Super Micro Computer Rallies After Raising Full-Year Revenue Guidance to $40 Billion From $33 Billion

"These orders, which pushed expected first-quarter revenue into the second quarter, finally showed up in the results. Adjusted earnings per share came in at $0.69, beating estimates of $0.49 by a wide margin. More importantly, management raised its full-year fiscal 2026 revenue target to at least $40 billion, up from the prior $33 billion target. Third-quarter guidance calls for revenue of at least $12.3 billion, also above consensus."

"The quarter's strength reflects surging demand for Super Micro's liquid-cooled AI server solutions built around Nvidia's GB300 and B300 platforms, along with AMD's 355X liquid-cooled systems. The company's Data Center Building Block Solutions strategy, which involves close collaboration with chip designers, positions it as a direct beneficiary of the AI infrastructure buildout. The $12 billion-plus in new design wins secured for second-quarter delivery validates this approach."

"This morning, shares opened sharply higher at $28.94 and surged to an intraday peak of $29.44 on massive volume of over 1.1 million shares in the opening minutes. Reddit sentiment shifted dramatically overnight. A post highlighting the earnings beat garnered 81 upvotes and 26 comments by 6 a.m. EST, with sentiment scores hitting 80 out of 100 at midnight, classified as very bullish."

Super Micro Computer delivered Q2 revenue of $12.7 billion, a 123% year-over-year increase that topped the $10.42 billion consensus. The revenue beat resulted from the realization of more than $12 billion in delayed design wins moved from prior quarters. Adjusted EPS reached $0.69 versus estimates of $0.49. The company raised its fiscal 2026 revenue target to at least $40 billion (from $33 billion) and guided Q3 revenue of at least $12.3 billion. Strong demand for liquid-cooled AI servers built around Nvidia and AMD platforms and the Data Center Building Block Solutions strategy underpinned the results, prompting a sharp stock surge and bullish social sentiment.

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