Super Micro shares slip as delivery delays stall AI momentum
Super Micro Computer's shares slipped more than 9% in premarket trading on Wednesday after the artificial intelligence (AI)-focused server maker missed quarterly profit and revenue estimates, citing delayed deliveries tied to design changes.
Super Micro Computer: Driving Sales At The Expense Of Margins - Sell
While Super Micro Computer reported Q1/FY2026 results in line with the company's October 23 preannouncement, results came in well short of management's original expectations. However, with recent large-scale project wins expected to ramp up in the current quarter, revenues are expected to more than double on a sequential basis. Unfortunately, the company's recent order momentum has come at the expense of margins, which are expected to drop by another 300 basis points this quarter.
Super Micro Computer, Inc. (SMCI) Q1 2026 Earnings Call Transcript
Super Micro Computer, Inc. ( SMCI ) Q1 2026 Earnings Call November 4, 2025 5:00 PM EST Company Participants Michael Staiger - Senior Vice President of Corporate Development Charles Liang - Founder, Chairman of the Board, President & CEO David Weigand - Senior VP, CFO, Company Secretary & Chief Compliance Officer Conference Call Participants Asiya Merchant - Citigroup Inc., Research Division Ananda Baruah - Loop Capital Markets LLC, Research Division Ruplu Bhattacharya - BofA Securities, Research Division Nehal Chokshi - Northland Capital Markets, Research Division Shadi Mitwalli - Needham & Company, LLC, Research Division Jonathan Tanwanteng - CJS Securities, Inc. Mark Newman - Sanford C. Bernstein & Co., LLC.
Super Micro stock drops on slumping sales, weak earnings
Super Micro Computer reported weaker-than-expected results for the fiscal first quarter. The stock plummeted in extended trading even though the company issued preliminary results last month to prepare investors for what was coming.
Super Micro Raises Revenue Outlook as Order Book Expands
The server maker now expects revenue for fiscal 2026 to hit at least $36 billion amid rising AI-related demand for Nvidia-equipped servers.
Why Super Micro's stock is falling after earnings — even as guidance moves higher
Super Micro continued to exhibit margin pressure in the latest quarter, reflecting a competitive server market.
Q3 Earnings: Top-Performing AI Stock Set to Report Results
Given the positivity of the Q3 cycle so far, is it reasonable to expect the AI player to keep the momentum rolling? Sales growth is forecasted to be negative for the first time in years.
Super Micro Computer: Optimistic Heading Into Q1, But Can't Rule Out An EPS Miss
Despite the October 23 8-K cutting preliminary FQ1 revenue to $5B, Super Micro Computer, Inc. management reiterated ≥$33B FY26 and cited >$12B in new FQ2 design wins. The SMCI downgrade was due to a timing issue and not a cancellation of GB300 rack orders. The Street is still optimistic on the top-line growth from FQ2 onwards. On the execution front, I'll look for reported capacity above 30MW, to confirm throughput sufficient to deliver contracted racks.
Super Micro's Moment of Truth: A Growth Story Under Pressure
After a year of meteoric gains, shares of Super Micro Computer NASDAQ: SMCI are caught in a tug-of-war between a jarring short-term financial update and a series of powerful long-term strategic announcements. The company's upcoming Nov. 4 earnings call has become a critical inflection point, where management must prove its hyper-growth artificial intelligence (AI) story is not just intact but accelerating.
Is Trending Stock Super Micro Computer, Inc. (SMCI) a Buy Now?
Super Micro (SMCI) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Super Micro Computer: The Bumpy Ride Worth Taking
Super Micro Computer, Inc. remains a Strong Buy ahead of FQ1 2026 earnings, despite recent volatility and a preliminary revenue miss. SMCI's long-term growth is driven by AI adoption, strategic partnerships with Intel, Micron, and Nvidia, and expansion into new markets like federal contracts and smaller clients. SMCI stock valuation is compelling with a forecasted FY2027 P/E of 15 and a forward P/S below 1, suggesting 45% upside potential over the next year.
Super Micro Computer (SMCI) Rises Higher Than Market: Key Facts
Super Micro Computer (SMCI) closed the most recent trading day at $52.36, moving +1.53% from the previous trading session.
