Super Micro Computer Inc. (SMCI) is climbing back into Wall Street’s favor after delivering a strong fourth-quarter earnings performance that sent shares sharply higher in extended trading.
The data center server maker reported fourth-quarter adjusted earnings per share of $1.70, comfortably beating the analyst consensus estimate of $1.59 per share.
Revenue for the quarter came in at $11.12 billion, falling slightly short of the $11.26 billion analysts had expected, marking a miss of roughly 4%.
Despite the minor revenue shortfall, adjusted EPS crushed estimates by 77%, signaling a dramatic improvement in the company’s underlying profitability.
Revenue surged 93% year-over-year from $5.8 billion in the same quarter last year, underscoring the explosive growth Super Micro has experienced amid surging demand for AI infrastructure.
Earnings per share increased 315% compared to the prior-year period, a figure that helped reassure investors who had been watching the company closely following earlier turbulence.
The stock gained more than 7% in extended trading following the report, a strong signal that Wall Street was willing to look past the modest revenue miss in favor of the broader financial picture.
Super Micro issued first-quarter revenue guidance of $14.5 billion to $15.5 billion, with a midpoint of $15 billion that significantly exceeded the analyst estimate of $11.99 billion.
Adjusted EPS guidance for the first quarter came in at $1.01 to $1.10, with a midpoint of $1.06, also topping the Wall Street consensus of 74 cents.
Looking further ahead, Super Micro projected fiscal year 2027 revenue between $65 billion and $72 billion, well above the analyst estimate of $54.43 billion.
CEO Charles Liang highlighted the company’s momentum, stating: “Our Total AI/IT Solutions strategy continues to deliver strong results, we added several hundred enterprise and other customers in the past year, generated more than $60 billion in new orders, and booked record backlog entering fiscal 2027.”
The record backlog heading into fiscal 2027 suggests that demand for Super Micro’s products remains robust, particularly as enterprises and cloud providers continue expanding their AI computing capacity.
Super Micro’s results reinforce its position as a key player in the AI-driven data center buildout that has become one of the most closely watched investment themes across the technology sector.
