$SMCI

38.84 ▼ 0.23% After hours

Every Regards of Wallstreet article on $SMCI, newest first — 3 stories and counting.

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The current story

· 2 min read

The $60 Billion Question: Why I'm Not Buying Super Micro Until Tuesday Night

Is Super Micro a buy before August 11 earnings? SMCI at $32.48 rides a $60 billion order claim and an 18% implied move. My answer is no before the print, and here is the post-print trigger.

  1. 2026-08-04 · 7 min read

    Super Micro Earnings August 11: The $60 Billion Order Claim Gets Cross-Examined. Options Price 18%

    Super Micro reported fiscal Q4 2026 revenue of $11.12 billion, a 17.5% gross margin and $1.70 non-GAAP EPS, then guided fiscal 2027 to $65-72 billion. Shares rose 6-9% after hours.

  2. 2026-07-22 · 6 min read

    Why Is SMCI Up 20% Today? Super Micro's $60 Billion Order Bomb, Explained (July 22, 2026)

    SMCI jumped 20% premarket on July 22, 2026 after Super Micro reported $60B in new AI server orders and doubled its gross margin guide to 15-17%. The plays.

How has $SMCI traded after past reports? See its earnings history: beats, misses and the moves →

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