Super Micro Computer(US:SMCI) Benzinga·2025-11-04 21:29Core Viewpoint - Super Micro Computer, Inc. (SMCI) reported disappointing first-quarter 2026 earnings, missing both revenue and earnings estimates, leading to a decline in stock price [1][2]. Financial Performance - Quarterly earnings were reported at 35 cents per share, below the analyst consensus estimate of 40 cents [2]. - Revenue for the quarter was $5.01 billion, missing the analyst consensus estimate of $5.99 billion and down from $5.93 billion in the same period last year [2][5]. - Gross margin decreased to 9.3% from 13.1% in the first quarter of 2025 [5]. Future Outlook - For the second quarter, Super Micro expects adjusted EPS in the range of 46 cents to 54 cents, lower than the analyst estimate of 61 cents [3]. - Revenue guidance for the second quarter is projected between $10 billion and $11 billion, significantly higher than the $7.82 billion estimate [3]. Stock Performance - Following the earnings report, SMCI stock fell by 6.32%, trading at $44.50 in extended trading [3].