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Super Micro Computer (SMCI) stock is spiking more than 20% in early market trading today after issuing a strong fourth-quarter business update yesterday. The solid Q4 update indicates that the artificial intelligence (AI)-driven demand remains robust.
While Super Micro’s revenue is expected to land near the low end of management's guidance, profitability is projected to remain solid. For the fourth quarter of fiscal 2026, Super Micro expects revenue near the lower end of the guidance of approximately $11.0 billion to $12.5 billion. The biggest surprise, however, came on the margins front. SMCI now expects adjusted gross margins of 15% to 17%, nearly double its earlier guidance of 8.2% to 8.4%, driven primarily by a favorable customer and product mix.
