tldrdailynews.com logo
Tag

Super Micro Computer

All articles tagged with #super micro computer

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
finance14 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
AI Infrastructure Stocks Eye 2027 Breakout With MU, SMCI, and DELL
markets14 days ago

AI Infrastructure Stocks Eye 2027 Breakout With MU, SMCI, and DELL

Three AI-infrastructure plays—Micron Technology (MU), Super Micro Computer (SMCI), and Dell Technologies (DELL)—are highlighted as potential 2027 breakout candidates on strong AI-driven demand for memory, servers, and data-center gear. MU posted about 345–346% year-over-year revenue growth with a forward revenue path around $50 billion and a bargain-forward P/E near 5; SMCI delivered robust revenue growth and carries over $13 billion in Blackwell Ultra orders, with a path to a higher multiple and a target near $38–$50; DELL benefited from AI-enabled server demand, raised FY27 revenue guidance, and trades near a consensus target around $503. While upside is suggested by AI infrastructure trends, MU’s heavy capex, SMCI’s audit/debt concerns, and Dell’s potential margin compression temper the outlook.

via 247wallst.com|
#ai-infrastructure#data-center#dell-technologies
Super Micro Stock Surges on Margin Upgrade, Backlog Breaks Records
business1 month ago

Super Micro Stock Surges on Margin Upgrade, Backlog Breaks Records

Super Micro Computer jumped more than 20% after-hours after raising its June-quarter gross-margin guidance to 15-17%, roughly double the previous 8.2-8.4%, aided by favorable product mix. The company also reported a record backlog of over $60 billion in new orders, with revenue expected near the lower end of prior guidance ($11 billion to $12.5 billion). The stock has fallen about 50% over the past year amid smuggling investigations and dilution fears from a $7 billion equity financing; past DOJ charges against co-founder Wally Liaw and a Taiwan probe into Nvidia-chip smuggling have weighed on sentiment. Earnings are slated for Aug. 11.

via Barron's|
#ai-servers#backlog#business
Super Micro climbs on $60B in orders tied to SpaceX AI push
business1 month ago

Super Micro climbs on $60B in orders tied to SpaceX AI push

Super Micro Computer said it has more than $60 billion in new orders in its fiscal Q4 and now expects gross margins of 15-17% due to a favorable product mix, driven by surging demand for Nvidia-powered AI servers and SpaceX/SpaceXAI ties; it projects June-quarter revenue at the low end of guidance ($11.0-$12.5 billion) with a record backlog, and an earnings call is set for Aug. 11 as rivals Dell and HPE rose on the update.

via CNBC|
#ai-servers#business#nvidia
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
world1 month ago

Taiwan raids Super Micro as AI-chip export probe widens, SMCI shares slide

Taiwanese authorities raided Super Micro Computer and related entities in an expanded probe into alleged Nvidia AI-chip smuggling to China via the company’s servers; six individuals and three affiliated firms were searched, including SMCI’s Taiwan office, with shares dropping as much as 9% before bouncing back. Super Micro says it’s cooperating. The raids mark Taiwan’s first public enforcement action on AI-chip diversion amid U.S. export controls, and Taiwan is weighing making such exports a crime since most AI chips are produced in Taiwan.

via Investing.com|
#ai-chips#chip-exports#nvidia
Taiwan raids Super Micro offices as AI-chip export probe widens, shares slip
business1 month ago

Taiwan raids Super Micro offices as AI-chip export probe widens, shares slip

Taiwanese authorities raided Super Micro Computer and related firms as part of an expanded probe into alleged smuggling of Nvidia AI chips to China using company servers; the action comes amid U.S. export-control crackdowns on advanced AI hardware. Super Micro says it’s cooperating with investigators. The raid prompted an intraday stock decline for SMCI, with shares easing off later in the session.

via Yahoo Finance|
#business#chip-exports#investigation
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
SMCI to raise $7B to fuel AI server push
business2 months ago

SMCI to raise $7B to fuel AI server push

Super Micro Computer said it will raise about $7 billion through equity and equity-linked financing to fund components for its AI servers, aiming to fulfill roughly $39 billion in orders from more than 20 customers as AI infrastructure demand surges; the package includes about $3.75B in depositary shares and $1.25B in common stock sold to underwriters, plus up to $2B more via an at-the-market offering later; proceeds could also repay debt, bolster working capital, or fund capital expenditures, and the stock fell about 8% after hours.

via Yahoo Finance|
#ai-servers#atm-offering#business
SMCI Stock Climbs on Strong Guidance Amid Governance Concerns
market-news3 months ago

SMCI Stock Climbs on Strong Guidance Amid Governance Concerns

Super Micro Computer (SMCI) jumped about 18% after-hours after reporting a quarter with non-GAAP EPS of $0.84 and revenue of $10.2 billion (up 122% year over year) but missing estimates; management guided Q4 revenue to $11–$12.5 billion and non-GAAP EPS of $0.65–$0.79, while full-year revenue guidance of $38.9–$40.4 billion came in below consensus. Margins improved to 9.9% from 6.3% prior quarter, easing some fears of pricing pressure, but governance concerns from March remain a talking point as investors weigh trust and competitive risks, with top investor James Foord rating SMCI Strong Sell and Wall Street largely neutral with a $30.53 12-month target.

via TipRanks|
#ai-infrastructure#governance-concerns#hyperscalers