Super Micro Blows Past Estimates With About $4 Billion More Revenue Than Expected, Shares Jump 12%
Super Micro Computer disclosed preliminary results showing it sold roughly 4 billion dollars more than expected last quarter, and guided first-quarter fiscal 2027 net sales to 18.5 to 19.5 billion dollars against a consensus near 15 billion. Adjusted gross margin is expected at 12 to 12.5 percent, above the prior 14.5 to 15.5 billion revenue outlook. Shares jumped about 12 percent, with Dell and Hewlett Packard Enterprise following the rally. The update underlines how sharply AI platform demand is running ahead of supply-side planning.