SM
Super Micro Computer Inc.
SMCI · Super Micro Computer Inc. · IT
Up next day
7/12
58%
Fell despite growth
1/12
Good earnings ignored
Avg earnings move
±9.7%
typical swing on earnings
Price when beating
+3.8%
avg over 7 beats
Biggest single move
+24.5%
'26.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Tends to run up in the week before earnings
Rose beforehand 8 of last 12 · avg +3.4% · expectations build early
Beating estimates doesn't always lift it
Up the next day 4 of 7 beats (57%)
Reaction is erratic and hard to predict
Avg +3.8% on a beat, +1.9% on a miss
Big earnings-day moves tend to fade within days
Reversed the day-one move · 67% of last 12
vs IT sector avg (177 peers)
This
+3.9%
Sector
+0.7%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 11 times (45%)
3xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 3After close
'26.7 expectedEst. EPS $1.04
Quarter ended 3/2026
Reported 2026-05-05
Next-day move
+24.5%
After 5 days +17.8%
vs Consensus$0.62→$0.84+34.5% beat
EPS
$0.84
YoY +171%
Revenue
$10.2B
YoY +123%
Next-Q guidance
—
N/A
Price around earnings
vs market +23.1%p3.9x normal — unusual surge
Earnings trend · last 12 quarters
EPS$0.84YoY +171%
'23.6'26.3
Revenue$10.2BYoY +123%
'23.6'26.3
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
4x33%
Disappointment
weak · down ↓
4x33%
Good earnings ignored
good · down ↓
1x8%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 4 of 12q (33%)
Community · SMCI
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