Super Micro Raises Revenue Outlook as Order Book Expands

Dow Jones

Nov 05

By Dean Seal

Super Micro Computer raised its revenue guidance for fiscal 2026 amid rising AI-related demand for Nvidia-equipped servers.

The server maker said Tuesday it now expects revenue for fiscal 2026, which ends June 30, to hit at least $36 billion instead of $33 billion as previously projected. Analysts polled by FactSet had been targeting $32.25 billion.

Chief Executive Charles Liang said the company's order book has been rapidly expanding with more than $13 billion in orders that use Nvidia's Blackwell Ultra GPU.

Super Micro expects $10 billion to $11 billion in revenue for the current quarter, topping analyst forecasts for $7.94 billion, according to FactSet. Adjusted earnings are on track to hit 46 cents to 54 cents a share, below current projections for 61 cent a share.

For the fiscal first quarter, the company posted a profit of $168.3 million, or 26 cents a share, compared with $424.3 million, or 67 cents a share, in the same quarter a year earlier.

Stripping out one-time items, adjusted earnings were 35 cents a share. Analysts surveyed by FactSet had been expecting 37 cents a share.

Revenue fell more than 15% to $5.02 billion. Super Micro warned last month that some customers had delayed taking delivery of their orders and reduced its revenue guidance to about about $5 billion for the quarter.

Shares fell 9.3% to $42.97 after hours.

Write to Dean Seal at dean.seal@wsj.com

(END) Dow Jones Newswires

November 04, 2025 16:49 ET (21:49 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

LOGIN / SIGN UP

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2581767476"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2581767476\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2581767476?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-05 05:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2581767476","market":"nz","top_or_hot":-1,"title":"Super Micro Raises Revenue Outlook as Order Book Expands","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Dean Seal \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Super Micro Computer raised its revenue guidance for fiscal 2026 amid rising AI-related demand for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>-equipped servers. \n</p>\n<p>\n  The server maker said Tuesday it now expects revenue for fiscal 2026, which ends June 30, to hit at least $36 billion instead of $33 billion as previously projected. Analysts polled by FactSet had been targeting $32.25 billion. \n</p>\n<p>\n  Chief Executive Charles Liang said the company's order book has been rapidly expanding with more than $13 billion in orders that use Nvidia's Blackwell Ultra GPU. \n</p>\n<p>\n  Super Micro expects $10 billion to $11 billion in revenue for the current quarter, topping analyst forecasts for $7.94 billion, according to FactSet. Adjusted earnings are on track to hit 46 cents to 54 cents a share, below current projections for 61 cent a share. \n</p>\n<p>\n  For the fiscal first quarter, the company posted a profit of $168.3 million, or 26 cents a share, compared with $424.3 million, or 67 cents a share, in the same quarter a year earlier. \n</p>\n<p>\n  Stripping out one-time items, adjusted earnings were 35 cents a share. Analysts surveyed by FactSet had been expecting 37 cents a share. \n</p>\n<p>\n  Revenue fell more than 15% to $5.02 billion. Super Micro warned last month that some customers had delayed taking delivery of their orders and reduced its revenue guidance to about about $5 billion for the quarter. \n</p>\n<p>\n  Shares fell 9.3% to $42.97 after hours. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Write to Dean Seal at dean.seal@wsj.com \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 04, 2025 16:49 ET (21:49 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Raises Revenue Outlook as Order Book Expands</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Raises Revenue Outlook as Order Book Expands\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-05 05:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Dean Seal \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Super Micro Computer raised its revenue guidance for fiscal 2026 amid rising AI-related demand for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>-equipped servers. \n</p>\n<p>\n  The server maker said Tuesday it now expects revenue for fiscal 2026, which ends June 30, to hit at least $36 billion instead of $33 billion as previously projected. Analysts polled by FactSet had been targeting $32.25 billion. \n</p>\n<p>\n  Chief Executive Charles Liang said the company's order book has been rapidly expanding with more than $13 billion in orders that use Nvidia's Blackwell Ultra GPU. \n</p>\n<p>\n  Super Micro expects $10 billion to $11 billion in revenue for the current quarter, topping analyst forecasts for $7.94 billion, according to FactSet. Adjusted earnings are on track to hit 46 cents to 54 cents a share, below current projections for 61 cent a share. \n</p>\n<p>\n  For the fiscal first quarter, the company posted a profit of $168.3 million, or 26 cents a share, compared with $424.3 million, or 67 cents a share, in the same quarter a year earlier. \n</p>\n<p>\n  Stripping out one-time items, adjusted earnings were 35 cents a share. Analysts surveyed by FactSet had been expecting 37 cents a share. \n</p>\n<p>\n  Revenue fell more than 15% to $5.02 billion. Super Micro warned last month that some customers had delayed taking delivery of their orders and reduced its revenue guidance to about about $5 billion for the quarter. \n</p>\n<p>\n  Shares fell 9.3% to $42.97 after hours. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Write to Dean Seal at dean.seal@wsj.com \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 04, 2025 16:49 ET (21:49 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SMCI","symbol_name":"超微电脑","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2581767476","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2581767476","pubTimestamp":1762292940,"columns":[{"name":"Data Report","id":30,"label_key":"dataReport"}],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Super Micro Computer raised its revenue guidance for fiscal 2026 amid rising AI-related demand for Nvidia-equipped servers.The server maker said Tuesday it now expects revenue for fiscal 2026, which ends June 30, to hit at least $36 billion instead of $33 billion as previously projected. Analysts polled by FactSet had been targeting $32.25 billion.Chief Executive Charles Liang said the company's order book has been rapidly expanding with more than $13 billion in orders that use Nvidia's Blackwell Ultra GPU.Super Micro expects $10 billion to $11 billion in revenue for the current quarter, topping analyst forecasts for $7.94 billion, according to FactSet. Adjusted earnings are on track to hit 46 cents to 54 cents a share, below current projections for 61 cent a share.For the fiscal first quarter, the company posted a profit of $168.3 million, or 26 cents a share, compared with $424.3 million, or 67 cents a share, in the same quarter a year earlier.Stripping out one-time items, adjusted e","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"SMCI":"超微电脑"},"translate_title":"随着订单量扩大，超微上调收入前景","themeId":"25cb40dbf2adde18a66496a85ada399b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMCI":1.5},"content_text":"By Dean Seal \n\n\n \n\n\n  Super Micro Computer raised its revenue guidance for fiscal 2026 amid rising AI-related demand for Nvidia-equipped servers. \n\n\n  The server maker said Tuesday it now expects revenue for fiscal 2026, which ends June 30, to hit at least $36 billion instead of $33 billion as previously projected. Analysts polled by FactSet had been targeting $32.25 billion. \n\n\n  Chief Executive Charles Liang said the company's order book has been rapidly expanding with more than $13 billion in orders that use Nvidia's Blackwell Ultra GPU. \n\n\n  Super Micro expects $10 billion to $11 billion in revenue for the current quarter, topping analyst forecasts for $7.94 billion, according to FactSet. Adjusted earnings are on track to hit 46 cents to 54 cents a share, below current projections for 61 cent a share. \n\n\n  For the fiscal first quarter, the company posted a profit of $168.3 million, or 26 cents a share, compared with $424.3 million, or 67 cents a share, in the same quarter a year earlier. \n\n\n  Stripping out one-time items, adjusted earnings were 35 cents a share. Analysts surveyed by FactSet had been expecting 37 cents a share. \n\n\n  Revenue fell more than 15% to $5.02 billion. Super Micro warned last month that some customers had delayed taking delivery of their orders and reduced its revenue guidance to about about $5 billion for the quarter. \n\n\n  Shares fell 9.3% to $42.97 after hours. \n\n\n \n\n\n  Write to Dean Seal at dean.seal@wsj.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 04, 2025 16:49 ET (21:49 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}