Super Micro Shares Jump 11% on Strong Earnings and SpaceXAI Deal
Super Micro Computer Inc. shares rose 11.2% following a strong fiscal fourth-quarter report and a new partnership with SpaceXAI to build an AI data center.
Shares of Super Micro Computer Inc. rose 11.2% on August 13, 2026, fueled by a combination of strong fiscal fourth-quarter results and favorable macroeconomic data. A cooler-than-expected U.S. Producer Price Index report for July increased market expectations for Federal Reserve interest rate cuts, creating a positive environment for growth-oriented technology stocks.
The company reported fiscal fourth-quarter revenue of $11.12 billion. While this figure slightly missed some estimates, the company exceeded expectations with adjusted earnings per share of $1.70 and adjusted EBITDA of $1.67 billion. Gross margins increased to 17.6%, and the company secured more than $60 billion in new orders during the quarter.
Looking ahead, Super Micro set a fiscal 2027 revenue target between $65 billion and $72 billion. CEO Charles Liang confirmed a strategic partnership with SpaceXAI to co-build a gigawatt AI data center, providing an additional catalyst for future growth.