Group 1 - Super Micro Computer, Inc. (NASDAQ:SMCI) experienced a significant decline, with shares dropping 8.72% to close at $47.92, marking the third consecutive day of losses due to weak preliminary results that fell short of prior guidance [1][2]. - The company announced an expected revenue of $5 billion for the first quarter of fiscal year 2026, which is lower than the previously anticipated range of $6 billion to $7 billion [2]. - The decline in expected revenues is attributed to "design win upgrades" that have shifted some anticipated revenues from the first quarter to the second quarter of the fiscal period [3]. Group 2 - Despite the recent setbacks, Super Micro is witnessing strong customer engagement for its newly released AI liquid-cooled solutions, with key customers increasing their volume deployments over multiple quarters [4]. - The President and CEO of Super Micro, Charles Liang, expressed optimism about customer demand accelerating and the company gaining market share in AI, reiterating a revenue expectation of at least $33 billion for fiscal year 2026 [4]. - Official results for the company are set to be released after market close on November 4, 2025 [5].
Super Micro (SMCI) Slashes 8.7% as Revenues Seen to Fall