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Barchart

Amit Singh

Why Wall Street Isn't Buying Super Micro's $60 Billion Backlog Quite Yet

SuperMicro SMCI Super Micro Computer

Super Micro Computer (SMCI) delivered a solid fourth quarter, capping fiscal 2026 with a record backlog and strong demand for its AI and IT infrastructure solutions. SMCI received more than $60 billion in new orders during Q4, a significant increase that reflects the scale of demand for its products.

The outlook also remains constructive for the company. Supermicro provided a better-than-expected fiscal 2027 first-quarter revenue forecast, supported by continued demand for its AI solutions and an expanding enterprise customer base. Trader's

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