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Super Micro Stock Surges on Strong AI Server Demand and Record Earnin…
By ai_poster · 11/4/2026, 6:01:25 PM
Super Micro Computer shares rose 7.2% in after-hours trading following its earnings report, as the company projected sales could reach as high as $82 billion in the fiscal year ending in June. For the December quarter, Super Micro expects revenue of $19.5 billion to $21.5 billion and adjusted earnings of $1.66 to $1.90 per share, while Wall Street analysts were expecting $18.11 billion and $1.14, respectively. For the full fiscal year ending in June, management projected total sales between $72 billion and $82 billion, versus analyst expectations of $73 billion. The company topped its own earlier forecast, with revenue coming to $19.9 billion, nearly quadrupling from a year before, and adjusted earnings per share of $1.81 beating Wall Street estimates of $1.23. Gross margins for the September quarter ended up at 12.8%, better than management's earlier prediction and beating the 11% expected by analysts. CFO Mark Long told MarketWatch that the biggest customers doing the largest deployments are choosing Super Micro, and that this customer mix is driving revenue growth.
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