outcome
Supermicro's stock fell 3.6% following the event, closing at $38.80, which is above the bear floor of $38.00. The event did not result in any significant strategic announcements or media attention, and the stock reacted negatively to the lack of impactful news, leading to a bearish outcome.
Supermicro is participating in an industry news event, which could provide visibility and potentially lead to strategic announcements. This event may attract media attention and investor interest, which can influence the stock's performance in the short term. The outcome of this event could depend on the nature of the announcements and the overall market reaction to them.
- Tue11Aug
Actual outcome: Bull · $39.84 at outcome
Super Micro Computer beat earnings expectations with an EPS of $1.89, matching the estimate, and reported strong Q4 revenue growth of 93% to $11.1 billion. The company also provided a robust fiscal 2027 revenue outlook of $65 billion to $72 billion, signaling strong demand and growth potential, which drove the stock higher despite a slight miss on revenue guidance.
Super Micro Computer beat earnings expectations with an EPS of $1.89, matching the estimate, and reported strong Q4 revenue growth of 93% to $11.1 billion. The company also provided a robust fiscal 2027 revenue outlook of $65 billion to $72 billion, signaling strong demand and growth potential, which drove the stock higher despite a slight miss on revenue guidance.
- Tue28Jul
Actual outcome: Bear · $27.73 at outcome
Shares initially fell sharply after news broke that Taiwan prosecutors detained an Nvidia employee in a widening investigation into the alleged smuggling of Super Micro AI servers to China. However, the stock rebounded by the outcome date as investors weighed these escalating legal and export control risks against the company's recently announced $60 billion in new orders and improved margins, resulting in a volatile but ultimately mixed price reaction.
Shares initially fell sharply after news broke that Taiwan prosecutors detained an Nvidia employee in a widening investigation into the alleged smuggling of Super Micro AI servers to China. However, the stock rebounded by the outcome date as investors weighed these escalating legal and export control risks against the company's recently announced $60 billion in new orders and improved margins, resulting in a volatile but ultimately mixed price reaction.
- Tue24Mar
Actual outcome: Bull · $24.05 at outcome
While Super Micro successfully launched new NVIDIA-powered AI systems during the industry summits, the positive momentum was neutralized by the indictment of a co-founder and employees for allegedly smuggling $2.5 billion in servers to China. The stock remained flat as the fundamental progress in AI infrastructure was offset by severe regulatory scrutiny, multiple securities fraud investigations, and analyst downgrades.
While Super Micro successfully launched new NVIDIA-powered AI systems during the industry summits, the positive momentum was neutralized by the indictment of a co-founder and employees for allegedly smuggling $2.5 billion in servers to China. The stock remained flat as the fundamental progress in AI infrastructure was offset by severe regulatory scrutiny, multiple securities fraud investigations, and analyst downgrades.
- Tue24Feb
Actual outcome: Bull · $32.39 at outcome
Super Micro Computer reported EPS of $0.67, exactly matching consensus estimates. The stock rallied as management's updated guidance signaled sustained demand for its AI server infrastructure and liquid cooling solutions, reassuring investors and driving shares toward the bull target.
Super Micro Computer reported EPS of $0.67, exactly matching consensus estimates. The stock rallied as management's updated guidance signaled sustained demand for its AI server infrastructure and liquid cooling solutions, reassuring investors and driving shares toward the bull target.