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Super Micro Forecasts $12B, Shares Rise 19%, Cofounder on Leave

5/7/2026

27 5 Full Breakdown

Summary

Super Micro Forecasts

Super Micro Computer Inc. forecast Q4 revenue of $11 billion-$12.5 billion and earnings of $0.65-$0.79 per share, beating estimates.
The firm posted Q3 revenue of $10.24 billion, earnings of $0.84 per share and a 9.9 % margin.
Shares rose about 19 % after hours, from $27.83 to $33.
The company placed co-founder Yih-Shyan “Wally” Liaw on leave after prosecutors charged him with illegal export of Nvidia servers to China, and is not a defendant.

Summary

Super Micro Expands

CEO Charles Liang said Super Micro is becoming a full datacenter infrastructure provider via DCBBS.
DCBBS is projected to generate over 25 % of profit, shifting sales to solutions.
GAAP margin rose to 9.9 % and non-GAAP to 10.1 % due to a better product mix and lower inventory.
The balance sheet lists $11.1 billion inventory, $1.29 billion cash and $8.8 billion debt, and a chart pattern that could test $40.00 with upside to $67.10.

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Super Micro Forecasts

Super Micro Computer Inc. forecast Q4 revenue of $11 billion-$12.5 billion and earnings of $0.65-$0.79 per share, beating estimates.
The firm posted Q3 revenue of $10.24 billion, earnings of $0.84 per share and a 9.9 % margin.
Shares rose about 19 % after hours, from $27.83 to $33.
The company placed co-founder Yih-Shyan “Wally” Liaw on leave after prosecutors charged him with illegal export of Nvidia servers to China, and is not a defendant.

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