SMCI catalysts
Catalysts and events linked to SMCI, newest first.
SMCI stock catalysts and risks
Latest published review: 2026-10-20
| Development | Transmission channel | Evidence | Condition to watch |
|---|---|---|---|
| Super Micro Books Over $60B in Q4 Orders, Sets FY27 Revenue at $65B-$72B 2026-09-22 · Up | accelerated top-line revenue recognition from record backlogs | Reported fiscal 2026 revenue of $39.1B and guided FY27 revenue to $65B-$72B. | Not recorded |
| Super Micro posts $39.1B FY26 revenue, guides FY27 up to $72B on $60B Q4 orders 2026-09-22 · Up | forward revenue guide expansion to $65B-$72B | Super Micro reported FY26 sales of $39.1B and guided FY27 to $65B-$72B on $60B+ Q4 orders. | Not recorded |
| Super Micro Reports FY26 Revenue of $39.1B and Sets FY27 Outlook at $65B to $72B 2026-09-22 · Up | accelerated order conversion into FY27 top-line guidance | SMCI guided FY27 revenue to $65-$72B backed by $60B in Q4 order bookings. | Not recorded |
| Super Micro Posts $39.1B FY26 Revenue and Guides FY27 to $65B-$72B 2026-09-22 · Up | revenue acceleration via AI compute cluster deployments | FY26 revenue reached $39.1B (+78% YoY) with FY27 guided to $65B-$72B. | Not recorded |
| Super Micro Posts $39.1B FY26 Revenue and Guides FY27 to $65B-$72B 2026-09-22 · Up | order backlog conversion into accelerated forward revenue guidance | Company guided FY27 revenue to $65B-$72B following $60B+ in Q4 orders | Not recorded |
| Super Micro reports $39.1B FY26 revenue with record >$60B Q4 order intake 2026-09-22 · Up | revenue expansion on record $60B+ quarterly order backlog | Reported FY26 revenue of $39.1B (+78%) and $65-72B FY27 revenue guidance. | Not recorded |
| Super Micro Books $60B+ in Q4 Orders, Sets FY27 Revenue Guidance at $65B to $72B 2026-09-22 · Up | order backlog monetization and guidance uplift | $60B+ in Q4 orders and FY27 guidance raised to $65-72B. | Not recorded |
| Super Micro Drops 3.1% to 8.29x Forward P/E Despite 202.9% EPS Growth Outlook 2026-09-16 · Down | equity multiple de-rating driven by rising long-end discount rates | Source indicates SMCI fell 3.06% with a forward P/E of 8.29 and expected quarterly earnings growth of 202.86%. | Not recorded |
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3 live catalysts on SMCI are in Desk now. Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.
DateCardAvg 5d
- 2026-09-22Super Micro Reports FY26 Revenue of $39.1B and Sets FY27 Outlook at $65B to $72BNVDA SMCI SPY-1.06%
- 2026-09-22Super Micro FY26 revenue hits $39.1B and FY27 guide $65B-$72B — AI-server backlog re-rateSMCI-1.25%
- 2026-09-22Super Micro reports $39.1B FY26 revenue with record >$60B Q4 order intakeNVDA SMCI-0.99%
- 2026-09-22Super Micro Posts $39.1B FY26 Revenue and Guides FY27 to $65B-$72BSMCI-1.25%
- 2026-09-22Super Micro Books Over $60B in Q4 Orders, Sets FY27 Revenue at $65B-$72BSMCI-1.25%
- 2026-09-22Super Micro reports $39.1B FY26 revenue with record >$60B Q4 order intakeNVDA SMCI-0.99%
- 2026-09-22Super Micro Reports FY26 Revenue of $39.1B and Sets FY27 Outlook at $65B to $72BNVDA SMCI SPY-1.06%
- 2026-09-22Super Micro Books $60B+ in Q4 Orders, Sets FY27 Revenue Guidance at $65B to $72BNVDA SMCI-0.99%
- 2026-09-22Super Micro Posts $39.1B FY26 Revenue and Guides FY27 to $65B-$72BNVDA SMCI-0.99%
- 2026-09-22Super Micro Posts $39.1B FY26 Revenue and Guides FY27 to $65B-$72BDELL SMCI-1.48%
- 2026-09-22Super Micro Books Over $60B in Q4 Orders, Sets FY27 Revenue at $65B-$72BDELL HPE SMCI-0.73%
- 2026-09-22Super Micro posts $39.1B FY26 revenue, guides FY27 up to $72B on $60B Q4 ordersDELL SMCI-1.48%
- 2026-09-16Super Micro Drops 3.1% to 8.29x Forward P/E Despite 202.9% EPS Growth OutlookSMCI+12.46%
- 2026-09-16Super Micro Drops 3.1% to 8.29x Forward P/E Despite 202.9% EPS Growth OutlookSMCI+12.46%
- 2026-09-16Super Micro Drops 3.1% to 8.29x Forward P/E Despite 202.9% EPS Growth OutlookSMCI+12.46%
- 2026-08-26Super Micro Rallies 9.4% on Cisco AI Server PartnershipSMCI-1.04%
- 2026-08-26Super Micro Rallies 9.4% on Cisco AI Server PartnershipSMCI-1.04%
- 2026-08-26Super Micro Rallies 9.4% on Cisco AI Server PartnershipSMCI-1.04%
- 2026-07-06Data Center Direct-to-Chip Cooling Market Projected to Reach $17.3B by 2032SMCI VRT+1.73%
- 2026-07-06Data Center Direct-to-Chip Cooling Market Forecasted at 26.5% CAGRSMCI VRT+1.73%
- 2026-07-06Direct-to-Chip Cooling Market Forecasted to Hit $17.3B by 2032SMCI VRT+1.73%
- 2026-07-06Data Center Direct-to-Chip Cooling Market Projected to Reach $17.3B by 2032SMCI VRT+1.73%
- 2026-07-06Direct-to-Chip Cooling Market Forecasted to Hit $17.3B by 2032SMCI VRT+1.73%
- 2026-07-06Data Center Direct-to-Chip Cooling Market Forecasted at 26.5% CAGRSMCI VRT+1.73%
- 2026-06-24Liquid Cooling Becomes Essential Infrastructure for AI Data CentersSMCI VRT-14.79%
- 2026-06-12Super Micro Plummets 28% on $7B Equity Offering Despite $39B in OrdersSMCI+16.41%
- 2026-06-10S&P 500 declines 0.88% as May CPI hits 4.2% YoY.AVGO MU NVDA SMCI+6.07%
- 2026-06-02HPE Surges 36% After-Hours on AI-Driven Earnings BeatDELL HPE NVDA SMCI-12.97%
- 2026-06-02HPE Surges 36% After Hours on Blowout AI-Driven EarningsDELL HPE SMCI SPY-12.07%
- 2026-06-01Super Micro Surges on Perceived Nvidia Endorsement on China ExportsSMCI-6.16%
- 2026-05-31Super Micro Gains on European AI Cloud Deal Using Nvidia BlackwellNVDA SMCI-6.26%
- 2026-05-30Super Micro stock surges on European AI cloud partnershipNVDA SMCI-6.26%
- 2026-05-30Dell surges over 30% on blowout AI server sales and raised guidanceDELL NVDA SMCI-6.27%
- 2026-05-28Super Micro stock jumps 10% on strengthened controls to prevent AI server smugglingSMCI+13.56%
See today's live cards
Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.