Supermicro Lifts Q1 Sales Forecast to up to $19.5B, Shares Surge

WHO:

Techmeme - Super Micro Computer Inc. reported preliminary quarterly results.

Techmeme - Dina Bass is the Bloomberg article’s byline.

WHAT:

Techmeme - Super Micro reported preliminary Q1 revenue of $18.5 billion to $19.5 billion, compared with analysts’ estimate of $15 billion.

Techmeme - Super Micro reported preliminary gross margins of 12% to 12.5%.

Techmeme - SMCI shares rose more than 11% in after-hours trading.

IJR - Supermicro raised its Q1 FY27 revenue guidance by $4 billion, to $18.5 billion–$19.5 billion from $14.5 billion–$15.5 billion.

IJR - Supermicro shares jumped about 10%–12% after hours.

WHY:

Techmeme - The shares jumped in late trading after Super Micro reported preliminary quarterly results that topped analysts’ estimates.

(UPDATED October 21, 2026 01:32 UTC)

Super Micro Computer raised its first-quarter revenue guidance by $4 billion, forecasting $18.5 billion to $19.5 billion, well above analysts’ estimate of $15 billion. The company also projected gross margins of 12% to 12.5%, and its shares jumped about 10% to 12% in after-hours trading. The preliminary results topped analysts’ expectations and drove the late-trading gain.