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IT infrastructure firm Super Micro Computer (SMCI), commonly called Supermicro, is set to report its fourth-quarter results for fiscal 2026 on Aug. 11, after the market closes. Prior to that, the company’s preliminary results have boosted investor confidence in the stock. The company expects an adjusted gross margin of 15% to 17% due to favorable customer and product mix, which is quite a premium compared to the 8.2% - 8.4% it had projected in May.
Moreover, this is based on solid demand, as demand for servers laden with Nvidia (NVDA) GPUs has been increasing robustly. Revenue is expected to be at the low end of its $11 billion to $12.5 billion range, possibly due to shipments being delayed to later quarters. In this context, it might be noted that Supermicro’s backlog rose to a record level at the end of fiscal 2026, with over $60 billion in new orders received during Q4.
