Super Micro Computer, Inc.
Super Micro Computer, commonly known as Supermicro, provides IT infrastructure for enterprise data centers, cloud service providers, and edge computing applications, including AI, high-performance computing, 5G and embedded systems. Its offerings include servers, storage systems, networking devices, server subsystems and accessories, and modular Data Center Building Block Solutions that integrate components such as racks, cooling, power, software and services. Product families include SuperBlade, MicroBlade, SuperStorage, Hyper, CloudDC and MicroCloud. Supermicro also provides server management software, installation and integration services, technical support and maintenance. The company sells through its direct sales force and distributors, value-added resellers, system integrators and original equipment manufacturers. Software and services complement its server and storage sales. Supermicro is headquartered in San Jose, California, and conducts operations principally from Silicon Valley and facilities in Taiwan, Malaysia and the Netherlands.
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AMD reported record Q3 sales of $13.4B and projected $17B for Q4, up 66% YoY. Super Micro reported $19.9B in Q3 revenue. Both companies' shares rose in after-hours trading, adding over $50B in combined market value, according to Coin Bureau.
Super Micro Computer (SMCI) reported Q1 FY2027 revenue of $19.946B, up 79% QoQ and 298% YoY, exceeding expectations. CEO Charles Liang highlighted record results, DCBBS expansion, and AI infrastructure growth. Non-GAAP EPS was $1.81, with gross margin at 12.8%. Stock rose 9.78% in after-hours trading to $34.46.
SMCI reported Q1 2027 earnings of $1.81 per share, exceeding estimates by $0.55, with revenue of $19.95 billion, surpassing expectations by $3.23 billion. The stock rose 8.01% post-earnings. Insiders sold shares, while hedge funds increased positions.
Over the past 7 days, AlphAI's AI scored 60 news stories mentioning SMCI (Super Micro Computer, Inc.). Coverage has skewed bullish: 31 bullish, 23 neutral, and 6 bearish.
Recent SMCI coverage spans earnings, market movers and corporate actions.
In the last 30 days, SMCI insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($4.5M). The most active reporter was Liu Liang Chiu-Chu Sara with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Strong quarterly revenue and a large after-hours jump suggest markets are rewarding demand and/or earnings power expectations.
Strong earnings beat and record revenue likely drive continued buying pressure.
Earnings beat drives a strong post‑market rally.
Earnings beat fuels buying.
The strong revenue beat and upbeat guidance suggest improved profitability and growth momentum.
AlphAI scores every news story that mentions SMCI with an AI model for sentiment and relevance, and aggregates insider trades from Super Micro Computer, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
AMD reported record Q3 sales of $13.4B and projected $17B for Q4, up 66% YoY. Super Micro reported $19.9B in Q3 revenue. Both companies' shares rose in after-hours trading, adding over $50B in combined market value, according to Coin Bureau.
3 min readSuper Micro Computer (SMCI) reported Q1 FY2027 revenue of $19.946B, up 79% QoQ and 298% YoY, exceeding expectations. CEO Charles Liang highlighted record results, DCBBS expansion, and AI infrastructure growth. Non-GAAP EPS was $1.81, with gross margin at 12.8%. Stock rose 9.78% in after-hours trading to $34.46.
3 min readSMCI reported Q1 2027 earnings of $1.81 per share, exceeding estimates by $0.55, with revenue of $19.95 billion, surpassing expectations by $3.23 billion. The stock rose 8.01% post-earnings. Insiders sold shares, while hedge funds increased positions.
2 min readDuolingo (DUOL) rose 10% after Q3 revenue beat estimates. Alight (ALIT) gained 17% on raised 2026 outlook. Avis (CAR) fell 8% on mixed Q3 results. AMD (AMD) jumped 7% on strong Q3 earnings. Toast (TOST) slipped 5% despite beating estimates. Skyworks (SWKS) dropped 15% on weak guidance. Super Micro (SMCI) rose 5% on earnings beat. Arista (ANET) gained 9% on strong guidance. Block (SQ) rallied 8% on earnings beat. Freshworks (FRSH) fell 9% despite strong results.
2 min readSuper Micro Computer, Inc. (SMCI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Supermicro Announces First Quarter of Fiscal Year 2027 Financial Results SAN JOSE, Calif. -- November 3, 2026 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Pr
2 min readCoreWeave (CRWV) rose 5% and Oracle (ORCL) 4% after Oracle priced a $20B stock and bond sale. Oracle's funding shows lender support for AI builders, which is critical for CoreWeave, a higher-cost borrower. CoreWeave reports Q3 earnings on Nov. 10, with high interest expenses expected. AMD, Super Micro, and Cipher Digital also saw gains.
2 min readThe Federal Reserve has raised interest rates, with more hikes expected. Three stocks that performed well during the 2022 rate hikes are ExxonMobil (XOM), Merck (MRK), and Super Micro Computer (SMCI). ExxonMobil gained 80% in 2022, benefiting from high oil prices and offering a 2.4% dividend yield. Merck rose 45% in 2022, with strong sales and a 2.3% dividend yield. Super Micro Computer surged 87% in 2022 but faces recent challenges, including auditor resignation and legal issues.
3 min readSuper Micro Computer (SMCI) rose 4.6% to $31.84, adding $1B in market value. The stock tested $32.24 but closed near $31.84, with $32 seen as key resistance. Investors watch if gains hold, as past rallies have reversed.
1 min readSuper Micro Computer (SMCI) fell 7% after Intel (INTC) warned of memory shortages impacting PC demand. SMCI's September-quarter gross margin is expected at 12.0%-12.5%, above its forecast. Analysts anticipate a 10.2% gross margin for fiscal 2027. SMCI reports Q1 results on Nov. 3, with margin outlook being key. Dell (DELL) and other hardware stocks also declined.
6 min readSuper Micro Computer (SMCI) rose 4% alongside Dell (DELL) and AMD (AMD) as AI hardware stocks rebounded. SMCI reports Q3 with estimated gross margin of 12.0%-12.5%, down from 17.5% last quarter. SambaNova announced a deal with SMCI to pair its inference chips with Nvidia (NVDA) GPUs. Analysts expect SMCI's EPS to rise to $5.68 by fiscal 2028, but margins remain a key focus.
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