CNBC's Kristina Partsinevelos joins 'Closing Bell: Overtime' to discuss earnings results for two chip makers.
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.
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 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.
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.
Super Micro Computer's fourth-quarter fiscal 2025 performance is likely to have benefited from booming demand for AI-servers and DLC.
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) reached $58.97 at the closing of the latest trading day, reflecting a -2.87% change compared to its last close.
Super Micro Computer's fourth-quarter fiscal 2025 results are likely to benefit from direct liquid cooling and server offerings.
Following a challenging second half of 2024, investors have expressed a positive outlook on Super Micro Computer, Inc. SMCI, with its shares gaining 97% this year and outpacing NVIDIA Corporation's NVDA gain of 31.6%. So, can Supermicro, a manufacturer of data center components, become the next NVIDIA, and is it a worthwhile investment?
Super Micro (SMCI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The three stocks in this analysis all look as if they are trying to go higher over the longer term, but in general, the markets could be somewhat quiet on Tuesday, as we are waiting for the Federal Reserve to release its latest interest rate decision.