Aug. 11 at 8:50 PM
$SMCI 🚨🚨 — THE GUIDANCE IS THE REAL STORY HERE. 🚨🚨
Bears are going to obsess over the small Q4 revenue miss. Look FORWARD.
🔥 Q4 adjusted EPS:
$1.70 vs
$0.92 expected — MASSIVE BEAT
🔥 EPS up from just
$0.41 YoY
🔥 Revenue:
$11.12B vs
$5.76B YoY — nearly DOUBLE
But here’s the bombshell:
🚀 Q1 revenue guidance:
$14.5B–
$15.5B
Wall Street expected only
$11.82B!
🚀 Q1 EPS:
$1.01–
$1.10
Street:
$0.72
AND THEN THIS:
💥 FY2027 REVENUE GUIDANCE:
$65B–
$72B
Wall Street expectation:
$52.99B
At the midpoint, that’s
$68.5 BILLION — roughly
$15.5B ABOVE consensus.
That’s not cautious guidance. That’s management telling Wall Street the AI infrastructure ramp is getting BIGGER.
$60B+ new orders. Record backlog. Exploding EPS. Massive forward guidance.
The bears wanted an execution problem.
SMCI just handed them a
$65B–
$72B answer. 🔥🚀
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