By Tae Kim

Super Micro Computer shares fell after the company forecast mixed guidance to investors.

For the September quarter, the server maker reported adjusted earnings per share of 35 cents, compared to Wall Street's consensus estimate of 37 cents, according to FactSet. Revenue came in at $5 billion, below analysts' expectations of $5.83 billion.

The fiscal first-quarter results weren't much of a surprise. Super Micro had already given a $5 billion preliminary revenue number when the AI server maker negatively pre-announced last month.

The company's earnings outlook, however, was mixed. Super Micro said revenue for the current quarter would be in a range of $10 billion to $11 billion, versus the $7.94 billion average analyst estimate. The company's EPS outlook for the current quarter was below expectations at a range of 46 cents to 54 cents versus the 61-cent estimate.

Super Micro shares fell as much as 9% following the report.

There was some positive news in the release. Super Micro CEO Charles Liang said the company now expects revenue of at least $36 billion for fiscal year 2026, which is above the prior $33 billion outlook and the current consensus of $32.25 billion.

But investors will likely want to know how earnings will come in for the full fiscal year, too. No EPS guidance was given for that time period.

Super Micro stock is up 56% this year as of Tuesday's close, compared with the 21% rise for the Nasdaq Composite index.

Write to Tae Kim at tae.kim@barrons.com

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November 04, 2025 16:59 ET (21:59 GMT)

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