Super Micro Computer said preliminary revenue for its fiscal first quarter, ended September 30, will be $18.5 billion to $19.5 billion, up from its previous forecast of $14.5 billion to $15.5 billion and well above the $14.99 billion analyst consensus Investing.com cited, and it raised its gross margin outlook to 12.0 to 12.5 percent, from 10.4 to 10.8 percent, on a more favourable customer and product mix. Its shares rose 12 percent in after-hours trading on Tuesday. The raise follows a July warning that fourth-quarter revenue would come in near the low end of guidance, and the company is scheduled to discuss its results on an earnings call on November 3.
Supermicro raises revenue outlook sharply on AI demand
Super Micro Computer raised its preliminary fiscal first-quarter revenue outlook to $18.5 billion to $19.5 billion, from $14.5 billion to $15.5 billion previously, and its shares rose 12 percent in after-hours trading on Tuesday.
Why it matters: Supermicro builds the server racks much of the AI buildout runs on, so a revenue guide roughly $4 billion above its own previous forecast, and well above the $14.99 billion analyst consensus, is a direct read on how fast data centre orders are converting into shipped hardware.
Data as of Investing.com report by Louis Juricic, published October 20, 2026 at 4:39 p.m. ET, read in full. Single source in this pass, so the figures are graded C until the company's own release or a second report confirms them. Developing item.
Sources
- Supermicro stock surges 12% after raising revenue outlook on AI demand - Investing.com - 2026-10-20