Super Micro Computer (SMCI) Tops Q1 Earnings Estimates

Core Insights - Super Micro Computer (SMCI) reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, but down from $0.75 per share a year ago, indicating an earnings surprise of +25.00% [1] - The company posted revenues of $5.02 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 0.56% and down from $5.94 billion year-over-year [2] - Super Micro shares have increased approximately 66.5% year-to-date, significantly outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.63 on revenues of $8.3 billion, and for the current fiscal year, it is $2.54 on revenues of $34.13 billion [7] - The estimate revisions trend for Super Micro was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Computer-Storage Devices industry, to which Super Micro belongs, is currently ranked in the top 17% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Pure Storage (PSTG), another company in the same industry, is expected to report quarterly earnings of $0.59 per share, reflecting a year-over-year increase of +18% [9]