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SMCI
TechnologySuper Micro Computer, Inc.
Next Earnings: Q2 2026
Tuesday, February 24, 2026
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SMCI EPS History & Predictions
Actual
Consensus
Wall Street
$0.48consensus
GPT-5.2
$0.46▼
Claude-opus
$0.35▼
Gemini 3 Pro
$0.25▼
Grok-4
$0.45▼
Q2 2026 Predictions
AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.
GPT-5.2
openrouterEPS
$0.46
Revenue
$6.20B
Conf.
56%Click for details →
Claude-opus
openrouterEPS
$0.35
Revenue
$5.35B
Conf.
55%Click for details →
Gemini 3 Pro
openrouterEPS
$0.25
Revenue
$5.79B
Conf.
85%Click for details →
Grok-4
openrouterEPS
$0.45
Revenue
$6.00B
Conf.
75%Click for details →
Predictions Comparison
AI model predictions compared to Wall Street consensus
| Model | EPS Estimate | Revenue Estimate | vs Consensus | Confidence | |
|---|---|---|---|---|---|
GPT-5.2openrouter | $0.46 | $6.20B | -4.2% | 56% | |
Claude-opusopenrouter | $0.35 | $5.35B | -27.1% | 55% | |
Gemini 3 Proopenrouter | $0.25 | $5.79B | -47.9% | 85% | |
Grok-4openrouter | $0.45 | $6.00B | -6.2% | 75% | |
| Wall Street Consensus | $0.48 | — | — | — |
Wall Street Consensus
Compare AI predictions against Wall Street analyst consensus
Consensus EPS
$0.37
Last Reported EPS
$0.28
Last Surprise
-25.27%
Report Date
11/7/2025
Quarterly Earnings Surprise Amount
Historical performance vs Wall Street consensus
| Fiscal Quarter End | Date Reported | Earnings Per Share* | Consensus EPS* Forecast | % Surprise |
|---|---|---|---|---|
| Q1 2026 | 11/7/2025 | 0.28 | 0.37 | -25.27 |
| Q4 2025 | 8/28/2025 | 0.33 | — | 0.00 |
| Q3 2025 | 5/12/2025 | 0.18 | 0.41 | -56.14 |
| Q2 2025 | 2/25/2025 | 0.54 | — | 0.00 |
* EPS values are adjusted for stock splits
Financial Statements
Historical data with AI projections for Q2 2026
All values in Billions (USD) unless otherwise noted
AI Projections | ||||||||
|---|---|---|---|---|---|---|---|---|
| Line Item | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | GPT-5.2Q2 2026 | Claude-opusQ2 2026 | Gemini 3 ProQ2 2026 | Grok-4Q2 2026 |
| Revenue | ||||||||
| Revenue | 5.68 | 4.60 | 5.76 | 5.02 | 6.20+23.6% | 5.35+6.6% | 5.79 | 6.00+19.6% |
| Cost Of Revenue | 5.01 | 4.16 | 5.21 | 4.55 | 5.51+21.0% | 4.82+5.8% | 5.25 | 5.43+19.3% |
| Cost & Gross Profit | ||||||||
| Gross Profit | 0.670 | 0.440 | 0.544 | 0.467 | 0.694+48.6% | 0.535+14.5% | 544.30 | 0.570+22.0% |
| Cost And Expenses | 5.31 | 4.45 | 5.53 | 4.84 | 5.82+20.3% | 5.09+5.4% | 5.56 | 5.72+18.3% |
| Operating Expenses | ||||||||
| Research And Development Expenses | 0.158 | 0.163 | 0.183 | 0.173 | 0.180+3.9% | 0.175+1.0% | 178.00 | 0.175+1.0% |
| General And Administrative Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling And Marketing Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling General And Administrative Expenses | 0.143 | 0.131 | 0.132 | 0.112 | 0.130+16.3% | 0.105-6.1% | 135.00 | 0.115+2.9% |
| Other Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating Expenses | 0.301 | 0.293 | 0.316 | 0.285 | 0.310+8.7% | 0.280-1.8% | 313.00 | 0.290+1.7% |
| Interest Expense | 0.007 | 0.013 | 0.022 | 0.025 | 0.026+4.3% | 0.030+20.3% | 26.00 | 0.023-7.7% |
| Total Other Income Expenses Net | 0.009 | -0.032 | -0.014 | 0.026 | -0.001-103.8% | -0.020-176.4% | -26.00 | 0.026-0.7% |
| Income Tax Expense | 0.057 | 0.006 | 0.019 | 0.040 | 0.075+87.7% | 0.045+12.0% | 34.90 | 0.050+24.5% |
| Other Income/Expense | ||||||||
| Net Interest Income | -0.007 | -0.013 | -0.022 | -0.025 | -0.026-4.3% | -0.030-20.3% | -26.00 | -0.023+7.7% |
| Interest Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Non Operating Income Excluding Interest | -0.013 | 0.018 | -0.017 | -0.051 | 0.025+148.9% | 0.010+119.6% | 0+100.0% | -0.020+60.9% |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | ||||||||
| Operating Income | 0.369 | 0.147 | 0.228 | 0.182 | 0.384+110.9% | 0.255+39.9% | 231.30 | 0.280+53.6% |
| Income Before Tax | 0.378 | 0.115 | 0.214 | 0.208 | 0.383+83.9% | 0.235+12.7% | 205.30 | 0.257+23.3% |
| Net Income From Continuing Operations | 0.321 | 0.109 | 0.195 | 0.168 | 0.308+83.0% | 0.190+12.9% | 170.40 | 0.207+23.0% |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | 0.321 | 0.109 | 0.195 | 0.168 | 0.308+83.0% | 0.190+12.9% | 170.40 | 0.207+23.0% |
| Net Income Deductions | 0 | 0 | 0 | -0.002 | -0.002-19.0% | 0+100.0% | 0+100.0% | 0+100.0% |
| Bottom Line Net Income | 0.321 | 0.109 | 0.195 | 0.170 | 0.310+82.4% | 0.190+11.8% | 170.40 | 0.207+21.8% |
| Eps | $0.5400 | $0.1800 | $0.3300 | $0.2800 | $0.4600+64.3% | $0.2900+3.6% | $0.2600-7.1% | $0.3200+14.3% |
| Eps Diluted | 0.50 | 0.17 | 0.31 | 0.26 | 0.45+73.1% | 0.35+34.6% | 0.25-3.8% | 0.45+73.1% |
| Other | ||||||||
| Filing Date | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Fiscal Year | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Depreciation And Amortization | 0.015 | 0.011 | 0.019 | 0.021 | 0.022+6.8% | 0.022+6.8% | 22.00 | 0.021+1.9% |
| Ebitda | 0.396 | 0.139 | 0.264 | 0.254 | 0.431+69.9% | 0.287+13.0% | 253.30 | 0.322+26.8% |
| Ebit | 0.382 | 0.128 | 0.245 | 0.233 | 0.409+75.4% | 0.265+13.6% | 231.30 | 0.301+29.0% |
| Weighted Average Shs Out | 592,507,000 | 595,041,000 | 597,627,000 | 656,680,948 | 665,000,000+1.3% | 660,000,000+0.5% | 660 | 650,000,000-1.0% |
| Weighted Average Shs Out Dil | 636,047,000 | 621,809,000 | 624,671,000 | 663,235,000 | 675,000,000+1.8% | 540,000,000-18.6% | 670 | 460,000,000-30.6% |