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Super Micro Computer Raises Q1 Revenue Forecast by $4 Billion, Stock Surges 12%

By Market Flux··1 min read
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Super Micro Computer, Inc. $SMCI

$35.53+9.47%as of publication

5D Change
-0.70%
Market Cap
$21.33B

Super Micro Computer lifted its preliminary first-quarter fiscal 2027 revenue forecast to a range of $18.5 billion to $19.5 billion, up sharply from its prior guidance of $14.5 billion to $15.5 billion. The $4 billion increase at the midpoint represents roughly a 25% beat above the company's own forecast, driven by surging demand for artificial intelligence server infrastructure. Gross margins are also expected to come in above the company's earlier projections.

Shares jumped as much as 17% in extended trading Tuesday before settling to a gain of about 11% to 12% on Wednesday, making SMCI the top performer in the S&P 500, which registered a year-to-date gain of 24.7% for the stock. The update rippled across the AI hardware sector: Dell Technologies rose roughly 7%, Hewlett Packard Enterprise climbed about 5%, Nvidia gained more than 1.5%, and AMD and Intel also advanced in premarket trading. The Nasdaq Composite closed up 1.05% to 26,702.86.

Rosenblatt Securities analyst Sajal Dogra reaffirmed a Buy rating on the stock following the pre-announcement. Bank of America acknowledged the strong AI demand signal but flagged ongoing margin pressure as a concern to watch. A 24/7 Wall Street analysis also noted that Super Micro's cash position and an open board review remain open questions heading into the full earnings release in November.

Supermicro also announced two new partnerships alongside the guidance update: a collaboration with Nokia and Nvidia to bring Aerial RAN compute solutions to the network edge, and a jointly engineered system with Nutanix targeting private AI inference workloads.

© AI-generated summary is provided by Market Flux

Sources

  1. InvezzSMCI stock soars 17% on $4B sales forecast hike, but analysts are still cautious
  2. CnbcStocks making the biggest moves premarket: SpaceX, Super Micro Computer, Netflix, Dell and more
  3. NasdaqEuropean Shares Seen Higher With Earnings In Focus
  4. Yahoo FinanceSuper Micro Computer Sees Rising AI Demand but Faces Margin Pressure, BofA Says
  5. MikeZaccardi$SPCX soaring 10% $SMCI helping $SMH too $SPY +0.1% $QQQ +0.3% $SMH +1.1% $IWM -0.2% $EWY +1.8% $EEM +0.3% $TLT -0.1% @finviz_com Bitcoin, oil up. Gold flat
  6. MarketsdayUS Equity Market Update – October 21, 2026 🔹 Micro-cap SPAC index tracker $SPCX soars over 10 percent in early trading, signaling selective speculative momentum. 🔹 Super Micro Computer $SMCI rallies strongly, providing immediate upward support to the VanEck Semiconductor ETF$SMH. 🔹 The SPDR S&P 500 ETF Trust $SPY ticks higher by 0.1 percent, reflecting steady baseline market consolidation. 🔹 The Invesco QQQ Trust $QQQ gains 0.3 percent as tech sector heavyweights stabilize following early-session pressure. 🔹 The VanEck Semiconductor ETF $SMH advances 1.1 percent, outperforming the broader market on hardware and chip-supply strength. 🔹 The iShares Russell 2000 ETF $IWM slips 0.2 percent as small-cap equities face localized profit-taking. 🔹 The iShares MSCI South Korea ETF $EWY surges 1.8 percent, driving strong regional outperformance across Asian equity tracking funds. 🔹 The iShares MSCI Emerging Markets ETF $EEM gains 0.3 percent, supported by global trade and tech hardware momentum. 🔹 The iShares 20+ Year Treasury Bond ETF $TLT dips 0.1 percent as long-term fixed-income yields remain elevated. #USStockMarket #SPCX #SMCI #SMH #SPY #QQQ #IWM #EWY #EEM #TLT #WallStreet
  7. PiQMarketsNasdaq futures lead gains as SpaceX, Super Micro results lift AI trade Nasdaq futures rose on Wednesday, boosted by strong results from SpaceX and Super Micro Computer, which revived interest in AI-related stocks. Netflix shares fell after issuing a weak fourth-quarter profit forecast.
  8. GurufocusSuper Micro Raises Sales Forecast by Billions. The Stock Is Soaring
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  3. BriefingcomGapping up: $SMCI +11.3% $AMKR +8.7% $ROIV +7.4% $SPCX +7.3% $LAD +6.5% Gapping down: $TKNO -29.9% $NFLX -7% $TLX -6.3% $ISRG -5.4%
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  6. 24/7 Wall StreetSuper Micro Says AI Demand Is So Strong It Blew Past Its Own Forecast by 25%
  7. OpenOutcrier$SMCI (+12.6% pre) Supermicro stock jumps as server maker lifts revenue forecast
  8. TheflynewsMorning Movers: Super Micro surges after Q1 pre-announcement $LUV $COF $SMCI $SPCX $TMO $ABT $T $DHR $PM $ISRG $NFLX $UAL
  9. InvestopediaSupermicro Shares Soar as Preliminary Results Top Prior Guidance
  10. PolymarketMoneyBREAKING: Super Micro Computer $SMCI soars +11.1% after the AI server giant raises its quarterly revenue forecast to as much as $19.5 billion.
  11. Schaeffers ResearchSuper Micro Lifts 2027 Revenue Guidance, Calms AI Trade Fears
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  13. Proactive InvestorsSuper Micro Computer jumps 11% as AI demand drives revenue forecast above guidance
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  15. BusinessUS futures climbed on Wednesday, after solid earnings from SpaceX and Super Micro Computer bolstered a bullish view of the AI trade
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  17. Alphaspace$SMCI raised its fiscal first quarter revenue forecast by $4 billion, sending the stock climbing. Supermicro now expects revenue of $18.5 billion to $19.5 billion for the quarter ended Sept. 30, up from its previous forecast of $14.5 billion to $15.5 billion.