Dear Super Micro Computer Stock Fans, Mark Your Calendars for November 4

Core Viewpoint - Super Micro Computer (SMCI) stock has experienced a significant rally of 67% this year, but has corrected by 18% from its peak due to disappointing preliminary sales results for Q1 2026, which are expected to miss estimates by nearly $1.5 billion [1][5]. Financial Performance - For the financial year 2025, Super Micro Computer reported a revenue growth of 47% year-on-year, reaching $22 billion, driven by demand from large-scale data center customers [3]. - The company has guided for Q1 2026 revenue in the range of $6 to $7 billion, but preliminary numbers indicate only $5 billion, leading to some disappointment [5]. Long-term Outlook - Despite the Q1 setback, the long-term outlook for Super Micro Computer remains positive, with the company reaffirming its full-year revenue guidance of $33 billion [5]. - The company is expected to benefit from increased market share in AI and the introduction of next-generation products [6]. Growth Drivers - The new "Datacenter Building Block Solutions" (DCBBS) is anticipated to drive growth, with the number of large-scale data center customers expected to increase from six in FY 2025 to eight in FY 2026 [6]. - Customer engagement for newly released AI-cooled solutions is reported to be at "outstanding levels," indicating strong demand [6]. Capacity Expansion - To meet increasing demand, Super Micro Computer is adding a third manufacturing campus in Silicon Valley and expanding capacity in Mexico, Taiwan, and the Netherlands, ensuring sustained growth momentum beyond FY 2026 [7].