Supermicro's Trading Volume Surges 97.66% to Rank 18th Amid Revenue Miss and Stock Decline

On April 30, 2025, Supermicro's trading volume reached 29.44 billion, marking a 97.66% increase from the previous day and ranking 18th in the day's market activity. Supermicro's stock price fell by 11.50%, marking the second consecutive day of decline, with a total decrease of 14.52% over the past two days.

Supermicro has announced that it will host a live audio webcast and conference call on May 6, 2025, at 5:00 p.m. ET to discuss its third-quarter fiscal 2025 results. The company released preliminary financial results for the quarter, revealing a significant shortfall from its previous guidance. Revenue is now projected to be between $4.5 billion and $4.6 billion, down from the earlier estimate of $5.0 billion to $6.0 billion. This represents a 10-25% miss in revenue expectations.

The company's earnings per share (EPS) projections have also been revised downward. GAAP EPS is now expected to be between $0.16 and $0.17, compared to the previous guidance of $0.36 to $0.53. Non-GAAP EPS is estimated to be between $0.29 and $0.31, lower than the prior range of $0.46 to $0.62. The gross margin for the third quarter has declined by 220 basis points from the second quarter, primarily due to higher inventory reserves for older generation products and expedite costs for new product launches.

Supermicro attributes the revenue miss to delayed customer platform decisions, which have shifted sales into the fourth quarter. Despite this, the company reports robust design wins for new generation products. The preliminary results are subject to revision during the financial closing procedures, and the company will provide a more detailed update during the earnings call on May 6, 2025.