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BullDigest's May 6 Pre-Market Summary of Super Micro Computer, Inc.

  • 06.05.2025 15:07
  • bulldigest.com
  • Keywords: Pre-Market, Summary, Super Micro Computer, Inc.

Check out BullDigest's May 6 Pre-Market Summary of Super Micro Computer, Inc.. We provide a summary of the key news before the market opens.

Pre-Market SummarySMCIsentiment_dissatisfiedARMsentiment_satisfied

Estimated market influence

Super Micro Computer

Super Micro Computer

Negativesentiment_dissatisfied
Analyst rating: Neutral

Revenue expectations down 18% to $4.9B, EPS estimates down over 50%

ARM Holdings

ARM Holdings

Positivesentiment_satisfied
Analyst rating: Buy

$0.52 EPS (44% YoY growth), $1.2B in sales (33% YoY growth)

Context

Q1 2025 Earnings Season: Key AI Reports

ARM Holdings

  • Q1 2025 EPS Estimate: $0.52 (44% YoY growth)
  • Sales Forecast: $1.2B (33% YoY growth)
  • Growth Driver: AI frenzy, evident in quarterly sales trends

Super Micro Computer (SMCI)

  • Stock Performance: Outperformed S&P 500 in 2025 but expects volatility
  • EPS Revisions: Down >50% since February to $0.30
  • Revenue Expectations: Dropped 18% to $4.9B
  • Valuation: Trading at 11.0X forward 12-month earnings, a 47% discount to the S&P 500 (14.1X five-year median)

Conclusion

  • Market Sentiment: ARM revisions positive vs. SMCI
  • Stock Movement: Post-earnings performance tied to company guidance amid tariff talks and economic uncertainty