SMCI Lifts Q1 Revenue Guide to $19.5B Top End, Unveils 256-CPU Vera Rack
SMCI sits 80% above its 52-week low of $19.48 on elevated volume (1.9× avg).
Summary
Supermicro raised preliminary Q1 FY2027 revenue guidance to $18.5B-$19.5B from $14.5B-$15.5B and lifted gross margin to 12.0-12.5% from 10.4-10.8%, citing stronger AI infrastructure orders and improved customer and product mix. The figures are preliminary and unaudited. The raise follows the 8-K filed October 20 and the October 21 wire coverage; what's new here is the product side — a 256-CPU, fully liquid-cooled NVIDIA Vera CPU rack, plus ARC and AI-RAN edge servers built with Nokia and NVIDIA, and ARC-Pro/ARC MGX systems. Shares moved up roughly 9-16% intraday on the news. The open question is mix: whether the demand is coming from big cloud hyperscalers or newer AI infrastructure vendors, which determines how durable the margin recovery is. Full results are due November 3.
At the time of this announcement, SMCI was trading at $35.00 on NASDAQ in the Technology sector, with a market capitalization of approximately $23.4B. The 52-week trading range was $19.48 to $55.35. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Wiseek News.