Supermicro has revised its revenue forecast downwards by a couple of billion dollars, but insisted it’s nothing to worry about.

The company on Thursday issued an update on its business ahead of the Q1 FY 2026 results it will deliver on November 4th.

The scary part was hidden in the document’s second bullet point, which reads “Design win upgrades pushed some expected Q1 26 revenue to Q2 26, resulting in estimated revenue in Q1'26 of $5B versus $6B-$7B guidance.”

Investors don’t like surprises like that, and Supermicro’s share price dropped sharply from over $52 to $48.30.

Owners of Supermicro shares have seen this movie before: In April 2025 the company warned its revenue estimates were off by $1.5 billion.

That warning came after the company delayed delivery of its annual report in 20

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