Supermicro stock jumps on gross margin raise amid record $60 billion backlog
Yahoo Finance ·
Supermicro stock jumps on gross margin raise amid record $60 billion backlog Ines Ferré · Senior Business Reporter Tue, July 21, 2026 at 6:30 PM EDT 1 min read NVDA SMCI INTC AMD What happened: Supermicro ( SMCI ) stock jumped 18% in after-hours trading on Tuesday. What's behind the move: The AI server maker announced it expects gross margins to nearly double as it works through a record order backlog in the coming quarters. "Backlog rose to record levels at the end of fiscal 2026 with total new orders in excess of $60 billion received during the fourth quarter of fiscal 2026," said the company in its business update. Supermicro said it expects its gross margin to be in the range of 15% to 17%, significantly higher than the company's prior guidance of 8.2% to 8.4%, "primarily due to a favorable customer and product mix." What else you need to know: Supermicro designs and builds servers and data center systems that incorporate semiconductors from chipmakers like Nvidia ( NVDA ), Intel ( INTEL ), and AMD ( AMD ). Last month, Supermicro CEO Charles Liang congratulated Elon Musk for SpaceX's IPO, revealing that the company was co-building "another new Gigawatt AI datacenter for @SpaceX and @XAI within a year!" Despite the AI boom, the stock has had a volatile ride in recent months. Year to date, shares are down 12% after tumbling in June following an announcement of an equity raise to purchase components to fulfill $39 billion in AI server orders. Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at @ines_ferre . Read the latest financial and business news from Yahoo Finance
AI 시장 분석
Super Micro Computer (SMCI) saw its shares surge 18% in after-hours trading as its Q4 2026 order backlog surpassed $60 billion. Bolstered by a favorable product mix, the company significantly raised its gross margin guidance from 8.2%~8.4% to 15%~17%. This proves that AI server demand remains robust, creating positive spillover effects across the related hardware ecosystem. Investors are strengthening their buying momentum, encouraged by the increased visibility of future earnings improvements.
상승 영향
- AI — SMCI's $60 billion order backlog and doubled margin guidance prove the explosive growth of AI server demand, acting as a tailwind for the related value chain.
- Semiconductors — Earnings expectations for data center infrastructure are growing as the adoption of high-performance semiconductors from major chipmakers like NVDA and AMD increases.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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