Recent Updates — SMCIP

Super Micro Computer raised its preliminary revenue estimate for the first quarter of fiscal year 2027, ending September 30, 2026, to a range of $18.5 billion to $19.5 billion, significantly exceeding previous guidance of $14.5 billion to $15.5 billion. The company also increased its estimated gross margin range to 12.0%-12.5% from 10.4%-10.8%, citing a favorable customer and product mix. Management attributes the upward revision primarily to increased demand for AI platforms. Final results remain subject to audit.

Super Micro Computer, Inc. provided a preliminary business update for the fourth quarter of fiscal year 2026, estimating revenues near the low end of its $11.0 billion to $12.5 billion guidance. Gross margins are estimated to be between 15% and 17%, significantly exceeding previous guidance of 8.2% to 8.4%. The company reported record backlog levels, with new orders exceeding $60 billion received during the fourth quarter. Supermicro is a provider of AI, Enterprise, Storage, and 5G/Edge IT total solutions.