Super Micro Computer, Inc. (SMCI) will report its third-quarter fiscal 2026 results on May 5, 2026, after market close. The company anticipates revenues of $12.3 billion, slightly below the Zacks Consensus Estimate of $12.4 billion, which represents a year-over-year growth of 168.75%.
SMCI expects non-GAAP earnings per share of 60 cents, with the Zacks Consensus Estimate at 63 cents, indicating an increase of 103.2% from the previous year. The company has met or exceeded consensus estimates in three of the last four quarters, with an average surprise of 15.58%.
Key factors influencing revenue growth include increased demand for its rack-scale compute architecture and partnerships with major vendors like NVIDIA and Advanced Micro Devices. Moving forward, SMCI aims to boost production capacity to 6,000 racks per month by fiscal 2026, addressing rising customer demands in AI and HPC workloads.
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