Super Micro Computer Blows Past Earnings Estimates and Guides Far Above Wall Street for Q1 and Full Year

Super Micro Computer reported fiscal fourth-quarter adjusted earnings per share of $1.70, well above analyst estimates ranging from $0.94 to $0.96, representing a 315% increase year over year. Revenue came in at $11.1 billion, slightly below estimates of roughly $11.55 billion, while adjusted gross margin reached 17.5% to 17.6%, an improvement of approximately 800 basis points year over year. The bigger story was the company's forward guidance: Super Micro sees first-quarter net sales of $14.5 billion to $15.5 billion, far exceeding the consensus estimate of roughly $11.99 billion, with adjusted EPS guidance of $1.01 to $1.10 against an estimate of $0.74.

For the full fiscal year 2027, the company guided revenue of $65 billion to $72 billion, compared to Wall Street's expectation of approximately $52.5 billion, signaling an aggressive acceleration driven by continued demand for its AI server infrastructure.