Quick Read – Super Micro Computer’s FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. – NVIDIA gained 2.5% as Super Micro’s record $60B order book signals sustained conviction in GPU-powered AI server demand. -…
rclays, Citi, Goldman, and Bank of America all raised their SMCI price targets but kept cautious ratings, doubting the 17.6% gross margin can hold. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn’t make the cut. Grab the names FREE today
Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech is participating too.
The iShares U.S. Technology ETF (NYSEARCA:IYW) ETF is up 1% to $253.95, though the fund’s diversification dilutes any single-name catalyst. Super Micro Computer stock had entered the earnings report as the group laggard, up just 8% year to date (YTD).