On June 1, 2023, Charles Liang, the CEO of Super Micro, gave the keynote address to attendees at the Computex technology trade show in Taipei, Taiwan. Under increasing pressure over his company’s grim financial prospects. After news of lower than expected earnings guidance broke, Super Micro’s stock dropped 15%. The company’s stock value has skyrocketed by nearly 88% to date in 2025. This steep drop-off is in stark opposition to the S&P 500 index overall, which only increased a meager 7% during that three-month stretch.
In his speech, Liang focused on Super Micro’s outlook for the fiscal first quarter. He predicted that adjusted earnings per share would range from 40 cents to 52 cents. Perhaps of greatest interest, though, was his statement that the company guides towards revenues of $6 billion to $7 billion this quarter. These figures will be the most scrutinized by investors as they show the company’s ability to succeed in a period of increased investor expectations.
With an ambitious revenue target, Super Micro is hitting for the cycle. They are aiming for a minimum of $33 billion in the fiscal year 2026. This outlook is well ahead of the LSEG consensus, which pegs revenue at $29.94 billion for the quarter. The divergence between Super Micro’s projections and market expectations has raised questions about the company’s future growth potential and operational strategies.
Super Micro’s executives will join industry analysts this afternoon on a conference call to explain the astonishing results and lofty projections. This Member Call will begin at 5pm ET. Investors and analysts alike will be watching this conversation intently. First, they want to know what’s behind the company’s plans to address its existing shortcomings.