Super Micro Computer Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
18.3%projected annual EPS growth
Analyst Coverage
16analysts covering
FY Revenue (est.)
$39.5Bnext fiscal year
FY EPS (est.)
$4.34next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q1 FY2027 Earnings Release (Inferred) | 3 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Non-GAAP Gross Margin Quarterly1,010.0%Target: 14% - 17%
Net Sales / Revenue Quarterly10.2BTarget: $38.9 billion to $40.4 billion
Direct Liquid Cooling (DLC) Market Share Annually
Watch Items
- Department of Justice (DOJ) Investigation and Accounting ComplianceTrigger: Formal enforcement action or material restatements of historical financialsAction: Re-evaluate governance risk premium, adjust cost of equity, and reassess the viability of the long-term investment thesis.
- Shareholder Dilution from Capital RaisesTrigger: Execution of the remaining $2.0 billion at-the-market (ATM) program or further equity-linked issuancesAction: Recalculate fully diluted share count and adjust the EPS-implied growth rate and target price models accordingly.
- Blackwell GPU Allocation and Customer ConcentrationTrigger: Loss of major customer contracts (e.g., Oracle cancellation) or reduction in NVIDIA GPU allocationsAction: Downgrade near-term revenue growth forecasts and reduce the terminal growth rate to reflect intensifying competition from Dell and HPE.
Research as of 2 Sep 2026