Super Micro Computer Stock Surges 7% on Crushing Earnings Beat and $65-72B Revenue Guidance

Server maker Supermicro's stock soars on crushing earnings results and soaring profits

Data center server maker Super Micro Computer Inc. seems to be back in Wall Street's good books after delivering an impressive earnings beat in its fourth quarter financial results today. The company surprisingly missed expectations on revenue, but the big beat on its bottom line, combined with strong guidance for the current quarter, helped its stock gain more than 7% in extended trading. Supermicro reported adjusted earnings of $1.70 per share, smashing Wall Street's target of just 92 cents per share. Revenue for the period came to $11.1 billion, up 91%, but it wasn't enough to beat the Street's consensus estimate of $11.6 billion. Nonetheless, it also reported a big jump in profitability, ending the quarter with net income of $1.18 billion, up from $483 million in the prior quarter and $195 million in the same period one year ago. Investors were also sold on the company's growing order backlog. Chief Executive Charles Liang (pictured) revealed that the company booked more than $60 billion worth of new orders over the past year. "Our total AI/IT solutions strategy continues to deliver results, we added several hundred enterprise and other customers in the past year," he told analysts. Supermicro's strong order pipeline illustrates the insatiable demand enterprises have for high-performance computer servers that can power artificial intelligence workloads, which many are finding increasingly difficult to source due to supply chain challenges. The momentum comes amid an unprecedented global surge in data center infrastructure spending. Cloud infrastructure providers and enterprises are racing to expand their data centers to support AI workloads, and the demand for high-density server configurations is currently outstripping available supply. Because of this, Supermicro has considerable pricing power, which has helped to boost its margins. Indeed, the company said that its gross margin in the quarter rose to 17.6%, higher than the 15% to 17% forecast it provided last month when it announced its preliminary earnings results. Supermicro had previously forecast a range of just 8.2% to 8.4%. The good news for Supermicro's investors is that it sees no end to this demand. For the first quarter of fiscal 2027, it's eying revenue of $14.5 billion to $15.5 billion, which would mean a gain of between 189% and 209% from the same period one year earlier. That range is well ahead of Wall Street's target of $11.8 billion. For fiscal 2027 as a whole, Supermicro is targeting revenue of between $65 billion and $72 billion versus the Street's forecast of $53 billion. The after-hours jump in Supermicro's share price means that its stock is now up 8% in the year to date.

Here's How Much Supermicro Stock Is Expected to Move After Earnings

The company warned last month that revenue for the quarter could be closer to the low end of its previous forecast range. Super Micro Computer is scheduled to report earnings after the closing bell Tuesday, with traders anticipating a big move in the AI server maker's stock. Shares of Super Micro Computer (SMCI) are seen swinging up to 12% in either direction by the end of the week, based on recent options pricing. A move of that size from Monday's close could lift the stock as high as $35, recovering some of its recent losses. The low end of that range could see shares slip as low as $27. Supermicro shares are up 7% since the start of the year, but nearly 40% off their June highs after concerns around the company's $7 billion fundraising effort to boost production capacity sent the stock tumbling. In a preliminary business update last month, Supermicro warned revenue for the quarter could be closer to the low end of its previously forecast range of $11 billion to $12.5 billion, though new orders in the period exceeded $60 billion, suggesting a record backlog. Analysts surveyed by Visible Alpha are looking for Supermicro to report $11.55 billion in revenue for its fiscal fourth quarter, doubling year-over-year, along with adjusted earnings of 94 cents, up from 41 cents a year ago. Analysts at Citi and Wedbush wrote recently that they still expect Nvidia (NVDA) partner Supermicro to benefit from AI-driven tailwinds, though neither recommended buying the stock. Just one of the five analysts tracked by Visible Alpha have a "buy" rating on the shares, compared to two neutral and two "sell" ratings. Their mean target close to $34 would suggest around 7% upside from Monday's close.

Supermicro tops earnings expectations, stock jumps on strong AI-driven outlook - ​Supermicro Stock Jumps After Earnings

Supermicro tops earnings expectations, stock jumps on strong AI-driven outlook 1/5 Supermicro Stock Jumps After Earnings Shares of Super Micro Computer surged in after-hours trading after the AI server maker delivered a strong quarterly profit and issued a much stronger-than-expected outlook for the coming quarters. The stock jumped as much as 10% in reaction to the results. (Sources: Investing.com, Yahoo Finance, CNBC) 2/5 Q4 Earnings Beat Estimates Supermicro reported adjusted earnings of $1.70 per share, beating analysts' estimate of $1.59. Revenue rose 93% year-on-year to $11.12 billion, although it narrowly missed the consensus estimate of $11.26 billion. 3/5 Q1 Guidance Blows Past Expectations The company forecast fiscal Q1 revenue of $14.5 billion-$15.5 billion, with a midpoint of $15 billion. That was well above Wall Street's expectation of around $11.99 billion. Adjusted EPS guidance of $1.01-$1.10 also topped the consensus estimate of 74 cents. 4/5 Supermicro Sees $65-$72 Billion FY27 Revenue The AI server maker expects fiscal 2027 revenue of $65 billion-$72 billion, significantly above analysts' estimate of about $54.43 billion. Supermicro also highlighted more than $60 billion in new orders and a record backlog entering the new fiscal year. 5/5 Margins Show Sharp Improvement Supermicro's fourth-quarter gross margin expanded to 17.5%, from 9.9% in the previous quarter and 9.5% a year earlier. Net income jumped to $1.18 billion, from $195 million in Q4 FY25, underscoring improved profitability alongside surging AI-server demand.

Super Micro Computer Stock Surges Thursday: What's Driving the Move? - Super Micro Computer (NASDAQ:SMCI)

* Super Micro Computer stock is taking a breather. Where is SMCI stock headed? What Catalyzed Super Micro Computer's Stock Surge? The company posted fourth-quarter adjusted EPS of $1.70 versus a Street view of 62 cents, with net sales of $11.12 billion (up 93% from $5.76 billion in the prior-year quarter). It also guided fiscal first-quarter net sales to $14.5 billion-$15.5 billion and adjusted EPS to $1.01-$1.10, while forecasting full-year fiscal 2027 sales of $65 billion-$72 billion, above the analyst estimate of $53.11 billion. Management Commentary Focuses on Solutions Architecture and Margin Expansion In the company's earnings press release, Founder and CEO Charles Liang emphasized that Supermicro's "Total AI/IT Solutions strategy continues to deliver strong results". Highlighting the company's rapid evolution, Liang noted that as demand accelerates, Supermicro is "improving profitability through a richer enterprise customer mix and broader adoption of our optimized Data Center Building Block Solutions architecture". CFO David Weigand reinforced this on the earnings call, explaining that the massive jump to a 17.6% non-GAAP gross margin was the direct result of a "better than anticipated customer and product mix". Looking ahead, Liang assured investors during the call's Q&A that current cash flow is sufficient to support their ambitious $65 billion to $72 billion revenue target for fiscal 2027, though he noted that scaling beyond $80 billion could potentially require additional working capital. Critical Price Levels To Watch For SMCI For momentum, MACD is the cleaner read right now: it's above its signal line with a positive histogram, which points to improving upside pressure versus the prior downswing (in plain terms, sellers are losing control even if the longer-term trend is still repairing). The key is whether that improving momentum can persist long enough to unwind the earlier bearish crossover regime that developed in October 2025 and November 2025. * Key Resistance: $45.50 -- a nearby ceiling where rebounds can stall, and a logical "next test" area if the post-earnings bid keeps pushing higher. * Key Support: $31.00 -- a prior buyer-defense zone that also sits near the 200-day area, making it an important line if the stock mean-reverts. Zooming out, SMCI is still down 18.36% over the past 12 months, but the more recent pattern shows a swing low in July after a swing high in June -- setting up a classic "higher-high attempt" if price can keep building above the low-$30s moving-average cluster. Super Micro Computer Analyst Rating Updates For August 2026 Analyst Consensus & Recent Actions: The stock carries a Hold rating with an average price forecast of $36.20. Recent analyst moves include: * Citigroup: Neutral (Raises Target to $39.00) (Aug. 12) * Goldman Sachs: Sell (Raises Target to $34.00) (Aug. 12) * Mizuho: Neutral (Raises Target to $35.00) (Aug. 12) Super Micro Computer's Benzinga Edge Rankings Explained Below is the Benzinga Edge scorecard for Super Micro Computer, highlighting its strengths and weaknesses compared to the broader market: The Verdict: Super Micro Computer's Benzinga Edge signal reveals a quality-and-growth-leaning profile with supportive value characteristics, while momentum sits closer to the middle of the pack. For longer-term bulls, that mix can work if price holds above the low-$30s support zone; for traders, the next decision point is whether the stock can chew through resistance in the mid-$40s without a sharp mean reversion. SMCI Stock Price Movement Thursday Morning SMCI Stock Price Activity: Super Micro Computer shares were up 5.18% at $39.56 on Thursday, according to Benzinga Pro data. Image: Shutterstock Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Super Micro Computer: Super Micro forecasts upbeat annual revenue on data center adoption

AI infrastructure firms have seen demand surge as tech and cloud companies ramp up data center investments to support AI applications. Super Micro Computer forecast fiscal 2027 revenue above Wall Street expectations on Tuesday, betting that strong demand for its AI-optimized servers would fuel another year of growth, sending its shares up 7% in extended trading. The server maker has benefited from the race to equip data centers for generative AI, thanks to its close ⁠ties with ⁠chipmakers and reputation for speed-to-market. AI infrastructure firms have seen demand surge as tech and cloud companies ramp up data center investments to support AI applications. Big Tech companies have signaled that spending on AI would not slow down, with combined outlays set to surpass $730 billion this year. Super Micro expects annual revenue between $65 billion and $72 billion, above analysts' average estimate of $52.50 billion, ⁠according to data compiled by LSEG. Gross margins for the fourth quarter ended June 30 stood at 17.5%, ahead of Super Micro's preliminary ⁠estimate of 15% to 17% and its initial forecast of 8.2% to 8.4%. On a post-earnings call, finance chief David Weigand credited the sequential improvement to a better-than-anticipated customer and product mix, including the deferral of several contracts to the first quarter. "Margins improving while volume is set to nearly double next quarter suggests the company has operational leeway, and is not facing industry-wide constraints," said Gadjo Sevilla, senior analyst at Emarketer. Margins beating Super Micro's forecast and the guidance coming in ahead of expectations indicate that "the margin-recovery skepticism is being answered with ⁠hard numbers rather than promises." Revenue nearly doubled to $11.12 billion in the fourth quarter, below estimates of $11.55 billion and at the low end of Super Micro's prior forecast of $11 billion to $12.5 billion, as signaled in July. CEO Charles Liang attributed this to short-term customer delays in power, cooling and networking. In fiscal 2026, Super Micro counted nine customers generating more than $1 billion in revenue each, up from four such customers a year earlier.

SMCI Stock Surges Nearly 9% During Wednesday Pre-Market: What's Going On? - Super Micro Computer (NASDAQ:

Shares of Super Micro Computer Inc. (NASDAQ:SMCI) surged 9.08% during Wednesday's pre-market trading session after the company reported record backlog entering fiscal 2027. The company reported mixed fourth-quarter results after the bell on Tuesday, with adjusted earnings of $1.70 per share, beating estimates by 174%, while revenue of $11.12 billion fell short of the $12.33 billion forecast but nearly doubled year over year. Super Micro forecasts fiscal 2027 revenue of $65 billion to $72 billion, well above Wall Street's $52.5 billion average estimate, driven by strong demand for AI-optimized servers. AI Demand, $60 Billion Orders Fuel Backlog Growth CEO Charles Liang highlighted strong AI/IT demand, more enterprise customers, and $60 billion in new orders. "As demand accelerates, we are improving profitability through a richer enterprise customer mix and broader adoption of our optimized Data Center Building Block Solutions (DCBBS) architecture," Liang added. Benzinga's Edge Rankings place SMCI in the 90th percentile for quality and the 83rd percentile for value, reflecting its strong performance in both areas. Benzinga's screener allows you to compare SMCI's performance with its peers. SMCI Price Action: On a year-to-date basis, SMCI climbed 2.07%, as per Benzinga Pro. On Tuesday, the stock climbed 0.45% to close at $31.60. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo courtesy: CryptoFX / Shutterstock.com Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Super Micro Says Customers Can't Deploy AI Servers Fast Enough - Super Micro Computer (NASDAQ:SMCI)

Super Micro Computer Inc. (NASDAQ:SMCI) said temporary customer delays tied to power, cooling and networking readiness held back fiscal fourth-quarter revenue, even as AI server demand remained strong. CEO Blames Power And Cooling, Not Demand The company disclosed more than $60 billion in new orders during its fiscal fourth quarter, pushing its backlog to a record heading into fiscal 2027. CEO Charles Liang told analysts during the earnings call that the quarter's revenue reflected delayed deliveries rather than weaker demand. "Q4 revenue came in at $11.1 billion due to some short-term customer delay in power shortage, cooling, and networking," Liang said. "We know this is purely a timing story." Liquid Cooling Push Targets the Lag Pressed on whether large data center and cloud customers were changing their buying patterns, Liang again pointed to infrastructure readiness on the customer side. "Large data center always have power readiness, data center readiness concern, especially liquid cooling," he said. Liang cited the company's bundled Data Center Building Block Solutions (DCBBS) offering as its answer to the lag, and said liquid cooling capacity is on track to top 3,000 racks per month. DCBBS is Supermicro's bundled offering combining servers, storage, cooling, networking, software, and services. Expects Cash Conversion to Normalize CFO David Weigand said the company's cash conversion cycle stretched from 106 days in Q3 to 149 days in Q4, a 43-day jump in a single quarter. Weigand said he expects the cash conversion cycle to normalize as more favorable terms embedded in the current backlog take effect. Q4 Earnings Beat Estimates on Record Backlog For the first quarter of fiscal 2027, Super Micro expects revenue between $14.5 billion and $15.5 billion, with GAAP diluted earnings of $0.89 to $0.98 per share and non-GAAP diluted earnings in the range of $1.01 to $1.10 per share. Price Action: The shares climbed 0.45% on Tuesday to close at $31.60 and jumped 7.56% in extended trading on the quarterly results. Benzinga Edge rankings indicate Super Micro stock has a Momentum score in the 10th percentile and a Growth score in the 77th percentile. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo courtesy: PJ McDonnell / Shutterstock Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Super Micro Computer earnings on deck: Can margins offset revenue miss? By Investing.com

Super Micro Computer reports fiscal fourth-quarter earnings Tuesday after market close, with investors bracing for a revenue shortfall that management has attempted to cushion with promises of unexpectedly robust profit margins. The AI server maker is set to report results for the quarter ended June 30 after the market closes today, with Wall Street expecting earnings of 71 cents per share on revenue of $11.73 billion. That revenue forecast represents year-over-year growth of 104%, though it marks a 15% sequential increase from the $10.2 billion reported in the prior quarter. In a preliminary update last month, the company said revenue would come in near the low end of its $11.0 billion to $12.5 billion guidance range, but gross margins would reach 15% to 17% -- dramatically higher than the 8.2% to 8.4% it had previously guided. EPS estimates have climbed 35% over the past two months as analysts digested the margin improvement, though revenue estimates have edged slightly lower. Analysts rate the stock a hold, with a mean price target of $37.81 implying 20% upside from the current $31.46. The stock has tumbled 46% from its 52-week high of $58.78, even as the broader AI infrastructure market has surged. What Investors Are Watching The sustainability of margin expansion tops the list. The company's estimated gross margins of 15% to 17% are roughly double prior expectations, representing a dramatic shift in the earnings profile for a company long characterized as a lower-margin server hardware assembler. Management attributed the improvement to favorable customer and product mix, but investors will scrutinize whether this reflects a structural shift or a temporary benefit from higher-end AI server configurations. The company's record backlog, which includes more than $60 billion in new orders received during the fourth quarter, presents both opportunity and execution risk. The question is how quickly Super Micro can convert those orders into revenue, particularly given component supply constraints that have weighed on near-term shipments. Competition in the AI server market has intensified, with Dell and Hewlett Packard Enterprise posting strong results from their own AI infrastructure businesses. The broader AI server market is expected to grow more than 28% in 2026, driven primarily by North American cloud service providers expanding infrastructure, but share battles are sharpening. Last quarter, Super Micro beat earnings estimates by 35% with 84 cents per share, though revenue of $10.2 billion fell 18% short of the $12.39 billion analysts expected. The company trades at 11 times forward earnings, below its historical average, as investors weigh near-term execution challenges against longer-term growth potential in AI infrastructure. The results will clarify whether Super Micro's margin transformation can offset revenue timing issues and restore confidence in a stock that has significantly underperformed the AI rally. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Supermicro surges as margins and orders outshine disappointing sales

In the fourth quarter of its fiscal 2026, Super Micro Computer posted revenue of $11.12bn, up 93% y-o-y, but below the $11.6bn expected. However, adjusted EPS came in at $1.70, versus a consensus near $0.92, while net income sextupled to $1.18bn. The biggest surprise came from gross margin, which rebounded to 17.5% from 9.9% in the previous quarter and versus an initial forecast of 8.2% to 8.4%. Supermicro attributed the improvement to a more favorable customer and product mix, notably the adoption of its integrated data-center solutions. Chief Executive Charles Liang also said the group added several hundred customers and booked more than $60bn in new orders, pushing its backlog to a record level. The outlook reflects continued strength in spending on AI infrastructure, with revenue expected between $14.5bn and $15.5bn in the current quarter, then between $65bn and $72bn for FY 2027. Several factors nonetheless argue for tempering that acceleration: adjusted EPS is expected to fall back to between $1.01 and $1.10 in the first quarter, suggesting margin normalization, while Supermicro used $6.8bn of operating cash over the past fiscal year.