Super Micro Earnings Guidance Raises Caution Amid Potential Upside

3 days ago

"Now, I want to jump into Super Micro. So, Super Micro right now is down roughly 8.7% for the day. Unfortunately, today Super Micro provides first quarter of fiscal year 2026 update. The revenue that they expect for this quarter is going to be $5 billion versus the 6 to 7 billion guidance. They mentioned they're seeing robust demand on the GB300, the B300, and even AMD's 355X liquid cooling, which is already shipping right now. To calm nerves, they do mention that they continue to see customer demand accelerating and they are reiterating revenue of at least $33 billion for fiscal year 2026."

The speaker highlights Super Micro's disappointing first quarter update with revenue expectations falling short of guidance, while noting strong demand for new products and significant design wins that could drive a rebound in the next quarter. There is underlying caution concerning potential margin pressure if older models are discounted.

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