May 5 - Super Micro Computer (SMCI, Financial) is scheduled to post third-quarter fiscal 2025 results after the closing bell on Tuesday.

Wall Street is forecasting earnings of $0.43 per share on revenue of $5.05 billion. If met, that would reflect a 35% decline in profit even as revenue rises 31% from the same period last year.

The earnings preview follows a sharp guidance cut issued last week. The company trimmed its Q3 revenue forecast to $4.5 billion to $4.6 billion and sees adjusted EPS between $0.29 and $0.31. The revision was attributed to delayed customer purchasing decisions, which pushed some sales into the next quarter. Shares fell about 18% after the guidance revision on Wednesday.

Investors will watch closely for commentary on demand trends, customer behavior, and the company's AI server momentum during the post-earnings call.

In response to the reduced outlook, analysts have lowered their targets. Northland's Nehal Chokshi maintained a Buy rating but cut his price target to $70. Barclays and J.P. Morgan analysts also trimmed targets, citing limited visibility into 2025 AI infrastructure spending.

Is SMCI Stock a Buy?

Based on the one year price targets offered by 12 analysts, the average target price for Super Micro Computer Inc is $44.93 with a high estimate of $73.00 and a low estimate of $15.00. The average target implies a upside of +33.27% from the current price of $33.71.

Based on GuruFocus estimates, the estimated GF Value for Super Micro Computer Inc in one year is $60.03, suggesting a upside of +78.08% from the current price of $33.71. For deeper insights, visit the SMCI Forecast page.