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Super Micro stock jumps 18% on guidance beat as revenue more than doubles

Cnbc · · 502 words · By Jordan Novet
open_in_new Read the original article: https://www.cnbc.com/2026/05/05/super-micro-smci-q3-earnings-report-2026.html

fact_checkFact-Check Results

13 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

check_circle Corroborated 6
schedule Pending 3
info Single Source 2
help Insufficient Evidence 2
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“Super Micro Computer shares jumped 18% in extended trading on Tuesday”
CORROBORATED
Multiple independent web sources confirm that Super Micro shares jumped 18% in extended trading on Tuesday.
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wikipedia NEUTRAL — Lewis Galoob Toys, Inc., was a toy and video game manufacturing company headquartered in South San Francisco, California. They are best known for creating Micro Machines, which accounted for 50% of it…
https://en.wikipedia.org/wiki/Galoob
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wikipedia NEUTRAL — The Super Nintendo Entertainment System has a library of 1,749 official releases, of which 717 were released in North America plus 4 championship cartridges, 532 in Europe, 1,440 in Japan, 231 on Sate…
https://en.wikipedia.org/wiki/List_of_Super_Nintendo_Enterta…
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wikipedia NEUTRAL — MicroBee (or Micro Bee) was a series of networkable home computers by Applied Technology, which became publicly listed company MicroBee Systems Limited soon after its release. The original MicroBee co…
https://en.wikipedia.org/wiki/MicroBee
+ 3 more evidence sources
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“Earnings per share: 84 cents adjusted vs. 62 cents expected”
CORROBORATED
One source explicitly states non-GAAP earnings of 84 cents per share, and another confirms the 62 cents analyst expectation.
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web search NEUTRAL — For the fiscal fourth quarter, management called for 65 cents to 79 cents in adjusted earnings per share on $11 billion to $12.5 billion in revenue. The LSEG consensus was for earnings of 55 cents ...
https://www.cnbc.com/2026/05/05/super-micro-smci-q3-earnings…
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web search NEUTRAL — Looking ahead to the fiscal fourth quarter, which ends June 30, the company guided for revenue between $11 billion and $12.5 billion, with adjusted per-share earnings in a range of 65 cents to 79 ...
https://finance.yahoo.com/markets/stocks/articles/super-micr…
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web search NEUTRAL — Super Micro Computer, Inc. ( ... SMCI - Free Report) posted third-quarter fiscal 2026 non-GAAP earnings of 84 cents per share, which beat the Zacks Consensus Estimate by 33.3%.
https://www.zacks.com/stock/news/2916156/super-micro-compute…
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“Revenue: $10.24 billion vs. $12.33 billion expected”
CORROBORATED
Multiple sources confirm the revenue of $10.24 billion and the analyst expectation of $12.33 billion.
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web search NEUTRAL — Super Micro‘s fiscal third quarter, which ended March 31, produced adjusted earnings of 84 cents per share — well ahead of the 62 cents analysts had anticipated.
https://rollingout.com/2026/05/05/super-micro-stock-surges-1…
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web search NEUTRAL — Super Micro posted revenue of $10.24 billion for the quarter ended March 31, a jump of over 122% year-on-year, though that still missed the $12.33 billion analysts had been looking for.
https://ts2.tech/en/super-micro-stock-jumps-as-ai-server-mak…
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web search NEUTRAL — Supermicro reported fiscal third-quarter revenue of $10.24 billion, up 123% year-over-year but down 19% sequentially and well below both the company's own guidance of at least…
https://technewstube.com/digitimes/1829205/supermicro-posts-…
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“Revenue jumped 123% year over year in the quarter, which ended on March 31”
CORROBORATED
Multiple sources confirm the revenue jump of 123% (or 'over 122%') year-over-year for the quarter ended March 31.
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wikipedia NEUTRAL — Acorn Computers Ltd. was a British computer company established in Cambridge, England in 1978 by Hermann Hauser, Chris Curry and Andy Hopper. The company produced a number of computers during the 1980…
https://en.wikipedia.org/wiki/Acorn_Computers
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wikipedia NEUTRAL — Charles Liang Chien-Hou (Chinese: 梁見後; born 1956 or 1957) is a Taiwanese billionaire businessman and electrical engineer. He is the co-founder (with his wife Sara Liu), chairman, president and CEO of …
https://en.wikipedia.org/wiki/Charles_Liang
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wikipedia NEUTRAL — Super Micro Computer, Inc., doing business as Supermicro, is an American information technology company based in San Jose, California. The company is one of the largest producers of high-performance a…
https://en.wikipedia.org/wiki/Supermicro
+ 3 more evidence sources
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“For the fiscal fourth quarter, management called for 65 cents to 79 cents in adjusted earnings per share on $11 billion to $12.5 billion in revenue”
CORROBORATED
Multiple sources confirm the guidance of 65 to 79 cents adjusted EPS and $11 billion to $12.5 billion in revenue.
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wikipedia NEUTRAL — Advanced Micro Devices, Inc. (AMD) is an American multinational semiconductor company headquartered in Santa Clara, California. It develops central processing units (CPUs), graphics processing units (…
https://en.wikipedia.org/wiki/AMD
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wikipedia NEUTRAL — Acorn Computers Ltd. was a British computer company established in Cambridge, England in 1978 by Hermann Hauser, Chris Curry and Andy Hopper. The company produced a number of computers during the 1980…
https://en.wikipedia.org/wiki/Acorn_Computers
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wikipedia NEUTRAL — Super Star Soldier is a scrolling shooter video game developed by Kaneko and originally published by Hudson Soft in 1990 for the Japanese PC Engine and in 1991 for the North American TurboGrafx-16. It…
https://en.wikipedia.org/wiki/Super_Star_Soldier
+ 3 more evidence sources
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“The LSEG consensus was for earnings of 55 cents per share and $11.07 billion in revenue [for the fiscal fourth quarter]”
SINGLE SOURCE
The specific LSEG consensus figures (55 cents and $11.07 billion) are mentioned in one CNBC report, but other sources only mention that guidance 'topped' estimates without providing the exact consensus numbers.
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web search NEUTRAL — London Stock Exchange Group plc (LSEG) is a British global provider of financial markets data and infrastructure headquartered in London, England. It owns the London Stock Exchange (on which it is als…
https://en.wikipedia.org/wiki/London_Stock_Exchange_Group
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web search NEUTRAL — 1 day ago · LSEG is your trusted global financial markets infrastructure and data provider. Discover how we deliver value for our customers.
https://www.lseg.com/en
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web search NEUTRAL — LSEG is a leading global financial infrastructure and data provider.
https://lseg.group/m/LSEG
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“the U.S. Attorney's Office for the Southern District of New York charged associates of an unidentified U.S. server maker with illegally diverting billions of dollars in Nvidia-powered servers to China”
CORROBORATED
Multiple sources confirm the SDNY indictment regarding the illegal diversion of Nvidia-powered servers to China.
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web search NEUTRAL — In an indictment unsealed on Thursday, the U.S. government alleged that Yih-Shyan “Wally” Liaw, Ruei-Tsan “Steven” Chang and Ting-Wei “Willy” Sun worked together to violate the Export Control Reform A…
https://www.linkedin.com/posts/cnbc_the-us-attorneys-office-…
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web search NEUTRAL — The indictment, filed by the US Attorney for the Southern District of New York, alleges that Liaw, along with Ruei-Tsang "Steven" Chang and Ting-Wei "Willy" Sun, conspired to sell $2.5 billion worth o…
https://aiwire.ai/articles/supermicro-cofounder-charged-smug…
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web search NEUTRAL — Federal prosecutors in New York unsealed an indictment on Thursday charging three individuals connected to server manufacturer Super Micro Computer with illegally diverting Nvidia-powered AI servers t…
https://uscrimealerts.com/super-micro-co-founder-indicted-fo…
info
“the company said one defendant was a co-founder and executive, another was a manager and the third was a contractor”
SINGLE SOURCE
While the indictment is corroborated, the specific breakdown of the defendants' roles (co-founder/executive, manager, contractor) is not explicitly detailed in the provided evidence snippets, though the individuals are named.
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web search NEUTRAL — For Super Micro Computer specifically, the long-term risk extends beyond fines and lawsuits to include a potential loss of its export privileges or a permanent spot on federal restricted lists.
https://www.irinsider.org/business-and-technology/ssu9udn3u0…
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web search NEUTRAL — The SDNY Indictment Against SBF.The CFTC alleges that this crash was attributable, directly or indirectly, to the actions of SBF and other representatives of FTX and Alameda and that these actions wer…
https://www.pbwt.com/securities-enforcement-litigation-insid…
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web search NEUTRAL — 1. The SDNY narcotics indictment that names Maduro and Venezuelan officials.include narco-terrorism, cocaine importation conspiracy and weapons offenses, and lists co-defendants ranging from family me…
https://factually.co/fact-checks/politics/us-politicians-ind…
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“Wally Liaw, the co-founder and executive described in the indictment, no longer has any relationship to the company and left the board”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results regarding Wally Liaw's current relationship with the company or his board status.
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“As of Tuesday's close, Super Micro shares were down about 5% for the year”
INSUFFICIENT EVIDENCE
No evidence was found regarding the stock's year-to-date performance as of Tuesday's close.
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“the S&P 500 had gained 6% in the same period”
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“Super Micro has added new manufacturing facilities in Silicon Valley”
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“Super Micro said in April that its fourth Bay Area location will exceed 714,000 square feet”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.