{"id":810542,"date":"2026-08-11T23:06:09","date_gmt":"2026-08-11T23:06:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/810542\/"},"modified":"2026-08-11T23:06:09","modified_gmt":"2026-08-11T23:06:09","slug":"supermicro-tops-q4-earnings-expectations-offers-strong-q1-guidance-stock-jumps","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/810542\/","title":{"rendered":"Supermicro tops Q4 earnings expectations, offers strong Q1 guidance, stock jumps"},"content":{"rendered":"\n

Supermicro (SMCI<\/a>) reported its fourth quarter results after the bell on Tuesday, topping expectations on earnings but falling short on revenue. Still, an upbeat Q1 forecast sent shares higher by more than 6%. <\/p>\n

“Our Total AI\/IT Solutions strategy continues to deliver strong results, we added several hundred enterprise and other customers in the past year, generated more than $60 billion in new orders, and booked record backlog entering fiscal 2027,” Supermicro CEO Charles Liang said in a statement. <\/p>\n

For the fourth quarter, Supermicro saw adjusted earnings per share (EPS) of $1.70 on revenue of $11.1 billion. Wall Street was anticipating EPS of $1.59 and net sales of $11.2 billion, according to Bloomberg analyst consensus estimates. The company saw EPS of $0.41 and revenue of $5.7 billion in the same period last year. <\/p>\n

For the first quarter, Supermicro projects net sales between $14.5 billion and $15.5 billion. Analysts were expecting $11.9 billion. <\/p>\n

Gross margins topped out at 17.6%, up from 9.6% a year ago. <\/p>\n

In June, CEO Charles Liang wrote on X that the company planned to co-build a gigawatt-scale data center for SpaceX and xAI within a year. <\/p>\n

Despite the strong outlook, Supermicro stock has underperformed rival AI infrastructure companies over the last year. <\/p>\n

Shares are down some 30% over the past 12 months versus HPE (HPE<\/a>), which is up roughly 160%, and Dell Technologies (DELL<\/a>), which has soared more than 230% in the same period. <\/p>\n

In June, the company announced it was raising as much as $7 billion in equity-linked financing to help pay for its AI build-out. <\/p>\n

Supermicro has also been dealing with regulatory issues. In April, the company launched an independent investigation after the Department of Justice indicted co-founder Yih-Shyan Liaw and two others for allegedly violating US export controls. <\/p>\n

Supermicro was not named as a defendant in the case. <\/p>\n

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