SMCI Stock Forecast – November 2025: Supermicro’s AI Server Boom, Earnings, and Outlook
Super Micro Computer shares have dropped over 33% in the past month after missing fiscal Q1 2026 earnings and issuing cautious guidance. Revenue fell 15% year-over-year to $5.0 billion, well below forecasts, while adjusted EPS dropped to $0.35. Management blamed shipment delays on last-minute AI hardware design changes. The company raised its full-year revenue outlook to at least $36 billion.