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Super Micro rallies after lifting margin outlook despite soft revenue view

Stock futures are lower as investors await earnings reports from major technology companies later today. Here’s what you need to know today.

The AI server maker now expects gross margins of 15% to 17% for the quarter ended June 30, versus earlier guidance of 8.2% to 8.4%

Super Micro Computer stock surged in premarket trading after the artificial-intelligence server firm released preliminary results for the quarter ending in June. The highlight was Super Micro’s gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% it had previously expected. The margin news was good enough to cause investors to look past Super Micro’s revenue guidance, which is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion.

The main US stock measures were pointing lower in Wednesday's premarket activity as investors await

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Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.

Wall Street futures pointed moderately lower pre-bell Wednesday as traders weighed rising oil prices

Preliminary results drive strong premarket gainsShares of Super Micro Computer (NASDAQ:SMCI) climbed around 15% in premarket trading on Wednesday after the company released preliminary fourth-quarter figures highlighting significantly stronger profitability and record customer demand. The stock initially rallied about 20% in after-hours trading following the announcement before giving back part of those gains as several analysts urged investors to remain cautious.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday

AI stocks struggle as investors lock in some profit following a furious rebound the previous session.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

↗️ Super Micro Computer (SMCI): Shares surged in premarket trading after the AI server maker projected fourth-quarter gross margins roughly double those it had originally targeted. Rivals Dell Technologies (DELL) and Hewlett Packard Enterprises (HPE) also rallied.

Short interest in SMCI has climbed to near-record levels this month, even as the stock remains in the red for 2026.

Stocks slid as markets braced for a round of Big Tech earnings, the next AI trade test.

Stocks slid as markets braced for a round of Big Tech earnings, the next AI trade test.

Stocktwits data showed retail sentiment declined to ‘extremely bearish’ on SPY and ‘neutral’ on QQQ.

U.S. futures declined amid rising oil prices as the conflict in the Middle East intensifies ahead of the peak earnings season.

In recent days, Dell Technologies raised its fiscal 2027 revenue guidance and increased its outlook for AI-optimized server sales, reflecting stronger expectations for AI-related infrastructure demand than previously communicated. This guidance shift, supported by robust AI server order trends across competitors like Super Micro, highlights how sector-wide AI investment is increasingly validating Dell’s role in next-generation data center build-outs. Next, we’ll examine how Dell’s higher...

Optimism grew ahead of July 23 earnings, supported by Nokia's AI networking initiatives.

Super Micro raised its fourth-quarter gross margin expectations to 15%-17%, significantly above its previous guidance of 8.2%-8.4%.

Super Micro Computer’s valuation is back under the microscope, with a very large 5 year gain sitting alongside a steep 1 year decline and a share price around US$25.50, while its broader valuation checks still lean toward the stock looking cheap on fundamentals. Super Micro Computer has delivered a very large return over 5 years, which makes the recent pullback especially important for investors thinking about where the stock now sits relative to its fundamentals. New AI and high performance...

Supermicro stock jumped in after-hours trading as the company upped its gross margin guidance amid a record backlog of orders.

The U.S. International Trade Commission has opened a new investigation into alleged patent infringement of memory technologies. Super Micro Computer (NasdaqGS:SMCI) is named as a respondent, alongside other large technology companies. Complainant Netlist is seeking exclusion and cease and desist orders that could restrict imports of products found to infringe. Super Micro Computer enters this ITC investigation with its stock trading at $25.5 and a mixed recent track record, including...

Super Micro reported more than $60 billion in new Q4 orders, pushing its backlog to a record high with deliveries expected over future quarters.

Super Micro Computer surged late on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett-Packard Enterprise also rose.

The server company said it now expects gross margins of 15% to 17%, up from its previous guidance for up 8.2% to 8.4%.

Shares of Super Micro surged more than 20% in after-hours trading Tuesday after the artificial intelligence server firm said that its gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% from its prior guidance. While revenue is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion, Super Micro’s backlog rose to record levels in the fourth quarter. In March, the Department of Justice charged the company’s co-founder Yih-Shyan “Wally” Liaw over an alleged plan to smuggle U.S.-assembled servers to China.

The S&P 500 reclaimed key support as Sandisk, Micron and AI stocks led a broad rally. Google, Tesla earnings loom.

Investing.com -- Shares of Super Micro Computer (NASDAQ:SMCI) rocketed 20% in after-hours trading on Tuesday, driven by a blockbuster preliminary fourth-quarter update that showcased record-breaking demand and a massive leap in profitability. Despite projecting top-line revenue near the lower end of its expected range, the server and AI infrastructure giant completely reset the market’s profitability narrative. Supermicro announced that its GAAP and non-GAAP gross margins for the quarter ended J