Supermicro said in an SEC 8-K filing on the 21st (local time) that it expects gross margin of 15-17% for its fiscal 2026 fourth quarter (ended June). The figure far exceeds its prior guidance of 8.2-8.4%.
📊 Price at Time of Writing (July 22, 2026, 11:02 AM KST)
$25.50 ▲ +7.01%
≈ ₩37,766 KRW (exchange rate: 1,481)
Quarter at a Glance
Supermicro said this quarter's revenue is expected to land near the low end of its $11.0-12.5 billion guidance range. However, a more favorable shift in customer and product mix drove gross margin sharply higher than previously forecast.
- Revenue: Expected to be near the low end of the $11.0-12.5 billion guidance range
- Gross margin (revenue minus cost of goods sold): Estimated at 15-17%, a sharp improvement from the prior 8.2-8.4% guidance
- New orders in Q4: Exceeded $60 billion, marking a record-high order backlog
- Detailed figures such as earnings per share (EPS) and operating income were not included in this filing and will be disclosed at the official earnings release on August 11
Market Reaction
Supermicro shares surged following the announcement. International media reported that despite revenue coming in below expectations, improved margins and rising orders boosted investor sentiment. Shares of other server makers, including Dell and HPE, also rose in tandem. According to InteliView, as of 11:02 AM on the 22nd, Supermicro shares stood at $25.50 (approximately ₩37,766), up 7.01% from the previous trading day.
This article was automatically generated based on the original SEC 8-K filing and international media reports, with the goal of quickly delivering key data immediately after the announcement. Readers are advised to review the company's official filing before making trading decisions. Prices reflect the time of writing and may differ from current levels.
