Super Micro Computer Rises Another 5%, Q4 Profit Massively Beats Expectations as Multiple Banks Raise Targets

Market Focus
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On August 13, SUPER MICRO COMPUTER INC rose 5.48% in regular trading, trading at $39.67/share. The stock continued its upward momentum following a blockbuster Q4 fiscal report and a wave of analyst target price upgrades.

The company reported fiscal Q4 adjusted EPS of $1.70, crushing the consensus estimate of $0.62 by 174% and representing a more than threefold year-over-year increase. Gross margin reached 17.5%, nearly doubling from the prior year, driven by improved customer composition and product mix optimization. Forward guidance served as the core driver: Q1 fiscal revenue guidance of $14.5-15.5 billion exceeded market expectations by approximately 25% at midpoint, while full-year FY2027 revenue guidance of $65-72 billion topped consensus by nearly 30%.

Multiple investment banks raised their price targets following the results, including JPMorgan to $45, Raymond James to $48, Barclays to $39, Citi to $39, Wedbush to $40, and Mizuho to $35. Options market activity showed strongly bullish sentiment, with two million-dollar-scale call spread combinations positioning for further upside.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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