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Super Micro jumps 15% after Q4 orders top $60 billion

Super Micro jumps 15% after Q4 orders top $60 billion

Shares rose as much as 25%, their biggest gain since 2024, after the server maker said fourth-quarter new orders topped $60 billion and projected June-quarter gross margin of 15% to 17%.

Fact Check
All elements of the claim are confirmed by Supermicro's own preliminary business update (BusinessWire) and corroborated by Reuters and CNBC: Q4 orders exceeded $60 billion, June-quarter gross margin outlook raised to 15-17% (from 8.2-8.4%), favorable customer/product mix cited, and backlog reached record levels amid strong AI server demand. The stock jump figure (claim says 15%) is reported as ~15-16% after hours by both Reuters and CNBC, a negligible variance well within reporting norms.
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Summary

Super Micro Computer shares rose as much as 25%, their biggest gain since 2024, after the server maker said fourth-quarter new orders exceeded $60 billion and projected June-quarter gross margin of 15% to 17%, nearly double its earlier 8.2% to 8.4% target. The company had previously said its backlog would reach a record high by the end of fiscal 2026, pointing to sustained demand as AI server deployments expand. The margin increase adds to signs that customer and product mix improved meaningfully from the level management outlined earlier.

Terms & Concepts
  • backlog: Orders a company has received but has not yet fulfilled or delivered.
  • gross margin: The share of revenue left after subtracting direct costs of producing goods.