AI Server Earnings Propel Super Micro to Skyrocket by 7.5%
Super Micro Computer, Inc. (NASDAQ: SMCI), a premier AI data center infrastructure provider, saw its shares skyrocket by over 7.5% following the announcement of its impressive fourth-quarter fiscal 2026 results and an optimistic forecast for the forthcoming quarter. The company’s fiscal Q4, which concluded on June 30, 2026, witnessed gross margins soaring to 15%–17%, significantly surpassing its initial guidance of 8.2%–8.4% — a result of a favorable customer and product mix.
The most remarkable aspect was Supermicro’s order backlog: the company garnered more than $60 billion in new orders during the quarter alone, propelling its backlog to record levels. Revenue for the quarter was towards the lower end of its $11.0 billion to $12.5 billion guidance range. Looking forward, the company projects Q1 fiscal 2027 adjusted earnings in the range of $1.01 to $1.10 per share, significantly outperforming analyst consensus estimates of $0.76 per share, and revenue guidance of $14.5 billion to $15.5 billion — considerably higher than the expected $11.68 billion.
The extraordinary results mirror the escalating global demand for AI servers powered by Nvidia GPUs. Supermicro is strategically positioned as a vital infrastructure partner for hyperscale data centers. The company’s Silicon Valley manufacturing facilities are swiftly ramping up to cater to the unquenchable demand for AI compute capacity.
Source: Super Micro Computer IR – Q4 FY2026 Preliminary Business Update