Super Micro Computer Stock Surges 7% on Crushing Earnings Beat and $65-72B Revenue Guidance
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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
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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
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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
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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
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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
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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,
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A $72 billion forecast just raised the stakes for the AI trade
In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that's difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5
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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
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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
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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
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Super Micro Computer delivered a stunning earnings beat with adjusted EPS of $1.70 versus analyst expectations of just 92 cents. The AI server maker issued revenue guidance of $65-72 billion for fiscal 2027, far exceeding Wall Street's $53 billion forecast, as data center demand for AI infrastructure continues to accelerate.
Super Micro Computer Crushes Earnings Expectations
Super Micro Computer delivered a stunning earnings report that sent its stock soaring 7% in extended trading, with shares jumping as much as 10% immediately after the results were announced
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. The AI server maker reported adjusted earnings of $1.70 per share, obliterating analyst expectations that ranged from 62 cents to $1.59 per share1
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. Revenue for the fourth quarter climbed 93% year-over-year to $11.12 billion, though it narrowly missed the consensus estimate of $11.55 billion1
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. CEO Charles Liang attributed the revenue shortfall to short-term customer delays in power, cooling and networking infrastructure, rather than any fundamental weakness in AI server demand5
.Explosive Revenue Guidance Signals AI Infrastructure Boom
Source: Benzinga
The earnings report showcased Super Micro Computer's aggressive revenue guidance that left Wall Street stunned. For the first quarter of fiscal 2027, the company forecasts revenue between $14.5 billion and $15.5 billion, representing growth of 189% to 209% year-over-year and significantly above analyst expectations of $11.8 billion
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. For the full fiscal year 2027, SMCI projects revenue between $65 billion and $72 billion, dwarfing the Street's forecast of approximately $53 billion1
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. This outlook reflects the unprecedented surge in AI data center infrastructure spending as cloud providers and enterprise customers race to expand capacity for AI workloads1
.Margin Expansion Defies Supply Constraints
Super Micro Computer achieved remarkable gross margins improvement that exceeded even its own revised projections. The company reported gross margins of 17.5% to 17.6% for the fourth quarter, well above its preliminary estimate of 15% to 17% announced last month and dramatically higher than its initial forecast of 8.2% to 8.4%
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. CFO David Weigand credited the sequential improvement to a better-than-anticipated customer and product mix, including contract deferrals to the first quarter5
. Net income surged to $1.18 billion, up from $483 million in the prior quarter and $195 million in the same period one year ago1
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. The margin expansion demonstrates Super Micro Computer's pricing power in a market where AI server demand currently outstrips available supply1
.Related Stories
Record Order Backlog Fuels Growth Trajectory
Source: SiliconANGLE
CEO Charles Liang revealed that Super Micro Computer booked more than $60 billion worth of new orders over the past year, creating a record order backlog entering fiscal 2027
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. Liang emphasized that the company's Total AI/IT Solutions strategy continues to deliver results, noting that Super Micro added several hundred enterprise customers in the past year1
. In fiscal 2026, the company counted nine customers generating more than $1 billion in revenue each, up from four such customers a year earlier5
. During the earnings call, Liang assured investors that current cash flow is sufficient to support the ambitious $65 billion to $72 billion revenue target, though scaling beyond $80 billion could potentially require additional working capital4
. The strong AI-driven outlook positions Super Micro Computer to capitalize on data center adoption as tech companies continue ramping up AI infrastructure investments5
.Analyst Reactions and Market Positioning
Following the earnings report, several analysts raised their price targets on SMCI stock, though sentiment remains mixed. Citigroup maintained a Neutral rating while raising its target to $39, Goldman Sachs kept a Sell rating but increased its target to $34, and Mizuho held a Neutral rating with a $35 target
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. Of the five analysts tracked by Visible Alpha, only one maintains a buy rating, with two neutral and two sell ratings, and a mean target around $342
. Options pricing ahead of the earnings report suggested traders anticipated a swing of up to 12% in either direction2
. Despite the post-earnings surge, SMCI shares remain down 18.36% over the past 12 months and nearly 40% off their June highs, following concerns around the company's $7 billion fundraising effort to boost production capacity2
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. Analyst Gadjo Sevilla from Emarketer noted that margins improving while volume is set to nearly double next quarter suggests the company has operational leeway and is not facing industry-wide supply constraints5
.References
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