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Supermicro set to report earnings as Wall Street eyes impact of AI megadeals, rising competition

Supermicro (SMCI) is set to report quarterly financial results for the first quarter of its 2026 fiscal year after the bell on Tuesday, and Wall Street analysts are hopeful about the AI server maker’s prospects after a turbulent year. The company is expected to report revenue of 6.09billionfortheperiod,upfrom6.09 billion for the period, up from 5.94 billion during the first quarter of its 2025 fiscal year, according to Bloomberg consensus estimates. Analysts project Supermicro will report adjusted earnings per share of $0.41, up fro ...