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BullDigest's May 7 Post-Market Summary of Super Micro Computer, Inc.

  • 07.05.2025 22:21
  • bulldigest.com
  • Keywords: Post-Market, Summary, Super Micro Computer, Inc.

Check out BullDigest's May 7 Post-Market Summary of Super Micro Computer, Inc.. We provide a summary of the key news from market opening hours.

Post-Market SummarySMCIsentiment_dissatisfied

Estimated market influence

Super Micro Computer

Super Micro Computer

Negativesentiment_dissatisfied
Analyst rating: Neutral

The company reported worse-than-expected Q3 financial results, including lower sales and EPS than expected.

Lineage Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Lineage Inc. operates as a temperature-controlled warehouse REIT with a market cap of $10.01B and a positive stock performance despite recent declines.

Context

# Yahoo & Lineage Inc. Information:

- **Yahoo:** Part of a family of brands including Yahoo, AOL, Engadget, Rivals, In The Know, and Makers. Used for providing sites/apps, user authentication, security applications, and aggregate, anonymized visitor measurement (device type, browser, duration).

- **Lineage Inc. (U.S.: Nasdaq):**  
  - Stock Quote: $44.40 (up 1.42%).  
  - Key Metrics:  
    - Day Range: 44.07 - 45.26  
    - 52 Week Range: 42.05 - 89.85  
    - Market Cap: $10.01B  
    - Shares Outstanding: 228.59M  
    - EPS: -$2.87  
    - Yield: 4.32%  
    - Dividend: $0.53  
    - Short Interest: 5.02M  
  - Performance:  
    - 5 Day: -7.93%  
    - 1 Month: -18.85%  
    - YTD: -24.19%  
  - Analyst Ratings: 18 total (Sell, Under, Hold, Over, Buy).  
  - Business Model: Temperature-controlled warehouse REIT founded in 2008. Operates through Global Warehousing and Global Integrated Solutions.

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# Super Micro Computer (SMCI) Summary:

- **Q3 Results:**  
  - Sales: $4.60 billion (vs. $5.42 billion estimate).  
  - Adjusted EPS: 31 cents (vs. 50 cents estimate).  

- **Guidance Lowered:**  
  - FY25 sales guidance: $21.80-$22.60 billion (vs. $23.94 billion estimate).  
  - Q4 adjusted EPS guidance: 40-50 cents (vs. 69 cents estimate).  
  - Q4 sales guidance: $5.60-$6.40 billion (vs. $6.82 billion estimate).  

- **Reasons for Underperformance:**  
  - Customers delayed platform decisions, but commitments expected in June and September quarters.  
  - Economic uncertainty and tariff impacts cited by management.  

- **Analyst Actions:**  
  - Price target reductions: Wedbush (to $30), Citigroup (to $37).  
  - Needham reinstated Buy Rating with price target of $39.  

- **Market Sentiment:**  
  - Shares fell following the earnings report.  
  - Increased attention to trade tariffs.  

- **Positive Financials:**  
  - Revenue up nearly 20% YoY.  
  - R&D investment: Over $162 million.  
  - Operating cash flow: Major jump to $795.9 million.  

- **Analyst Price Target:**  
  - Wall Street consensus price target on the stock up to $75.