Dell, HPE Rise After Super Micro Guides 2027 Revenue to $65 Billion-$72 Billion
Updated
Updated · Yahoo Finance · Aug 12
Dell, HPE Rise After Super Micro Guides 2027 Revenue to $65 Billion-$72 Billion
3 articles · Updated · Yahoo Finance · Aug 12
Summary
Dell rose 2.6% and HPE gained 2.2% in premarket trading after Super Micro forecast fiscal 2027 revenue of $65 billion-$72 billion, far above the $52.5 billion analyst consensus.
Super Micro’s outlook was reinforced by a sharper-than-expected margin rebound: fiscal Q4 gross margin reached 17.5%, topping its 15%-17% preliminary range and well above the original 8.2%-8.4% forecast.
Q4 revenue nearly doubled to $11.12 billion but missed the $11.55 billion consensus, with CEO Charles Liang blaming short-term customer delays in power, cooling and networking infrastructure.
The upbeat read-through spread across AI infrastructure names, lifting CoreWeave more than 18%, Nebius 10%, and Applied Digital and IREN by 5%-6% as capacity stayed tight.
Super Micro said nine customers generated more than $1 billion each in fiscal 2026, up from four a year earlier, supporting a broader AI server cycle already backed by Dell’s $51.3 billion and HPE’s $16.4 billion AI backlogs.