SQUAWK/NEWS
Menu
Live News EQUITY L impact

Super Micro sees Q4 revenue near low end of $11B-$12.5B, consensus $11.73B

GAAP and non-GAAP gross...

SMCI

Story updates

08:11:27 PM UTC
SquawkNews
Q4 Backlog Hits Record; New Orders Top $60B - Gross Margin est. 15%-11% VS 8.2%-8.4% Guided
08:21:27 PM UTC
SquawkNews
Super Micro Sees Q4 Rev Near Low End Of Guidance $11B To $12.5B
08:22:31 PM UTC
SquawkNews
SMCI sees Q4 revenue near low end of $11B-$12.5B vs. consensus $11.73B; sees Q4 GAAP and non-GAAP gross margins to be in the range of 15% to 17% which is significantly higher than guidance of 8.2% to 8.4%, primarily due to a favorable customer and product mix. Backlog rose to record levels at the end of FY26 with total new orders in excess of $60B received during the fourth quarter of fiscal 2026; shares +17%

SMCI sees Q4 revenue near low end of $11B-$12.5B vs. consensus $11.73B; sees Q4 GAAP and non-GAAP gross margins to be in the range of 15% to 17% which is significantly higher than guidance of 8.2% to 8.4%, primarily due to a favorable customer and product mix.

Backlog rose to record levels at the end of FY26 with total new orders in excess of $60B received during the fourth quarter of fiscal 2026; shares +17%