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SMCI rides AI data-center optimism higher after upbeat Q4, strong Q1 outlook
markets13 days ago

SMCI rides AI data-center optimism higher after upbeat Q4, strong Q1 outlook

Super Micro Computer (SMCI) stock jumped in early trading after Q4 EPS of $1.70 on revenue of $11.1B (EPS beat, revenue miss) and a Q1 net-sales guide of $14.5–$15.5B, well above a $11.9B estimate; gross margins rose to 17.6% from 9.6% YoY. CEO Charles Liang touted the Total AI/IT Solutions strategy and a plan to co-build a gigawatt-scale data center for SpaceX and xAI within a year. Despite the optimism, SMCI has lagged AI-infrastructure peers over the past year and is pursuing up to $7B in equity-linked financing amid regulatory scrutiny, including a DOJ-indicted co-founder for export-control violations.

via Yahoo Finance|
#ai-data-center#markets#q1-outlook
Supermicro’s AI-fueled expansion story drives record backlog and bold 2027 targets
business13 days ago

Supermicro’s AI-fueled expansion story drives record backlog and bold 2027 targets

Super Micro Computer posted Q4 revenue of $11.1 billion (up 93% YoY) with a 17.6% non-GAAP gross margin and $1.70 in non-GAAP EPS (GAAP $1.62); fiscal 2026 revenue reached $39.1 billion, and management guided FY2027 revenue to $65–$72 billion after securing over $60 billion in Q4 orders. AI solutions accounted for about 60% of Q4 revenue, with the company projecting more than 80% of future revenue from AI-related products as it expands capacity and moves toward its data-center building-block solutions (DCBBS). The quarter benefited from a strong backlog, helped by a $5.6 billion equity raise to fund working capital; cash was $7.5 billion and net debt about $1.2 billion. For Q1 FY2027, guidance calls for revenue of $14.5–$15.5 billion and gross margin of 10.4–10.8%, though some customer projects faced timing-related delays.

via Yahoo Finance|
#ai#business#data-center
Super Micro Soars After EPS Beat, Guides Higher for Q3
finance13 days ago

Super Micro Soars After EPS Beat, Guides Higher for Q3

Super Micro Computer reported Q2 CY2026 revenue of $11.12B (vs. $11.55B est, a 3.8% miss) but non-GAAP EPS of $1.70 vs. $0.96 expected, with adjusted EBITDA of $1.67B. The company guided Q3 to about $15B in revenue and $1.06 EPS, both well above consensus. Operating margin rose to 13.4% and free cash flow margin to 6.5%. Shares climbed roughly 9.7% to $34.83 after the results, as investors priced in stronger profitability and a robust outlook amid ongoing demand for data-center/server solutions.

via Yahoo Finance|
#eps-beat#finance#q2-cy2026-earnings
Supermicro tops Q4 earnings, guides robust AI-driven Q1, lifting shares
business14 days ago

Supermicro tops Q4 earnings, guides robust AI-driven Q1, lifting shares

Supermicro beat Q4 adjusted EPS of $1.70 on $11.1 billion in revenue (beats on earnings but a slight revenue miss), and issued a bold Q1 outlook with net sales guidance of $14.5–$15.5 billion versus a consensus around $11.9 billion. Gross margins expanded to 17.6% from 9.6% a year earlier, and the company touted its Total AI/IT Solutions strategy, reporting a record backlog entering fiscal 2027. Management also flagged a gigawatt-scale data-center project for SpaceX and xAI within a year. Shares rose about 6% after the results.

via Yahoo Finance|
#business#data-center#earnings
Supermicro set to unveil Q4 results amid AI data-center push
business14 days ago

Supermicro set to unveil Q4 results amid AI data-center push

Supermicro (SMCI) is due to report fourth-quarter results after the bell, following a positive preliminary update that boosted shares. The company guided Q4 margins of 15%–17% (above prior 8.2%–8.4%), with orders exceeding $60 billion, and Bloomberg estimates call for about $1.33 in adjusted EPS on roughly $11.2 billion in revenue, up from $0.41 and $5.7 billion a year ago. The AI-data-center buildout includes plans with SpaceX and xAI, and the company has raised up to $7 billion in equity-linked financing while navigating a regulatory independent investigation into export controls.

via finance.yahoo.com|
#ai-infrastructure#business#q4-earnings
Taiwan Raids Draw SMCI Into Nvidia Chip Export Probe
business1 month ago

Taiwan Raids Draw SMCI Into Nvidia Chip Export Probe

Taiwanese authorities raided Super Micro Computer's offices as part of an investigation into alleged smuggling of Nvidia AI chips to China, tied to U.S. export-control enforcement. The probe underscores regulatory and compliance risks for SMCI’s AI server business and could affect customer perception and supply-chain costs as policymakers scrutinize high-end chip exports.

via Yahoo Finance|
#business#export-controls#nvidia-chips
SMCI Recovers After 28% Drop as Traders Question $39B Backlog
business2 months ago

SMCI Recovers After 28% Drop as Traders Question $39B Backlog

Super Micro Computer (SMCI) rebounded in after-hours trading after a 28% regular-session drop tied to a $7 billion equity offering intended to fund about $39 billion of new AI server orders from around 20 customers. Retail traders on StockTwits debated whether the orders are credible and whether dilution could hurt shareholders, a concern heightened by a March indictment of a co-founder. Despite the rebound, the stock remains down for 2026 amid broader market jitters and other headlines such as the SpaceX IPO backdrop.

via Yahoo Finance|
#business#equity-offering#orders
SMCI to Raise $7B for AI Servers as Orders Spike, Shares Drop
business2 months ago

SMCI to Raise $7B for AI Servers as Orders Spike, Shares Drop

Super Micro Computer (SMCI) unveiled a plan to raise about $7 billion through a mix of roughly $5 billion in underwritten equity offerings and a $2 billion at-the-market program (starting no earlier than Q3) to fund AI server components, debt repayment, capital expenditures, and other corporate uses. The move comes as demand for Nvidia-powered AI servers supports ~$39 billion in orders, but the stock slid about 9% after hours amid execution concerns and competition from Dell and HPE. JPMorgan Chase, Goldman Sachs, and Citigroup lead the financing, and SMCI also disclosed risk details tied to the March indictment of co-founder Wally Liaw (though SMCI wasn’t named in the case).

via Yahoo Finance|
#ai-servers#business#equity-financing
Taiwan Detains Three in $2.5B Nvidia Chip-Smuggling Case Linked to SMCI
market-news3 months ago

Taiwan Detains Three in $2.5B Nvidia Chip-Smuggling Case Linked to SMCI

Taiwanese prosecutors detained three suspects in a $2.5 billion Nvidia chip-smuggling case tied to Super Micro Computer (SMCI), alleging SMCI servers with Nvidia chips were sold to China using falsified documents; U.S. authorities had previously charged SMCI employees and a contractor for evading export controls. SMCI says the conduct violates its policies and has paused two employees and terminated a contractor. The move comes as the stock had jumped about 9% the prior day, with analysts rating it Hold and an average target near $34.82, signaling modest upside.

via TipRanks|
#chip-smuggling#export-controls#market-news