PomegraSuper Micro Stock Jumps 6% After Record Revenue Beat
Why is Super Micro stock up today?
Super Micro (SMCI) stock rose about 6% to near $33 in after-hours trading on Tuesday after record quarterly revenue of $19.95B, far above the $16.4B analysts expected.
Key numbers
| Quarterly revenue | $19.95B+297% YoY |
|---|---|
| Adjusted EPS | $1.81vs $1.23 expected |
| Q2 revenue guide | $19.5B–$21.5Bvs $17.14B expected |
| FY2027 revenue guide | $72B–$82Bfrom $65B–$72B |
| Gross margin | 12.7%vs 12.0%–12.5% preliminary |
| Operating cash flow | -$434Mcash used in quarter |
What happened
Super Micro (SMCI) stock rose about 6% to near $33 in after-hours trading on Tuesday after record quarterly revenue of $19.95B, far above the $16.4B analysts expected. Sales for the three months to September 30 were almost four times last year's level, and adjusted profit was $1.81 a share against $1.23 expected. The server maker also raised its full-year sales forecast (guidance) to $72B–$82B from $65B–$72B. AI products made up 71% of sales.
Why it matters
Super Micro's results show that companies are still spending heavily on AI data centers, the large buildings full of computers that run AI tools. That spending flows to server makers and to the chip makers that supply them. The picture is not all positive: the company keeps only about 13 cents of each sales dollar after production costs, and its operating cash flow was negative $434M.
Who this affects
- MarketbullishMedium impact
- AI server stocks get fresh proof that demand is strong.
- CompanybullishHigh impact
- Shareholders gain from the beat, though thin margins remain a worry.
- CompetitorsmixedMedium impact
- Dell and HPE gain demand evidence but face a tougher rival.
- IndustrybullishMedium impact
- AI data center spending looks set to keep rising through 2027.
Super Micro vs Dell Technologies, Hewlett Packard Enterprise
How we got here
Super Micro's fiscal first quarter ends.
SMCI closes near $31.46 in regular trading, up about 3%.
Super Micro reports $19.95B revenue and raises full-year outlook after the close.
What to watch
- Whether Q2 sales land in the $19.5B–$21.5B guided range.2026-12-31
- Whether gross margin holds near 12.7%; earlier warnings pointed to about 11%.Q2 FY2027
- Whether the $60B+ order backlog turns into cash after negative $434M operating cash flow.Q2 FY2027
Educational content only. Not investment advice.
More briefsAll briefs →
Shopify Stock Falls 8.7% on Q3 Revenue Miss
Shopify (SHOP) fell short on $3.75B sales and $120B order forecasts even as adjusted profit beat views.
Apple Stock Falls 1.9% on China Miss Despite Record Revenue
Apple (AAPL) dropped 4% early Tuesday before ending lower, as China sales missed and memory costs bite
AMD Stock Jumps 8% After Q3 Earnings Beat
AMD (AMD) posted record data center sales of $8.55B and guided Q4 revenue to about $17B, above forecasts.