- Supermicro estimates fiscal Q1 2027 revenue of $18.5B-$19.5B, above its prior guidance of $14.5B-$15.5B, primarily due to increased demand for AI platforms.
- Gross margin is estimated at 12.0%-12.5% versus prior guidance of 10.4%-10.8%, primarily due to customer and product mix.
- Analyst average revenue estimate was $15.23 billion, according to Money, so the preliminary range sits well above consensus.
- Shares rose in after-hours trading. WSJ reported a 13% gain to $36.63 and Money reported an 11.3% gain; the shares had gained 11% year to date through Tuesday's close per WSJ.
- The preliminary figures are unaudited and subject to revision during financial closing. The company schedules its Q1 2027 earnings call for November 3, 2026.
Quotes
“primarily due to increased demand for AI platforms”
“Big Tech's race to build out data centers”