Super Micro forecasts sales of up to US$15.5 billion, topping rosiest projection
The California-based firm benefits from surging demand for gear to train and run AI tasks
Super Micro Computer, a California-based firm, has forecasted revenue of US$14.5 billion to US$15.5 billion for the current quarter, surpassing analysts' expectations. This forecast for the period ending in September indicates that the booming artificial intelligence market continues to drive sales of the company's servers. The profit, excluding some items, is projected to be US$1.01 to US$1.10 per share.
Analysts surveyed by Bloomberg anticipated sales of US$12 billion on average, and profit of US$0.74 per share. This outlook exceeded the highest revenue estimate of US$13.3 billion provided by analysts. Super Micro, headquartered in San Jose, California, is benefiting from the surging demand for equipment used in training and running AI tasks.
The company's servers are equipped with Nvidia chips, which have become the standard for most AI data centers. CEO Charles Liang stated that the company is enabling customers to deploy AI infrastructure faster and more efficiently through combined efforts in technology leadership, manufacturing scale, and global compliance. Super Micro's shares jumped about 9% in extended trading following the announcement, closing at US$31.60 in New York.
The stock has gained 8% so far in 2026. In July, the company's shares rose 20% in a single day after reporting preliminary fiscal-fourth quarter results, with a backlog hitting a record due to new orders exceeding US$60 billion. The company also projected better-than-forecast margins. Super Micro expects revenue of US$65 billion to US$72 billion in the fiscal year beginning in July, with analysts averaging US$54.4 billion in their projections.
The annual outlook reflects strengthening AI opportunities and sales execution, accompanied by modest improvements in normalized gross margin.
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