Home / Business and Economy / Super Micro Misses Q1 Revenue Guidance, Cites $12B in New AI Orders
Super Micro Misses Q1 Revenue Guidance, Cites $12B in New AI Orders
23 Oct
Summary
- Super Micro expects $5B in Q1 revenue, down from $6-7B guidance
- Sees "robust demand" for new AI-focused products
- Reiterates $33B revenue target for fiscal year 2026
In a recent business update, Super Micro Computer, Inc. (NASDAQ:SMCI) has announced that it expects to report $5 billion in first-quarter revenue, down from its previous guidance of $6 billion to $7 billion. The company attributed this shortfall to design wins that have pushed some expected revenue to the second quarter.
Despite the lower-than-expected Q1 revenue, Super Micro remains optimistic about the AI market. The company noted that it is seeing "robust demand" for its newly released AI-focused products, including the Super Micro Nvidia GB300, B300, RTX Pro, and AMD 355X LC solutions, which are just starting to ship.
"Supermicro is seeing outstanding levels of customer engagements for newly released AI liquid cooled solutions along with numerous key customers ramping large, multi-quarter, volume deployments," said Charles Liang, CEO of Super Micro.
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The company also reiterated its revenue target of at least $33 billion for the fiscal year 2026, expressing confidence in its ability to deliver on this goal. This positive outlook comes despite the recent design wins of more than $12 billion, which the company says will be delivered in the second quarter.
As of October 23, 2025, Super Micro's stock is trading approximately 2.6% above its 50-day moving average, which could serve as a key support level in the near term. The 200-day moving average, positioned at $42.62, is further below and may provide additional support should the stock continue to face downward pressure.
