From Nasdaq: 2025-04-30 10:38:00

Super Micro Computer (NASDAQ: SMCI) released disappointing preliminary results for Q3 2025, with revenue now projected at $4.5-4.6 billion, missing previous guidance of $5-6 billion. GAAP and non-GAAP EPS also fell short, with the stock dropping 17% after-hours. Super Micro cited delayed customer decisions for the revenue shortfall and expects a 220 basis point drop in gross margin from Q2.

Investors are concerned about Super Micro’s revenue and profit miss, with the stock down 70% from its all-time high. Other factors like Microsoft and Amazon scaling back data center leases raise questions about AI infrastructure demand. Super Micro’s focus on new products and design wins could be impacted by the uncertain economic environment, with no set date for the full Q3 report.

Considerations for investing in Super Micro Computer include the company’s recent struggles and the broader market conditions affecting AI infrastructure demand. The Motley Fool’s Stock Advisor team has identified the top 10 stocks for investors to buy now, with historical returns showcasing market outperformance. As the company faces challenges in the current economic landscape, potential investors should carefully weigh risks and opportunities in the tech sector.



Read more at Nasdaq: SMCI: Preliminary Results Disappoint | Nasdaq