On August 12, SUPER MICRO COMPUTER INC rose 9.72% in regular trading, trading at $34.825/share, with turnover of $4.55 billion. The surge was driven by the company's fiscal Q4 earnings release and forward guidance that dramatically exceeded market expectations.

The company reported fiscal Q4 adjusted EPS of $1.70, beating the consensus estimate of $0.62 by 174%, representing a year-over-year increase of over 300%. Gross margin reached 17.5%, nearly doubling year-over-year, benefiting from improved customer mix and product portfolio optimization. Net sales of $11.12 billion rose from $5.76 billion a year earlier, though slightly below estimates. The CFO noted that FY26 saw 9 customers each contributing over $1 billion in revenue, up from 4 in FY25.

Forward guidance was the core catalyst: fiscal Q1 revenue guidance of $14.5B-$15.5B exceeded the $11.82B estimate by approximately 25% at midpoint; adjusted EPS guidance of $1.01-$1.10 topped the $0.72 estimate by over 40%. Full fiscal year 2027 revenue guidance of $65B-$72B surpassed the $52.99B consensus by nearly 30%. Multiple investment banks raised price targets, including JPMorgan to $45 and Raymond James to $48.

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