SMCI – Super Micro Computer, Inc.

Latest News & Stock Analysis

Super Micro Computer, Inc. (SMCI) is a leading provider of high-performance server and storage solutions based in San Jose, California. Founded in 1993, the company specializes in developing and manufacturing end-to-end computing solutions for a wide range of markets, including enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing. Supermicro’s business model focuses on delivering application-optimized, energy-efficient server solutions that help customers lower their total cost of ownership (TCO) and reduce their environmental impact. A key innovation of Supermicro is its “Building Block Solutions” approach, which allows for flexible and modular server configurations tailored to specific workload requirements. This approach, combined with a commitment to green computing, positions Supermicro as a key player in the evolving landscape of high-performance computing. Investors interested in stocks, investment, news on SMCI, and analysis of SMCI should consider the company’s strong market position and growth potential within these expanding sectors.

SMCI’s Grim Forecast: Is a Deeper Slide Coming?
SMCI

SMCI’s Grim Forecast: Is a Deeper Slide Coming?

by | 07/05/2025 04:00 AM | SMCI

📉 Super Micro Computer issued a sales forecast for the current period that fell short of analyst estimates, leading to investor disappointment.

📊 The company projects revenues between $5.6 billion and $6.4 billion for the June-ending quarter, with adjusted earnings of 40 to 50 cents per share, below the 64 cents average estimate.

⚠️ CEO Charles Liang cited delayed purchases, economic uncertainty, and potential tariff impacts as reasons for the weak outlook, though he expressed confidence in long-term goals.

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Super Micro’s Shocking Guidance Cut: Sales Plummet, Future Uncertain
SMCI

Super Micro’s Shocking Guidance Cut: Sales Plummet, Future Uncertain

by | 06/05/2025 12:59 PM | SMCI

📉 Super Micro reported a significant drop in Q1 sales to $4.6 billion from $5.6 billion in the previous quarter, with margins also contracting from 11.8% (and 15.5% prior) to 9.6%.

👎 The company attributed the sales decline to some consumers delaying platform decisions, but the market reacted negatively to the results, described by the analyst as a 'disaster'.

💩 Despite a positive Q2 sales guidance ($5.6-$6.4 billion), Super Micro slashed its full-year 2025 revenue guidance from $23.5-$25 billion to a new range of $21.8-$22 billion, a roughly 10% reduction, signaling significant headwinds.

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Super Micro’s AI Hype Cools After Major Earnings Miss
SMCI

Super Micro’s AI Hype Cools After Major Earnings Miss

by | 30/04/2025 04:00 AM | SMCI

🚨 Super Micro Computer stock plunged 15% after releasing preliminary Q3 results that significantly missed analyst estimates and the company's own guidance for both revenue and earnings per share.

📉 Sales guidance was $4.5-$4.6 billion versus analyst estimates of $5.35 billion and the company's prior forecast of $5.5 billion, indicating a substantial shortfall.

🤔 The miss casts doubt on the company's aggressive long-term revenue forecast ($40 billion by FY2026) and suggests its recovery plan is taking longer than expected to gain traction, cooling investor enthusiasm for the AI-related stock.

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