Super Micro's $65B-$72B FY2027 Revenue Guidance Sends AI Server Stocks Surging

EarningsAnalyst Impact 4
โดย Yahoo Finance·US·Read original
Summary · why it matters

Super Micro Computer issued fiscal 2027 revenue guidance of $65 billion to $72 billion, far above the $52.5 billion consensus, driving its shares up 13% and lifting peers Dell Technologies and Hewlett Packard Enterprise by 5% and 3%, respectively. The company also reported fourth-quarter adjusted earnings per share of $1.70 on revenue of $11.1 billion, nearly double the prior year, and disclosed a record $60 billion order book. Analysts at Barclays, Citi, Goldman Sachs, and Bank of America raised their price targets on Super Micro but maintained cautious ratings, questioning whether the 17.6% gross margin can be sustained. NVIDIA shares rose 2.5% as the strong server demand signaled continued investment in GPU-powered AI infrastructure.

Impact on stocks 4

Artificial Intelligence▲ · 4 stocks
Super Micro Computer Inc
SMCI
▲ PositiveCapitalrelevance

Super Micro issued FY2027 revenue guidance above consensus and reported strong earnings, driving shares up.

NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Strong server demand signals continued investment in GPU-powered AI infrastructure, boosting NVIDIA.

Dell Technologies Inc
DELL
▲ PositiveDemandrelevance

Super Micro's strong guidance signals robust AI server demand, lifting Dell as a peer.

Theme Impact 3

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