Super Micro Computer Inc

Quantli Newsdesk

· 5 days ago

Super Micro Computer's stock jumped after the AI server maker reported fiscal Q4 earnings that beat expectations and issued fiscal 2027 revenue guidance $16 billion above Wall Street estimates. Gross margin doubled sequentially to 17.5%, driven by enterprise customer mix and architectural improvements.

Quantli Newsdesk

· 8 days ago

Super Micro Computer, a key AI server manufacturer, reported fiscal Q4 revenue of $11.12 billion (up 93% year-over-year) and significantly raised its fiscal 2027 revenue guidance to $65–72 billion-well above the $52.5 billion analyst consensus. The company's gross margin improved to 17.5% from 9.5% a year ago, while it secured over $60 billion in new orders during the quarter, signaling strong AI infrastructure demand.

Quantli Newsdesk

· 2 months ago

Super Micro Computer announced the AMD Helios platform at Computex, a rack-scale AI system designed for large-scale workloads. The platform features 72 AMD Instinct MI455X GPUs, 6th Gen AMD EPYC CPUs, and AMD Pensando networking, targeting cloud service providers and enterprises deploying AI infrastructure at scale.

Quantli Newsdesk

· 2 months ago

Super Micro Computer, in collaboration with AMD, unveiled the AMD Helios rack-scale AI platform at Computex. The system features 72 AMD Instinct MI455X GPUs and is designed to support large-scale AI workloads including training, inference, and fine-tuning. The platform uses Super Micro's Data Center Building Block Solutions architecture for rapid deployment and scalability.

Quantli Newsdesk

· 3 months ago

Super Micro Computer reported fiscal Q3 earnings per share of $0.84, beating consensus by 35%, while gross margin recovered sharply to 10.1% from 6.4% sequentially. Management raised full-year revenue guidance to $38.9 billion to $40.4 billion, signaling confidence in AI infrastructure demand. However, the company remains under scrutiny for alleged export-control violations and accounting irregularities, with results still preliminary and unaudited.

Quantli Newsdesk

· 3 months ago

Super Micro Computer reported fiscal Q3 results that beat earnings expectations despite missing revenue targets. The company raised full-year guidance and demonstrated significant margin recovery, though shares remain well below 52-week highs amid ongoing governance and export-control investigations.

Quantli Newsdesk

· 3 months ago

Super Micro Computer reported fiscal Q3 2026 results with adjusted EPS of $0.84, significantly beating the $0.62 consensus, despite revenue of $10.24 billion missing the $12.33 billion estimate. The company raised its full-year revenue guidance to $38.9–$40.4 billion and projected Q4 revenue of $11–$12.5 billion, above analyst expectations, reflecting confidence in AI infrastructure demand.

10-K

Quantli Newsdesk

· 4 months ago

Super Micro posted $22.0 billion in revenue (+47% YoY) driven by GPU server demand, but net income declined 9% to $1.0 billion as gross margin compressed 270 bps and operating expenses rose 38%. Material weaknesses in internal controls remain unremediated, though management has initiated remediation efforts.