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May 6, 2026 8:01 AM

Why Is Super Micro Stock Soaring Wednesday?

Super Micro Computer Inc. (NASDAQ:SMCI) reported mixed third-quarter results after Tuesday's closing bell.

Earnings Snapshot

Super Micro Computer reported quarterly earnings of 84 cents per share, which beat the consensus estimate of 62 cents by 35.48%, according to Benzinga Pro data. 

Quarterly revenue came in below expectations at $10.24 billion, which missed the Street estimate of $12.33 billion.

Enterprise revenue reached $2.8 billion (28% of total), rising 46% year over year and 45% sequentially.

OEM and large data center revenue totaled $7.4 billion (72%), surging 183% year over year but declining 31% sequentially.

Regionally, the U.S. contributed 69% of revenue, followed by Asia (13%), Europe (7%), and Rest of World (11%). Growth was strongest year over year in the U.S. (+154%), Europe (+146%), and Rest of World (nearly +500%).

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