From Zacks Investment Research: 2025-05-05 19:44:00

The 2025 Q1 earnings season is in full swing, with Super Micro Computer (SMCI) and ARM Holdings (ARM) set to report this week. ARM is expected to see a 44% YoY growth in EPS, with sales expected to grow by 33% to $1.2 billion. On the other hand, SMCI is facing negative revisions, with EPS estimates down more than 50% and revenue expected to decline by 18%. Despite the negative revisions, SMCI shares have outperformed the S&P 500 in 2025. Both companies are closely watched in the AI sector, with investors eager to see their performance and guidance in the current economic climate.



Read more at Zacks Investment Research: Earnings Season: 2 AI Reports to Watch This Week – May 5, 2025