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A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
Super Micro's enormous revenue forecast and sharply improved margins outweighed a modest quarterly sales miss.
The tech company's latest numbers showed significant improvements in revenue, gross margin, and net income.
Cisco Systems is scheduled to report fiscal fourth-quarter earnings on Wednesday after the market closes.
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.
Super Micro Computer Inc (NASDAQ:SMCI) reported a sharp increase in fourth quarter profit as margins improved, while revenue came in slightly below analysts’ expectations. The company's shares were up about 14% at about $36 on the report. For the quarter ended June 30, Supermicro...
SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.
Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia.
CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to “stupid” levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected.
Shares of Super Micro Computer are surging after the AI server maker’s profits blew past estimates.
Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.
Super Micro Shares Rally on Big Earnings Beat and $72 Billion Revenue Target
The AI server maker is targeting another major growth year after receiving more than $60 billion in new orders.
Super Micro and Nebius also rallied as strong forecasts reinforced demand for AI infrastructure.
Super Micro Computer (NASDAQ:SMCI) shares jumped 10. 1% in premarket trading after the AI server specialist reported fiscal 2026 fourth-quarter results that delivered a significant earnings beat alongside a stronger-than-expected outlook for the coming year.
Super Micro said it had nine customers paying the company over $1 billion each in the fiscal year 2026, compared to four in 2025.
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Super Micro Computer expects FY27 revenue at $65 billion to $72 billion, significantly ahead of average expectations of $53.3 billion.
Supermicro stock jumped 9% after Q4 margins nearly doubled and fiscal 2027 guidance reached $72 billion. Key numbers inside.
The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.
Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Asking for a Trend to break down Super Micro's (SMCI) latest results and upbeat outlook, as strong demand for AI infrastructure continues to drive the company’s growth.
The AI server maker projects $65 billion to $72 billion in fiscal 2027 revenue, well above the $54.4 billion analysts had expected
Investing.com -- Super Micro Computer Inc. (NASDAQ: SMCI) sent shares rallying 9% after reporting robust fourth-quarter profits and issuing aggressive forward guidance that blew past Wall Street consensus. The blowout outlook served as a sharp positive surprise for investors, who had braced for headwind after the AI server provider signaled soft Q4 revenue in its preliminary update on July 21.
The server company reported a quarterly profit of $1.17 billion, up from $195.2 million in the year-ago period.
Server solutions provider Super Micro (NASDAQ:SMCI) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% above analysts’ estimates. Its non-GAAP profit of $1.70 per share was 77.5% above analysts’ consensus estimates.
Supermicro trounced Wall Street's earnings target for its fiscal Q4 and guided well above views for the current quarter. SMCI stock jumped.
Super Micro Computer on Tuesday forecast fiscal 2027 revenue above Wall Street expectations, betting that strong demand for its AI-optimized servers would fuel another year of growth. Shares of the company rose 9% in extended trading following the results. The server maker has been a winner in the race to equip data centers for generative AI, leveraging its close relationships with chipmakers and its reputation for speed-to-market.
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