Super Micro Guides FY27 Revenue Up to $72B, Crushing Estimates
SMCI sits 76% above its 52-week low of $19.48.
Summary
Super Micro Computer reported fourth-quarter profit surged and sales nearly doubled, driven by surging AI infrastructure demand. The company issued a bombshell FY27 revenue guidance of $65B to $72B, far above the $52.5B consensus, implying nearly 40% upside to estimates. For the first quarter, it sees sales of $14.5B to $15.5B and adjusted EPS of $1.01 to $1.10. This guidance validates the $7B equity raise two months ago to fund $39B in AI server orders, which had caused dilution concerns. With the stock near post-offering lows, the outlook could force a major re-rating, though investors are watching for updates on government investigations disclosed in June.
At the time of this announcement, SMCI was trading at $34.28 on NASDAQ in the Technology sector, with a market capitalization of approximately $20.4B. The 52-week trading range was $19.48 to $58.78. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Reuters.