Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.26

-3.9%

4:00 PM EST

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To: Julius Wong who wrote (90954)	10/25/2023 9:54:26 PM
From: y2kate	Read Replies (1) of 95346

SMCI Earnings 11/1/23 I look for EPS $3.30, Revenue $2.20B. It looks like $3.27/$2.13B is the consensus. So, you're looking for a small beat? The same quarter last year they reported $3.42/$1.85B, which was I think their first huge beat. Last quarter they posted $3.51/$2.18B which crushed estimates of $2.76/$1.9B. So, if they report as expected EPS will be below what they posted this quarter last year and last quarter, too. Why will this quarter be comparatively light? Do you think the street will sell it off if they simply meet the expected numbers? The terribly weak overall market isn't helping anything....

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