Super Micro Computer (SMCI) delivered mixed results in Q4 FY2026 on revenue of $11.1B versus the $11.6B estimate (+93.2% YoY) and EPS of $1.70. The next Super Micro Computer (SMCI) earnings date is Nov 3, 2026. Below is the full Super Micro Computer earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Super Micro Computer (SMCI) Earnings Analysis — key stats
Next earnings date
Nov 3, 2026
Latest reported quarter
Q4 FY2026
Earnings verdict
Mixed
EPS beat rate
4 of last 8 (quarters above estimate)
Avg next-day move
±13.6% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±55.2% (options-derived · into Nov 3, 2026)
Institutional ownership
75.2% (13F as of 2026-06-30)
Top 10 holders
43.2% (of shares outstanding)
Insider activity
4 buys / 8 sells (recent Form 4 filings)
Revenue
$11.1B (vs $11.6B est · -4.1% surprise · +93.2% YoY)
EPS
$1.70 (vs $0.92 est · +84.2% surprise · +472.7% YoY)
Share price
$39.84 (+1.7%)
Market cap
$25.8B
Super Micro Computer (SMCI) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q1 FY2027
$11.1B vs $11.6B est
$1.70 vs $0.92 est
+84.2%
+19.5%
Mixed
Q4 FY2026
$10.2B vs $12.4B est
$0.84 vs $0.62 est
+36.1%
+24.1%
Mixed
Q3 FY2026
$12.7B vs $10.4B est
$0.69 vs $0.49 est
+40.8%
+13.6%
Beat
Q2 FY2026
$5.0B vs $5.8B est
$0.35 vs $0.37 est
-6.6%
-17.2%
Miss
Q1 FY2026
$5.8B vs $6.0B est
$0.41 vs $0.45 est
-7.9%
-19.6%
Miss
Q4 FY2025
$4.6B vs $5.0B est
$0.31 vs $0.41 est
-24.5%
+1.0%
Miss
Q3 FY2025
$5.7B vs $5.7B est
$0.51 vs $0.58 est
-12.7%
-1.0%
Mixed
Q2 FY2025
$6.0B vs $6.3B est
$0.75 vs $0.73 est
+2.5%
-12.8%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.0%
47.7M
$1.4B
+10.0%
Vanguard Capital Management LLC
6.1%
36.4M
$1.1B
+10.5%
Undisclosed filer
5.5%
32.9M
$963.9M
+11.1%
Jane Street Group, LLC
4.8%
28.8M
$844.3M
+551.4%
Susquehanna International Group, Llp
4.5%
26.7M
$784.1M
-3.2%
State Street Corp
4.1%
24.6M
$722.6M
+11.9%
Ubs Group Ag
3.3%
19.7M
$577.5M
+63.1%
Geode Capital Management, LLC
2.6%
15.5M
$453.2M
+9.6%
Susquehanna International Group, Llp
2.4%
14.6M
$427.1M
+2.2%
Invesco Ltd.
2.0%
11.7M
$343.7M
-0.8%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Thauberger Matthew
other: Chief Revenue Officer
2026-08-10
Buy
430
—
Thauberger Matthew
other: Chief Revenue Officer
2026-08-10
Buy
740
—
Thauberger Matthew
other: Chief Revenue Officer
2026-08-10
Sell
219
$6890
Thauberger Matthew
other: Chief Revenue Officer
2026-08-10
Sell
377
$11860
Thauberger Matthew
other: Chief Revenue Officer
2026-08-10
Sell
430
—
Thauberger Matthew
other: Chief Revenue Officer
2026-08-10
Sell
740
—
Malyala Vikranth
officer: SVP, Chief Business Officer
2026-08-10
Buy
1K
—
Malyala Vikranth
officer: SVP, Chief Business Officer
2026-08-10
Buy
2K
—
What you'll find
Next Super Micro Computer (SMCI) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Super Micro Computer reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Super Micro Computer (SMCI)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Super Micro Computer's next earnings date?
Super Micro Computer's (SMCI) next scheduled earnings date is Nov 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Super Micro Computer (SMCI) beat or miss earnings?
In Q4 FY2026, Super Micro Computer (SMCI) posted mixed results — revenue of $11.1B versus the $11.6B estimate (-4.1% surprise) and EPS of $1.70 versus $0.92 expected (+84.2% surprise). Magnisto decodes every Super Micro Computer (SMCI) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Super Micro Computer beat earnings estimates?
Over its last 8 reported quarters, Super Micro Computer (SMCI) beat Wall Street EPS estimates 4 times, most recently a mixed result in Q1 FY2027. Magnisto tracks every Super Micro Computer (SMCI) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Super Micro Computer stock move after earnings?
Over its last 8 quarterly reports, Super Micro Computer (SMCI) moved an average of ±13.6% the day after earnings — ranging from -19.6% (Q1 FY2026) to +24.1% (Q4 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Nov 3, 2026, options-implied volatility is pricing in a move of roughly ±55.2% (derived). Magnisto tracks the realized post-earnings move for every Super Micro Computer (SMCI) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Super Micro Computer?
Institutions hold about 75.2% of Super Micro Computer's (SMCI) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.0%), Vanguard Capital Management LLC (6.1%), Undisclosed filer (5.5%). Magnisto lists Super Micro Computer's (SMCI) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Super Micro Computer (SMCI)?
In the most recent Form 4 filings Magnisto tracks, Super Micro Computer (SMCI) insiders recorded 4 purchases and 8 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Super Micro Computer (SMCI) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Super Micro Computer (SMCI), anchored to the current $39.84 share price, so you can weigh the bull, base and bear cases for Super Micro Computer side by side.
Is Super Micro Computer (SMCI) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Super Micro Computer fits your own thesis and risk profile. This is research, not investment advice.