Super Micro's Gross Margin Upside May Stick Around

Dow Jones07-22 23:37

1137 ET - Wedbush analysts didn't expect Super Micro Computer to sharply increase its gross margin outlook late Tuesday. That being said, they postulate that the raise stemmed in part from a supply-demand imbalance. "Super Micro likely was able to take advantage of scarcity to more favorably price products and/or shift customers to a richer mix of servers," the analysts say in a research note. If that is the case, the upside might stick around, and Super Micro might be able to produce "meaningfully better" gross margins and per-share earnings for the next several quarters, the analysts write. Shares pop nearly 25%. (connor.hart@wsj.com)

(END) Dow Jones Newswires

July 22, 2026 11:37 ET (15:37 GMT)

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If that is the case, the upside might stick around, and Super Micro might be able to produce \"meaningfully better\" gross margins and per-share earnings for the next several quarters, the analysts write. Shares pop nearly 25%. 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