Super Micro Computer is trading 13.5% up at $36.48 after its August 11 earnings report highlighted sharply improved profitability and optimistic forward guidance.
- Fourth-quarter gross margin reached 17.5%, while non-GAAP earnings per share came to $1.70.
- Management forecast fiscal 2027 revenue of $65 billion to $72 billion, well above analysts’ expectations, and first-quarter revenue of $14.5 billion to $15.5 billion.
- The rally reflects focus on margin recovery, AI-server demand and the outlook despite quarterly revenue slightly missing estimates.