$Super Micro Computer(SMCI.US)Context: SMCI reported fiscal 2027 first-quarter net sales of $19.95 billion, up 298% from…
$Super Micro Computer(SMCI.US)
Context: SMCI reported fiscal 2027 first-quarter net sales of $19.95 billion, up 298% from a year earlier and well above the market consensus of about $16.4 billion. Adjusted earnings per share came in at $1.81, topping the $1.25 estimate. Super Micro raised its full-year revenue guidance to $72.0 billion to $82.0 billion, up from a prior range of $65.0 billion to $72.0 billion. Second-quarter revenue is guided at $19.5 billion to $21.5 billion, also exceeding the $16.53 billion consensus. Non-GAAP gross margin was 12.8%, down sequentially due to customer pickup timing, CFO Mark Long said, noting that margins still improved when combining the first and fourth quarters. Separately, the company announced a strategic AI partnership with SambaNova to build inference systems using SN50 chips and NVIDIA GPUs.
My Trade: Remain as it is, waiting for lower price to accumulate or higher price to take profit.
Takeaway: The stock was up 8% after hours but now trading sideways due to broader weaker momentum in the chips sector. @Captain's Treasure
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