Super Micro Computer lifts first-quarter sales guidance to $18.5-19.5bn

The preliminary outlook for fiscal first-quarter 2027 sales tops Wall Street's $14.99bn estimate by a wide margin

Super Micro Computer said preliminary net sales for its fiscal first quarter will come in between $18.5bn and $19.5bn, well above the $14.99bn analysts had expected.

The new figure also tops the company's own forecast. On August 11, Super Micro had guided to first-quarter sales of $14.5bn to $15.5bn, part of a full-year fiscal 2027 outlook of $65bn to $72bn that itself sat above the roughly $54bn Wall Street had modeled, according to Yahoo Finance. At that time, chief executive Charles Liang said the company had taken in more than $60bn in new orders over the prior year, leaving it with a record backlog entering the fiscal year.

The scale of this beat, roughly $3.5bn to $4.5bn above consensus, points to faster-than-expected bookings from the ramp of its Vera Rubin NVL72 server racks. But the number is preliminary, which puts added weight on the full quarterly report to confirm that margins and working capital trends are holding up alongside the revenue, the areas most tied to the company's past accounting lapses.

Those lapses remain part of the backdrop. Super Micro has spent recent quarters working to rebuild investor confidence in its reporting after past accounting issues, and the guidance arrives five days into the tenure of a newly installed chief financial officer, who started on October 15. Separately, Yahoo Finance has reported that the company has faced legal exposure tied to how its products have moved through global supply chains, an issue distinct from the accounting restatement.