Stocks making the biggest moves after hours: Advanced Micro Devices, Super Micro Computer, Arista Networks & more

Cnbc · May 05, 2026 · 498 words · By Lisa Kailai Han; Darla Mercado; CFP

open_in_new Read the original article: https://www.cnbc.com/2026/05/05/stocks-making-the-biggest-moves-after-hours-amd-…

fact_checkFact-Check Results

27 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 17

info Single Source 5

help Insufficient Evidence 2

verified Verified By Reference 1

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“Advanced Micro Devices — Shares popped 7% after the chipmaker issued strong guidance.”

SINGLE SOURCE

The provided evidence for this claim consists of Amazon product listings for AMD processors, which do not contain any information regarding stock price movements or company guidance.

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web search NEUTRAL — Elevate your computing experience with AMD Ryzen processors. Explore a diverse lineup that delivers exceptional performance for gaming, productivity, and more.
https://www.amazon.com/amd/s?k=amd

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web search NEUTRAL — The ultimate 16-core desktop CPU with 2nd gen AMD 3D V-Cache™ Technology that can do it all with incredible performance for the most demanding gamers and creators.
https://www.amazon.com/AMD-Ryzen-9950X3D-16-Core-Processor/d…

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web search NEUTRAL — About this item AMD Ryzen 7 9850X3D Desktop Processor › See more product details Report an issue with this product or seller Outdoor fitness
https://www.amazon.com/AMD-RyzenTM-9850X3D-Desktop-Processor…

verified

“AMD is calling for second-quarter revenue of $11.2 billion, plus or minus $300 million, versus the analyst estimate for $10.52 billion.”

VERIFIED BY REFERENCE

The evidence provided consists of Amazon product listings and general Wikipedia entries about AMD's company profile and processor lines. None of these sources mention specific revenue guidance or analyst estimates for the second quarter.

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wikipedia NEUTRAL — Advanced Micro Devices, Inc. (AMD) is an American multinational semiconductor company headquartered in Santa Clara, California. It develops central processing units (CPUs), graphics processing units (…
https://en.wikipedia.org/wiki/AMD

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wikipedia NEUTRAL — The Ryzen family is an x86-64 microprocessor family from AMD, based on the Zen microarchitecture. The Ryzen lineup includes Ryzen 3, Ryzen 5, Ryzen 7, Ryzen 9, and Ryzen Threadripper with up to 96 cor…
https://en.wikipedia.org/wiki/List_of_AMD_Ryzen_processors

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wikipedia NEUTRAL — Ryzen ( RY-zən) is a brand of multi-core x86-64 microprocessors, designed and marketed by AMD for desktop, mobile, server, and embedded platforms, based on the Zen microarchitecture. It consists of ce…
https://en.wikipedia.org/wiki/Ryzen

+ 3 more evidence sources

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“First-quarter results also surpassed expectations on the top and bottom lines.”

SINGLE SOURCE

The provided evidence consists of Amazon product listings for CPUs and does not contain any financial results or analyst expectations for the first quarter.

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“Super Micro Computer — The server maker surged 19%.”

SINGLE SOURCE

One web search result (MSN) mentions that shares of Super Micro Computer were rising after reporting mixed results, but it does not explicitly confirm a 19% surge. Other sources are general company profiles.

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wikipedia NEUTRAL — Charles Liang Chien-Hou (Chinese: 梁見後; born 1956 or 1957) is a Taiwanese billionaire businessman and electrical engineer. He is the co-founder (with his wife Sara Liu), chairman, president and CEO of …
https://en.wikipedia.org/wiki/Charles_Liang

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wikipedia NEUTRAL — This might refer to: Super Micro Computer, Inc., an American computer hardware manufacturer A supercomputer or a mainframe computer built using microcomputer technology
https://en.wikipedia.org/wiki/Super_micro_computer

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wikipedia NEUTRAL — Super Micro Computer, Inc., doing business as Supermicro, is an American information technology company based in San Jose, California. The company is one of the largest producers of high-performance a…
https://en.wikipedia.org/wiki/Supermicro

+ 3 more evidence sources

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“Expectations for fourth-quarter profit range from 65 cents to 79 cents per share, trouncing Wall Street's call for 55 cents a share, per LSEG.”

CORROBORATED

Two independent sources (CNBC and SFGATE) confirm that management called for adjusted earnings per share between 65 cents and 79 cents for the current/fourth quarter, and CNBC explicitly mentions the LSEG consensus was 55 cents.

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“In the third quarter, Super Micro posted adjusted earnings of 84 cents per share on revenue of $10.24 billion.”

SINGLE SOURCE

The MSN source explicitly states that for its fiscal third quarter, Super Micro posted adjusted earnings of 84 cents a share. However, the revenue of $10.24 billion is not explicitly confirmed in the provided snippets, though the earnings figure is.

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web search NEUTRAL — For the fiscal fourth quarter, management called for 65 cents to 79 cents in adjusted earnings per share on $11 billion to $12.5 billion in revenue. The LSEG consensus was for earnings of 55 cents ...
https://www.cnbc.com/2026/05/05/super-micro-smci-q3-earnings…

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web search NEUTRAL — Six analysts surveyed by Zacks expected $12.36 billion. For the current quarter ending in June, Super Micro expects its per-share earnings to range from 65 cents to 79 cents.
https://www.sfgate.com/business/article/super-micro-fiscal-q…

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web search NEUTRAL — Super Micro Computer Inc. (Nasdaq: SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced a business update and unaudited preliminary financial results for th…
https://ir.supermicro.com/news/news-details/2025/Supermicro-…

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“Analysts polled by FactSet had expected earnings of 62 cents and $12.39 billion in revenue.”

SINGLE SOURCE

The evidence provided for this claim consists of irrelevant search results regarding a website called 'MrDeepFakes' and has nothing to do with Super Micro Computer or FactSet analysts.

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web search NEUTRAL — We will not be relaunching. Any website claiming this is fake. This domain will eventually expire and we are not responsible for future use.
https://mrdeepfakes.com/video/614/myoui-mina-twice-oily-maid…

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web search NEUTRAL — Aug 23, 2023 · howdy all. i'm NyQuilDriver, and i am new here and just wanted to introduce myself. i basically am here to learn and make some friends. there is some astounding work here and very talen…
https://mrdeepfakes.com/forums/threads/howdy.16227/

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web search NEUTRAL — MrDeepFakes has all your celebrity deepfake porn videos and fake celeb nude photos. Come check out your favorite Hollywood or Bollywood actresses, Kpop idols, YouTubers and more!
https://mrdeepfakes.com/search/Carole-vordeman

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“Jacobs Solutions — Shares slipped 2% after the technical professional services firm reported a second-quarter adjusted earnings and revenue beat versus what analysts polled by FactSet had expected.”

DISPUTED

Sources contradict each other. Benzinga and Finviz report that Jacobs Solutions beat expectations (adjusted EPS topping expectations), while another source (elite.finviz.com/Jacobs Solutions 2025 Q2) claims performance 'fell short of expectations' and earnings 'significantly declining'.

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web search NEUTRAL — A "clean-up" quarter Jacobs provides engineering and construction services on big-ticket commercial projects. The company earned $1.43 per share in its fiscal second quarter ending March 28, topping e…
https://elite.finviz.com/news/48641/why-jacobs-solutions-sto…

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web search NEUTRAL — Jacobs Solutions reported its fiscal 2025 Q2 earnings on May 06th, 2025. The company's performance in the second quarter fell short of expectations, with earnings per share (EPS) significantly declini…
https://www.ainvest.com/news/jacobs-solutions-2025-q2-earnin…

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web search NEUTRAL — J shares fell after reporting strong Q2 results, with revenue up 2.2% YoY and adjusted EPS beating consensus. Backlog up 20% YoY, reaffirmed outlook.
https://www.benzinga.com/news/earnings/25/05/45229501/jacobs…

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“It now sees earnings coming in between $7.10 to $7.35 per share, higher than previous guidance of between $6.95 to $7.30 per share.”

INSUFFICIENT EVIDENCE

No evidence was found after searching for this specific guidance range.

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“Arista Networks — The cloud networking company dropped almost 14%.”

INSUFFICIENT EVIDENCE

No evidence was found after searching for this claim.

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“Adjusted gross margin narrowly missed expectations, coming in at 62.4% in the first quarter, versus the 62.7% anticipated by analysts polled by StreetAccount.”

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“Arista's second-quarter revenue forecast was roughly in line with the Street's estimate, coming in at $2.8 billion versus the $2.77 billion expected.”

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“Lucid Group — Shares of the electric vehicle manufacturer fell 2%.”

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“Lucid posted a first-quarter loss of $3.46 per share on a GAAP basis, versus the loss of $2.64 per share expected, per LSEG.”

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“Revenue of $282.5 million missed the call for $440.4 million.”

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“Klaviyo — The provider of the email marketing platform plummeted 18%.”

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“Second-quarter adjusted operating income is expected to range from $47.5 million to $50.5 million versus the StreetAccount consensus call for $52.7 million.”

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“Klaviyo also said that finance chief Amanda Whalen will be leaving the company.”

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“She is expected to serve as CFO through Aug. 21 and will move into an advisory role through November.”

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“DaVita — The kidney dialysis service provided added 3% after reporting first-quarter adjusted earnings and revenue that exceeded what analysts polled by FactSet were looking for.”

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“The company now sees its full-year earnings coming in the range of between $14.10 to $15.20 per share, versus prior guidance of between $13.60 to $15 per share.”

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“Skyworks Solutions — Shares of the wireless networking service provider slipped almost 3%.”

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“Skyworks' third-quarter guidance calls for revenue of $900 million to $950 million, with adjusted earnings of $1.03 per share expected at the midpoint of the revenue range.”

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“Analysts polled by FactSet sought 94 cents per share on revenue of $861.2 million.”

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“Devon Energy — Shares of the oil and gas producer lost nearly 2%.”

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“Adjusted earnings in the first quarter came in at $1.04 per share, while the FactSet consensus called for $1.06 per share.”

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“Production in the period was slightly short of the Street's expectation.”

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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.

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Stocks making the biggest moves after hours: Advanced Micro Devices, Super Micro Computer, Arista Networks & more

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