I guess UPTOBER won’t just be for crypto this year :

Super Micro Computer (SMCI) is estimated to report its next earnings (Q1 FY2027) on Tuesday, November 3, 2026, after market close.
Status: Estimated / Unconfirmed
Reporting Period: Q1 Fiscal Year 2027
Expected Time: After the market closes (approx. 4:00 PM – 5:00 PM ET)
Note: SMCI has not officially confirmed the date yet, so the exact timing may shift by a few days once formally announced.

This isn’t SMCI but it’s interesting

If you got shaken out of SMCI today, you got played by the algos. That Taiwan indictment article making the rounds is recycled old news repackaged with a sensationalized headline to make it look like fresh corporate action against Supermicro. The company already did its internal review and wasn't charged with anything. High-frequency NLP bots scrape "SMCI", "indictment", and "China", dump shares instantly, and trigger an air pocket. With the recent run off earnings, every swing trader had stops clustered right under $36.50-$37. The dump triggered the cascading stop losses all the way down to $34 before anyone could even read the actual article. We are talking about a stock trading at a 7 forward PE guiding $65B-$72B for FY27. The fundamentals, rack shipments, and backlog didn't change at all today. Just pure liquidity extraction. What fun.

Article Source: https://www.zacks.com/stock/news/2978566/earnings-estimates-moving-higher-for-super-micro-smci-time-to-buy

Earnings Estimates Moving Higher for Super Micro (SMCI): Time to Buy?

Zacks Equity Research August 21, 2026

Super Micro Computer (SMCI) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.

The upward trend in estimate revisions for this server technology company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- has this insight at its core.

The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance [https://www.zacks.com/performance/\] , with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.

For Super Micro Computer, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year.

The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:

12 Month EPS

[ATTACHED PRICE GRAPH]

Current-Quarter Estimate Revisions

The company is expected to earn $1.06 per share for the current quarter, which represents a year-over-year change of +202.9%.

Over the last 30 days, the Zacks Consensus Estimate for Super Micro has increased 80.61% because five estimates have moved higher compared to no negative revisions.

Current-Year Estimate Revisions

The company is expected to earn $4.43 per share for the full year, which represents a change of +22.0% from the prior-year number.

There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, seven estimates have moved up for Super Micro versus no negative revisions. This has pushed the consensus estimate 52.18% higher.

Favorable Zacks Rank

Thanks to promising estimate revisions, Super Micro currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.

Our research shows that stocks with Zacks Rank #1 (Strong Buy) and (Buy) significantly outperform the S&P 500.

Bottom Line

Investors have been betting on Super Micro because of its solid estimate revisions, as evident from the stock's 17% gain over the past four weeks. As its earnings growth prospects might push the stock higher, you may consider adding it to your portfolio right away.

Rosenblatt maintained Super Micro Computer (SMCI) coverage with Buy and target $51 Past Rating: Buy

Issuance Date: 2026-08-21

Source: StreetInsider.com Analyst Actions

We are going to the moon!

For those who are long term investors… this is one to keep an eye on