Super Micro raises FY2027 Q1 guidance on AI demand, shares jump 16% after hours
Super Micro Computer sharply raised its preliminary forecasts for the first quarter of fiscal 2027 on Tuesday, October 20, citing continued strong AI datacenter demand, according to TechNews. The company now expects revenue of $18.5 billion to $19.5 billion, up from an earlier $14.5 billion to $15.5 billion range and above the $15.23 billion LSEG analyst consensus, while gross margin guidance rose to 12% to 12.5% from 10.4% to 10.8%. The stock closed the regular session at $32.47 and climbed 16.35% to $37.78 after hours; full quarterly results are scheduled for November 3.
The raised outlook suggests AI datacenter spending is still flowing strongly to server suppliers, even as the report notes that market worries over rising AI financing costs and longer payback periods had recently hit tech shares.
受惠 AI 資料中心需求持續強勁，伺服器大廠美超微（Super Micro Computer）週二（20 日）大幅上修 2027 會計年度第一季營收及毛利率預測，雙雙優於市場預期，激勵盤後股價飆漲逾 16%。
路透社等外媒報導，美超微初步預估，第一季營收將達185億至195億美元，遠高於原先預期的145億至155億美元，亦優於LSEG統整分析師預測的152.3億美元。
獲利表現方面，美超微同步將第一季毛利率預估值由原先的10.4%至10.8%，上修至12%至12.5%，優於市場預期的10.15%，主要受惠AI供應鏈需求強勁及產品組合改善。
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