Super Micro Jumps 13% on Blowout FY2027 Guidance; Dell, HPE Rally in Sympathy

3-line summary

• Super Micro Computer shares rose 13% after the company guided fiscal 2027 revenue to $65-72 billion, well above the $52.5 billion consensus estimate, according to a Yahoo Finance report.
• Super Micro's Q4 FY2026 adjusted EPS came in at $1.70 versus a $1.59 consensus, with revenue of $11.1 billion nearly doubling year-over-year; CEO Charles Liang said the company booked more than $60 billion in new orders and record backlog entering fiscal 2027.
• Dell Technologies shares rose 5% and Hewlett Packard Enterprise gained 3% in sympathy, with Dell citing a record AI systems backlog of $51.3 billion and HPE a cumulative AI backlog of $16.4 billion; Nvidia shares rose 2.5%.

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