From Nasdaq: 2025-04-28 10:21:00

Super Micro Computer, Inc. (SMCI) is set to report its third-quarter fiscal 2025 on April 29, with revenue expectations between $5 billion and $6 billion. The Zacks Consensus Estimate is $5.34 billion, a 38.6% year-over-year increase. Earnings per share are expected between 46 cents and 62 cents, with a Consensus Estimate of 52 cents.

Despite SMCI’s Zacks Rank #1, its Earnings ESP is 0.00%, reducing the likelihood of an earnings beat. The company’s earnings have a 1.82% negative surprise average. SMCI’s Q3 results are expected to benefit from AI workload demand, data center expansion, and partnerships with NVIDIA.

Super Micro Computer’s price has dropped 59.1% in the past year, underperforming the industry. However, with a forward P/E of 11.60X compared to the industry’s 16.46X, SMCI appears undervalued. The company’s position in AI infrastructure, strong cash flow, and expanding margins make it an attractive investment opportunity.

SMCI is leveraging its AI infrastructure leadership, liquid cooling technology, and partnerships with Intel and AMD to drive growth. The company’s production ramp-up and product integration are expected to boost revenue. With demand for AI infrastructure on the rise, investing in SMCI is a strategic move for long-term growth prospects.



Read more at Nasdaq: Should You Buy Super Micro Computer Stock Before Q3 Earnings?