Expected revenue to reach up to $40 billion in fiscal year 2026! Super Micro Computer surged in after-hours trading
The CEO of Super Micro Computer stated that direct liquid cooling technology will be widely used in data centers within the next 12 months, becoming a key factor in achieving the revenue target of $40 billion. After the guidance data was released, Super Micro Computer's stock quickly surged in after-hours trading, with the current increase expanding to 7%, recovering from the initial drop in stock price following the earnings report
Super Micro's Q2 performance fell short of expectations, but it significantly raised its fiscal year 2026 performance guidance, stating that the advantages of liquid cooling technology will further expand.
After the U.S. stock market closed on Tuesday, Super Micro Computer announced its performance report for the second quarter of fiscal year 2025 (ending December 31, 2024). The financial report showed that Q2 sales were preliminarily between $5.6 billion and $5.7 billion, lower than analysts' expectations of $5.77 billion; adjusted earnings per share were preliminarily between $0.58 and $0.60, slightly below analysts' expectations of $0.61.
In terms of performance guidance, the company lowered its revenue expectations for fiscal year 2025 (ending June 30, 2025) from the previous $26 billion to $30 billion to $23.5 billion to $25 billion.
At the same time, Super Micro Computer CEO Charles Liang announced an ambitious long-term goal: expected revenue for fiscal year 2026 will reach $40 billion, a figure far exceeding Wall Street analysts' expectations. According to a FactSet survey, analysts previously expected the company's revenue for fiscal year 2026 to be $29.18 billion.
Charles Liang stated that the company's Direct Liquid Cooling (DLC) technology will be widely adopted in data centers within the next 12 months, becoming a key factor in driving Super Micro Computer to achieve its $40 billion revenue target for fiscal year 2026.
After the guidance data was released, Super Micro Computer quickly surged in after-hours trading, with the increase now expanding to 7%, recovering the initial stock price decline following the earnings report.
Due to Ernst & Young's withdrawal from auditing the company in 2023, Super Micro Computer currently has no auditor. The company stated that it is working to complete the performance reports for the past two quarters and the annual report for fiscal year 2024, with plans to release them by February 25