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Super Micro Computer (SMCI) just offered investors a reason to overlook its stalling revenue growth. Shares of the artificial-intelligence server maker jumped more than 20% after it gave a preliminary update on its fiscal fourth quarter. The sharp uptick came after surprise upward revisions to ...
The AI server maker now expects gross margins of 15% to 17% for the quarter ended June 30, versus earlier guidance of 8.2% to 8.4%
Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.
U.S. futures declined amid rising oil prices as the conflict in the Middle East intensifies ahead of the peak earnings season.
Optimism grew ahead of July 23 earnings, supported by Nokia's AI networking initiatives.
Super Micro Computer surged late on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett-Packard Enterprise also rose.
Super Micro Computer said on Tuesday it expects to post fourth-quarter gross margins above its previous forecast, driving its shares up 16% in after-hours trading. AI infrastructure firms have seen accelerated demand as tech companies and cloud providers ramp up investments in data centers to support large language models and other AI applications. Super Micro anticipates gross margins in the range of 15% to 17% for the quarter, well above its earlier its forecast of 8.2% to 8.4%, "primarily due to a favorable customer and product mix."
(Bloomberg) -- Super Micro Computer Inc. shares rose more than 15% in extended trading after the server maker issued preliminary quarterly results saying its order backlog rose to a record in excess of $60 billion.Most Read from BloombergApple to Launch 'Upgrade' Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot's Gamble on Big Models Pays OffYemen's Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS All
(Bloomberg) -- Super Micro Computer Inc. shares rose more than 15% in extended trading after the server maker issued preliminary quarterly results saying its order backlog rose to a record in excess of $60 billion.Most Read from BloombergApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot’s Gamble on Big Models Pays OffYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS All
These stocks trade at or lower than half the P/E valuation of the S 500, while having much higher projected revenue growth rates than that of the index.
Tech stocks have driven the market in recent weeks, and shares in companies tied to the AI-buildout are among the biggest premarket winners this morning. Shares of Micron Technology, Super Micro Computer and Marvell Technology all rose ahead of the open, with Nasdaq futures up about 2%.
(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A
Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings
Hewlett Packard Enterprise shares rallied nearly 29% in premarket trade on Tuesday, as investors cheered the AI server maker pulling forward its long-term financial targets by two years, buoyed by strong AI infrastructure demand. HPE, which competes with Dell Technologies and Super Micro Computer in enterprise servers, is seeing sustained demand as large enterprises bring forward purchases to avoid supply risks amid surging memory chip prices. Hyperscalers including Alphabet and Amazon are set to spend more than $700 billion on AI infrastructure this year, likely boosting demand for HPE's server and networking products.
Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting the company to accelerate its long-term financial goals by two years, as expansion of AI data centers boosts demand for its servers and networking products. HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy server and data center equipment to power AI applications such as ChatGPT amid a memory chip crunch. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would bolster demand for suppliers such as HPE.
Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ChatGPT, as they are equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such applications.
ARM stock is climbing to fresh highs after Jefferies argued Nvidia’s Vera CPU momentum could dramatically accelerate Arm’s long-term royalty growth in AI infrastructure.
Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.08%. June E-mini S&P futures (ESM26 ) rose +1.45%, and June E-mini Nasdaq futures...
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