"Wall Street is expecting EPS of 48 cents to 49 cents on revenue of $10.34 to $10.44 billion, representing 82% to 83.8% year-over-year (YOY) growth. Shares have gained 4.17% over the past year, trading near $29.71, close to the 52-week low of $27.60."
"Three Key Takeaways from Q1: Revenue of $5.02 billion missed the $6.48 billion guidance range due to design win upgrades pushing expected revenue into Q2. Management cited strong demand for AI liquid-cooled solutions and secured design wins exceeding $12 billion for Q2 delivery. The company reaffirmed its FY2026 revenue target of at least $33 billion. Management's Promise:CEO Charles Liang stated, "We see customer demand accelerating, and we are gaining AI share, reiterating revenue of at least $33B for FY 2026 with the expectation of delivering more.""
Consensus expectations call for EPS of $0.48–$0.49 and revenue of $10.34–$10.44 billion for Q2 fiscal 2026, with a guidance range of $0.46–$0.54 per share. A meaningful beat would require EPS above $0.52 and revenue above $10.5 billion given recent volatility. The company missed estimates in three consecutive quarters and beat in only two of the last five. Q1 revenue of $5.02 billion missed guidance due to timing shifts as design win upgrades pushed revenue into Q2. Management cited strong AI liquid-cooled demand, secured over $12 billion of design wins for Q2, and reaffirmed a FY2026 revenue target of at least $33 billion. Gross margins have declined for ten consecutive quarters, making margin trajectory a critical focus.
Read at 24/7 Wall St.
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