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BusinessNew · 4h ↳ Super Micro Forecasts Above Estimates as AI Server Demand Persists

Super Micro Forecasts Above Estimates as AI Server Demand Persists

The server maker's Q4 revenue rose 93% year-over-year, and its outlook for the current quarter and fiscal 2027 topped even the most bullish Wall Street estimates.

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Summary, timeline and people extracted by Claude from 8 items across 4 sources · 2h ago. Quotes are verbatim.

Super Micro Computer reported fiscal Q4 revenue of $11.1 billion, up 93% from a year earlier though slightly short of the $11.3 billion analysts expected. The company's forecasts for the current quarter and full fiscal year 2027 exceeded analyst projections, a signal that AI-driven data center demand for its servers remains strong, and shares jumped more than 9% in after-hours trading.

  • Super Micro's fiscal Q4 revenue rose 93% year-over-year to $11.1 billion, just under the $11.3 billion analyst estimate.
  • The company's forecasts for the current quarter and full fiscal 2027 topped even the most optimistic Wall Street projections.
  • Shares surged more than 9% in after-hours trading on the guidance.
  • The outlook signals continued strength in AI-driven demand for data center servers.

How it unfolded

  1. Reaction SMCI shares jump 9%+ in after-hours trading

    Shares of Super Micro rose more than 9% after the market close following the stronger-than-expected forecast.

  2. Report Reuters and Bloomberg cover the upbeat outlook

    Wire services reported that Super Micro's guidance reflects sustained AI boom demand and data center adoption of its hardware.

  3. Event Company issues upbeat Q1 and FY2027 revenue guidance

    Super Micro forecast revenue for the current quarter and for fiscal 2027 above Wall Street's rosiest projections, pointing to continued strength in AI server demand.

  4. Event Super Micro reports Q4 revenue up 93% to $11.1B

    Super Micro's fiscal fourth-quarter revenue rose 93% year-over-year to $11.1 billion, coming in just under the $11.3 billion analysts had estimated.