Super Micro Computer CEO Charles Liang speaks at the Raise summit in Paris on July 8, 2025.
Nathan Laine | Bloomberg | Getty Images
Shares of Super Micro Computer experienced a significant surge of 15% following the server manufacturer’s announcement Tuesday that it anticipates higher margins for the June quarter than previously projected, driven by a robust influx of new orders.
The company indicated that its gross margin and adjusted gross margin are expected to fall within the 15% to 17% range, a notable increase from the 8.2% to 8.4% range management had guided in May. This upward revision is attributed by Super Micro in a preliminary business update to “primarily due to a favorable customer and product mix.”
The demand for servers equipped with Nvidia’s graphics processing units, essential for powering artificial intelligence models, has been skyrocketing for Super Micro. This trend is also benefiting rivals Dell and Hewlett Packard Enterprise, underscoring the broad market appetite for AI-accelerated computing infrastructure. Dell stock saw a 5% rise in after-hours trading on Tuesday, while HPE gained 4%, reflecting investor optimism in this high-growth sector.
Super Micro’s CEO, Charles Liang, previously expressed pride in co-building a new Gigawatt AI datacenter for SpaceX and xAI within a year, as highlighted in a June social media post. This partnership underscores the critical role of advanced server solutions in supporting the ambitious projects of leading technology and space exploration firms. The integration of xAI into SpaceX further amplifies the demand for sophisticated AI infrastructure.
For the June quarter, Super Micro now projects revenue to land at the lower end of its previously guided range of $11.0 billion to $12.5 billion, according to Tuesday’s statement. This aligns with analyst expectations, who, according to LSEG, were forecasting $11.67 billion.
Adding to the positive outlook, Super Micro reported that its backlog reached record levels at the close of the 2026 fiscal year, which concluded on June 30. The company secured over $60 billion in new orders during the fourth fiscal quarter alone. These substantial new orders are strategically slated for delivery across subsequent quarters, signaling a strong pipeline of business that extends beyond the immediate reporting period.
Super Micro is scheduled to host its earnings call on August 11, where further details regarding its financial performance and strategic outlook are expected to be disclosed.
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