Observed Signal · May 5, 2026 · Earnings Report · Source: CNBC Technology · Impact: 4/5 · Sentiment: Neutral
Super Micro Q3: Revenue Doubles, Stock Rises 18%
Super Micro Computer reported fiscal third-quarter results and issued stronger-than-expected guidance, sending its shares up about 18% in extended trading. Adjusted EPS was $0.84 versus $0.62 expected, while revenue came in at $10.24 billion versus $12.33 billion expected, a 123% year-over-year increase. Management said customer readiness and industry supply constraints delayed some revenue recognition. The company forecast fiscal fourth-quarter adjusted EPS of $0.65–$0.79 on $11.0–$12.5 billion in revenue. Super Micro also confirmed it severed ties with a co-founder who was named in a federal indictment and said it is expanding Bay Area manufacturing capacity, including a fourth facility exceeding 714,000 square feet.
Earnings report and forward guidance from a major AI-focused server vendor signals strength in AI infrastructure demand, supply-chain constraints (GPUs, memory) and capacity expansion—factors that affect compute availability and costs across tech sectors.
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Key Takeaways & Evidence Grounding
- Adjusted EPS: $0.84 vs. $0.62 LSEG consensus
- Revenue: $10.24 billion vs. $12.33 billion expected; revenue rose 123% year-over-year
- Stock jumped about 18% in extended trading after the guidance beat
- Fiscal Q4 guidance: $0.65–$0.79 adjusted EPS and $11.0–$12.5 billion revenue (LSEG consensus: $0.55 EPS, $11.07B revenue)
- Company severed ties with a co-founder named in a federal indictment and added Bay Area manufacturing capacity (fourth location >714,000 sq ft)
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Recent verified developments and strategic activity across this market segment.
Super Micro jumps after $60B orders, margin upgrade
Super Micro Computer said it received more than $60 billion in new orders in its fiscal fourth quarter and raised its expected gross and adjusted gross margins for the June quarter to 15%–17%, up from a previous 8.2%–8.4% range. CEO Charles Liang pointed to new work with SpaceX — writing that he was “proud to co-build another new Gigawatt AI datacenter for @SpaceX and @XAI within a year.” Demand for servers with Nvidia GPUs is surging, boosting Super Micro and lifting shares of rivals Dell and Hewlett Packard Enterprise. Super Micro said its backlog hit record levels at the end of the 2026 fiscal year and expects revenue at the low end of its guidance range; it plans an earnings call on Aug. 11.
Super Micro Plans $7B Equity Raise, $39B AI Server Orders
Super Micro Computer said it plans to raise $7 billion through equity-related transactions — $5 billion in underwritten stock offerings and a $2 billion at-the-market offering starting in July — to cover hardware component purchases. The company also disclosed it received about $39 billion in AI server orders from more than 20 customers in recent weeks. Super Micro shares fell roughly 9% in after-hours trading following the financing announcement. The firm reported March-quarter revenue more than doubled year-over-year, and CEO Charles Liang told analysts that memory costs have more than tripled in recent months. The financing arrangements involve JPMorgan Chase, Goldman Sachs and Citigroup.
Traders Bet on Super Micro After Earnings
Options traders have been heavily buying calls on Super Micro Computer (SMCI) after the company's earnings and upbeat guidance, sending the stock up about 15% on Wednesday. Options volume skewed strongly bullish with roughly five times more calls than puts and call premiums making up ~90% of options value traded. Large call trades included a $1.4 million purchase of 2,000 Jan. 15 35-strike calls; the most-traded contract was the 35-strike expiring May 8 with ~22,000 trades. SMCI shares remain well below last year’s highs but are up nearly 50% since a March sell-off tied to criminal charges against individuals accused of smuggling Nvidia chips to China; the company was not named as a defendant.
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