Super Micro Computer Surges 15% After Q4 Earnings Beat

As seen on the 24/7 Wall St. homepage on August 12, 2026.

SMCI Super Micro Computer
Regular session
$36.39
+15.16% open $31.60

A 15% jump follows last night's Q4 earnings beat, the kind of single-session move that resets the whole AI server debate. Watch whether the gain holds through the close.

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Super Micro Computer climbed to $36.39 in regular trading on August 12 after its fourth-quarter earnings report, a gain that is uncommon even in volatile technology names.

The beat signals that demand for the dense, high-performance server systems data centers need for large AI workloads remains firm.

The closing price will show whether that conviction is broad or fleeting.

Investors who dismiss the move risk missing analyst upgrades in the sessions ahead.

Sources

Mentioned: SMCI

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Biggest movers · At the close
Gainers
  • SMCISuper Micro Computer$38.4+9.2%
  • FUTUFutu Holdings$126.21+9.0%
  • SMRNuScale Power$9.78+8.1%
  • MARAMarathon Digital$11.97+7.1%
  • SNAPSnap$5.92+7.0%
Losers
  • RBRKRubrik$91.58-6.6%
  • ZSZscaler$167.65-4.8%
  • AIC3.ai$9.74-3.7%
  • ASANAsana$9.43-3.4%
  • DOCUDocuSign$60.52-3.3%

Super Micro Computer closed 9.17% higher at $38.40, the biggest gain across our 111-stock priority list Monday. Hardware, nuclear and crypto names filled out the top five while software took the damage, Rubrik down 6.59%. Watch whether that split survives the open.

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Biggest movers · At the close
Gainers
  • SMCISuper Micro Computer$38.09+20.5%
  • CRWVCoreWeave$108.09+19.7%
  • CAVACava$69.64+14.5%
  • DOCNDigitalOcean$133.64+10.6%
  • IRENIren$43.77+10.1%
Losers
  • ACHRArcher Aviation$6.23-8.2%
  • APPSDigital Turbine$12.19-6.5%
  • LYFTLyft$16.41-6.5%
  • GPROGoPro$0.58-6.4%
  • AXONAxon Enterprise$599.59-5.8%

Two names closed up more than 19%: Super Micro Computer at $38.09 and CoreWeave at $108.09, the widest top-of-board moves in our 110-stock universe today. The downside was far tamer, with Archer Aviation's 8.2% slide the worst of it.

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Jim Cramer @jimcramer

Cramer is sorting the AI server trade into winners and one name to avoid, sending retail attention toward Dell and HPE while Supermicro still works through its accounting and export-control overhang.

SuperMicro helps the cause, too, but i am not a fan. Dell's better, so is HPE!
  • Replies36
  • Reposts4
  • Likes57
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SMCI Super Micro Computer, Inc.
Q4 2026
EPS
$1.70
est $0.96 +77.5%
Revenue
$11.12B
est $11.56B -3.8%

Gross margin nearly doubled to 17.5% from 9.5% a year ago, turning a slight revenue miss into an EPS beat and putting fiscal 2027 revenue guidance as high as $72 billion. Negative operating cash flow is the offsetting worry.

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Biggest movers · At the close
Gainers
  • SMCISuper Micro Computer$30.83+20.9%
  • DELLDell Technologies$443.25+9.7%
  • CIFRCipher Mining$23.91+4.5%
  • AMCAMC Entertainment$2.28+3.6%
  • ALABAstera Labs$331.38+3.6%
Losers
  • VERXVertex$11.06-9.9%
  • APPSDigital Turbine$8.43-8.2%
  • IOTSamsara$33.34-7.6%
  • LMNDLemonade$63.45-7.5%
  • AAOIApplied Optoelectronics$110.57-7.3%

Super Micro Computer rocketed 20.88% at the close as data center infrastructure stocks dominated, with Dell gaining 9.67% on the same wave of demand for AI servers and networking gear.

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