Aug. 11 at 10:53 PM
$SMCI 🚨 — THIS REPORT IS ABSOLUTELY MASSIVE. 🚨
Forget the noise and LOOK AT THE NUMBERS:
🔥 FY2027 revenue guidance:
$65B–
$72B vs. Wall Street at just
$52.99B - midpoint is nearly
$16B ABOVE consensus!
🔥
$60B+ in NEW ORDERS + RECORD BACKLOG entering FY27.
🔥 Q4 sales nearly DOUBLED YoY:
$11.12B vs.
$5.76B.
🔥 Net income exploded to
$1.17 BILLION vs. just
$195.2M last year - roughly 6X!
🔥 Adjusted EPS
$1.70 vs.
$0.92 expected —an ~85% beat.
🔥 Gross margin hit 17.5%, ABOVE the already-raised 15–17% forecast.
🔥 Next quarter revenue:
$14.5B–
$15.5B vs.
$11.82B expected.
And the Q4 revenue miss? Management says power, cooling and networking delays pushed revenue into FUTURE QUARTERS, not lost demand.
That distinction is HUGE.
$65B–
$72B FY27 revenue.
$60B+ orders. Record backlog. Expanding customer base. Improving profitability.
This isn’t just growth anymore, SMCI is showing SCALE + PROFITABILITY at the same time…
The market spent months pricing SuperMicro like the AI story was broken.
Tonight the numbers just told Wall Street otherwise. 🚀🔥
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