SMCI Stock Falls. Why Super Micro Earnings Disappointed the Market. - Barron's
1. SMCI projects Q4 earnings below Wall Street estimates, causing share drops. 2. Revenue expected between $5.6 billion and $6.4 billion, missing analyst consensus. 3. Fiscal 2025 revenue guidance cut to $21.8-$22.6 billion from $23.5-$25 billion. 4. CEO cites customer decision delays and economic uncertainty impacting performance. 5. SMCI shares have declined 60% in the past year amid mixed analyst ratings.