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07-22 21:43
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Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double
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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588585444651432","repostId":"1177184951","repostType":2,"repost":{"id":"1177184951","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1784727365,"share":"https://ttm.financial/m/news/1177184951?lang=en_US&edition=fundamental","pubTime":"2026-07-22 21:36","market":"us","language":"en","title":"Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double","url":"https://stock-news.laohu8.com/highlight/detail?id=1177184951","media":"Dow Jones","summary":"Super Micro Computer, a server manufacturer, announced on Tuesday that its profitability for the June quarter exceeded prior expectations, accompanied by a surge in new orders, leading to a 15% jump...","content":"<html><head></head><body><p style=\"text-align: left;\">The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix</p><p style=\"text-align: left;\">Super Micro announces official results for its fiscal fourth quarter on Aug. 11.</p><p style=\"text-align: left;\">Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company's gross margins are expected to double from previous guidance.</p><p style=\"text-align: left;\">Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to "a favorable customer and product mix."</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/><span></span></p><p style=\"text-align: left;\">Demand for the Super Micro's modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.</p><p style=\"text-align: left;\">The gross-margin figures and record backlog overshadowed the company's announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.</p><p style=\"text-align: left;\">The stock's surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.</p><p style=\"text-align: left;\">Super Micro's gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.</p><p style=\"text-align: left;\">Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.</p><p style=\"text-align: left;\">The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company's most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company's Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.</p><p style=\"text-align: left;\">Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.</p><p style=\"text-align: left;\">The company announces its official fourth-quarter results on Tuesday, Aug. 11.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-22 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix</p><p style=\"text-align: left;\">Super Micro announces official results for its fiscal fourth quarter on Aug. 11.</p><p style=\"text-align: left;\">Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company's gross margins are expected to double from previous guidance.</p><p style=\"text-align: left;\">Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to "a favorable customer and product mix."</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/><span></span></p><p style=\"text-align: left;\">Demand for the Super Micro's modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.</p><p style=\"text-align: left;\">The gross-margin figures and record backlog overshadowed the company's announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.</p><p style=\"text-align: left;\">The stock's surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.</p><p style=\"text-align: left;\">Super Micro's gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.</p><p style=\"text-align: left;\">Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.</p><p style=\"text-align: left;\">The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company's most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company's Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.</p><p style=\"text-align: left;\">Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.</p><p style=\"text-align: left;\">The company announces its official fourth-quarter results on Tuesday, Aug. 11.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","SMCZ":"2倍做空SMCI ETF-Defiance","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMCC":"2倍做多SMCI ETF-Corgi","BK4543":"AI","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","SMCX":"2倍做多SMCI ETF-Defiance","SMCI":"超微电脑","BK4588":"碎股","SMYY":"GraniteShares YieldBOOST SMCI ETF","BK4585":"ETF&股票定投概念","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI ETF-Graniteshares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177184951","content_text":"The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mixSuper Micro announces official results for its fiscal fourth quarter on Aug. 11.Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company's gross margins are expected to double from previous guidance.Shares of Super Micro $(SMCI)$ surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to \"a favorable customer and product mix.\"Demand for the Super Micro's modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.The gross-margin figures and record backlog overshadowed the company's announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.The stock's surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.Super Micro's gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company's most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company's Data Center Building Block Solutions business.Super Micro has scored major AI customers such as SpaceX $(SPCX)$, with Liang writing in a June post on X that the two companies are co-building a new data center together.The company announces its official fourth-quarter results on Tuesday, Aug. 11.","news_type":1,"symbols_score_info":{"SMCZ":1,"SMCI":1,"SMYY":1,"SMCL":1,"SMCC":1,"SMCX":1,"SMCY":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":588585444651432,"gmtCreate":1784727821469,"gmtModify":1784731149126,"author":{"id":"3577695984170734","authorId":"3577695984170734","name":"Alvin123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577695984170734","idStr":"3577695984170734"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588585444651432","repostId":"1177184951","repostType":2,"repost":{"id":"1177184951","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1784727365,"share":"https://ttm.financial/m/news/1177184951?lang=en_US&edition=fundamental","pubTime":"2026-07-22 21:36","market":"us","language":"en","title":"Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double","url":"https://stock-news.laohu8.com/highlight/detail?id=1177184951","media":"Dow Jones","summary":"Super Micro Computer, a server manufacturer, announced on Tuesday that its profitability for the June quarter exceeded prior expectations, accompanied by a surge in new orders, leading to a 15% jump...","content":"<html><head></head><body><p style=\"text-align: left;\">The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix</p><p style=\"text-align: left;\">Super Micro announces official results for its fiscal fourth quarter on Aug. 11.</p><p style=\"text-align: left;\">Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company's gross margins are expected to double from previous guidance.</p><p style=\"text-align: left;\">Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to "a favorable customer and product mix."</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/><span></span></p><p style=\"text-align: left;\">Demand for the Super Micro's modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.</p><p style=\"text-align: left;\">The gross-margin figures and record backlog overshadowed the company's announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.</p><p style=\"text-align: left;\">The stock's surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.</p><p style=\"text-align: left;\">Super Micro's gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.</p><p style=\"text-align: left;\">Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.</p><p style=\"text-align: left;\">The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company's most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company's Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.</p><p style=\"text-align: left;\">Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.</p><p style=\"text-align: left;\">The company announces its official fourth-quarter results on Tuesday, Aug. 11.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-22 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix</p><p style=\"text-align: left;\">Super Micro announces official results for its fiscal fourth quarter on Aug. 11.</p><p style=\"text-align: left;\">Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company's gross margins are expected to double from previous guidance.</p><p style=\"text-align: left;\">Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to "a favorable customer and product mix."</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/><span></span></p><p style=\"text-align: left;\">Demand for the Super Micro's modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.</p><p style=\"text-align: left;\">The gross-margin figures and record backlog overshadowed the company's announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.</p><p style=\"text-align: left;\">The stock's surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.</p><p style=\"text-align: left;\">Super Micro's gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.</p><p style=\"text-align: left;\">Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.</p><p style=\"text-align: left;\">The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company's most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company's Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.</p><p style=\"text-align: left;\">Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.</p><p style=\"text-align: left;\">The company announces its official fourth-quarter results on Tuesday, Aug. 11.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","SMCZ":"2倍做空SMCI ETF-Defiance","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMCC":"2倍做多SMCI ETF-Corgi","BK4543":"AI","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","SMCX":"2倍做多SMCI ETF-Defiance","SMCI":"超微电脑","BK4588":"碎股","SMYY":"GraniteShares YieldBOOST SMCI ETF","BK4585":"ETF&股票定投概念","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI ETF-Graniteshares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177184951","content_text":"The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mixSuper Micro announces official results for its fiscal fourth quarter on Aug. 11.Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company's gross margins are expected to double from previous guidance.Shares of Super Micro $(SMCI)$ surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to \"a favorable customer and product mix.\"Demand for the Super Micro's modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.The gross-margin figures and record backlog overshadowed the company's announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.The stock's surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.Super Micro's gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company's most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company's Data Center Building Block Solutions business.Super Micro has scored major AI customers such as SpaceX $(SPCX)$, with Liang writing in a June post on X that the two companies are co-building a new data center together.The company announces its official fourth-quarter results on Tuesday, Aug. 11.","news_type":1,"symbols_score_info":{"SMCZ":1,"SMCI":1,"SMYY":1,"SMCL":1,"SMCC":1,"SMCX":1,"SMCY":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
