Super Micro forecasts Q4 sales up to $12.5B, shares jump 18%
SMCI•Super Micro Computer forecast fourth-quarter net sales of $11.0 billion to $12.5 billion versus analysts’ $11.312 billion consensus, spurring an 18% after-hours share jump. Its third-quarter net sales jumped to $10.2 billion, up from $4.6 billion a year earlier, while adjusted EPS beat estimates at $0.84 against $0.62.
1. Fourth-Quarter Forecast and Stock Reaction
Super Micro Computer projected fourth-quarter net sales between $11.0 billion and $12.5 billion for the period ending June 30, surpassing the $11.312 billion analyst consensus. This strong guidance triggered an approximate 18% rally in after-hours trading as investors reacted to the upbeat outlook.
2. Third-Quarter Performance Details
In the quarter ended March, the company recorded net sales of $10.2 billion, more than double the $4.6 billion reported a year ago, though below some Wall Street supply projections. Adjusted EPS reached $0.84, outperforming the $0.62 estimate, highlighting margin recovery despite ongoing supply-chain challenges.
3. Infrastructure Portfolio Expansion
Super Micro continues to broaden its data center infrastructure offerings, adding ARM-based server platforms and Open Compute Project ORv3 rack solutions. The company’s new U.S. manufacturing facilities in Silicon Valley are designed to boost capacity and support surging demand for AI-optimized servers.
