On May 05, 2026, SMCI reported earnings of 0.84 USD per share (EPS) for Q3 26, beating the estimate of 0.63 USD, resulting in a 32.30% surprise. Revenue reached 10.24 billion, compared to an expected 12.58 billion, with a -18.57% difference. The market reacted with a +24.54% price change (close before vs. close after earnings).
Looking ahead to Q4 26, 18 analysts forecast an EPS of 0.56 USD, with revenue projected to reach 11.29 billion USD, implying an decrease of -33.33% EPS, and increase of 10.22% in Revenue from the last quarter.