Super Micro surges 15% on new order and margin disclosure after SpaceX announcement | Supermicro …


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Super Micro surges 15% on new order and margin disclosure after SpaceX announcement

Shares of Super Micro Computer jumped 15% after the server maker said Tuesday it now sees higher margins than previously projected for the June quarter, with a surge in new orders.

The company said its gross margin and adjusted gross margin should come in between 15% and 17%, a step up from the range of 8.2% to 8.4% that management provided in May.

The revision is "primarily due to a favorable customer and product mix," Super Micro said in a preliminary business update.

Demand for servers containing Nvidia graphics processing units that run artificial intelligence models has been surging for Super Micro, as well as rivals Dell and Hewlett Packard Enterprise. Dell stock moved up 5% in extended trading after hours on Tuesday, while HPE gained 4%.

Super Micro Computer reports Q4 FY2026 preliminary revenue near low end of $11.0B–$12.5B; gross margin 15–17%

Super Micro Computer provided a preliminary business update for the fourth quarter of fiscal 2026, reporting revenues near the low end of guidance and GAAP and non‑GAAP gross margins estimated at 15%–17%. The company said backlog rose to record levels after receiving more than $60 billion of new orders in the quarter and scheduled an earnings call for August 11. These figures are unaudited and subject to revision as the company completes its financial close and filings.

Original SEC Filing: Super Micro Computer, Inc. [ SMCI ] – 8-K – Jul. 21, 2026

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