Super Micro Forecasts 167% Q3 Sales Growth, Posts 123% Q2 Sales Surge
Super Micro's Q2 fiscal 2026 net sales rose 123% to $12.68B, while net income climbed 25% to $400.56M. The company forecast Q3 sales of $12.3B (167% growth) and full-year revenue of $40B (82% increase), fueling an 18% stock rally.
1. Stellar Q2 Results
Super Micro delivered a blockbuster Q2, with net sales soaring 123% year-on-year to $12.68 billion and net income rising 25% to $400.56 million. The surge underscores strong demand for its AI server and storage solutions.
2. Six-Month Performance
For the first half of fiscal 2026, net sales climbed 52% to $17.7 billion, while net income declined 23.6% to $568.8 million, reflecting higher investments and supply-chain scaling costs.
3. Aggressive Sales Guidance
Management set a Q3 net sales target of $12.3 billion (167% growth) and a full-year goal of $40 billion (82% increase), citing expanding global manufacturing and heightened customer engagements, which drove the 18% share price jump.