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Supermicro Set to Post Q1 FY2026 Results as Wall Street Weighs AI Orders and Guidance Cut

Revenue timing shifts alongside governance scrutiny shape investor focus before the report.

Overview

  • The AI server maker reports fiscal Q1 results after the closing bell on Nov. 4, 2025.
  • Street forecasts cluster around roughly $5.8 billion to $6.1 billion in revenue and about $0.39 to $0.41 in adjusted EPS.
  • On Oct. 23 the company cut its Q1 revenue outlook to $5 billion, citing product design upgrades that moved some deliveries into Q2, while reiterating a $33 billion full‑year target and highlighting more than $12 billion in recent design wins for Nvidia- and AMD-based systems.
  • Super Micro Federal LLC was launched on Oct. 29 to accelerate expansion into the U.S. federal market.
  • Investor sentiment reflects ongoing fallout from the 2024 Hindenburg report, intensifying AI server competition and five straight quarterly misses, alongside mixed analyst ratings and a volatile stock.