SMCI reported Q4 revenue of $11.1B (est. $11.56B) and adjusted EPS of $1.70 (est. $0.96). FY27 revenue guidance of $65B-$72B far exceeds the $52.5B consensus. Gross margin of 17.5% was flattered by one-time items. The company also issued $4.2B in mandatory convertible preferred stock, which will impact future EPS calculations.
Sentimentbullish 70
Bullish · 70 of 100
Impact70
medium · sector-wide
Confidence90%
high confidence · 5 wires
Eventdeveloping
v5 · alerts feed only
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Super Micro issued $4.2B mandatory convertible preferred in Q4, EPS now uses two-class methodbearish 30 · impact 50
Super Micro gross margin flattered by one-time items, analyst saysbearish 30 · impact 40
Super Micro Q4 revenue misses, EPS beats; FY27 revenue guide $65B-$72B vs $52.5B estbullish 80 · impact 70
SuperMicroComputer, $SMCI, earnings: - Revenue: $11.1 billion, est: $11.56 billion - EPS: $1.7, est: $0.96bearish 30 · impact 60 · this page
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BORSA uses AI-assisted classification and synthesis with deterministic event controls. Market sentiment is informational and is not individualized investment advice.