Down 32% so far from Oct 7 to Nov 2.
−1Long-term trend
We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.
| Since its 2024 high | Down 72% |
| Latest filing | 8-K, Oct 20 |
TodayData center, chip, and memory stocks fell together: “OpenAI pledges data center power cuts”
Super Micro Computer filed an 8-K reporting a change of CFO
SMCI closed −9.9% the next session (Oct 16).
After its last 4 reports it closed +16.7% on average, higher 4 of 4 times.
SMCI is #3 of 6 by Quality Score among Electronic Computers.
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score |
Free cash flow over four quarters: SMCI -$6.97B, JBL $1.31B, CLS $519M, APH $4.71B.
Reports Tue Nov 3, after the close (tomorrow). Confirmed.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
“Revenues for the first quarter of fiscal year 2027 are estimated to be in the range of $18.5 billion to $19.5 billion versus guidance of $14.5 billion to $15.5 billion, primarily due to increased demand for AI platforms.”
SMCI's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Revenue | $18.5B to $19.5B |
“Gross margins are estimated to be in the range of 12.0% to 12.5%, versus guidance of 10.4% to 10.8%, primarily due to customer and product mix.”
From its results filing (SEC filing · Oct 20)
Sales grew 62% a year over 5 years, fiscal 2021 to 2026.
Its share count grew 5.4% a year over 5 years.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Oct 20, 2026 | +12.2% | +9.6% | +8.1% |
| Aug 11, 2026 | +10.7% | +19.0% | +18.4% |
| May 5, 2026 | +13.0% | +24.5% | +17.8% |
Sales grew in six of the last seven years, to $39B in 2026. It made a profit in each of the eight years.
8 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: SMCI is 0.1% of FTEC, 0.1% of VGT, and 0.1% of XLK, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, high-performance computing, and the Internet of Things embedded markets. Its solutions include servers, storage systems, modular blade servers, workstations, full-rack scale solutions, networking devices, server sub-systems, and server management. These turn-key solutions are designed, developed, validated, and installed for AI datacenters. The company has one operating segment that develops and provides high-performance server solutions based upon a, modular and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.
“The market for our products is highly competitive, rapidly evolving and subject to new technological developments, changing customer needs and new product introductions.”
SMCI scores 9 today, which Breakaway calls Average. It is #3 of 6 in Electronic Computers by Quality Score, with 2 of 14 chart checks firing. Down 32% so far from Oct 7 to Nov 2. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
SMCI scores 9 today, which Breakaway calls Average (6 to 10). That is #3 of 6 in Electronic Computers by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind SMCI's 9.
Reports Tue Nov 3, after the close, a date the company confirmed. SMCI closed higher after 4 of its last 4 reports. Past behavior, not a forecast.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.