2 AI reports that can be seen this week

The winning season of 2025 Q1 continues to roll with various companies this week.

Under the bundles there are two strong in frenzy for artificial intelligence: Super Micro Computer SMCI and ARM Holdings Arm. The AI ​​trade cooled down in particular in 2025, and many re -enacted their winnings and others after tariff messages/other economic developments.

But what does the setup look like for every way into its respective publications? Let's take a closer look at how the expectations have developed.

Armarchitects, developed and licensed high-performance, cost-effective and energy-efficient CPU products and related technologies, on which many of the world's leading semiconductor companies and OEMs rely on the development of their products.

The analysts have modest their EPS expectations for the quarter since the beginning of February, whereby the current Zacks Consensus -EPS -EPS estimate was described from $ 0.52 to 44% yoy growth.

Image source: Zacks Investment Research

The growth of sales will also be strong, with the expected 1.2 billion US dollars are likely to indicate growth of 33% compared to the same period in the previous year. The broader AI rasory has supported its top growth, as we can see in the following table, which illustrates its sales quarterly.

Image source: Zacks Investment Research

Super Micro computer is an IT solving provider for KI, Cloud, Speicher and 5G/Edge services and fully explains the sums in recent years.

So far, the SMCI shares have achieved a cross-market performance in 2025, which increased by 5% compared to the decline of the S&P 500. Quarterly publishers were regularly met with strong volatility in the last periods, and this time it is also appropriately to be expected.

Image source: Zacks Investment Research

The analysts were considerably Bärisch for the upcoming publication, whereby the current EPS EPS estimate of 0.30 US dollars has dropped by more than 50% since the beginning of February. The sales expectations were also negative, with the current 4.9 billion US dollars expected by 18% in the same period.

Image source: Zacks Investment Research

Below you will find a table in which the top revisions are illustrated.

Image source: Zacks Investment Research

While the revisions were negative for this period, it is worth noting that the evaluation volimities have returned to earth in the middle of the volatile price campaign. The stocks are currently trading with a 12-month win with a 11.0-compartment striker, which with a five-year median of 14.1 x reflects a 47% discount compared to the S&P 500.