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Super Micro shares jump after Q1 earnings beat and raised annual guidance

Super Micro Computer reported first-quarter revenue of up to $19.95 billion and adjusted EPS of $1.81, beating Wall Street estimates and lifting its full-year fiscal 2027 revenue forecast to between $72 billion and $82 billion.

A stock chart for Super Micro Computer showing a sharp upward spike in after-hours trading to $33.72, up 7.42%.
Image: @StockSavvyShay

Super Micro Computer posted first-quarter fiscal 2027 results that beat Wall Street expectations across key metrics. The server maker delivered quarterly revenue of roughly $19.9 billion to $19.95 billion, representing a year-over-year increase of roughly 298% from $5.02 billion, outpacing analyst projections that ranged from $16.2 billion to $16.39 billion. Adjusted earnings per share reached $1.81, up 417% year over year, surpassing consensus estimates that were pegged between $1.23 and $1.62 per share.[1][5][7][8][11][12]

The company also reported adjusted EBITDA of $2.2 billion, a non-GAAP gross margin of 12.8%, cash flow used in operations of $434 million, and $6.9 billion in cash and cash equivalents. Chief executive Charles Liang credited the record quarter to the company's evolution into a total AI and IT data center solution provider, highlighting customer demand for its Data Center Building Block Solutions from gigawatt-scale facilities to single-container setups.[1][8]

Looking ahead, Super Micro projected second-quarter revenue of $19.5 billion to $21.5 billion, exceeding analyst forecasts of $16.53 billion to $17.5 billion, with adjusted EPS guided between $1.66 and $1.90. Super Micro also raised its full-year fiscal 2027 revenue guidance to $72 billion to $82 billion, up from an earlier forecast of $65 billion to $72 billion. Shares rose between 6% and over 8% in after-hours trading following the release, as news outlets including Reuters, Bloomberg, and MarketWatch cited booming demand for AI-optimized servers.[1][2][3][4][5][8][9][10][12]

Key facts

  • Super Micro reported first-quarter revenue of $19.9 billion to $19.95 billion, up roughly 298% year over year and beating analyst estimates of $16.2 billion to $16.39 billion.
  • Adjusted EPS reached $1.81, up 417% year over year, topping analyst forecasts ranging between $1.23 and $1.62.
  • First-quarter adjusted EBITDA came in at $2.2 billion, gross margin was 12.7% GAAP and 12.8% non-GAAP, cash flow used in operations was $434 million, and cash and cash equivalents totaled $6.9 billion.
  • Super Micro guided second-quarter revenue to $19.5 billion–$21.5 billion, above consensus estimates ranging from $16.53 billion to $17.5 billion, with adjusted EPS expected between $1.66 and $1.90.
  • The company raised its full-year fiscal 2027 revenue guidance to $72 billion–$82 billion from a prior range of $65 billion–$72 billion.
  • Super Micro shares surged between 6% and 8.6% in after-hours trading following the announcement.

Sources · 12 sources

  1. SB

    Shay Boloor@StockSavvyShayPost on X ·

    $SMCI CRUSHED THEIR Q1 EARNINGS • Revenue $19.9B vs Est. $16.3B • EPS $1.81 vs. Est. $1.62 • EBITDA $2.2B vs Est. $1.6B • Gross Margin 13% vs. Est. 11% Q2 Guidance • Revenue $20.5B vs Est. $17.5B • EPS $1.78 vs. Est. $1.14 FY27 Guidance • Revenue $77B vs Est. $69B https://t.co/xIdtezWvBZ

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  2. CB

    Coin Bureau@coinbureauPost on X ·

    JUST IN: AMD $AMD and Super Micro $SMCI just added over $50 BILLION in market value after hours. AMD posted RECORD Q3 sales of $13.4 BILLION and now expects about $17 BILLION next quarter, up 66% from a year ago. Super Micro made $19.9 BILLION in ONE quarter, almost its ENTIRE $20.6 BILLION market value. $AMD jumped as much as 7% after hours, and $SMCI as much as 8.6%.

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  3. MA

    MarketWatch@MarketWatchPost on X ·

    Super Micro’s stock pops as earnings show booming demand for AI servers https://t.co/wNkYk3Z8W7

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  4. BT

    Bull Theory@BullTheoryioPost on X ·

    BREAKING: $SMCI is up over 8% after hours on strong Q1 FY 2027 earnings. The rally is driven by an 11% hike in its revenue guidance, at $72 Billion -$82 Billion. https://t.co/4pYgJo4PDP

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  5. TE

    TechmemeArticle ·

    Super Micro reports Q1 revenue up 298% YoY to $19.95B, vs. $16.39B est., and forecasts Q2 revenue above estimates; SMCI jumps 7%+ after hours (Reuters) Reuters : Super Micro reports Q1 revenue up 298% YoY to $19.95B, vs. $16.39B est., and forecasts Q2 revenue above estimates; SMCI jumps 7%+ after hours — Super Micro Computer (SMCI.O) forecast second-quarter revenue above Wall Street estimates on Tuesday as strong demand for its AI-optimized servers boosted sales …

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  6. CB

    Crypto BriefingArticle ·

    Super Micro beats Q1 expectations and lifts full-year revenue guidance to $72 billion to $82 billion Super Micro's raised revenue guidance highlights the accelerating demand for AI infrastructure, impacting industry growth and competitive dynamics. The post Super Micro beats Q1 expectations and lifts full-year revenue guidance to $72 billion to $82 billion appeared first on Crypto Briefing .

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  7. TR

    TrendSpider@TrendSpiderPost on X ·

    $SMCI SMASHED Q1 EARNINGS Adj EPS: $1.81 vs $1.23 est ✅ Sales: $19.95B vs $16.39B est ✅ Raised Q2 Adj EPS Guidance ✅ Raised Q2 Sales Guidance ✅ 🟩 +7.04% in after-hours https://t.co/OhZQLPKwlh

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  8. WS

    Wall St Engine@wallstenginePost on X ·

    SUPERMICRO $SMCI Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $19.9B; +298% YoY 🔹 Adj. EPS: $1.81 (Est. $1.62) 🟢; +417% YoY FY27 Guide: 🔹 Revenue: $72.0B-$82.0B (Est. $69.17B) 🟢 Q2 Guide: 🔹 Revenue: $19.5B-$21.5B 🔹 GAAP EPS: $1.59-$1.83 🔹 Adj. EPS: $1.66-$1.90 Other Q1 Metrics: 🔹 Gross Margin: 12.7% GAAP; 12.8% Non-GAAP 🔹 Adjusted EBITDA: $2.2B 🔹 Cash Flow Used in Operations: $434M 🔹 Cash & Equivalents: $6.9B Comments: 🔸 “Supermicro’s transformation into a Total AI and IT Datacenter Solution provider continues to accelerate, delivering record revenue of $19.9 billion for the first quarter fiscal 2027,” said Charles Liang, Founder, President, and CEO of Supermicro. 🔸 “DCBBS is driving significant value for our customers—from gigawatt-scale datacenters down to single-container PODs—which, including our expanding software, proactive service, and networking solutions, is enhancing profitability and long-term shareholder value.”

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  9. BL

    Bloomberg@businessPost on X ·

    Super Micro forecast revenue for the current quarter that exceeded analysts’ estimates, signaling continued strength in demand for the company’s servers packed with AI chips https://t.co/prxzPup8HG

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  10. TK

    The Kobeissi Letter@KobeissiLetterPost on X ·

    BREAKING: Super Micro Computer stock, $SMCI, surges over +6% after posting stronger than expected quarterly earnings. AI continues to drive record earnings for many tech giants. https://t.co/J8m3qMzUCg

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  11. UW

    unusual_whales@unusual_whalesPost on X ·

    BREAKING: $SCMI earnings: - Eps: $1.81, est: $1.23 - Rev: $19.9 billion, est: $16.2 billion

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  12. EV

    Evan@StockMKTNewzPost on X ·

    SUPER MICRO $SMCI JUST REPORTED EARNINGS EPS of $1.81 beating expectations of $1.23 🟢 Revenue of $19.95B beating expectations of $16.39B 🟢 Q2 revenue guidance of $19.5B to $21.5B beating expectations of $16.53B 🟢 Raised full-year revenue guidance to $72B to $82B from $65B to $72B 🟢 Revenue was up +297% from $5.02B a year ago

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