Super Micro Q2 revenue beats estimates

Super Micro Computer

03/02/2026 21:59

Overview

IT solutions provider's fiscal Q2 revenue rose, beating analyst expectations

Adjusted EPS for fiscal Q2 beat analyst expectations

Company expanding manufacturing for AI and enterprise deployments

Outlook

Company expects Q3 net sales of at least $12.3 bln

Super Micro projects full-year net sales of at least $40 bln

Company anticipates Q3 GAAP EPS of at least $0.52 and non-GAAP EPS of at least $0.60

Result Drivers

REVENUE GROWTH - Significant increase in net sales to $12.68 bln, more than double compared to Q2 last year

EXPANDING MANUFACTURING - Co scaling operations to support large AI and enterprise deployments, leveraging global manufacturing footprint

DCBBS SOLUTIONS - Co's Data Center Building Block Solutions enable faster, greener, and lower-cost scaling for customers

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$12.68 bln
$10.23 bln (17 Analysts)
Q2 Adjusted EPS
Beat
$0.69
$0.49 (17 Analysts)
Q2 EPS
$0.60
Q2 Net Income
$401 mln
Q2 Adjusted Gross Margin
6.40%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 9 "strong buy" or "buy", 8 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the computer hardware peer group is "buy."

Wall Street's median 12-month price target for Super Micro Computer Inc is $45.00, about 51.5% above its February 2 closing price of $29.71

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBwbQTn18a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)