SMCI

2026Q2AMC

Super Micro Computer Inc primary · TECHNOLOGY · COMPUTER HARDWARE

Report 2026-02-03 · Fiscal end 2025-12-31 · Features as of 2026-02-03

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS0.49
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move5.3%
IV front—
P/C full—
P/C front—
Features as of2026-02-03

Run-up

Close—
Ret 5d-4.9%
Ret 10d-5.5%
Ret 20d-1.3%
Ret 30d+1.0%

Post-Earnings Data

Results & reaction

Print

Actual EPS
0.69Beat
Estimated EPS0.49
Actual revenue
12.7B
Surprise %+40.8%
Beat / missBeat
Beat streak 41
Beat streak 81

Reaction

1-day stock reaction+2.5%
Implied vs actual

Implied 5.3%Actual 11.1%

Gap reaction+11.1%
Day result+13.8%
Next-day upYes
Realized / IV2.10×

Post tape

Post 5d-5.1%
Post 10d-4.7%
Post volume115.6M
Vol ×10d4.16×
Vol ×20d3.65×
Post range9.8%