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Super Micro Computer (SMCI) stock is back in focus after the artificial intelligence (AI) server maker delivered a major boost to its fiscal first-quarter revenue outlook, providing investors with a fresh reason to revisit the stock. Supermicro raised its Q1 fiscal 2027 revenue guidance to $18.5 billion-$19.5 billion from its previous forecast of $14.5 billion-$15.5 billion. At the midpoint, the new outlook is about $4 billion higher than the previous guidance, underscoring the strength of demand for AI infrastructure.
The upbeat preliminary update also included a significant improvement in the company’s gross margin outlook, which was raised to 12%-12.5% from 10.4%-10.8%, primarily due to a more favorable customer and product mix. The revenue outlook is also well above Wall Street’s average estimate of about $15 billion, highlighting the potential for another substantial upside when Supermicro reports its full Q1 results on Nov. 3.
