Super Micro Computer Q4 Earnings Call Highlights
Traders are betting on a margin rebound and a $60 billion backlog as call-heavy options positioning amplifies the earnings move.
- On Tuesday, Super Micro Computer reported record fiscal 2026 results and projected fiscal 2027 revenue between $65 billion and $72 billion, sending shares up roughly 9% in extended trading.
- Fourth-Quarter gross margins reached 17.5%, rebounding from 9.5% in the prior-year period as a richer mix of enterprise customers and broader server adoption drove profitability.
- Super Micro posted full-year revenue of $39.1 billion, up from $22.0 billion in fiscal 2025, alongside a record order backlog exceeding $60 billion.
- An independent board review is underway concerning transactions linked to federal charges brought against co-founder Yih-Shyan Liaw, as the company navigates export-control legal scrutiny.
- Big Tech companies signaled that combined spending on artificial intelligence will surpass $730 billion this year, supporting sustained demand for AI infrastructure firms like Super Micro.
22 Articles
22 Articles
Supermicro Stock Jumps Nearly 10% as $72 Billion Outlook Overshadows Revenue Miss
Super Micro Computer shares surged in premarket trading Wednesday after the AI-server manufacturer reported a major earnings beat and issued a fiscal 2027 revenue forecast far above Wall Street expectations. SMCI rose approximately 9.8% to $34.70 before the Nasdaq opened, compared with Tuesday’s closing price of $31.60.Visit Website
Super Micro Computer Q4 Earnings Call Highlights
Super Micro Computer (NASDAQ:SMCI) reported record fiscal 2026 revenue of $39.1 billion, up 78% from $22 billion in fiscal 2025, as demand for artificial intelligence infrastructure continued to drive growth. The company also projected fiscal 2027 revenue of $65 billion to $72 billion and said it en
Super Micro forecasts upbeat annual revenue on data center adoption
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.
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