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Super Micro's Q1 revenue jumps 298%, raising 2027 outlook to $72–82B amid AI-driven growth.

Company Fundamentals
12 Nov 2026, 18:19 WIB
Seeking Alpha
View Source
Bullish
Super Micro's Q1 revenue jumps 298%, raising 2027 outlook to $72–82B amid AI-driven growth.

Super Micro reported a 298% surge in Q1 revenue to $19.9 billion, driven by expansion in AI-related products like DCBBS and Nvidia Vera Rubin deployments. This strong performance led management to raise its fiscal 2027 revenue forecast to between $72 billion and $82 billion. Despite a net income of $1.59 billion, operating cash flow remained negative at $434 million, reflecting ongoing cash flow challenges. The company trades at a lower forward earnings multiple compared to peers Dell and Hewlett Packard Enterprise, highlighting market concerns despite its ambitious growth in AI infrastructure production.

Super Micro Computer Inc (SMCI) trades at USD 27.33 on Pluang as of Nov 12, 2026 23:31 WIB, down 10.19% in one day. The stock's market cap is $20.06 billion, with a 52-week low of $20.53 and a high of $50.17. Despite strong revenue growth, the share price shows notable volatility, while Pluang users show strong buying interest at 90% buy orders.

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