Back
SMCI
TechnologySuper Micro Computer, Inc.
Next Earnings: Q2 2026
Tuesday, February 24, 2026
Loading...
SMCI EPS History & Predictions
Actual
Consensus
Wall Street
$0.48consensus
GPT-5.2
$0.46▼
Claude-opus
$0.35▼
GPT-5.2
$0.28▼
Gemini 3 Pro
$0.26▼
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
$6.18B
Conf.
56%Click for details →
Claude-opus
openrouterEPS
$0.35
Revenue
$5.35B
Conf.
62%Click for details →
GPT-5.2
openrouterEPS
$0.28
Revenue
$5.45B
Conf.
53%Click for details →
Gemini 3 Pro
openrouterEPS
$0.26
Revenue
$5.82B
Conf.
85%Click for details →
Grok-4
openrouterEPS
$0.45
Revenue
$6.00B
Conf.
80%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 | $6.18B | -4.2% | 56% | |
Claude-opusopenrouter | $0.35 | $5.35B | -27.1% | 62% | |
GPT-5.2openrouter | $0.28 | $5.45B | -41.7% | 53% | |
Gemini 3 Proopenrouter | $0.26 | $5.82B | -45.8% | 85% | |
Grok-4openrouter | $0.45 | $6.00B | -6.2% | 80% | |
| 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 | GPT-5.2Q2 2026 | Gemini 3 ProQ2 2026 | Grok-4Q2 2026 |
| Revenue | |||||||||
| Revenue | 5.68 | 4.60 | 5.76 | 5.02 | 6.18+23.2% | 5.35+6.6% | 5.45+8.6% | 5.82 | 6.00+19.6% |
| Cost Of Revenue | 5.01 | 4.16 | 5.21 | 4.55 | 5.50+20.9% | 4.82+5.8% | 4.92+8.1% | 5.27 | 5.36+17.9% |
| Cost & Gross Profit | |||||||||
| Gross Profit | 0.670 | 0.440 | 0.544 | 0.467 | 0.680+45.5% | 0.535+14.5% | 0.530+13.4% | 547.10 | 0.636+36.1% |
| Cost And Expenses | 5.31 | 4.45 | 5.53 | 4.84 | 5.81+20.1% | 5.09+5.4% | 5.23+8.1% | 5.58 | 5.66+17.0% |
| Operating Expenses | |||||||||
| Research And Development Expenses | 0.158 | 0.163 | 0.183 | 0.173 | 0.180+3.9% | 0.175+1.0% | 0.182+5.0% | 180.00 | 0.175+1.0% |
| General And Administrative Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling And Marketing Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling General And Administrative Expenses | 0.143 | 0.131 | 0.132 | 0.112 | 0.125+11.8% | 0.105-6.1% | 0.125+11.8% | 125.00 | 0.120+7.3% |
| Other Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating Expenses | 0.301 | 0.293 | 0.316 | 0.285 | 0.305+7.0% | 0.280-1.8% | 0.307+7.7% | 305.00 | 0.295+3.5% |
| Interest Expense | 0.007 | 0.013 | 0.022 | 0.025 | 0.027+8.3% | 0.030+20.3% | 0.027+8.3% | 28.00 | 0.025+0.3% |
| Total Other Income Expenses Net | 0.009 | -0.032 | -0.014 | 0.026 | -0.057-317.6% | -0.020-176.4% | 0.005-80.9% | -38.00 | -0.035-233.6% |
| Income Tax Expense | 0.057 | 0.006 | 0.019 | 0.040 | 0.072+78.8% | 0.042+5.3% | 0.038-5.4% | 32.70 | 0.055+36.9% |
| Other Income/Expense | |||||||||
| Net Interest Income | -0.007 | -0.013 | -0.022 | -0.025 | -0.027-8.3% | -0.030-20.3% | -0.027-8.3% | -28.00 | -0.025-0.3% |
| Interest Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Non Operating Income Excluding Interest | -0.013 | 0.018 | -0.017 | -0.051 | -0.030+41.3% | -0.020+60.9% | 0.032+162.6% | -10.00 | -0.010+80.4% |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | |||||||||
| Operating Income | 0.369 | 0.147 | 0.228 | 0.182 | 0.375+105.6% | 0.255+39.9% | 0.223+22.4% | 242.10 | 0.341+87.1% |
| Income Before Tax | 0.378 | 0.115 | 0.214 | 0.208 | 0.378+81.2% | 0.235+12.7% | 0.228+9.4% | 204.10 | 0.316+51.6% |
| Net Income From Continuing Operations | 0.321 | 0.109 | 0.195 | 0.168 | 0.306+81.8% | 0.193+14.5% | 0.190+12.9% | 171.40 | 0.261+55.1% |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | 0.321 | 0.109 | 0.195 | 0.168 | 0.306+81.8% | 0.193+14.5% | 0.190+12.9% | 171.40 | 0.261+55.1% |
| Net Income Deductions | 0 | 0 | 0 | -0.002 | -0.002-19.0% | 0+100.0% | -0.002-19.0% | 0+100.0% | 0+100.0% |
| Bottom Line Net Income | 0.321 | 0.109 | 0.195 | 0.170 | 0.308+81.2% | 0.193+13.4% | 0.192+13.0% | 171.40 | 0.261+53.6% |
| Eps | $0.5400 | $0.1800 | $0.3300 | $0.2800 | $0.4600+64.3% | $0.2900+3.6% | $0.2800+0.0% | $0.2600-7.1% | $0.4100+46.4% |
| Eps Diluted | 0.50 | 0.17 | 0.31 | 0.26 | 0.45+73.1% | 0.35+34.6% | 0.28+7.7% | 0.26+0.0% | 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% | 0.022+6.8% | 22.00 | 0.022+6.8% |
| Ebitda | 0.396 | 0.139 | 0.264 | 0.254 | 0.427+68.0% | 0.287+13.0% | 0.277+9.1% | 254.10 | 0.385+51.6% |
| Ebit | 0.382 | 0.128 | 0.245 | 0.233 | 0.405+73.5% | 0.265+13.6% | 0.255+9.3% | 232.10 | 0.363+55.5% |
| 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% | 675,000,000+2.8% | 665 | 650,000,000-1.0% |
| Weighted Average Shs Out Dil | 636,047,000 | 621,809,000 | 624,671,000 | 663,235,000 | 672,000,000+1.3% | 668,000,000+0.7% | 685,000,000+3.3% | 670 | 580,000,000-12.5% |