Super Micro Computer Raises Q1 Revenue Forecast to $19.5 Billion
Super Micro Computer, Inc. raised its first-quarter revenue forecast to as high as $19.5 billion, citing strong demand for artificial intelligence platforms.
Super Micro Computer, Inc. raised its preliminary revenue forecast for the first quarter of fiscal 2027 to a range between $18.5 billion and $19.5 billion. This update significantly exceeds the company's previous guidance of $14.5 billion to $15.5 billion.
The company attributed the growth to strong demand for artificial intelligence platforms. Preliminary gross margins are now estimated at 12.0% to 12.5%, an increase from the previous estimate of 10.4% to 10.8%, which the company credited to customer and product mix.
Shares of the company rose between 11.3% and 13% in after-hours trading following the Tuesday announcement. The news also triggered a rally in other AI-related stocks, including competitors Dell Technologies Inc. and Hewlett Packard Enterprise Co. The company has scheduled an earnings call for November 3, 2026, to review the final results.
