Super Micro Computer CEO Charles Liang speaks at the Raise summit in Paris on July 8, 2025.

Nathan Laine | Bloomberg | Getty Images

Shares of Super Micro Computer climbed 15% after the server manufacturer announced Tuesday that it now expects higher profit margins for the June quarter alongside a significant increase in new orders.

The company revised its gross margin and adjusted gross margin projections to a range of 15% to 17%, up considerably from the 8.2% to 8.4% range previously communicated in May.

Super Micro attributed the improvement primarily to a more favorable customer and product mix, as stated in a preliminary business update released Tuesday.

The demand for servers equipped with Nvidia graphics processing units used in artificial intelligence applications has been rapidly increasing for Super Micro, as well as its peers Dell and Hewlett Packard Enterprise. Following the announcement, Dell’s stock rose 5% in after-hours trading, while HPE gained 4%.

In June, Super Micro CEO Charles Liang announced on X that the company was proud to co-build another new gigawatt-scale AI data center for SpaceX, which also controls the X social network.

For the June quarter, Super Micro now projects revenue to fall at the lower end of its guidance range of $11.0 billion to $12.5 billion. Analysts surveyed by LSEG had expected approximately $11.67 billion.

The company reported that its backlog reached record levels by the end of the 2026 fiscal year, which concluded on June 30. During the fourth quarter alone, it secured over $60 billion in new orders.

“These new orders are expected to be fulfilled over upcoming quarters,” Super Micro noted in its statement.

Super Micro is scheduled to host an earnings call on August 11.

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