Investment
Features
FeesSafety
Academy
More
Pluang+

Super Micro's AI-driven revenue forecast jumps 25% above expectations, boosting stock by 15%.

Company Fundamentals
21 Oct 2026
24/7 Wall Street
View Source
Bullish
Super Micro's AI-driven revenue forecast jumps 25% above expectations, boosting stock by 15%.

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 analysts and lifting the stock price by over 15% in after-hours trading. The company also raised its gross margin forecast to 12.0%-12.5%, reflecting a favorable product mix. However, risks remain due to a negative operating cash flow and an ongoing board review related to export-control transactions, with investors awaiting the November report to confirm these optimistic figures.

Super Micro Computer Inc (SMCI) shares rose 12.17% to USD 36.42 as of Oct 21, 2026 19:21 WIB on Pluang, reflecting strong investor interest. The stock's market cap stands at $21.33 billion with a high buy order ratio of 87%. Trading volume reached 37 million shares, showing active participation amid the company's optimistic revenue outlook.

More News (SMCI)

Supermicro, Nokia, and NVIDIA launch AI-powered 5G network platform to boost efficiency and enable new AI services.

Supermicro, Nokia, and NVIDIA launch AI-powered 5G network platform to boost efficiency and enable new AI services.

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...

Market News
Bullish
4 hours ago
Nutanix and Supermicro launch AI system to cut private AI inference costs and speed deployment.

Nutanix and Supermicro launch AI system to cut private AI inference costs and speed deployment.

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...

Market News
Bullish
4 hours ago
Supermicro stock drops 24% despite record AI server orders, offering a 27% upside potential.

Supermicro stock drops 24% despite record AI server orders, offering a 27% upside potential.

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...

Analyst Insights
Bullish
5 hours ago
Super Micro's revenue and profits beat expectations, boosting AI server demand and lifting Dell and HPE shares.

Super Micro's revenue and profits beat expectations, boosting AI server demand and lifting Dell and HPE shares.

Super Micro Computer unexpectedly reported stronger-than-expected revenue and profitability for its latest quarter, driven by robust demand for its artificial intelligence servers. This surprise update indicates that AI is significantly accelerating ...

Market News
Bullish
17 hours ago
AI server stocks rebound sharply after last week's selloff, led by Super Micro and Hewlett Packard Enterprise gains.

AI server stocks rebound sharply after last week's selloff, led by Super Micro and Hewlett Packard Enterprise gains.

AI server stocks, including Super Micro Computer, Hewlett Packard Enterprise, and Dell Technologies, rallied strongly following a steep selloff last week. Super Micro led the gains with a 4% rise, supported by strong revenue growth and a new CFO focu...

Market News
Bullish
2 days ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App