Super Micro reports USD 1.70 earnings per share: what it means for Super Micro Computer stock

Published on 10/01/2026 at 15:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue grew 93.20 percent year over year in the latest reported quarter. For Super Micro Computer stock this means USD 11.12 billion in quarterly revenue.

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Super Micro Computer reported USD 1.70 earnings per share against a USD 0.92 consensus estimate in the quarter reported on August 11, 2026, according to MarketBeat. The result gives Super Micro Computer stock a clear earnings anchor, but the revenue detail points to a more balanced picture.

Revenue grows while estimates rise

Revenue reached USD 11.12 billion in the reported quarter, up 93.20 percent from the same period a year earlier. The figure nevertheless trailed the USD 11.60 billion analyst estimate, according to MarketBeat.

That combination matters for an AI-server supplier: earnings conversion improved sharply, while the top-line outcome remained below expectations. Supermicro describes its business as application-optimized infrastructure spanning AI cloud, storage, high-performance computing and 5G edge systems in its investor-relations overview.

Analysts keep a cautious balance

On September 18, 2026, eighteen research firms assigned the company a consensus Hold rating, with 11 Hold ratings, four Buys, one Strong Buy and two Sells. The average 12-month target was USD 42.13, according to MarketBeat.

The target sits above the latest Nasdaq quote, but the split between 11 Holds and five positive ratings shows why the market is weighing growth against execution and margin durability. The reported quarter also included guidance of USD 1.01 to USD 1.10 for earnings per share for the first quarter of fiscal 2027, according to MarketBeat.

Nasdaq quote stays below yearly high

Super Micro Computer was trading at USD 40.70 on Nasdaq on October 1, 2026 at 9:52 a.m. ET. The USD 26.3 billion market capitalization and USD 19.48 to USD 58.78 52-week range frame the stock against a wide recent trading span, while volume stood at 3,310,816 shares.