SMCI Stock Surges as EPS Beat Drives AI-Focused Data Center Demand

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Source: TipRanks
SMCI Stock Surges as EPS Beat Drives AI-Focused Data Center Demand
Photo: TipRanks
TL;DR Summary

Super Micro Computer reported Q3 FY2026 EPS of $0.84 (beat) on $10.2B revenue, up 122% YoY but below the $12.39B expected; management highlighted AI-driven data-center demand and new U.S. manufacturing capacity, and issued Q4 guidance of $11.0–$12.5B in revenue with GAAP EPS of $0.53–$0.67 (non-GAAP $0.65–$0.79). For FY2026, revenue is guided to $38.9–$40.4B. Analysts remain mostly on Hold with a $30.53 average target (~9.8% upside); shares rose after-hours.

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