
美股异动 | 超微电脑跌超 5.7% Q1 初步营收数据远低于市场预期

On Thursday, Super Micro Computer's stock price fell, dropping over 5.7% to $49.48 as of the time of writing. This came after the company announced preliminary revenue data for the first fiscal quarter that fell far short of market expectations. The company stated that revenue for the first quarter of fiscal year 2026 is approximately $5 billion, below the market consensus expectation of $6.48 billion. The company explained that some orders received have deferred revenue recognition to the second quarter due to upgrades. However, the company emphasized that the total amount of newly added design orders has exceeded $12 billion, and deliveries are expected to begin in the second quarter of fiscal year 2026
According to Zhitong Finance APP, on Thursday, Super Micro Computer (SMCI.US) saw its stock price decline, dropping over 5.7% to $49.48 as of the time of publication. This follows the company's announcement of preliminary revenue data for the first fiscal quarter, which fell significantly short of market expectations.
The company stated that its revenue for the first quarter of fiscal year 2026 is approximately $5 billion, below the market consensus estimate of $6.48 billion. The company explained that some orders received have had their revenue recognition deferred to the second quarter due to upgrades. However, the company emphasized that the total value of newly added design orders has exceeded $12 billion, and deliveries are expected to begin in the second quarter of fiscal year 2026
