SMCI · News · 20260804N
Guidance / Outlook
Super Micro Computer, Inc. · 2026-08-04 · Importance 83 · Surprise 82 · No source text
Third-party reports said Super Micro had updated its outlook to reflect a backlog exceeding $60 billion and improved gross-margin projections ahead of its fiscal fourth-quarter results on August 11, 2026. Analysts projected June-quarter revenue of approximately $11 billion, up 91.1% year over year, and EPS of $0.68, up 65.9%. Reports also highlighted delayed deployment conversions, execution risk, negative free cash flow, competitive pressure, and uncertainty over whether margin expansion can be sustained.
Key facts
- Analysts project Q4 (quarter ended June 2026) EPS of $0.68 for Super Micro Computer, up 65.9% year-over-year, and revenues of $11 billion, an increase of 91.1%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | Analysts project Q4 (quarter ended June 2026) EPS of $0.68 for Super Micro Computer, up 65.9% year-over-year, and revenues of $11 billion,… |
| net_income | positive | contingent | — | Analysts project Q4 (quarter ended June 2026) EPS of $0.68 for Super Micro Computer, up 65.9% year-over-year, and revenues of $11 billion,… |