Tech giant smashes Q4 estimates on data center boom, shares surge
Q4 FY2026 revenue surged 45% YoY to $1.316B, capping a record fiscal year, but execution risks loom as traders price in elevated expectations.
By Air Radar Stocks DeskPublished August 20, 2026 at 1:33 AMUpdated August 20, 2026 at 1:33 AM2 min read
Record revenue and EPS beat send shares higher. Data center demand remains the key growth engine for the sector.
Record quarter caps fiscal year of outperformance
The company reported Q4 FY2026 revenue of $1.316 billion, a 45% year-over-year surge that cleared the high end of guidance. Full-year revenue reached $4.6 billion, up 36% from FY2025, marking another record. Non-GAAP EPS hit $4.1, reinforcing the top-line strength. The beat reflects sustained demand for data center infrastructure, a trend that has become a primary growth driver for the sector.