Super Micro expects up to $12.5B Q4 sales while EPS tops estimates
Super Micro Computer forecasts Q4 net sales of $11.0-$12.5 billion, surpassing the $11.312 billion analyst consensus. Q3 net sales reached $10.2 billion but fell short of $12.39 billion forecasts; adjusted EPS of $0.84 beat estimates by $0.22 on a gross margin gain above 300 basis points.
1. Q4 Fiscal 2026 Revenue Guidance
Super Micro forecasts fiscal Q4 net sales between $11.0 billion and $12.5 billion for the quarter ending June 30, 2026, exceeding the $11.312 billion analyst consensus and triggering a premarket shares rally.
2. Third-Quarter Performance Review
Net sales for fiscal third quarter rose to $10.2 billion, more than double last year’s $4.6 billion but below the $12.39 billion forecast, while adjusted EPS of $0.84 topped estimates by $0.22.
3. AI Infrastructure and ARM-Based Expansion
Super Micro expanded its Data Center Building Block Solutions portfolio with new ARM-based systems powered by ARM’s AGI CPUs and rack-scale platforms compliant with Open Compute Project ORv3 standards to capitalize on surging AI data center demand.
4. Margin Recovery and Manufacturing Boost
Gross margins improved by over 300 basis points, exceeding guidance, and new U.S. manufacturing facilities in Silicon Valley are set to enhance supply-chain resilience and production capacity.