Super Micro Computer Inc (SMCI)
Super Micro Computer: Selling To Someone Other Than The Hyperscalers Finally Paid
Super Micro Computer, Inc. is going through a customer diversification phase, which is clearly visible in the significant jump in gross margins. Non-GAAP gross margin printed at 17.6%, more than double the original guide from FQ3. That said, next quarter's guide drops straight back to 10.4%-10.8%. SMCI booked over $60B in new orders, resulting in a book-to-bill ratio above 5x, but it faces inventory risk if orders are canceled.
Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y
SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.
Super Micro Computer beats on earnings as margins surge
Super Micro Computer Inc (NASDAQ:SMCI) reported a sharp increase in fourth quarter profit as margins improved, while revenue came in slightly below analysts' expectations. The company's shares were up about 14% at about $36 on the report.
Super Micro Computer: A Good Quarter, But The Same Turbulent Margins
Super Micro Computer, Inc. reported Q4 results with gross margins significantly above guidance and guidance slightly below. SMCI management forecast strong FY27 growth but guided to substantially lower margins in Q1. Super Micro warrants its cheap valuation due to continued margin volatility.
Why Super Micro Computer Stock Popped Today
Super Micro Computer beat on earnings but missed on sales last night. The server-maker forecast strong sales growth in fiscal 2027 -- but made no promises on free cash flow.
SMCI Q4 Earnings Call Highlights Margin Mix and Record Backlog
Super Micro Computer sees fiscal 2027 revenues of $65-$72 billion as it balances AI-driven growth with enterprise mix, DCBBS expansion and profitability discipline.
Super Micro Computer Stock Rallies as Profits, Outlook Top Estimates
Shares of Super Micro Computer are surging after the server maker's profits blew past estimates.
Super Micro Earnings Review: Q4 Results Strengthen The Bull Case
Super Micro Computer (SMCI) delivered a robust Q4, with 93% YoY revenue growth and a significant gross margin expansion to 17.5%. Despite a revenue miss due to supply chain delays, SMCI's $60B+ backlog and bullish FY2027 guidance ($65–$72B revenue) suggest strong forward momentum. SMCI's differentiated building block architecture, exclusive partnerships, and accelerating software revenue underpin a compelling medium-term growth thesis.
Super Micro stock is rallying after results. Here's what Wall Street is saying.
Here's what analysts are saying about Super Micro.
Super Micro Stock Surges as Earnings Smash Expectations and Revive AI Hope
Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting.
Supermicro stock is surging, but one number should still worry investors
Super Micro Computer stock (NASDAQ: SMCI) surged 7.6% in after-hours trading on Tuesday after the AI-server maker delivered an earnings beat and issued revenue guidance far above Wall Street expectations. Adjusted earnings reached $1.70 a share in the fiscal fourth quarter, versus roughly $0.92 expected, while adjusted gross margin climbed to 17.6%.
Super Micro Computer, Inc. (SMCI) Q4 2026 Earnings Call Transcript
Super Micro Computer, Inc. (SMCI) Q4 2026 Earnings Call Transcript
