According to Yahoo Finance SMCI futures outlook, AI hardware demand is expected to keep margins around 15% despite rising labor and component costs. Super Micro Computer reported their March quarterly earnings on April 30 and inspired analysts to once again boost growth estimates for the provider of key datacenter infrastructure in the early innings of the AI boom. After SMCI delivered strong numbers and guidance, the Zacks Consensus EPS estimate for the current fiscal year (ends June) rose 6% from $22.15 to $23.51, representing 99% annual growth. And next fiscal year jumped over 17% from $28.95 to $34, which would equate to a 44.6% advance. These rising profits are being drawn from equally impressive growth on the topline, with the current year approaching a 110% leap to nearly $15 billion and next year's projections are stalking $24 billion for another 60% surge. The Zacks Consensus Estimate for SMCI’s fiscal 2026 earnings implies a year-over-year growth of 23.3% and the same for fiscal 2027 indicates growth of 29.2%. The estimates for fiscal 2025 and 2026 have been revised downward in the past 60 days. In the latest Yahoo Finance SMCI sector breakdown, technology hardware subsector growth is projected at 14% CAGR, aligning with company revenue trajectory.
