Super Micro Computer, Inc. announced record new orders exceeding $60 billion, marking a 53% increase in its backlog from the previous quarter. The company expects Q4 gross margins to improve to 15%-17%, reversing recent declines and easing concerns about profitability. Despite these positive developments, some investors remain cautious due to ongoing ethical controversies surrounding the company. The firm could benefit from AI sector growth and increased spending by hyperscalers over the next 2-3 years, but further clarity is awaited before increasing investment exposure.
Super Micro Computer, Inc. released a preliminary Q4 earnings guide indicating revenue near the low end of expectations but with significantly improved gross margins of 15–17%. This has generated positive sentiment due to a record backlog and strong ...
Super Micro Computer Inc shares surged about 20% after a preliminary Q4 fiscal 2026 update showed gross margins of 15-17%, far exceeding prior guidance of 8.2-8.4%, driven by favorable customer and product mix. Although revenue is expected near the l...
Super Micro Computer's stock surged 17% in pre-market trading after the company raised its fiscal Q4 2026 gross margin outlook to 15-17%, up from 8.2-8.4%. The firm also reported a record $60 billion in new orders for the quarter, signaling strong fu...
Tesla and Alphabet are set to report earnings, drawing investor focus on AI investments and new technologies like Tesla's robotaxis and Google's Gemini 3.5 Pro. Analysts expect Tesla to show strong revenue and margins but question if its rising AI sp...
Super Micro Computer reported over $60 billion in new orders in its fiscal fourth quarter and raised its gross margin forecast to 15-17%, up from an earlier estimate of 8.2-8.4%. The increase is driven by strong demand for servers with Nvidia GPUs us...
