Microcomputer Stock Crashes Over 17% Pre-Market, Q4 Earnings Miss Expectations + Guidance Cut!
Grandon News August 6th | Microcomputer (SMCI.US) crashed over 17% pre-market to $47.5. On the news front, Microcomputer's Q4 revenue came in at $57.6 billion, up 7.5% year-over-year, but below analysts' expectations of $60.1 billion; adjusted EPS was $0.41, also lower than expected $0.44. Looking ahead, the company expects Q1 2026 revenue to be between $60 billion and $70 billion, with adjusted EPS ranging from $0.4 to $0.52, both below analysts' average expectations of $65.9 billion and $0.59 respectively.
Additionally, the company cut its 2026 fiscal year revenue guidance from a previous forecast of $400 billion to $330 billion. Bloomberg analyst Woo Jin Ho notes that this outlook implies a highly competitive pricing environment, particularly with Dell's competition, sparking market concerns that Microcomputer's market share may be eroded continuously. (Grandon News)