Aug. 20 at 1:54 PM
$SMCI 🐂 The bull case is bigger than one headline.
📊 FINANCIAL FIREPOWER
• Q4 FY26 revenue:
$11.1B, nearly 2X YoY
• Adjusted EPS:
$1.70
• Non-GAAP gross margin: 17.6%, vs. 9.6% YoY
• Net income:
$1.178B, vs.
$195M YoY
• Q1 FY27 revenue guidance:
$14.5B–
$15.5B
• FY27 revenue guidance:
$65B–
$72B
🔎 INDEPENDENT COMMITTEE REVIEW
Supermicro previously announced that the independent Special Committee found no evidence of misconduct by management or the Board, and that the Audit Committee acted independently. The review also found no basis for restating previously reported financial statements.
That doesn’t erase every governance or execution risk, but combine those findings with accelerating revenue, dramatically improved profitability and massive AI infrastructure demand, and the valuation disconnect becomes VERY interesting.
The numbers are getting harder to ignore. 🚀
$SMCI $NVDA $DELL $HPE #AI #DataCenters
