By Katherine Hamilton
Super Micro Computer is scheduled to report its fiscal fourth-quarter financial results after the market closes Tuesday. Here is what you need to know.
REVENUE: The server and storage provider is expected to report $5.98 billion in sales, up from $5.31 billion in the previous fourth quarter, according to FactSet.
ADJUSTED NET INCOME: The San Jose, Calif., company is expected to post an adjusted profit of $286.9 million, compared with $404.2 million the year before, according to FactSet.
ADJUSTED EPS: Stripping out certain one-time items, earnings are expected to come in at 45 cents a share, down from 52 cents a share the prior year, according to Factset. Super Micro enacted a 10-for-1 stock split in October of 2024.
The stock has risen 82% during the past three months and recently traded around $58.26.
WHAT TO WATCH
-- Analysts say they have more questions than answers heading into earnings. Super Micro Computer is set up to benefit from increasing spending by neoclouds and model builders, and Nvidia prioritizing GB200 customer deliveries. Both of those trends should favor Super Micro as a leading supplier for AI servers, Wedbush analysts Matt Bryson and Antoine Legault say.
-- At the same time, analysts are uncertain about the progression of the business. Where Super Micro uses third parties for component supply, there doesn't appear to be enough strength in demand to be congruent with the sharp uptick in Super Micro's server shipments, Bryson and Legault say.
Write to Katherine Hamilton at katherine.hamilton@wsj.com
(END) Dow Jones Newswires
August 04, 2025 12:40 ET (16:40 GMT)
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