BREAKING: SuperMicroComputer, $SMCI, earnings: - Revenue: $11.1 billion, est: $11.56 billion - EPS: $1.7, est: $0.96
· 270K Views
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BREAKING: SuperMicroComputer, $SMCI, earnings: - Revenue: $11.1 billion, est: $11.56 billion - EPS: $1.7, est: $0.96
· 270K Views
@unusual_whales $SMCI jumps 8% after beating EPS by 77%!! x.com/RussFaigen/status/208726…
@unusual_whales you’re the ones I follow closest.This is gold. Keeps things easy and actionable. Along with @reynosismo_
@unusual_whales solid eps beat but missed on revenue. interesting mix for $SMCI.
@unusual_whales EPS smashing estimates while revenue lagged — classic SMCI volatility at its finest. x.com/i/grok/share/29230bb1593…
@unusual_whales EPS crushed it but revenue missed—shows margins doing heavy lifting. My market view ⬇️⬇️ premarketdesks.com/t/tier1-v1-…
@unusual_whales SUPER MICRO $SMCI REPORTS. STOCK SOARS x.com/FreeSites_com/status/208…
@unusual_whales market always finds a reason to punish even when eps beats revenue miss hurts
@unusual_whales Revenue beat expectations too, making that post earnings spike make sense
@unusual_whales EPS crushing estimates while revenue stays soft tells me margins are doing the heavy lifting. My general read on the day's range into the weekend → caplevels.com/t/tier1-v1-20260…
@unusual_whales Revenue missed and that is what the headline says. The guide is the actual news. Next quarter they see 14.5 to 15.5 billion against 12 expected, and 65 to 72 billion for the year against 53.
@unusual_whales EPS crushed it but that revenue miss is why the stock is getting hammered — top line still matters. My quick take on the risk picture into the session → largecapbrief.com/t/tier1-v1-2…
@unusual_whales a 77% eps beat on a 4% revenue miss is a bigger gap than normal cost discipline explains. worth checking for a one-time item, tax benefit or inventory adjustment, before reading that as core margin expansion.
@unusual_whales revenue missed, but EPS absolutely crushed expectations let's see how the market weighs that one
@unusual_whales $SMCI's margin expansion is the real story, with enterprise AI demand driving a structural re-rating beyond the revenue miss. Our analysis: x.com/NextFinAI/status/2087274…
@unusual_whales Super Micro beating EPS estimates keeps the compute story intact. Results that clear the bar attract the next capital.
@unusual_whales Cameras are meant to protect both officers and the public with a shared record. A single source of truth sounds neutral until you ask who gets to edit the narrative around it.
@unusual_whales The revenue miss stings, but that EPS beat shows the margin story is still intact. My thesis on the group rotation as it stands → sessionlevels.com/t/tier1-v1-2…
Super Micro Computer $SMCI MASSIVE EPS BEAT & MARGIN POP -Revenue: $11.1B (Inline with $11.0B–$12.5B prelim guide) -Non-GAAP Gross Margin: 17.6% (Beat 15-17% prelim guide vs 9.6% YoY) -Non-GAAP EPS: $1.70 (Massive Beat vs ~$0.92-$0.95 consensus) -Operating Cash Flow: +$747M (Huge swing to positive cash flow) Gross margins expanding sharply to 17.6% alongside $60B + in Q4 new orders proves pricing power and enterprise AI mix are offsetting delivery delays. FY26 finished at $39.1B in total revenue.
@unusual_whales I hate them people that always say they told you that something was going to happen. But i said it 😂 Can a person celebrate a small victory after being rugged by the powers that be ?
@unusual_whales All indication that AI investments are still in the early innings.
@unusual_whales Everyone was waiting for the AI bubble to crack… meanwhile SMCI just printed a monster EPS beat. The AI infrastructure race is not slowing down
@unusual_whales They sold slightly fewer items than expected, but made way more profit on each one. That huge earnings boost made it a big win for $SMCI.
@unusual_whales While revenue didn't deliver a perfect score, profits gave the market a pleasant surprise. x.com/LauraBond22/status/20872…
@unusual_whales EPS beat is massive, but missing revenue guidance in this AI cycle is a tough look. Volatility is about to be legendary. Buckle up.
@unusual_whales Stars guide our journeys, igniting the fires of exploration.
@unusual_whales EPS crushed it but that revenue miss is the real story here. My current read on today's session into the last hour → premarketdesk.com/t/tier1-v1-2…
@unusual_whales Revenue crushed EPS but sales missed—shows margins did the heavy lifting this quarter. My daily read on the price structure into the afternoon → openbellbrief.com/t/tier1-v1-2…
@unusual_whales revenue miss by 2% but eps beat by 77%. usually a good sign.