SMCI Super Micro Computer
Rack-scale AI servers and liquid cooling
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
SMCI · price with what management and the data said
Timeline: management commentary, data & earnings
9 events-
9
2026-11-03EarningsBeat / raise
Reported EPS 1.81 vs 1.23 expected (+46.6% surprise).
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8
2026-10-20Taiwan Ministry of FinanceData release
Taiwan September exports a record $87.2B (+60.9%); shipments to the US +106% to $27.5B on AI servers. Export orders a record $114.2B (+62.4%). Source ↗
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7
2026-08-11EarningsBeat / raise
Reported EPS 1.7 vs 0.96 expected (+77.5% surprise).
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6
2026-05-05EarningsBeat / raise
Reported EPS 0.84 vs 0.62 expected (+34.5% surprise).
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5
2026-02-03EarningsBeat / raise
Reported EPS 0.69 vs 0.49 expected (+41.4% surprise).
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4
2025-11-04EarningsMiss / cut
Reported EPS 0.35 vs 0.39 expected (-10.1% surprise).
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3
2025-08-05EarningsMiss / cut
Reported EPS 0.41 vs 0.44 expected (-6.6% surprise).
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2
2025-05-06EarningsBeat / raise
Reported EPS 0.31 vs 0.3 expected (+3.8% surprise).
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1
2025-02-25EarningsMiss / cut
Reported EPS 0.74 vs 0.75 expected (-1.9% surprise).
Latest headlines
Auto-updated daily- Alleged spy at center of Nvidia CEO affair reportedly being probed over Super Micro smuggling effort2026-11-12
- Super Micro Stock Falls as DOJ Probes Smuggling Allegations2026-11-12
- Super Micro stock sinks 5% despite $19.9 billion quarter2026-11-12
- Supermicro, Nvidia Reportedly Face DOJ Scrutiny In Separate Inquiries — SMCI Stock Plunges2026-11-12
- Super Micro sinks as DOJ probes possible China smuggling links to Nvidia fallout2026-11-12
- Super Micro Slides 7% Despite Gartner’s $957 Billion AI Server Forecast; Dell Falls 4%, Hewlett Packard Enterprise Dips2026-11-12
Alternative data that moves SMCI
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-11-03 | 1.23 | 1.81 | +46.6% |
| 2026-08-11 | 0.96 | 1.7 | +77.5% |
| 2026-05-05 | 0.62 | 0.84 | +34.5% |
| 2026-02-03 | 0.49 | 0.69 | +41.4% |
| 2025-11-04 | 0.39 | 0.35 | −10.1% |
| 2025-08-05 | 0.44 | 0.41 | −6.6% |
| 2025-05-06 | 0.3 | 0.31 | +3.8% |
| 2025-02-25 | 0.75 | 0.74 | −1.9% |
| 2025-02-25 | 0.59 | 0.6 | +1.9% |
| 2024-08-06 | 0.81 | 0.63 | −23.2% |
| 2024-04-30 | 0.56 | 0.67 | +19.4% |
| 2024-01-29 | 0.52 | 0.56 | +8.3% |
| 2023-11-01 | 0.32 | 0.34 | +5.7% |
| 2023-08-08 | 0.29 | 0.35 | +20.7% |
| 2023-05-02 | 0.17 | 0.16 | −4.6% |
| 2023-01-31 | 0.3 | 0.33 | +7.7% |
| 2022-11-01 | 0.28 | 0.34 | +21.4% |
| 2022-08-09 | 0.23 | 0.26 | +11.7% |
| 2022-05-03 | 0.12 | 0.16 | +26.7% |
| 2022-02-01 | 0.08 | 0.09 | +13.2% |
| 2021-11-02 | 0.04 | 0.06 | +54.7% |
| 2021-08-10 | 0.08 | 0.08 | +3.9% |
| 2021-05-04 | 0.05 | 0.05 | +7.0% |
| 2021-02-02 | 0.04 | 0.06 | +44.0% |
About Super Micro Computer
Website ↗Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company offers liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also provides workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company offers remote system management solutions, such as Server Management suite comprising Supermicro Server Manage…
Rack-scale systems are integrated by a few Taiwanese ODMs. Execution and liquid-cooling readiness matter more than raw capacity.
What would prove us wrong. Strengthens if rack-scale integration slips and becomes the reason accelerators sit in warehouses.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 2317.TW Hon Hai (Foxconn) | Largest AI rack integrator | NT$240.0 | −0.83% | 0.0% | +7.2% | |
| 2382.TW Quanta Computer | Hyperscaler server ODM | NT$278.5 | −6.54% | −13.8% | +6.8% | |
| 3231.TW Wistron | GPU baseboard and server ODM | NT$170.0 | −2.58% | −9.1% | +17.1% | |
| DELL Dell Technologies | AI servers for enterprise and neoclouds | $371.2 | −0.67% | −26.8% | +198.0% | |
| CLS Celestica | Hyperscaler networking and compute EMS | $254.0 | +4.57% | −21.4% | −14.1% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.