๐ SMCI surges +9% โ Super Micro FY2027 guide of $65Bโ$72B blows past $53B consensus
Super Micro Computer delivered a blowout: FY2027 revenue guidance of $65Bโ$72B versus analyst estimates of $53B. Q4 FY2026 EPS of $1.70 beat the $1.59 estimate, revenue jumped 93% YoY to $11.12B, and Q1 FY2027 guidance midpoint of $15B smashed the $12B Wall Street forecast. AI server demand continues to outrun expectations. Not financial advice. With the bar set this high, can SMCI actually deliver?
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