Super Micro Computer, Inc. — News

Today, July 22, 2026, the AI server maker posted a preliminary update showing gross margins well above forecast and more than $60 billion in new orders.

fool.com - 2026-07-22 16:38:36

Dell Technologies Inc. (DELL) shares moved 9% higher on Wednesday after Super Micro Computer released a stronger-than-expected preliminary update that reinforced expectations for continued spending on artificial intelligence infrastructure. The rally followed Super Micro's announcement that it received more than $60 billion in new orders during its fiscal fourth quarter, driving its order backlog to a record high.

invezz.com - 2026-07-22 14:28:30

While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative.

zacks.com - 2026-07-22 14:26:10

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) has become the AI infrastructure story Wall Street loves to hate.

247wallst.com - 2026-07-22 13:00:57

@Theotrade's Don Kaufman turns to Big Tech and high beta names for his stock picks in today's Big 3. He leans bearish on Alibaba (BABA) after the stock's recent AI-led rally, sees SpaceX (SPCX) as a long-term opportunity for investors, and warns against Super Micro (SMCI) due to controversies surrounding the company.

youtube.com - 2026-07-22 13:00:06

Oil jumped 4% on geopolitical tensions, but that wasn't the only story. Nvidia rallied while Microsoft slumped, and mega-cap tech earnings loom after the bell tonight.

fool.com - 2026-07-22 12:52:19

Super Micro's preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.

barrons.com - 2026-07-22 12:51:00

4:15pm: Earnings loom US stocks ended mostly lower on Wednesday as investors took a breather after two strong sessions, with rising oil prices and caution...

proactiveinvestors.com - 2026-07-22 12:15:00

The rebound in the AI infrastructure trade offered reprieve for Wall Street, says @CharlesSchwab's Nathan Peterson. Wednesday's key headlines on Super Micro (SMCI) and Alphabet (GOOGL) earnings are now in full focus as investors wait for more inflation on the AI trade.

youtube.com - 2026-07-22 12:00:28

All eyes are on Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) on Wednesday as the company disclosed preliminary fiscal Q4 2026 results with more than $60 billion in new orders received during the quarter and a record backlog.

247wallst.com - 2026-07-22 11:57:40

Super Micro Computer lifts Q4 gross margin guidance to 15-17% after topping $60B in new orders, with record backlog highlighting strong AI server demand.

zacks.com - 2026-07-22 11:51:04

Marley Kayden discusses Super Micro's (SMCI) preliminary fourth quarter results and the company's optimistic outlook on doubling gross margins. She explains Super Micro's commentary which cites strong customer demand and favorable product mix@ProsperTradingAcademy's Scott Bauer walks us through an example options trade for the AI server stock.

youtube.com - 2026-07-22 11:30:25

Super Micro (SMCI) has seen a significant increase in its stock price, rising 25% after announcing its Q4 guidance. The mixed preannouncement has been positive

gurufocus.com - 2026-07-22 11:14:00

Super Micro Computer, Inc. surged after pre-announcing record new orders exceeding $60B, a 53% sequential backlog increase. SMCI expects Q4 gross margins of 15%-17%, reversing recent declines and addressing profitability concerns that weighed on sentiment. Despite positive backlog and margin news, I remain cautious due to ongoing ethical controversies and prefer not to add on this bounce.

seekingalpha.com - 2026-07-22 11:03:50

Supermicro's update was great news for other names, too.

fool.com - 2026-07-22 10:38:52

Super Micro Computer says that business is booming and profitability is improving. Investors like the sound of that.

investopedia.com - 2026-07-22 10:20:23

Super Micro Computer, Inc. receives a reiterated Hold rating as shares approach fair value after a strong preliminary Q4 earnings guide. Q4 revenue is expected near the low end of guidance, but gross margins are substantially higher at 15–17%, driving bullish sentiment. Record backlog and robust EPS growth through FY 2026–2028 are positives, yet negative free cash flow and governance concerns persist.

seekingalpha.com - 2026-07-22 09:49:41

Super Micro Computer Inc (NASDAQ:SMCI) shares opened about 20% higher on Tuesday after the company released preliminary fourth quarter fiscal 2026 results showing significantly stronger-than-expected gross margins and a record order backlog, despite revenue tracking near the low end of its guidance. The AI server maker said revenue for the quarter ended June 30 is expected to be near the lower end of its previously issued guidance range of $11.0 billion to $12.5 billion.

proactiveinvestors.com - 2026-07-22 09:49:14

Super Micro Computer Inc (NASDAQ:SMCI) stock is trying to prop up the Nasdaq this morning, up 12.6% to trade at 28.73.

schaeffersresearch.com - 2026-07-22 09:35:18

Nasdaq futures slide as Brent nears $95, rate-hike odds rise and Super Micro Computer's orders keep the AI trade in focus.

fxempire.com - 2026-07-22 09:34:56

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are up 13% to $28.75 in Wednesday morning trading after the company delivered a preliminary Q4 FY2026 business update that stunned the margin bears.

247wallst.com - 2026-07-22 09:19:43

1:00pm: And then there's Alphabet Alphabet Inc (NASDAQ:GOOG) (Alphabet Inc (NASDAQ:GOOG)) reports second-quarter results after Wednesday's close, with Wall...

proactiveinvestors.com - 2026-07-22 09:05:00

Stock futures are pointed sharply lower, poised to resume their selloff as investors monitor oil prices and earnings

schaeffersresearch.com - 2026-07-22 09:02:00

An 11th day of U.S. strikes on Iran has futures trending to the downside, says Alex Coffey, as he outlines headlines signaling that the conflict isn't cooling any time soon. In equities, Super Micro (SMCI) surged after the company pledged that its gross margins will nearly double.

youtube.com - 2026-07-22 08:37:46

Super Micro Computer (SMCI, Financials), which makes servers and data center systems for artificial intelligence workloads, said it booked more than $60 billion

gurufocus.com - 2026-07-22 08:06:00

Super Micro Computer (NASDAQ: SMCI) stock surged 17% in pre-market trading on Wednesday, July 22, after the company raised its gross margin outlook.

finbold.com - 2026-07-22 07:55:06

Super Micro Computer (SMCI) surges 16% premarket after raising Q4 gross margin outlook to 15%-17%, well above prior guidance. SMCI's Q4 FY26 revenues are expected near the low end of $11B-$12.5B guidance, with consensus at $11.73B.

seekingalpha.com - 2026-07-22 07:00:00

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

barrons.com - 2026-07-22 06:26:00

Super Micro Computer stock (NASDAQ: SMCI) surged 18% after the AI-server maker delivered a profitability surprise, but Goldman Sachs remains firmly unconvinced that one favourable quarter has repaired the business model. Super Micro expects fiscal fourth-quarter gross margins of 15% to 17%, versus earlier guidance of 8.2% to 8.4%.

invezz.com - 2026-07-22 04:08:15

The tech firm is crediting a favorable customer and product mix.

barrons.com - 2026-07-22 03:57:00

Baader Bank Aktiengesellschaft bought a new stake in Super Micro Computer, Inc. (NASDAQ: SMCI) during the first quarter, according to its most recent disclosure with the SEC. The institutional investor bought 20,744 shares of the company's stock, valued at approximately $472,000. Several other hedge funds have also bought and sold shares of the

defenseworld.net - 2026-07-22 03:37:52

The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix

marketwatch.com - 2026-07-21 18:11:00

Dell Technologies (NYSE:DELL) could be poised for strong performance if preliminary results from Super Micro Computer (NASDAQ:SMCI) are an indicator.

benzinga.com - 2026-07-21 17:57:01

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%.

wsj.com - 2026-07-21 17:48:00

Super Micro Computer said it received more than $60 billion in new orders in the fiscal fourth quarter, and saw higher margin than previously predicted. During the quarter, CEO Charles Liang pointed to new work with SpaceX.

cnbc.com - 2026-07-21 16:46:35

Super Micro Computer said on Tuesday ​it has received orders ‌in excess of $60 billion in the fourth quarter, helped by ​growing demand for ​its advanced AI servers, sending ⁠the company's shares up ​16% in extended trading.

reuters.com - 2026-07-21 16:24:38

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, featuring Data Center Building Block Solutions® (DCBBS), today is providing a preliminary business update for the fourth quarter of fiscal year 2026 (Q4'26), ended June 30, 2026, and schedules earnings call for August 11th at 5pm EDT. Revenues for the fourth quarter of fiscal year 2026 are estimated to be near the low e.

businesswire.com - 2026-07-21 16:05:00

Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound.

247wallst.com - 2026-07-21 12:55:12

Super Micro Computer (SMCI) closed at $23.83 in the latest trading session, marking a -1.45% move from the prior day.

zacks.com - 2026-07-20 18:46:14

Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

zacks.com - 2026-07-20 10:01:04

Super Micro Computer expands its liquid cooling lineup with 10 new RDHx models, aiming to help AI data centers manage rising heat while simplifying deployment.

zacks.com - 2026-07-16 10:40:38

Dell Technologies (NYSE:DELL | DELL Price Prediction) and Super Micro Computer (NASDAQ:SMCI) both reported earnings recently, and their results reveal two very different versions of the AI server story.

247wallst.com - 2026-07-15 13:00:13

Dell Technologies (NYSE:DELL | DELL Price Prediction) shares are down 14% to $394 at midday Wednesday, leading a sharp pullback across AI server hardware names.

247wallst.com - 2026-07-15 12:42:51

Expanded ten-model portfolio supports cooling chill door capacities from 10kW up to 120kW for systems level to rack-scale AI factories Flexible Rear Door Heat Exchangers deliver rapid, low-disruption liquid cooling for both new and legacy data centers Integrated DCBBS deliver validated rack-scale infrastructure, intelligent management software, and global deployment services SAN JOSE, Calif., July 15, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, featuring Data Center Building Block Solutions® (DCBBS), today announced the expansion of its Rear Door Heat Exchanger (RDHx) portfolio, further strengthening its end-to-end liquid cooling solutions for high-density AI and HPC infrastructure.

prnewswire.com - 2026-07-15 09:05:00

Super Micro Computer plunges 56% from its 52-week high, but rising inventory, cash flow strain and tougher AI competition raise fresh questions for investors.

zacks.com - 2026-07-14 10:35:22

Super Micro Computer (SMCI) closed the most recent trading day at $27.66, moving 2.3% from the previous trading session.

zacks.com - 2026-07-13 18:45:11

The artificial intelligence narrative is fracturing right before our eyes. Over the last two years, the market has focused obsessively on centralized hyperscale training.

marketbeat.com - 2026-07-11 07:55:30

Super Micro Computer is chasing explosive AI growth, but surging working capital and uncertain margins put cash conversion and DCBBS in focus.

zacks.com - 2026-07-10 11:10:23

NEW YORK, July 09, 2026 (GLOBE NEWSWIRE) -- Moore Law, PLLC, a shareholder litigation law firm located on Wall Street, is investigating potential claims against:

globenewswire.com - 2026-07-09 15:53:00

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are trading at $28.82 in Thursday's midday session, extending a brutal stretch that has wiped out roughly a third of the stock's value in four weeks.

247wallst.com - 2026-07-09 14:20:12