--- title: "Why SMCI and CoreWeave Stocks Are Soaring After Hours — and What Wall Street Sees Next" type: "News" locale: "en" url: "https://longbridge.com/en/news/295583249.md" description: "Super Micro Computer (SMCI) and CoreWeave stocks surged after hours following strong earnings reports. SMCI reported Q4 revenue of $11.12 billion and beat EPS estimates, but the key driver was its significantly higher-than-expected guidance for the current quarter, with revenue projected at $14.5-$15.5 billion. The company also recorded a record backlog. Despite the positive outlook, Wall Street maintains a neutral consensus on SMCI, with most analysts holding off." datetime: "2026-08-11T21:17:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295583249.md) - [en](https://longbridge.com/en/news/295583249.md) - [zh-HK](https://longbridge.com/zh-HK/news/295583249.md) generator: "portal-rs" --- # Why SMCI and CoreWeave Stocks Are Soaring After Hours — and What Wall Street Sees Next **Super Micro Computer (NASDAQ:SMCI)** and **CoreWeave (NASDAQ:CRWV)** are having a big night on Wall Street, with both AI infrastructure stocks surging after reporting earnings Tuesday. Supermicro stunned the market with guidance far above expectations, while CoreWeave delivered another strong quarter and showed that customers are still lining up for its AI computing capacity. ### Claim 55% Off TipRanks Double your CRWV exposure with Tradr's CWVX Supermicro shares are up nearly 10% in after-hours trading after the AI server maker finished fiscal 2026 with largely in-line quarterly results but offered investors a much stronger outlook. Fiscal fourth-quarter revenue nearly doubled from a year earlier to $11.12 billion, coming slightly below the $11.26 billion analysts expected. Adjusted earnings reached $1.70 per share, beating Wall Street's $1.59 consensus estimate. The real excitement, however, came from what Supermicro expects during the current quarter. Management forecasts adjusted earnings between $1.01 and $1.10 per share, topping the $0.72 analysts had penciled in. Revenue is expected between $14.5 billion and $15.5 billion, well above Wall Street's $11.82 billion estimate. Supermicro said it generated more than $60 billion in new orders during fiscal 2026 and entered the new fiscal year with record backlog. Wall Street, meanwhile, is still keeping SMCI at arm's length. 8 of the 12 analysts covering the stock are staying on the sidelines, versus 3 bulls and one bear, leaving SMCI with a Hold (i.e. Neutral) consensus rating. The $38.40 average price target is more upbeat, implying about 21.5% upside from Tuesday's closing price. (See **SMCI stock forecast**) ### Related Stocks - [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md) - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [SMCL.US](https://longbridge.com/en/quote/SMCL.US.md) - [CORD.US](https://longbridge.com/en/quote/CORD.US.md) - [SMYY.US](https://longbridge.com/en/quote/SMYY.US.md) - [CWVX.US](https://longbridge.com/en/quote/CWVX.US.md) - [SMCY.US](https://longbridge.com/en/quote/SMCY.US.md) - [SMCX.US](https://longbridge.com/en/quote/SMCX.US.md) - [CRWU.US](https://longbridge.com/en/quote/CRWU.US.md) - [SMCZ.US](https://longbridge.com/en/quote/SMCZ.US.md) - [SMCC.US](https://longbridge.com/en/quote/SMCC.US.md) - [CRWG.US](https://longbridge.com/en/quote/CRWG.US.md) - [CWY.US](https://longbridge.com/en/quote/CWY.US.md) ## Related News & Research - [Super Micro Computer, Inc. $SMCI Position Increased by TD Waterhouse Canada Inc.](https://longbridge.com/en/news/298428833.md) - [Super Micro director and 10% owner Liu Liang Chiu-Chu Sara sells USD 7.32 million in common shares](https://longbridge.com/en/news/298372704.md) - [CoreWeave CEO chalks up public AI pushback to the speed of change: 'And that is frightening'](https://longbridge.com/en/news/298479722.md) - [BREAKINGVIEWS-Data centre upstarts evoke earlier broadband craze](https://longbridge.com/en/news/298649476.md) - [Data center bargaining power shifts: CoreWeave and its ilk are starting to stand firm.](https://longbridge.com/en/news/298273368.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**