Supermicro Q4 Profit Surges to $1.17B, Guides FY27 Revenue Up to $72B
SMCI sits 73% above its 52-week low of $19.48.
Summary
Supermicro reported Q4 FY2026 revenue of $11.12B, up 93% YoY, with net income surging to $1.17B from $195M a year ago. Gross margin expanded to 17.5% from 9.5%, driven by AI infrastructure demand. The company guided Q1 FY2027 revenue to $14.5B-$15.5B and full-year FY2027 revenue to $65B-$72B, well above consensus. This follows a tumultuous period including a $7B equity raise and government investigations, but the strong results and guidance signal robust AI server demand. The full-year revenue outlook implies continued hypergrowth, though margins remain a key watchpoint given the capital-intensive ramp.
At the time of this announcement, SMCI was trading at $33.76 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: dpa-AFX.