Super Micro Computer's NASDAQ: SMCI stock price has wallowed near long-term lows because of sentiment and fears of financial misconduct. However, let's face it: the Q2 results weren't bad, and sentiment is rapidly improving because of a robust outlook.
Super Micro's stock is surging following a robust revenue outlook for next fiscal year. But analysts worry about stiffer competition in the market, among other issues.
The server maker's better-than-expected revenue guidance wowed investors, but questions remain about its accounting issues.
A massive short-covering taking place in the Super Micro Computer stock after-hours trading: Bears started to panic. The downward pressure may be finally coming to an end now. Effectively, the firm missed on both the top and bottom lines as the consensus was waiting for $5.77 billion in sales and ~$0.61 EPS, according to Seeking Alpha data. On the other hand, SMCI's strong relationship with Nvidia and readiness to offer advanced tech solutions underpin its competitive edge and future growth potential.
Super Micro Computer reaffirmed its February 25 compliance deadline while delivering stronger-than-expected financials, easing prior concerns and solidifying its medium-term growth trajectory. Despite limited access to credit markets, SMCI posted solid FQ2 revenue of $5.65B. FY2026 revenue projected to reach $40B, signaling confidence in long-term demand.
Super Micro Computer reported mediocre Q2/FY2025 results and issued Q3 guidance below expectations as sales continue to be impacted by limited availability of Nvidia's latest generation Blackwell GPUs. The company also reduced full-year FY2025 projections. However, managements optimism remains unbridled, as evidenced by its stellar $40 billion FY2026 revenue guidance. Super Micro Computer expects to become current with its regulatory filing requirements ahead of the February 25 Nasdaq deadline.
Super Micro Computer, Inc. (NASDAQ:SMCI ) Q2 2025 Earnings Conference Call February 12, 2025 5:00 PM ET Company Participants Michael Staiger - VP, IR and Corporate Development Charles Liang - Founder, President, CEO and Chairman David Weigand - SVP and CFO Conference Call Participants Michael Ng - Goldman Sachs Ananda Baruah - Loop Capital Samik Chatterjee - JPMorgan Ruplu Bhattachary - Bank of America Nehal Chokshi - Northland Jon Tanwanteng - CJS Securities Quinn Bolton - Needham & Company George Wang - Barclays Aaron Rakers - Wells Fargo Operator Thank you for standing by. Founder, President and Chief Executive Officer, David Weigand, CFO, and Michael Staiger, Senior Vice President of Corporate Development.
Super Micro Computer, Inc. is volatile after reporting earnings Tuesday. Preliminary results continue to show declining revenue growth and gross margins. Until audited financial results are available, investors should stay away from SMCI stock.
CEO Charles Liang said he is "confident" that the company will file its delayed annual report by the U.S. Securities and Exchange Commission's Feb. 25 deadline. The company also said it expects to hit $40 billion in revenue in fiscal 2026.
Super Micro Computer (SMCI) reported preliminary second-quarter results below prior estimates and said it expects to submit its delayed regulatory filings ahead of a Feb. 25 deadline to avoid delisting.
CNBC's Kristina Partsinevelos joins 'Closing Bell Overtime' to talk SUper Micro Computer cutting its full year guidance.
Breaking news hits the earnings panel as Supermicro (SMCI) reports its preliminary earnings ahead of its planned business update. Oliver Renick, Caroline Woods and Kevin Green talk about the highly-anticipated numbers following the release of the report.