Supermicro Q1 adjusted EPS misses estimates

Reuters

Nov 05

Supermicro Q1 adjusted EPS misses estimates

Overview

IT solution provider Super Micro Computer Inc's fiscal Q1 net sales fall to $5 bln from $5.9 bln yr/yr
Adjusted EPS for fiscal Q1 misses analyst expectations
Company projects at least $36 bln in revenue for fiscal year 2026

Outlook

Company expects Q2 net sales between $10.0 bln and $11.0 bln
Super Micro sees FY 2026 net sales of at least $36 bln
Company projects Q2 GAAP EPS of $0.37 to $0.45

Result Drivers

ORDER BACKLOG - Co reports a rapidly expanding order book, including over $13 bln in Blackwell Ultra orders

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 Adjusted EPS	Miss	$0.35	$0.40 (18 Analysts)
Q1 EPS		$0.26
Q1 Net Income		$168 mln
Q1 Adjusted Gross Margin		9.50%

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "strong buy" or "buy", 10 "hold" and 3 "sell" or "strong sell"
The average consensus recommendation for the computer hardware peer group is "buy."
Wall Street's median 12-month price target for Super Micro Computer Inc is $48.00, about 5.7% below its November 3 closing price of $50.75
The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nBw9lk6CYa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Supermicro Q1 adjusted EPS misses estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1861220033.SGD","symbol_name":"Blackrock Next Generation Technology A2 SGD-H","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251104:nL1N3WG1F2:1","article_id":"2581764767","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2581764767","pubTimestamp":1762291232,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"Supermicro Q1 adjusted EPS misses estimatesOverviewIT solution provider Super Micro Computer Inc's fiscal Q1 net sales fall to $5 bln from $5.9 bln yr/yrAdjusted EPS for fiscal Q1 misses analyst expec","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","BK4543":"AI","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCI":"超微电脑","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"translate_title":"超微第一季度调整后每股收益未达预期","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMCI":0.9},"content_text":"Supermicro Q1 adjusted EPS misses estimatesOverviewIT solution provider Super Micro Computer Inc's fiscal Q1 net sales fall to $5 bln from $5.9 bln yr/yrAdjusted EPS for fiscal Q1 misses analyst expectationsCompany projects at least $36 bln in revenue for fiscal year 2026OutlookCompany expects Q2 net sales between $10.0 bln and $11.0 blnSuper Micro sees FY 2026 net sales of at least $36 blnCompany projects Q2 GAAP EPS of $0.37 to $0.45Result DriversORDER BACKLOG - Co reports a rapidly expanding order book, including over $13 bln in Blackwell Ultra ordersKey DetailsMetricBeat/MissActualConsensus EstimateQ1 Adjusted EPSMiss$0.35$0.40 (18 Analysts)Q1 EPS$0.26Q1 Net Income$168 mlnQ1 Adjusted Gross Margin9.50%Analyst CoverageThe current average analyst rating on the shares is \"hold\" and the breakdown of recommendations is 7 \"strong buy\" or \"buy\", 10 \"hold\" and 3 \"sell\" or \"strong sell\"The average consensus recommendation for the computer hardware peer group is \"buy.\"Wall Street's median 12-month price target for Super Micro Computer Inc is $48.00, about 5.7% below its November 3 closing price of $50.75The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 22 three months agoPress Release: ID:nBw9lk6CYaFor questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"express","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}