CoreWeave and Super Micro Surge on Upbeat AI Forecasts

EarningsAnalyst Impact 4
โดย Insider Monkey·US·Read original
Summary · why it matters

Shares of CoreWeave and Super Micro Computer jumped to their highest levels since June on August 12, 2026, a day after both companies delivered upbeat forecasts that signaled booming demand for AI computing capacity. CoreWeave rose more than 19%, and Super Micro climbed more than 13%. CoreWeave raised its forecasts for annual revenue, adjusted operating profit, and capital spending, with its revenue backlog rising to $104.2 billion in the second quarter from $99.4 billion three months earlier, not even counting more than $25 billion in new commitments signed early in the current quarter. Super Micro forecast fiscal 2027 revenue above Wall Street estimates, and its fourth-quarter gross margin of 17.5% beat both its preliminary estimate of 15% to 17% and its original forecast of 8.2% to 8.4%. More than seven brokerages raised price targets on CoreWeave, and hedge fund ownership of both stocks increased in the first quarter of 2026.

Impact on stocks 5

Artificial Intelligence▲ · 3 stocks
Super Micro Computer Inc
SMCI
▲ PositiveCapitalrelevance

Super Micro forecast fiscal 2027 revenue above estimates and Q4 gross margin beat, driving shares up 13%.

Semiconductors▲ · 2 stocks

Theme Impact 6

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