---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000970186.md"
description: "$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"
datetime: "2026-11-04T15:07:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000970186.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000970186.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000970186.md)
author: "[NewUser_zS0M8w ](https://longbridge.com/en/profiles/17387057.md)"
generator: "portal-rs"
---

# $Super Micro Computer(SMCI.US)Context: SMCI report…


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## Comments (3)

- **Captain Leo · 2026-11-05T04:11:20.000Z**: Putting the soft spot next to the beat, instead of stopping at the headline number, is what makes a results post worth reading👀 Curious how the rest of the crew reads this print: which part matters more to you, the beat or the bit that slipped?
- **gwenieeee · 2026-11-04T19:23:59.000Z**: ok sure
- **gq.ong88 · 2026-11-04T19:21:47.000Z**: thanks


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**