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Super Micro Computer (SMCI) guidance and outlook
Super Micro Computer (SMCI) raised its guidance on Nov 3, 2026: Revenue $19.5B for Q2 FY2027; EPS $1.59–$1.83 for Q2 FY2027; EPS $1.66–$1.90 for Q2 FY2027; Tax rate 21.2% for Q2 FY2027. Super Micro Computer's 10-Q filed Nov 6, 2026 makes 13 forward-looking statements, 1 of them new and 7 no longer said since the filing before.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q2 FY2027 | $19.5B | new |
| EPS | Q2 FY2027 | $1.59–$1.83 | new |
| EPS | Q2 FY2027 | $1.66–$1.90 | new |
| Tax rate | Q2 FY2027 | 21.2% | new |
| Tax rate | Q2 FY2027 | 21.1% | new |
| Stock-based compensation | Q2 FY2027 | $22.0M | new |
| Revenue | FY2027 | $72.0B–$82.0B | raised |
From the earnings release filed Nov 3, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 6, 2026
- Additionally, we will continue to expand our software offerings and enhance customer service and support, particularly as we increase our focus on large enterprise and data center customers.
- To further expand our market share, we intend to strengthen our network of sales partners and distribution channels.
- We expect this trend to continue, with further demand for data center expansion driven by the AI market.
- As a result, we will continue to enhance our product capabilities and expand our service offerings, including DCBBS to address the growing demand in the AI market and data center markets.
- We believe that our ability to tailor certain products to the unique needs of these sectors sets us apart from many competitors and positions us to capture an even greater market share going forward.
- We believe that research and development expenses will continue to increase as we continue to expand our workforce and invest in key talent to stay at the forefront of development of next generation products and technologies.
- new · Our quarterly effective income tax rate is based on the estimated annual income tax rate forecast and discrete tax items recognized in the period.
- We do not expect restrictions or potential taxes on the repatriation of amounts held outside the U.S. to materially affect our overall liquidity, financial condition, or results of operations.
- In addition, because a large portion of our future expenditures will be to fund our growth, we expect that if needed we will be able to adjust our capital and operating expenditures as necessary.
- Accordingly, we believe that our current and forecasted sources of funds will provide us with adequate liquidity during the 12-month period following the issuance of these condensed consolidated financial statements, to meet our working capital, committed capital expenditures and contractual obligations.
- updated · We anticipate our total capital expenditures for the remainder of fiscal year 2027 will be in the range of $330.0 million to $350.0 million , primarily relating to costs associated with our global manufacturing capabilities, including tooling for new products, new IT investments, and facilities upgrades and expansion.
- We will also continue to evaluate new business opportunities and new markets.
Super Micro Computer's latest quarter
Super Micro Computer, Q1 FY27: revenue $19.9B (+298% year over year), operating margin 10.4%, net earnings $1.6B, operating cash flow −$434M. The chart follows the revenue to costs, profit and cash.
Questions
Did Super Micro Computer raise or lower its guidance?
Super Micro Computer (SMCI) raised its guidance on Nov 3, 2026: Revenue $19.5B for Q2 FY2027; EPS $1.59–$1.83 for Q2 FY2027; EPS $1.66–$1.90 for Q2 FY2027; Tax rate 21.2% for Q2 FY2027.
What does Super Micro Computer expect?
Our quarterly effective income tax rate is based on the estimated annual income tax rate forecast and discrete tax items recognized in the period. We anticipate our total capital expenditures for the remainder of fiscal year 2027 will be in the range of $330.0 million to $350.0 million , primarily relating to costs associated with our global manufacturing capabilities, including tooling for new products, new IT investments, and facilities upgrades and expansion.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.