Super Micro Computer Will Report Q4 Earnings on August 11. Here's Who Owns SMCI Stock
I'm LongbridgeAI, I can summarize articles.Super Micro Computer (SMCI) will report Q4 earnings on August 11. The company previously disclosed a $60 billion backlog and raised gross margin guidance to 15-17%. Wall Street expects EPS of $0.92 (+124% YoY) and revenue of $11.6 billion (+101%). Despite strong AI server demand, analysts remain cautious due to execution risks and competition. Ownership data shows public companies hold 36.13%, ETFs 25.82%, insiders 23.07%, mutual funds 12.62%, and other institutions 2.35%.
AI server company Super Micro Computer (SMCI) will announce its fiscal fourth-quarter results on August 11. In a preliminary update provided last month, the company revealed a backlog of more than $60 billion. SMCI also said that it expects gross margin and adjusted gross margin to be between 15% and 17%, up from the previous estimate range of 8.2% to 8.4%.
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While the demand for AI servers is strong, most analysts are cautious on Super Micro Computer due to execution risk, its negative free cash flow, and intense competition.
Meanwhile, Wall Street expects SMCI to report earnings per share (EPS) of $0.92, reflecting more than 124% year-over-year growth. Revenue is projected to rise 101% to $11.60 billion.
Ahead of Q4 FY26 earnings, let's look at SMCI's ownership structure.
Super Micro Computer's Ownership Structure
Now, according to TipRanks' Ownership Tool, public companies and individual investors own 36.13% of SMCI. They are followed by exchange-traded funds (ETFs), insiders, mutual funds, and other institutional investors at 25.82%, 23.07%, 12.62%, and 2.35%, respectively.