Focus on the prospect of Super Micro

By Brian Sitnamy

Super Micro had ever been a bright spot because of its outperformance as a server maker. The company had been on a tear due to its position in the AI market, selling servers packed with Nvidia’s graphics processing units.

But right now it seems things are changing. Super Micro issued disappointing guidance, a week after the server maker provided preliminary results for the latest quarter that fell shy of expectations.

Here’s what the company reported : Earnings per share: 31 cents adjusted vs. 50 cents expected; Revenue: $4.60 billion vs. $5.42 billion expected.

The company indicated that revenue in the fiscal third quarter would be between $4.5 billion and $4.6 billion, and that earnings per share would fall in the range between 29 cents and 31 cents. The stock plummeted 12% following that release.

In terms of Q4 guidance, Super Micro called for 40 cents to 50 cents in adjusted earnings per share on $5.6 billion to $6.4 billion in revenue. Analysts had been looking for 69 cents in adjusted earnings per share on $6.82 billion in revenue.

The uncertain macroeconomic environment and sweeping tariffs are key factors that is likely to drag on company's performance. The company is not giving fiscal 2026 guidance because of tariff-related uncertainty. In another words, Super Micro will be treacherous for investors down the road.

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