Super Micro Computer forecasted first-quarter revenue between $18.5 billion and $19.5 billion, significantly above its previous guidance of $14.5 billion to $15.5 billion, driven by strong demand for AI infrastructure. The company also expects improved gross margins of 12% to 12.5%, up from earlier estimates. This upbeat outlook boosted its shares by 11% and signals positive momentum for the hardware sector, including competitors like Dell and Hewlett Packard. However, funding risks remain due to a high cash conversion cycle and limited available credit, with investors awaiting the full results on November 3 for clarity on sustainability and order backlog details.
Super Micro Computer shares are up 9.15% on Pluang, trading at USD 35.44 as of Oct 21, 2026 22:31 WIB, showing strong investor interest following its optimistic revenue forecast. Competitors Dell and Hewlett Packard also gained, with Dell up 4.41% and HPE up 2.14% on the same platform and time.
Super Micro Computer reported preliminary revenue of at least $18.5 billion for Q1 FY2027, surpassing its own forecast due to strong AI server demand. This caused its shares to surge 12%, outperforming Dell and Hewlett Packard Enterprise, which also ...
Super Micro Computer reported fiscal Q1 revenue guidance of $18.5-$19.5 billion, significantly above its prior forecast of $14.5-$15.5 billion, driven by strong AI platform demand. This new midpoint exceeds previous estimates by about 27%, surprising...
Super Micro Computer, Nokia, and NVIDIA have partnered to deploy an AI-Radio Access Network (AI-RAN) platform that integrates AI computing with 5G infrastructure. This platform enhances network efficiency by running AI and radio workloads on shared i...
Nutanix and Supermicro announced a joint AI infrastructure solution combining Supermicro servers with Nutanix Agentic AI software to help enterprises reduce costs and simplify deployment of private AI inference workloads. The system integrates NVIDIA...
Supermicro's stock fell nearly 24.5% in one week amid a selloff in AI hardware stocks, despite the company reporting a record $60 billion in new orders and guiding fiscal 2027 revenue to $65-$72 billion. The stock trades at a low forward P/E of 7, su...
