Super Micro Computer (SMCI) earnings for the quarter ended September 2026: EPS beats estimates
Super Micro Computer reported results for the quarter ended September 2026 on November 3, 2026. Adjusted earnings per share came in at $1.81 against the analysts’ average forecast of $1.23, a beat of 46.6%.
Revenue for the quarter was $19.95 billion, up 297.5% from $5.02 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 2.8% on the first trading day after the report.
The last four quarters
Super Micro Computer has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.81 | $1.23 | +46.6% | +298% | −2.8% |
| Jun 2026 | $1.70 | $0.96 | +77.5% | +93% | +19.6% |
| Mar 2026 | $0.84 | $0.62 | +34.5% | +123% | +24.1% |
| Dec 2025 | $0.69 | $0.49 | +41.4% | +123% | +13.6% |
What comes next
Analysts expect EPS of $1.78 for the next quarter on average and $6.52 for the fiscal year ending June 30, 2027.
The average analyst price target is $43.60, 62% above the current price of $26.86.
Valuation and score
Super Micro Computer scores 3.2 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 5.7, and its intrinsic value under moderate assumptions is about 141% above the current market value. Full Super Micro Computer analysis with 10 years of financials
Frequently asked questions
What was Super Micro Computer’s EPS for the quarter ended September 2026?
$1.81 adjusted per share, against an analyst consensus of $1.23.
How much revenue did Super Micro Computer report?
$19.95 billion, up 297.5% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.