{"id":165009,"date":"2025-11-05T22:58:17","date_gmt":"2025-11-05T22:58:17","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/165009\/"},"modified":"2025-11-05T22:58:17","modified_gmt":"2025-11-05T22:58:17","slug":"supermicro-slides-9-but-its-ai-pipeline-looks-massive","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/165009\/","title":{"rendered":"Supermicro Slides 9%, But Its AI Pipeline Looks Massive"},"content":{"rendered":"\n<p class=\"yf-1090901\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3185675\/supermicro-slides-9-but-its-ai-pipeline-looks-massive?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-1090901\">Supermicro (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/SMCI\" data-ylk=\"slk:NASDAQ:SMCI;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:SMCI<\/a>)<a href=\"https:\/\/seekingalpha.com\/news\/4514854-supermicro-tumbles-after-800m-q1-revenue-miss-but-q2-revenue-outlook-crushes-estimate-by-2b\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:had a rough night on Wall Street.;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> had a rough night on Wall Street. <\/a>Shares sank about 9% in after-hours trading Monday after the company&#8217;s latest quarterly results missed expectations even though its forecast for the next quarter left analysts stunned.<\/p>\n<p class=\"yf-1090901\">For the quarter ended September 30, the AI server maker posted adjusted earnings of $0.35 a share, a bit below the expected $0.39. Revenue came in at $5 billion, missing estimates by roughly $800 million and marking a 15% drop from last year. Margins stayed mostly steady at 9.5%.<\/p>\n<p class=\"yf-1090901\">But the mood quickly shifted once investors saw what&#8217;s coming next. Supermicro is guiding for second-quarter revenue between $10 billion and $11 billion way ahead of Wall Street&#8217;s $8.05 billion forecast. CEO Charles Liang said the company&#8217;s rapidly expanding order book now includes more than $13B in Blackwell Ultra AI server orders, and he expects at least $36 billion in revenue for fiscal 2026.<\/p>\n<p class=\"yf-1090901\">Analysts say the selloff looks more emotional than logical calling it AI panic rather than a sign of real weakness. Supermicro, they argue, is still sitting right at the heart of the AI gold rush.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Supermicro (NASDAQ:SMCI) had a rough night on Wall Street. Shares sank about&hellip;\n","protected":false},"author":2,"featured_media":165010,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,289,290,18,13154,19,17,19209,82,211],"class_list":{"0":"post-165009","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-eire","12":"tag-gurufocus","13":"tag-ie","14":"tag-ireland","15":"tag-supermicro","16":"tag-technology","17":"tag-wall-street"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115499571803130620","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/165009","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=165009"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/165009\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/165010"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=165009"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=165009"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=165009"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}