SMCI Earnings

SMCI reported its FY2026Q2 earnings on 2026-02-03, showcasing a revenue of 0.00 against an estimate of 10.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.41 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following SMCI's FY2026Q2 earnings announcement on 2026-02-03, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, SMCI's stock price tends to shift by an average of +6.29% in the 10 days leading up to earnings and +8.69% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate SMCI’s annual revenue to reach 10.00B, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 12.15% and EPS estimates Revise Upward by 26.69% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between SMCI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 12.15%, while EPS estimates moved Revise Upward by 26.69% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SMCI's stock price typically moves by +6.29% in the 10 days before its earnings and +8.69% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.00 and revenue of 10.00B.

The earnings call reveals strong revenue growth driven by new product launches and a robust order pipeline, including high-profile customers. While there are concerns about negative free cash flow and a net debt position, the company is addressing these with strategic initiatives like DCBBS, which is expected to improve margins. The Q&A section provides confidence in revenue guidance and market leadership, further supported by positive analyst sentiment. Despite some uncertainties, the overall outlook is optimistic, suggesting a positive stock price movement over the next two weeks.