Super Micro Sees 103% EPS Growth Estimate and 87.7% Revenue Forecast Surge
Analysts raised Super Micro’s current-quarter EPS estimate by 8.5% to $0.63, implying 103.2% year-over-year growth, while lifting full-year revenue forecast to $41.25 billion, up 87.7%. Last quarter’s $12.68 billion revenue and $0.69 EPS topped estimates by 21.4% and 40.8%, and valuation scores it below peers.
1. Earnings Estimate Revisions
Sell-side analysts raised Super Micro’s current-quarter EPS forecast by 8.5% to $0.63, implying 103.2% year-over-year growth. Full-year EPS estimate stands at $2.22 (+7.8%), with next fiscal year projection of $2.97 (+33.6%), though that estimate dipped 1.2% over the last month.
2. Revenue Growth Forecast
The consensus sales estimate for the current quarter reached $12.34 billion, up 168.3% year-over-year. Projections for the current and next fiscal years are set at $41.25 billion (+87.7%) and $48.38 billion (+17.3%), reflecting sustained demand for its server technology solutions.
3. Last Quarter Results and Surprises
In the latest quarter, Super Micro reported $12.68 billion in revenue (+123.4% yoy) and $0.69 EPS (+13.1% yoy), surpassing revenue and EPS estimates by 21.4% and 40.8%, respectively. The company beat consensus EPS in three of the past four quarters and revenue in two.
4. Valuation and Rating
Super Micro holds a valuation grade of B, indicating it trades at a discount to peers on metrics like P/E and P/S. A proprietary Hold rating suggests near-term performance may align with broader market trends.