Super Micro Computer(US:SMCI) ZACKS·2026-02-04 00:15分组1 - Super Micro Computer (SMCI) reported quarterly earnings of $0.69 per share, exceeding the Zacks Consensus Estimate of $0.49 per share, and showing an increase from $0.61 per share a year ago, resulting in an earnings surprise of +40.10% [1] - The company achieved revenues of $12.68 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 21.42%, compared to $5.68 billion in revenues from the previous year [2] - Over the last four quarters, Super Micro has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] 分组2 - The stock has added approximately 1.5% since the beginning of the year, while the S&P 500 has gained 1.9%, indicating underperformance relative to the market [3] - The current consensus EPS estimate for the upcoming quarter is $0.61 on revenues of $10.28 billion, and for the current fiscal year, it is $2.13 on revenues of $36.55 billion [7] - The Computer-Storage Devices industry, to which Super Micro belongs, is currently ranked in the top 7% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8]