(Investorideas.com Newswire) a go-to platform for big investment ideas including AI and technology stocks, reports on news and trading for Super Micro Computer, Inc. (NASDAQ:SMCII), a total provider of IT solutions for AI, Cloud, Storage and 5G/Edge.
The stock is up on Q2 results and is currently trading at $33.87, up 4.20, gaining 14.17%.
Super Micro Computer, Inc. (NASDAQ: SMCI) today announced unaudited financial results for the second quarter of fiscal 2026 ended December 31, 2025.
Highlights of the second quarter of fiscal year 2026
Net sales of $12.7 billion versus $5.0 billion in Q1’26 and $5.7 billion in Q2’25
Gross margin of 6.3% versus 9.3% in Q1’26 and 11.8% in Q2’25
Net profit of $401 million versus $168 million in Q1’26 and $321 million in Q2’25
Diluted net income per common share of $0.60 versus $0.26 in Q1’26 and $0.51 in Q2’25
Non-GAAP gross margin of 6.4% versus 11.9% in Q2’25
Non-GAAP diluted net income per common share of $0.69 versus $0.59 in Q2’25
Cash flow used in operations for Q2’26 of $24 million and capital expenditures and investments of $46 million
“With our industry-leading AI server and storage technology base, strong customer engagement and growing global manufacturing footprint, we are rapidly scaling to support large AI and enterprise deployments while continuing to strengthen our operational and financial execution,” said Charles Liang, founder, president and CEO of Supermicro. “Our DCBBS, Data Center Building Block Solutions, enable customers to scale faster, greener and at lower costs. Supermicro is well positioned to address the next wave of demand for AI and IT infrastructure.”
As of December 31, 2025, total cash and cash equivalents were $4.1 billion and total bank debt and convertible notes were $4.9 billion.
Business prospects
The company expects net sales of at least $12.3 billion for the third quarter of fiscal 2026 ended March 31, 2026, GAAP net earnings per diluted share of at least $0.52 and non-GAAP net earnings per diluted share of at least $0.60. The company’s projections for GAAP and non-GAAP net earnings per diluted share assume a tax rate of approximately 19.6% and 20.2%, respectively, and a fully diluted share count of 684 million shares for GAAP and a fully diluted share count of 699 million shares for non-GAAP. The fiscal 2026 third quarter guidance includes GAAP net earnings per diluted share of approximately $62 million in expected stock-based compensation, net of related tax effects of $19 million excluded from non-GAAP net earnings per diluted share.
For fiscal year 2026, the company expects net sales of at least $40.0 billion.
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