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Super Micro Computer Stock Jumps on 2026 Guidance

The stock is brushing off disappointing earnings results

Deputy Editor
Feb 12, 2025 at 10:42 AM
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Tech stock Super Micro Computer Inc (NASDAQ:SMCI) is up 3.9% at $40.12 at last glance, despite the company slashing its 2025 revenue forecast and missing fiscal second-quarter results estimates, after its 2026 guidance came in much higher than expected. CEO Charles Liang also stated that he is "confident" the company will be able to file its annual report by the Feb. 25 deadline. 

Outsized moves are common for Super Micro Computer stock. In fact, the equity hasn't seen a swing below 5% since Feb. 3. Five of the last six sessions were positive, including a 17.6% pop to kick off the week, as the stock climbs back up toward the $50 level, which has capped gains since August. Year over year, SMCI is down 48.2%. 

Options traders are chiming in straight out of the gate. So far, 341,000 calls and 207,000 puts have been exchanged, which is quadruple the overall options volume typically seen at this point. The weekly 2/14 45- and 50-strike calls are the most popular, with new positions opening at the former.

This preference for calls isn't unusual, as calls have been picked up at their fastest pace all year over the last 10 weeks. This is per SMCI's 50-day call/put volume ratio of 1.92 at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), which ranks higher than all other readings from the past 12 months. 

 
 

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