Super Micro Computer Q4 revenue nearly doubles on surging AI infrastructure demand; sees upbeat annual sales
SMCI•Key figures and market reaction
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q4 Sales | Miss | $11.10 bln | $11.55 bln (15 Analysts) |
| Q4 Adjusted EPS | Beat | $1.70 | $0.96 (17 Analysts) |
| Q4 EPS | $1.62 | ||
| Q4 Net Income | $1.18 bln | ||
| Q4 Adjusted Gross Margin | 17.6% |
Shares of the company jumped about 7.4% in extended trading.
Wall Street's median 12-month price target for Super Micro Computer Inc is $37.50, about 19.2% above its August 10 closing price of $31.46.
Q4 revenue rises, EPS beats estimates
Super Micro Computer's preliminary fourth-quarter revenue rose sharply year over year, though it missed analyst expectations.
Preliminary adjusted earnings per share for the quarter beat analyst expectations.
The company said improved profitability was driven by a richer enterprise customer mix and broader adoption of its Data Center Building Block Solutions architecture.
Guidance calls for strong first quarter and fiscal 2027 sales
Super Micro Computer expects first-quarter fiscal 2027 net sales of and non-GAAP EPS of .
