Super Micro Computer Stock Surges Over 9% on Strong Forecast

Super Micro Computer's shares rose more than 9% in pre-market trading on Wednesday after the AI server manufacturer published significantly stronger-than-expected financial guidance for the coming year.

The company posted adjusted EPS of $1.70 in the fourth quarter, beating analysts' forecast of $1.59. Revenue came in at $11.12 billion, slightly below the expected $11.26 billion, though it grew 93% year-over-year.

The first quarter guidance was particularly well-received. Super Micro expects revenue of $14.5–$15.5 billion, with a midpoint of $15 billion — significantly higher than analysts' projection of $11.99 billion.

The company's fiscal 2027 revenue guidance stands at $65–$72 billion, while the market had anticipated approximately $54.43 billion. According to CEO Charles Liang, the AI-focused strategy is delivering strong results, and the company has added several hundred new clients over the past year.

However, analysts note that ongoing investigations by U.S. and Taiwanese authorities remain a risk for Super Micro. The probe concerns the potential unauthorized supply of Nvidia chip-equipped servers to China.