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Super Micro stock soars as impressive Q4 guidance overshadows a major revenue miss in the third quarter. Rosenblatt Securities recommends buying SMCI shares into the post-earnings strength.

Few stocks tell a more complicated story right now than Super Micro Computer (NASDAQ:SMCI). The AI server maker just delivered a margin-driven earnings beat, raised full-year guidance, and saw shares rally, all while sitting under an export-control governance cloud. Investors want to know whether this rally has legs. Our 24/7 Wall St. price target frames ... Super Micro’s Earnings Surprise Points to an Upside and We’d Buy the Dip Now

Super Micro forecast June-quarter profit above estimates after adjusted gross margin reached 10.1% in the fiscal third quarter.

Investors Shrug Off the Revenue Miss Super Micro Computer (NASDAQ:SMCI) reported Q3 FY2026 results after the close on May 5, 2026, beating on earnings but missing badly on revenue. The market focused on the margin snap-back and a raised full-year outlook anyway. Shares are up 15.34% in midday trading to $32.10, recovering from the $27.83 ... Super Micro Surges on AI Forecast, but Questions Remain

Super Micro Computer Inc (NASDAQ:SMCI) shares surged about 18% following its fiscal third-quarter 2026 results, as strong earnings and margin performance outweighed a revenue miss. For the quarter ended March 31, 2026, Supermicro reported net sales of $10.24 billion, well below estimates of...

Shares of Super Micro Computer (NASDAQ:SMCI) are rallying 18% higher in early Wednesday trading. The AI server maker delivered a sizable earnings beat, raised full-year guidance, and unveiled a forward-looking partnership tied to nuclear power. The stock closed at $27.83 on Tuesday and is now reclaiming ground last seen in early April. The rally pushes ... Super Micro Rockets 18% on Earnings Beat, $12.5 Billion Q4 Guide, Nuclear-Powered AI Vision

The server maker posted improved margins in its fiscal third quarter and projected revenue above Wall Street expectations, driven by sustained strong demand for artificial intelligence data center infrastructure.

Company forecasts Q4 revenue above estimates despite Q3 miss

Chipmakers are the most actively traded U.S. stocks ahead of the opening bell, setting the stage for another tech-led rally. In recent premarket action: Intel (INTC) is the most traded stock by volume, according to Dow Jones Market Data, and is up about 6%.

Major gauge futures soared following a series of record closes from US indexes.

Super Micro (SMCI) delivered earnings and revenue surprises of +34.25% and -17.14%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

The maker of server and computer products logged a third-quarter profit of $483.4 million, up from $108.8 million a year earlier.

Super Micro Computer on Tuesday forecast fourth-quarter revenue and adjusted profit above Wall Street estimates, ‌banking on robust demand for its artificial intelligence servers, ‌sending shares up 17% in extended trading. "With the addition of our ‌new U.S. manufacturing facilities ⁠in Silicon Valley, we are exceptionally well-positioned to meet the massive demand for various AI and ⁠enterprise verticals," CEO Charles Liang said in a statement. The company projected fourth-quarter revenue in the range of $11 billion to $12.5 billion, compared ​with analysts' ​average estimate of $11.07 billion, according ​to data compiled by LSEG.