Q4 FY26 results were stellar, with sales up 379% YoY to $54.2B and operating margins exceeding 80%. This brought total FY26 revenue to a whopping $133.2 billion, which represents an increase of 256% YoY.

Outlook:

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2. Expected Revenue & Growth (Q1 FY2027)

  • Consensus Revenue Forecast: ~$61.74 billion
  • Prior Year Q1 (FY2026): ~$13.64 billion
  • Expected YoY Revenue Growth: ~350%+

(Reflects massive top-line expansion fueled by high-bandwidth memory / HBM and enterprise AI server DRAM adoption).


3. Expected Profit & Earnings Growth (Q1 FY2027)

  • Consensus Adjusted EPS: ~$37.90 to $38.21 per share
  • Prior Year Q1 (FY2026) EPS: $4.78 per share
  • Expected YoY Profit/EPS Growth: ~690% to 700%

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