Super Micro Computer: Valuation Mirrors FY2026 Revenue Guidance
I maintain my Strong Buy rating on SMCI despite the dual earnings miss, viewing the recent share price drop as a buying opportunity. The earnings miss was minor and temporary, with management citing resolved capital constraints and delayed revenue recognition from a major customer. SMCI's FY2026 sales guidance of $33 billion, driven by AI tailwinds and DCBBS innovation, signals robust growth and market expansion.
Super Micro: Gross Margins Remain An Achilles' Heel
Super Micro Computer's gross margins continue to decline despite strong revenue growth and a positive long-term AI demand outlook. SMCI stock now trades at 20.65x 2026 EPS, no longer cheap with the PEG ratio ballooning from
Super Micro Computer, Inc. (SMCI) Q4 2025 Earnings Call Transcript
Super Micro Computer, Inc. (NASDAQ:SMCI ) Q4 2025 Earnings Conference Call August 5, 2025 5:00 PM ET Company Participants Charles Liang - Founder, Chairman of the Board, President & CEO David E. Weigand - Senior VP, CFO, Company Secretary & Chief Compliance Officer Michael Thomas Staiger - Senior Vice President of Corporate Development Conference Call Participants Ananda Prosad Baruah - Loop Capital Markets LLC, Research Division Jonathan E.
Super Micro Computer (SMCI) Lags Q4 Earnings and Revenue Estimates
Super Micro Computer (SMCI) came out with quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.63 per share a year ago.
Super Micro shares drop on EPS miss and Skyworks shares move higher on EPS beat
CNBC's Kristina Partsinevelos joins 'Closing Bell: Overtime' to discuss earnings results for two chip makers.
Super Micro Computer forecasts upbeat FY26 revenue despite Q4 earnings miss
Super Micro Computer Inc (NASDAQ:SMCI) reported fourth-quarter results that missed Wall Street estimates, but issued a strong revenue forecast for fiscal 2026 amid strong demand for its AI-optimized servers. The company posted revenue of $5.8 billion for the quarter ended June 30, up 7% from a year earlier but below analysts' average estimate of $5.99 billion, according to LSEG data.
Super Micro backs away from a lofty goal, and its stock is sinking
The server maker is targeting $33 billion in revenue for the fiscal year that just began — below a forecast given back in February
Super Micro's quarterly revenue misses estimates
Super Micro missed Wall Street estimates for fourth-quarter revenue on Tuesday, hit by intense competition from larger server makers for high-performance computers used to train artificial-intelligence models.
Wall Street sets SMCI stock price ahead of earnings report
Super Micro Computer (NASDAQ: SMCI) is set to report its fourth quarter fiscal year 2025 results after the bell on Tuesday, August 5. Ahead of the release, the stock rose 2.81% on Monday to close at $58.23.
HPC Server and DLC Traction Likely to Boost SMCI's Q4 Earnings
Super Micro Computer's fourth-quarter fiscal 2025 performance is likely to have benefited from booming demand for AI-servers and DLC.
Super Micro Should Get A Super Catalyst (Earnings Preview)
I maintain my Buy rating on Super Micro Computer, Inc., expecting a strong Q4 driven by robust AI demand, new product launches, and global expansion. SMCI's recent margin pressures and Q3 reset have set a low bar for Q4, creating a high probability for a double-beat on revenue and EPS. The company's rapid expansion in liquid-cooled and Blackwell-based AI solutions, plus a $20 billion DataVolt partnership, positions SMCI for a strong Q4 shipment ramp and margin recovery.
Super Micro Computer (SMCI) Declines More Than Market: Some Information for Investors
Super Micro Computer (SMCI) reached $58.97 at the closing of the latest trading day, reflecting a -2.87% change compared to its last close.
