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Super Micro Shares Soar Despite Earnings Miss and Guidance Cut

10/20/2025

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Summary

Story summary

Super Micro Computer, Inc. (SMCI) shares rose about 79% year-to-date on the AI/data-center boom.
The company reported Q2 FY2025 earnings that missed expectations, with EPS of $0.41 on $5.76 billion in revenue.
Management cut FY2026 revenue guidance to at least $33 billion from $40 billion, and institutional investors are trading shares.
Insiders have sold nearly $28 million, and analysts rate the stock Hold with targets from $27 to $60.

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Story summary

Super Micro Computer, Inc. (SMCI) shares rose about 79% year-to-date on the AI/data-center boom.
The company reported Q2 FY2025 earnings that missed expectations, with EPS of $0.41 on $5.76 billion in revenue.
Management cut FY2026 revenue guidance to at least $33 billion from $40 billion, and institutional investors are trading shares.
Insiders have sold nearly $28 million, and analysts rate the stock Hold with targets from $27 to $60.