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Commentary
Earnings remain strong, but perhaps the stock market has become a bit overbought in the near term, so don’t be surprised if it backs and fills a bit. We still have many great stocks announcing earnings and revenues, like last Tuesday’s report from Super Micro Computer (SMCI), whose latest quarterly revenue surged 96.5% to $11.1 billion compared with $5.7 billion in the same quarter in 2025. The analyst community expected revenues of $11.2 billion and operating earnings of $1.59 per share, so Super Micro Computer posted a slight revenue miss and a positive (7%) earnings surprise. Looking forward, the company raised its quarterly revenue guidance to a range of $14.5 billion to $15.5 billion, which is substantially higher than analysts’ consensus estimate of $11.9 billion….
Earnings remain strong, but perhaps the stock market has become a bit overbought in the near term, so don’t be surprised if it backs and fills a bit. We still have many great stocks announcing earnings and revenues, like last Tuesday’s report from Super Micro Computer (SMCI), whose latest quarterly revenue surged 96.5% to $11.1 billion compared with $5.7 billion in the same quarter in 2025. The analyst community expected revenues of $11.2 billion and operating earnings of $1.59 per share, so Super Micro Computer posted a slight revenue miss and a positive (7%) earnings surprise. Looking forward, the company raised its quarterly revenue guidance to a range of $14.5 billion to $15.5 billion, which is substantially higher than analysts’ consensus estimate of $11.9 billion….
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